CALIFORNIA MARINE SANCTUARY FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA MARINE SANCTUARY FOUNDATION (EIN 94-3225675)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-04
- IRS object ID
- 201242789349300914
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-04T15:45:16-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Diane M Kelly CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 448 | AddressLine1 |
| City | Pacific Grove | City |
| State | CA | State |
| ZIP Code | 939500448 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943225675 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTEREY BAY MARINE SANCTUARY | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MONT | NameControl |
| Phone | 8316449600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 FOAM ST | AddressLine1 |
| City | MONTEREY | City |
| State | CA | State |
| ZIP Code | 93940 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT HENNESSY | Name |
| Title | President | Title |
| Date Signed | 2012-09-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Diane M Kelly CPA | Name |
| Phone | 8315943705 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3045489 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | mbnmsf.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | The Monterey Bay Sanctuary Foundation is a nonprofit organization working to advance the understanding and protection of the Monterey Bay National Marine Sanctuary and other coastal resources in California. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 30 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1666092 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1813861 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 582129 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 302226 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 15816 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9402 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2264037 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2125489 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 457380 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 270884 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 246871 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 304848 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 9109 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1820395 | OtherExpensePriorYear |
| Other Expenses Current Year | 1272942 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2524646 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1848674 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -260609 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 276815 | RevenuesLessExpensesCY |
| Total Assets BOY | 3523373 | TotalAssetsBOY |
| Total Assets EOY | 3820561 | TotalAssetsEOY |
| Total Liabilities BOY | 124789 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 198151 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3398584 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3622410 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The Monterey Bay Sanctuary Foundation is a nonprofit organization working to advance the understanding and protection of the Monterey Bay National Marine Sanctuary and other coastal resources in California. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 419105 | Expense |
| Grants | 37124 | Grants |
| Revenue | 1024199 | Revenue |
| Description | Resource Protection ProgramsThese programs provide resource protection research and education, focusing on management of pollution and other environmental issues relating to oceans, kelp forests, fisheries, agriculture rural lands and other ecosystems, storm waters and watersheds. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 279808 | Expense |
| Grants | 57568 | Grants |
| Revenue | 381175 | Revenue |
| Description | Education ProgramsThese program provide various education and outreach concerning tidepools, environmental monitoring, diver education, sciene camps and other conservation programs | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 244529 | Expense |
| Revenue | 215970 | Revenue |
| Description | Program Operation ProgramsThese programs provide operation development, management review, internships, public hearings and outreach | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 460850 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 176192 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 204603 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 1404292 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 45 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 30 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DENNIS LONG | NamePerson |
| Telephone Number | 8316449600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 FOAM ST | AddressLine1 |
| City | MONTEREY | City |
| State | CA | State |
| ZIP Code | 93940 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (8 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer |
|---|---|---|---|---|---|---|
| RACHAEL SAUNDERS | ||||||
| BOARD MEMBER | 1.00 | 0 | 0 | 0 | ||
| KAY ARCHER BOWDEN JD | ||||||
| Board Member | 1.00 | 0 | 0 | 0 | X | |
| ALAN ARVIN | ||||||
| Board Member | 1.00 | 0 | 0 | 0 | X | |
| JEFF PADUAN | ||||||
| Board Member | 1.00 | 0 | 0 | 0 | X | |
| DENNIS J LONG | ||||||
| Executive Direc | 40.00 | 158205 | 0 | 0 | X | |
| SCOTT HENNESSY | ||||||
| President | 3.00 | 0 | 0 | 0 | X | |
| ROBERT MAZUREK | ||||||
| Secretary | 12.00 | 3200 | 0 | 0 | X | |
| DAVID ROSSUM | ||||||
| Treasurer | 3.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 161405 | TotalReportableCompFromOrg |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 1506555 | GovernmentGrants |
| All Other Contributions | 307306 | AllOtherContributions |
| Total Contributions | 1813861 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| WORKSHOP FEES | 200 | 200 |
| REIMBURSED EXPENSES | 2033 | 2033 |
| PROCESSING FEES | 294056 | 294056 |
| MAP,BOOK, POSTERS | 768 | 768 |
| HEALTH INSURANCE BENEFITS | 5035 | 5035 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 134 | TotalRevenueColumn |
| Related Or Exempt Function Income | 134 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 302226 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9402 | TotalRevenueColumn |
| Exclusion | $9,402 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 920000 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 920000 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2125489 | TotalRevenueColumn |
| Related Or Exempt Function Income | 302226 | RelatedOrExemptFunctionIncome |
| Exclusion | $9,402 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 270884 | Total |
| Program Services | 270884 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161405 | Total |
| Management And General | 153495 | ManagementAndGeneral |
| Fundraising | 7910 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104519 | Total |
| Management And General | 104519 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21130 | Total |
| Management And General | 20409 | ManagementAndGeneral |
| Fundraising | 721 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17794 | Total |
| Management And General | 17316 | ManagementAndGeneral |
| Fundraising | 478 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55 | Total |
| Management And General | 55 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34385 | Total |
| Management And General | 34385 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48436 | Total |
| Management And General | 48436 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13342 | Total |
| Management And General | 13342 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 879 | Total |
| Management And General | 879 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19663 | Total |
| Management And General | 19663 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13376 | Total |
| Management And General | 13376 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 315 | Total |
| Management And General | 315 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18123 | Total |
| Program Services | 18123 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2565 | Total |
| Management And General | 2565 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| Sub recipient travel | 96088 | 96088 |
| Sub recipient salaries | 551565 | 551565 |
| Sub recipient prof. fees | 309801 | 309801 |
| Sub recipient payroll expense | 46977 | 46977 |
| Sub recipient employee benefit | 30630 | 30630 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86742 | Total |
| Program Services | 80224 | ProgramServices |
| Management And General | 6518 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1848674 | Total |
| Program Services | 1404292 | ProgramServices |
| Management And General | 435273 | ManagementAndGeneral |
| Fundraising | 9109 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104686 | BOY |
| EOY | 86890 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2626929 | BOY |
| EOY | 2090126 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 731051 | BOY |
| EOY | 1595419 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 252 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 224624 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 180198 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56943 | BOY |
| EOY | 44426 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3512 | BOY |
| EOY | 3700 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3523373 | BOY |
| EOY | 3820561 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124789 | BOY |
| EOY | 198151 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124789 | BOY |
| EOY | 198151 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1363917 | BOY |
| EOY | 1248338 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2034667 | BOY |
| EOY | 2374072 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3398584 | BOY |
| EOY | 3622410 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3523373 | BOY |
| EOY | 3820561 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 276815 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -52989 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | false | FSAudited |
| Audit Committee | false | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2985262 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4107729 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1648799 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1667067 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1813861 | CurrentTaxYear |
| Total | 12222718 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2985262 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4107729 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1648799 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1667067 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1813861 | CurrentTaxYear |
| Total | 12222718 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 732391 | AmountsSubstContributorsTotal |
| Public Support Total170 | 11490327 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 96106 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 56001 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25677 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15816 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9402 | CurrentTaxYear |
| Total | 203002 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 12425720 | TotalSupport |
| Public Support Pertcentage170 | 0.92470 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.90960 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Unusual Grant - Non cash intellectual property MBMSF received a non cash donation of intellectual property of seafloor database of northern California coast with a appraisal fair market value of $ 1,400,000.The donor incurred costs of $ 1,533,000 to map sections of uncharted seafloor during 2007. Donor contacted MBMSF to make a donation of this electronic media database in December 2007. An appraisal was required on this donation and it was completed in 2008 and database was transferred to MBMSF. Subsequently in 2008 the data base was transferred to NOAA for use by the public domain. Access to this database is available through the website at California State University of Monterey Bay. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2100 | OtherCostOrOtherBasis |
| Depreciation | 722 | Depreciation |
| Book Value | 1378 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 192801 | OtherCostOrOtherBasis |
| Depreciation | 160748 | Depreciation |
| Book Value | 32053 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 29723 | OtherCostOrOtherBasis |
| Depreciation | 18728 | Depreciation |
| Book Value | 10995 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 44426 | TotalOfBookValueLandBuildings |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part XI, Line 8 | Identifier |
| Return Reference | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | ReturnReference |
| Explanation | tax to book depreciation adjustment $ -2322 Cancelled contracts $ -50667 | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| WATERSHEED DISCOVERY FDN | |||||||
| PO BOX 24 | MOSS BEACH | CA | 94038 | 383802330 | 12256 | 0 | SUB RECIPIENT EDUCATION |
| US DEPT OF COMMERCE NOAA | |||||||
| 7600 SAND POINT WAY NE | SEATTLE | WA | 98115 | 10125 | 0 | SUB RECIPIENT RESOURCE PROTECTION | |
| UNIVERSITY CORPORATION AT MONTEREY BAY | |||||||
| 100 CAMPUS CENTER BUILDING 201 | SEASIDE | CA | 93955 | 770387459 | 70155 | 0 | SUB RECIPIENT ENTITY RESEARCH |
| UNIV OF CA SAN DIEGO | |||||||
| 9500 GILMAN DR DEPT 0232 | LA JOLLA | CA | 92093 | 956006144 | 32350 | 0 | SUB RECIPIENT ENTITY RESEARCH |
| UC DAVIS | |||||||
| PO BOX 989062 | SACRAMENTO | CA | 95798 | 946036494 | 5062 | 0 | SUB RECIPIENT RESEARCH |
| MONTEREY BAY ACQUARIUM RESEARCH | |||||||
| 7700 SANDHOLD ROAD | MOSS LANDING | CA | 95039 | 770150582 | 58400 | 0 | SUB RECIPIENT ENTITY RESEARCH |
| COASTAL CONSERVATION &RESEARH | |||||||
| PO BOX 543 | MOSS LANDING | CA | 95039 | 912081300 | 8125 | 0 | SUB RECIPIENT RESOURCE PROTECTION |
| CITY OF SANTA CRUZ | |||||||
| 337 LOCUST ST | SANTA CRUZ | CA | 95060 | 946000427 | 40000 | 0 | SUB RECIPIENT EDUCATION |
| BEACON US US GOVT | |||||||
| 800 S VICTORIA AVE | VENTURA | CA | 93009 | 24999 | 0 | SUB RECIPIENT RESOURCE PROTECTION | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 9 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | The Monterey Bay Marine Sanctuary Foundation requires periodic progress and financial reports from grantees. Typical reporting increments are each six month period. Project managers review progress in person, from time-to-time. Grant projects then submit final reports describing the outcomes achieved and certifying that all of the funds were expended as intended.The Monterey Bay Marine Sanctuary Foundation also incorporate language that requires compliance with funder terms and conditions on any pass-thru funds. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DENNIS J LONG | NamePerson |
| Base Compensation Filing Org | 158205 | BaseCompensationFilingOrg |
| Total Compensation Filing Org | 158205 | TotalCompensationFilingOrg |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Financial statements, tax returns and other governing documents are available upon request by contacting Monterey Bay Marine Sanctuary Foundation in person, by mail or email at info@mbnmsf.org. Requested documents are then provided to interested parties at no cost. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The Board of Directors has approved a framework for executive compensation, aligned with compensation of other positions in the industry, and consistent with the size and complexity of the activities. Additionally, any financial dealings with members of the Board of Director's is reviewed, discussed and approved by the entire Board prior to implementation. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The Board of Directors has ratified a written conflict of interest policy that requires officers, directors and key employees to disclose potential conflicts of interest between the organization and themselves and their family members on a questionnaire distributed annually. Any identified potential conflicts are brought before the Board as an action item on the Board of Directors Meeting agenda |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | Tax preparer works with bookkeeper, and other management personnel to gather financial and compliance information for the preparation of tax return. A copy of draft return is forwarded to the Executive Director, the Board of Directors President and members of the audit commitee for their review prior to filing the 990. |
| Form 990, Part VI, Line 2 | Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | The Foundation reimburses the Executive Director, Dennis Long for liability insurance of $ 576 per year.In 2011, there was one member of the Board of Directors with financial dealings, approved by the Board. Robert Mazurek was compensated for professional services to the Foundation of $ 3,200 to create/develop Ecosystem- Based Management Initiative. |
| Form 990, Part III, Line 4d | Form 990, Part III, Line 4d : Other Program Services Description | OTHER PROGRAM SERVICES 4: Program Operation ProgramsThese programs provide operation development, management review, internships, public hearings and outreach OTHER PROGRAM SERVICES 5: Research and Evaluation ProgramsThese programs provide various research and evaluation including fishery practices, necropsies, mapping, tidepool research, ecosystem monitoring, Cowcod conservation, Pt Pinos tidepools and research administration support. OTHER PROGRAM SERVICES 6: Other ProgamsThese programs provide various publications, co-ordinate educational meetings and develop internship programs OTHER PROGRAM SERVICES 7: Depreciation on computer and monitoring equipment funded by grants for use in various research and education programs. OTHER PROGRAM SERVICES 8: |
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