2022-08-23T11:46:44-07:00 2021-06-30 883092720 BEYOND THE NUMBERS CONSULTING 1405 WEST CIENEGA AVE SAN DIMAS CA 91773 990 2020-07-01 330420271 SANTA MONICA BAY RESTORATION FOUNDATION SANT 8883012527 8117 W MANCHESTER AVE UNIT 750 PLAYA DEL REY CA 90293 TOM FORD CHIEF EXECUTIVE OFFICER 8883012527 2022-02-28 1 Nicholas J Batch CPA P00479493 6268520321 2022-02-28 0 11 0 AAL2 2020 2022-09-23 18:48:47Z The Bay Foundation THOMAS K FORD 1 LMU Drive LOS ANGELES CA 90045 2378569 0 X WWW.SANTAMONICABAY.ORG X 1990 CA OUR MISSION IS TO RESTORE AND PROTECT THE SANTA MONICA BAY AND ITS 400 SQUARE MILE WATERSHED. 12 12 21 967 0 0 1863044 2378487 0 0 57 82 0 0 1863101 2378569 0 0 0 0 934681 1159485 0 0 2886 780647 1203184 1715328 2362669 147773 15900 1454055 1539995 253224 323264 1200831 1216731 X Our mission is to restore and enhance Santa Monica Bay and surrounding area through actions and partnerships that improve water quality, conserve and rehabilitate natural resources, and protect and serve the benefits and values of community stakeholders. 0 0 685961 788645 The Marine Program conducts research, monitoring, and restoration activities in coastal marine habitats. Projects this year focused on kelp forest restoration, eelgrass habitat restoration, abalone species recovery and research on harmful algal blooms and climate change. The restoration and enhancement of marine habitats increase resilience across a diversity of ecosystems while supporting local recreational opportunities and related coastal economies. Data collected from these projects also further our understanding of the impacts from climate change and informs adaptive management. 656274 743960 The Santa Monica Bay National Estuary Program, SMBNEP, is one of 28 national programs established under Section 320 of the 1987 Clean Water Act. The focus of SMBNEP for the year included a diversity of efforts to protect, enhance, and improve ecosystems to improve water availability and quality, enhance socio economic benefits, public engagement and education, mitigate impacts and increase resiliency to climate change, improve monitoring and the ability to assess effectiveness. The Organization also drafted a Comprehensive Monitoring Program for the region, published reporting documents and held meetings. 464270 535046 The watershed program conducts research, monitoring, and restoration activities in coastal habitats such as wetlands, beaches, dunes and streams. Projects this year focused on restoring dunes and sandy coastal habitats to protect infrastructure and increase climate change resilience along our coast to benefit wildlife and people. Projects included restoring native vegetation at various sites, conducting community engagement, and restoration and monitoring of the largest remaining contiguous coastal dune system in Southern California, LAX Dunes. Additional research included beach characterization studies, site suitability models, climate modeling, and micro plastics. 205881 252558 ALL OTHER PROGRAMS INCLUDING BOATER EDUCATION AND COMMUNITY OUTREACH. 205881 0 252558 2012386 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 21 1 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X NICHOLAS J BATCH CPA 6268520321 8117 W MANCHESTER AVE UNIT 750 PLAYA DEL REY CA 90293 TOM FORD DIRECTOR 1 0 X X 155175 0 7120 Tracy Egoscue DIRECTOR 1 0 X 0 0 80183 LAURIE NEWMAN PRESIDENT 5 0 X X 0 0 0 Kathryn Vernez VICE PRESIDENT 2 0 X X 0 0 0 L Doss Hertz FINANCIAL OFFICER 2 0 X X 0 0 0 Jeff Klocke SECRETARY 2 0 X X 0 0 0 A Basmajian DIRECTOR 1 0 X 0 0 0 Fran Diamond DIRECTOR 1 0 X 0 0 0 John Dorsey DIRECTOR 1 0 X 0 0 0 Craig Perkins DIRECTOR 1 0 X 0 0 0 T Rasmussen DIRECTOR 1 0 X 0 0 0 Al Tower DIRECTOR 1 0 X 0 0 0 C Tyrrell DIRECTOR 1 0 X 0 0 0 155175 0 87303 1 0 1 0 0 0 0 25611 0 2320209 32667 0 2378487 0 82 0 0 82 0 0 0 0 0 0 0 0 0 0 0 0 25611 0 2378569 0 0 82 X 155175 155175 808748 746180 62181 387 99737 93438 6254 45 95825 89774 6008 43 76183 76183 785581 780877 4704 32885 7718 25167 20247 20247 53735 53735 Supplies and Material 120545 117525 609 2411 Fuel Moorage Maintenance 10696 0 10696 0 Professional Fees 81503 0 81503 0 Travel 21809 21699 110 0 2362669 2012386 347397 2886 726115 623517 628079 838889 22996 20971 163462 106844 76865 56618 1454055 1539995 78319 123883 114497 114224 60408 85157 253224 323264 X 914397 1014773 286434 201958 1200831 1216731 1454055 1539995 15900 0 0 0 0 0 X 0 1 X 1 1 1 X 1769448 1900347 1896701 1863044 2378487 9808027 1769448 1900347 1896701 1863044 2378487 9808027 9808027 44 40 44 57 82 267 9808294 0.99997 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 163462 0 106844 56618 0 0 0 0 56618 401K PORTION EMPLOYEE PAYABLE 2616 ACCUMULATED PAID TIME OFF 82541 85157 2556667 0 178098 0 0 178098 2378569 0 0 0 2378569 2542708 178098 0 0 0 178098 2364610 0 -1941 -1941 2362669 Schedule D, Part XII, Line 4b DEPRECIATION EXPENSE DIFFERENCE BETWEEN TAX AND AUDIT. ANNUAL GALA 25611 0 25611 0 0 0 0 0 2411 0 0 25611 0 25611 0 0 0 0 0 2411 2411 23200 X X X 0 0 0 0 0 0 0 0 0 TOM FORD DIRECTOR 155175 0 0 0 0 0 0 0 7120 0 162295 0 0 0 Schedule J, Part I The Organization determines compensation for its Chief Executive Officer and Chief Operating Officer annually. The Board of Directors evaluates the performance of these individuals based on performance of assigned goals and tasks Compensation is commensurate with similar positions of comparable nonprofit organization in the region. Tools like surveys, including and not limited to Guidestar Compensation Report, are also consulted as needed. Form 990, Part III, Line 4d Other program expenses of $ 205,881 represent activities whose focus is on environmental remediation, education, point source pollution reduction and restoration via outreach to local environmental stakeholders including those in the boating community. Form 990, Part VI, Section B, Line 11b Form 990 was reviewed by the Executive Committee and Board of Directors prior to filing and any questions were addressed and resolved timely. A final draft version of the tax return was provided to the full board prior to execution and filing. Form 990, Part VI, Section B, Line 12c The organization's Board of Directors discusses annually any interests that could give rise to conflicts and signs a form to adhere to the organization's Conflict of Interest policy. Additionally, consistent monitoring of the conflict of interest policy and any potential conflicts that may arise are reviewed as they occur, and are discussed in Board Meetings and are recorded in the minutes, as appropriate. The Conflict of Interest Policy is distributed annually. Form 990, Part VI, Section B, Line 13 As of the date of this tax return TBF has formally adopted a Board approved Whistle Blower Policy that is promulgated by the National Council of Nonprofits. Form 990, Part VI, Section B, Line 14 As of the date of this tax return TBF has formally adopted a Board approved Document Retention and Destruction Policy that exceeds the minimum requirements established by the National Council of Nonprofits. Form 990, Part VI, Section B, Line 15 The Organization determines compensation for its Chief Executive Officer and Chief Operating Officer annually. The Board of Directors evaluates the performance of these individuals based on performance of assigned goals and tasks Compensation is commensurate with similar positions of comparable nonprofit organization in the region. Tools like surveys, including Guidestar Compensation Report, are also consulted as needed. Form 990, Part VI, Section C, Line 19 Form 990 is available via website, Guidestar.org, and upon request. TBF maintains governing documents, conflict of interest policies and statements at our primary location. Form 990, Part IX, Line 11g $785,581: This line item expense represents costs incurred for services related to restoration, analysis, scientific consultation and other related expenses required to achieve contract, agreement, and award objectives and Organizational goals. OUR ORGANIZATION HAS NEVER BEEN LATE IN FILING IT'S REQUIRED COMPLIANCE DOCUMENTS WITH THE IRS. THIS IRS 990 TAX RETURN ALONG WITH SUPPORTING PROGRAM ACOMPLISHMENTS AND ACHIEVEMENTS, PICTURES, GRAPHS AND NARRATIVES, WERE TIMELY MAILED TO THE IRS ON 3/21/2022. OUR ORGANIZATION HAS HISTORICALLY FILED BY PAPER TO INCLUDE THIS DETAILED INFORMATION IN OUR FILINGS. WE MISUNDERSTOOD THE REQUIREMENT TO ELECTRONICALLY FILE OUR FISCAL YEAR ENDING 6/30/21 TAX RETURN (TAX YEAR 2020). WE DID FILE AN IRS 8868 AUTOMATIC 6 MONTH EXTENSION BUT THIS ENDED ON 5/15/22. OUR ORGANIZATION DID NOT RECEIVE LTR 26943 COMMUNICATION FROM THE IRS UNTIL 8/15/2022 AND IMMEDIATLY BEGAN TO COMPLY WITH THE IRS REQUEST FOR ELECTRONIC SUBMISSION. WE RESPECTIFULLY REQUEST PENALTY ABATEMENT AS A 1ST TIME EVER RELIEF FROM ANY ASSOCIATED PENALTIES THIS LATE RESUBMITTED ELECTRONIC RETURN MAY INCUR.