Agenda packet — Morro Bay City Council, October 8, 2024 (part 1 of 2)

CITY OF MORRO BAY
City Council Regular Meeting Agenda

Tuesday, October 8, 2024, 5:30 p.m.

Veterans Memorial Hall, 209 Surf St., Morro Bay, CA
Public Participation
Public participation is offered in the following ways:
• Community members may attend the meeting in person at the Morro Bay Veterans Hall.

Alternatively, members of the public may watch the meeting and speak during general Public Comment or on a specific agenda item by logging into the Zoom webinar using the information provided below. Please use the "raise hand" feature to indicate your desire to provide public comment.
•
Zoom webinar link:
https://us02web.zoom.us/j/82722747698?pwd=aWZpTzcwTHlRTk9xaTlmWVNWRWFU QT09
•
• Password: 135692
Or Telephone Attendee: 1 (408) 638-0968 or 1 (669) 900-6833 or 1 (346) 248-7799; Webinar ID: 827 2274 7698; Password: 135692: Press *9 to raise hand for public comment.
•
• Meetings are also broadcast on cable Channel 20 and streamed on the City's website.

Community Members are encouraged to submit agenda correspondence via email to the City Council at [email protected] prior to the meeting. Agenda correspondence received by 10:00 a.m. on the meeting day will be posted on the City website. •
Pages

1. ESTABLISH QUORUM AND CALL TO ORDER

2. MOMENT OF SILENCE

3. PLEDGE OF ALLEGIANCE

4. REPORTS

4.a Closed Session Report

4.b Mayor and Councilmembers' Reports, Announcements and Presentations

4.c City Manager Reports, Announcements and Presentations

4.d Subcommittee Reports - Verbal Update of Current Subcommittee Activities

1. Water Reclamation Facility & Morro Bay / Cayucos Sanitary District JPA

2. Morro Bay Power Plant (Vistra)

3. Offshore Wind Energy

4. Downtown Design District

5. RECOGNITION AND PRESENTATIONS

5.a Central Coast Community Energy (3CE) Presentation by Senior Customer Accounts Manager, Judith Young
5 5.b Recognize SurviveOars/Dragonboat for World Championship Accomplishments

5.c Domestic Violence Awareness Month Proclamation

6. PUBLIC COMMENT
Members of the audience wishing to address the Council on City business matters not on the agenda may do so at this time. For those desiring to speak on items on the agenda, but unable to stay for the item, may also address the Council at this time.

Public comment is an opportunity for members of the public to provide input to the governing body. To increase the effectiveness of the Public Comment Period, the City respectfully requests the following guidelines and expectations be followed:
•
Those desiring to speak are asked to complete a speaker slip, which are located at the entrance, and submit it to the City Clerk. However, speaker slips are not required to provide public comment. •
When recognized by the Mayor, please come forward to the podium to speak. Though not required, it is helpful if you state your name, city of residence and whether you represent a business or group. Unless otherwise established by the Mayor, comments are to be limited to three minutes.
•
All remarks should be addressed to Council, as a whole, and not to any individual member thereof.
•
The Council respectfully requests that you refrain from making slanderous, profane or personal remarks against any elected official, commission and/or staff.
•
Please refrain from public displays or outbursts such as unsolicited applause, comments or cheering.
•
Any disruptive activities that substantially interfere with the ability of the City Council to carry out its meeting will not be permitted and offenders will be requested to leave the meeting.
•
Your participation in City Council meetings is welcome and your courtesy will be appreciated.
•

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The Council in turn agrees to abide by its best practices of civility and civil discourse according to Resolution No. 07-19.
•

7. CONSENT AGENDA
Unless an item is pulled for separate action by the City Council, the following actions are approved without discussion. The public will also be provided an opportunity to comment on consent agenda items.

Recommended Action
Approve Items 7.a. through 7.c. as submitted.

7.a Approval of Minutes
(City Clerk)
Recommended Action
Approve as submitted.

1. September 24, 2024 - Special Closed Session Meeting 18

7.b Approval of Proclamations

1. Proclamation declaring October 2024 Dating and Domestic Violence Awareness Month
20 7.c Adoption of Resolution No. 66-24 Approving Updated Records Retention Schedule
21 (City Clerk)
Recommended Action
Adopt Resolution No. 66-24 rescinding Resolution No. 57-23, approving the City of Morro Bay Records Retention Schedule, and authorizing subsequent minor updates without further Council action.

8. PUBLIC HEARING ITEMS
None

9. BUSINESS ITEMS

9.a Vet's Hall Building, Audio, and Visual Upgrade Options 25 (Public Works Department)
Recommended Action
Direct staff to proceed with recommended building, audio, and visual upgrades to the Veterans Memorial Hall (Vet’s Hall).

9.b Adopt Resolution No. 67-24 Awarding Fiscal Year 2024-25 Community Grants
30 (City Manager)
Recommended Action
Adopt Resolution No. 67-24, awarding Community Grants for Fiscal Year 2024-25, outlining adjustments, if any, consistent

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with the Community Grants Policy; and
Authorize the City Manager to enter into agreements with all grantees, reviewing and adjusting insurance requirements on a case-by-case basis, in coordination with California JPIA and City Attorney’s Office, depending on the level of risk associated.

2. 9.c Market Plaza Request for Qualifications 427
(Community Development Department)
Recommended Action
Provide staff direction on a Request for Proposal in a new solicitation process for the development of Market Plaza. Staff is seeking Council direction on the following questions:
• What parcels should be included in the RFQ?
• Should the property be available for sale, lease or both? What is the Council’s vision for Market Plaza? What aspect of the overarching vision has evolved?
•

10. COUNCIL DECLARATION OF FUTURE AGENDA ITEMS

11. ADJOURNMENT
The next Regular Meeting will be held on October 22, 2024.

This agenda is subject to amendment up to 72 hours prior to the date and time set for the meeting. Please refer to the agenda posted at City Hall, 595 Harbor Street, Morro Bay, CA 93442 for any revisions or call the Clerk's office at (805) 772-6205 for further information.

Materials related to an item on this agenda submitted to the City Council after distribution of the agenda packet are available for public inspection upon request by calling the City Clerk's office at (805) 772-6205.

In compliance with the Americans Disability Act, if you need special assistance to participate in a City meeting, please contact the Clerk's office 24 hours prior to the meeting to insure reasonable arrangements can be made to provide accessibility to the meeting.

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ANNUAL PRESENTATION
to the

CITY OF MORRO BAY
Judith Young
Central Coast Community Energy
Senior Account Manager, Member Agencies
September 10, 2024

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UNIFYING THE CENTRAL COAST

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2023-24 YEAR IN REVIEW
Lower emissions
Cleaner more reliable grid
Community investment
Stable and responsible rates

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3CE PRIORITIZES

INNOVATION
– One of California’s first solar +
storage projects
– The state’s first new geothermal
project in three decades
– The largest compressed air
energy storage in the world

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NEW RENEWABLE ENERGY PROJECTS
Investing in a diverse portfolio of renewables coupled with innovative energy storage capacity

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CALIFORNIA BREAKS RENEWABLE ENERGY RECORDS
It’s working!

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3CE DELIVERS POWER

FOR GOOD
• Responsible Rates
• Project Selection Criteria
• Rebates & Incentives

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TACKLING

TRANSPORTATION

EMISSIONS
Support for Electric Buses &
Vans for School Districts and
Transportation Agencies

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REDUCING

EMISSIONS IN THE

BUILT ENVIRONMENT
New Construction Electrification
Program
- 207 Higuera Mixed Use Project
- Fig at the Orchard Townhomes
- Downtown Terrace

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AVAILABLE INCENTIVES
Agriculture
Electrification
Program
$75,000
Concierge
Technical
Assistance
$24,000
New Construction
Electrification
$5,000 ADU
$250,000
Electric Bus
$200,000 $1000-4000
$150,000
Electrify Your Ride
Electrify
Your Home
$17,385
$2,500 per unit

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INVESTING IN THE CITY OF MORRO BAY
TOTAL INVESTMENT nearly $250,000
Electrify Your Ride
$222,508
New Construction
Electrification
$5,000
Electrify Your
Home
$ 18,500

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INVESTING IN
THE CITY’S
ENERGY

TRANSITION
• Member Agency Programs
• Plan Your Fleet • Electrify Your Fleet • Charge Your Fleet • Reach Code Program

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Thank You
13 3CE.org [email protected]
877-455-2223
Senior Account Manager (805) 693-2000
[email protected]
Judith Young

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1 MINUTES - MORRO BAY CITY COUNCIL

CLOSED SESSION MEETING
September 24, 2024, 4:00 p.m.

City Hall Conference Room
595 Harbor Street, Morro Bay, CA 93442
Members Present: Mayor Carla Wixom
Council Member Zara Landrum
Council Member Laurel Barton
Council Member Cyndee Edwards
Members Absent: Council Member Jennifer Ford
Staff Present: City Manager Yvonne Kimball
City Attorney Chris Neumeyer
Harbor Business Coordinator Lori Thompson
_____________________________________________________________________

1. ESTABLISH QUORUM AND CALL TO ORDER
Mayor Wixom established a quorum and called the meeting to order at 4:00 pm, with all but Council Member Ford present.

2. SUMMARY OF CLOSED SESSION ITEMS

3. CLOSED SESSION PUBLIC COMMENT
Eric Newton, The Libertine Pub, provided a brief history of the project and looks forward to signing the lease and starting construction.

4. THE COUNCIL WILL CONVENE IN CLOSED SESSION

4.a CONFERENCE WITH REAL PROPERTY NEGOTIATOR -
GOVERNMENT CODE SECTION 54956.8
Property: Lease Site 86/86W, 801 Embarcadero, The Libertine Pub Property Negotiators: Eric Newton
Agency Negotiators: Lori Thompson, Harbor Business Coordinator; Yvonne Kimball, City Manager; and Chris Neumeyer, City Attorney Negotiation: Price and Terms of Payment

5. RECONVENE IN OPEN SESSION

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2 The City Council reconvened in Open Session. The Council did not take any reportable action in accordance with the Brown Act.

6. ADJOURNMENT
The meeting adjourned at 5:14 p.m.

Respectfully submitted,
/s/ Dana Swanson, City Clerk

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A PROCLAMATION OF THE CITY COUNCIL

OF THE CITY OF MORRO BAY RECOGNIZING
OCTOBER 2024 AS DATING AND DOMESTIC

VIOLENCE AWARENESS MONTH

CITY COUNCIL
City of Morro Bay, California
WHEREAS, Dating and Domestic Violence Awareness Month calls attention to the fact that intimate partner violence is widespread and impacts every person in Morro Bay; and WHEREAS, Lumina Alliance provide essential, lifesaving services for survivors, their children, and families throughout San Luis Obispo County including Morro Bay; and WHEREAS, domestic violence is a pattern of control in an intimate relationship where one person uses coercion and violence to gain power and control over his or her partner; and WHEREAS, domestic violence can result in physical injury, psychological trauma, and even death. The devastating consequences of domestic violence can cross generations and can last a lifetime; and
WHEREAS, there is a need to focus on the individualized needs of domestic violence survivors; and
WHEREAS, the marginalization of certain groups in society, including undocumented individuals, transgender individuals, and those living with disabilities, increases their vulnerability to intimate partner violence; and
WHEREAS, LUMINA ALLIANCE continues to provide a safe environment to those affected by domestic violence with a 24-hour crisis line, advocacy, therapy, transitional and emergency housing, and prevention education, with the help of dedicated volunteers and professionals; and
WHEREAS, LUMINA ALLIANCE has received over two thousand calls to the crisis & information line, provided more than six thousand collective nights for shelter clients, and provided more than four thousand eight hundred hours of therapy; and WHEREAS, LUMINA ALLIANCE serves as “A Bright Light During Dark Times” for survivors of Intimate Partner Violence, illuminating a path towards safety and healing; and WHEREAS, the City of Morro Bay strongly supports the efforts of LUMINA ALLIANCE, how every segment of our society can work together to address intimate partner violence, and how to help survivors connect with services.

NOW, THEREFORE, BE IT RESOLVED that Morro Bay City Council does hereby recognize the important work done by domestic violence programs, do hereby proclaim the month of October to be National Dating and Domestic Violence Awareness Month.

IN WITNESS WHEREOF I have hereunto
set my hand and caused the seal of the City
of Morro Bay to be affixed this 8th day of
October 2024
______________________________
CARLA WIXOM, Mayor
City of Morro Bay, California Page 20 of 449
Prepared By: ___DS_____ Dept Review: ____
City Manager Review: __YK___ City Attorney Review: __LNL____ Staff Report
TO: Honorable Mayor and City Council DATE: October 2, 2024 FROM: Dana Swanson, City Clerk
SUBJECT: Adoption of Resolution No. 66-24 Approving Updated Records Retention Schedule

RECOMMENDED ACTION
Adopt Resolution No. 66-24 rescinding Resolution No. 57-23, approving the City of Morro Bay Records Retention Schedule, and authorizing subsequent minor updates without further Council action.

ALTERNATIVES
No alternatives are being recommended at this time.

FISCAL IMPACT
The City Clerk’s office budget included $500 for review and update of the City’s Records Retention Schedules. Over time, the effective implementation of the proposed Records Retention Schedules will result in significant savings both in labor and document storage expenses.

BACKGROUND/DISCUSSION
In 2017, Morro Bay selected Gladwell Governmental Services, Inc., an expert in local government records, to upgrade its records management program. An upgrade in the existing program, along with ongoing efforts to develop and implement employee training programs, are necessary to ensure the policies are understood and strictly adhered to. Over time, improved records management policies and training will reduce current and future records storage costs, eliminate duplication of effort, increase efficiency and take advantage of current technology and changes in law.

The upgrade of the current records management systems are driven by many factors, including:
 Very limited space in City facilities.
 Morro Bay produces and manages many permanent records  Escalating records storage expenses
 Technology advancements
 Changes in law
The purpose of the program is to apply efficient and economical methods to the creation, utilization, maintenance, retention, preservation and disposal of all records managed by the City.

AGENDA NO: 7.c
MEETING DATE: October 8, 2024

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The retention periods are in compliance with all laws and are standard business practice for California cities.

The updated retention schedules were written interactively with opportunities for input from representatives from all departments. The proposed revisions to the policy are illustrated in blue and redline text. They provide clear, specific records descriptions and retention periods, and apply current law and technology to the management of Morro Bay’s records. By identifying which department is responsible for maintaining the original record, and by establishing clear retention periods for different categories of records, it is anticipated Morro Bay will realize savings in labor costs, storage costs, free filing cabinet and office space, and realize operational efficiencies.

It is standard business practice for California cities to authorize the routine destruction of records that have exceeded their adopted retention period, upon the request of the Department Head and with the consent in writing of the City Clerk and City Attorney, which is provided in Section 2 of the resolution. This will reduce storage costs and improve efficiency for the City.

It is also a standard business practice for California cities to authorize updates to the schedule without further action of the City Council; however, we have presented a more conservative approach:
authorizing only minor updates without further Council action. Section 3 states, “Minor updates include changes in Department or Division names, improvements in descriptions, changes in comments, deleting records series that are no longer applicable, and/or what is scanned. Changes in the Total Retention and/or adding new records series must be presented to the City Council of the City of Morro Bay prior to taking affect.”

CONCLUSION
The adoption of Resolution No. 66-24 is an important step in the continued effort to improve the City’s records management practices. New employee and annual training are necessary to ensure the policies are understood and strictly adhered to by City staff.

ATTACHMENT

1. Resolution No. 66-24 with proposed Records Retention Schedules

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RESOLUTION NO. 66-24

RESOLUTION OF THE CITY COUNCIL

OF THE CITY OF MORRO BAY, CALIFORNIA,

ADOPTING A RECORDS RETENTION SCHEDULE, AUTHORIZING

DESTRUCTION OF CERTAIN CITY RECORDS, AND RESCINDING PREVIOUS RESOLUTION NO. 57-23

T H E C I T Y C O U N C I L
City of Morro Bay, California
WHEREAS, the maintenance of numerous and excessive records is expensive, slows document retrieval, and is not necessary after a certain period of time for the effective and efficient operation of the government of the City of Morro Bay; and WHEREAS, Section 34090 of the Government Code of the State of California provides a procedure whereby any City record which has served its purpose and is no longer required by law to be retained may be destroyed; and
WHEREAS, the State of California has adopted guidelines for retention periods for various government records; and
WHEREAS, the City Council adopted Resolution No. 57-23 re-adopting a records retention schedule on September 12, 2023.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MORRO BAY DOES HEREBY RESOLVE:

Section 1. Resolution No. 57-23 is hereby rescinded.

Section 2. The records of the City of Morro Bay, as set forth in the Records Retention Schedule, Exhibit A, attached hereto and incorporated herein by this reference, are hereby authorized to be destroyed as provided by Section 34090 et seq. of the Government Code of the State of California and in accordance with the provisions of said Records Retention Schedule upon the request of the Department Head and with the written consent of the City Clerk and City Attorney, without further action by the City Council.

Section 3. With the written consent of the City Clerk, City Manager, and City Attorney, minor updates, as defined below, are hereby authorized to be made to the Records Retention Schedule without further action of the City Council. Minor updates include changes in Department or Division names, improvements in descriptions, correction of non-substantive errors, changes in comments, deletion of records series that are no longer applicable, and changes in what is scanned. Such changes shall be reflected in a revised Records Retention Schedule (the original attached as Exhibit A).

Section 4. The term “records” as used herein shall include documents, instructions, books, microforms, electronic files, magnetic tape, optical media, or papers; as defined by the California Public Records Act.

Section 5. The City Clerk shall certify to the passage and adoption of this resolution and enter it into the book of original resolutions.

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Section 6. This resolution shall become effective immediately upon its passage and adoption.

PASSED AND ADOPTED by the City Council of the City of Morro Bay at a regular meeting thereof held this 8
th day of October 2024, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

RECUSE:
_______________________________
CARLA WIXOM, Mayor
ATTEST:
________________________________
DANA SWANSON, City Clerk

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Prepared By: __GK__ Dept Review: GK
City Manager Review: __YK__ City Attorney Review: ___
Staff Report
TO: Honorable Mayor and City Council DATE: October 3, 2024 FROM: Greg Kwolek, Public Works Director
SUBJECT: Vet’s Hall Building, Audio, and Visual Upgrade Options

RECOMMENDED ACTION
Direct staff to proceed with recommended building, audio, and visual upgrades to the Veterans Memorial Hall (Vet’s Hall).

ALTERNATIVES
Alternatively, the City Council could provide other direction to staff.

FISCAL IMPACT
The Vet’s Hall Building, Audio, and Visual Improvements project is currently funded at approximately $500,000, through the General Fund and Public Education and Government Access (PEG) funding. Costs are expected to remain within the allocated budget. No new budget is requested at this time.

BACKGROUND
The City’s Veterans Memorial Hall (Vet’s Hall) serves a dual role as a general community space available for rent as well as the City’s Council Chambers, where regular and most special public meetings are held for the City Council, Planning Commission, Harbor Advisory Board, Recreation and Parks Commission, Public Works Advisory Board, and Citizens Finance Advisory Committee.

The multiuse nature of the Vet’s Hall requires intensive setup and breakdown practices to performed before and after every public meeting by City staff and AGP Video, the City’s longtime audio and video production contractor. These setups and breakdowns are performed for the following meetings every year:

Public Body Meetings (Max.)
City Council 24
Planning Commission 24
Citizens Finance Advisory Committee 5
Harbor Advisory Board 9
Public Works Advisory Board 9
Recreation and Parks Commission 6
Total 77
Since 2010, the City’s contract with AGP for AV production services came at an annual cost of $60,000 for up to 120 City meetings a year. Recently, however, AGP has approached the City AGENDA NO: 9.a
MEETING DATE: October 8, 2024

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with a request for an increased fee for these services. City staff and AGP are currently in negotiations on an updated contract and fee.

Audio and visual (AV) production at the Vet’s Hall is achieved in a back room of the building through a system of equipment that has been patched together over the last 30 years. Currently, audio is captured using 9 to 15 microphones and video is captured from 3 pan-tilt-zoom cameras (PTZ) as well as one static camera. AV is brought to the control room where audio is mixed manually and cameras are adjusted and toggled manually to create an AV feed. Both audio and video are then fed to one convenience monitor for view by the City Council at the Vet’s Hall, two monitors for view by members of the public in attendance at the Vet’s Hall, a Zoom feed for public participation, a Channel 20 feed, and a direct feed to a hard drive. The video graphics and Zoom meeting are also managed by AGP staff. After every meeting, AGP copies the AV data from the hard drive to a DVD disc, the contents of which are then uploaded to the City’s YouTube account for archiving and public accessibility.

The current system is vulnerable to failures because the various components of the system do not match in type and/or era and that forces the video feed through conversions between digital and analog and back. Further, multiple aspects of the meeting setup are done manually for every meeting, leaving room for error. In the past three years, the system has experienced several failures at public meetings, and in some cases, public meetings were delayed or continued to future dates due to AV issues. Because of this, City Council directed staff to replace the AV equipment with a modern, reliable system. Due to the age of the existing AV system, individual components cannot be replaced piecemeal and a complete overhaul of the AV system architecture is required.

In response to the AV concerns outlined above, City staff released a Request for Qualifications in May 2024 for audio/visual system design evaluation services to bring on an expert to assist in an analysis of the City’s AV system. The City received Statements of Qualifications from five consultants in June 2024, and in August 2024, after an evaluation of these submittals the City hired Bill Gaines Audio to assist with the Vet’s Hall AV system evaluation and analysis.

In addition to issues with the AV system, the Vet’s Hall itself is aging and in need of some building systems, safety, security, and accessibility upgrades. For example, the furnace, when it is running, is loud and can overpower the voices of speakers during public meetings. Also, the stage on which the dais sits is not ADA accessible, and the building lacks adequate escape routes during emergencies. Additionally, multiple keys have been given to community groups who use the Vet’s Hall for meetings and activities, and this has created a security risk for the Vet’s Hall. Finally, the building is not well designed to accommodate different uses, which requires full manual set up and breakdown of meetings that add to the operating cost of each meeting.

AV UPGRADES AND RECOMMENDATIONS
City staff recognizes the best system for Morro Bay is one that serves the needs and wishes of the City Council and the Morro Bay community. Based on an informal needs assessment and survey of other City’s Council Chamber in San Luis Obispo County, City staff recommends the following AV upgrades.

Audio
An automated audio system is recommended. Currently audio is manually setup and mixed. This requires a skilled technician to be present before, during, and after every public meeting, which adds operational costs. Audio equipment alternatives exist to eliminate the need for setups, breakdowns, and manual mixing. Installation of this equipment would require upfront costs but would save the City budget in the long term. Automated mixing systems can produce results

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equivalent to a technician. The following audio upgrades are recommended to transition to an automated audio system for public meetings:
 Purchase and install fixed microphones on Council dais and staff seating areas, eliminating the need to setup and breakdown every meeting.  Install functional outlets and microphone jacks in floor to eliminate need to run unsightly cables across the room.
 Purchase and install automated audio mixing equipment.

If the above recommendations were implemented, fixed staff seating would be advised. To achieve this, staff proposes to affix four permanent staff stations for the City Manager, City Clerk, City Attorney, and a staff presenter. This is a traditional setup for City Council meetings and would represent a change from the current practice of setting up tables for all City Department Directors.

Video
A simple manually operated video control system is recommended unless a feasibility evaluation determines a fully automated system is practical. Currently, video cameras are set up and taken down for every meeting by technicians, and a technician operates PTZ cameras while also toggling between cameras during meetings to ensure a dynamic video broadcast that attempts to show those people in the meeting who are speaking. Opportunities exist to fully automate all aspects of video setup and production. For example, fully automated voice-activated camera systems are available where cameras can be set up to follow speakers based on whichever microphone in the room is being used. While these systems eliminate the need for a skilled technician to move cameras and toggle between them, they can create issues with keeping a stable view and broadcast, and a technician will generally achieve a better result. As such, staff does not recommend a fully automated video system at this time until a fuller feasibility analysis is complete. At minimum, options are available to eliminate the need for setup and breakdown of video equipment for every meeting regardless of whether the City implements a fully automated camera system. Staff recommends the following to upgrade the video system at the Vet’s Hall:
 Evaluate feasibility of fully automated system, and if feasible, purchase and install. If not feasible, purchase and install fixed 11 4K video cameras pointed at each Council and staff seat, as well as at the podium and the City Council generally  Install fixed Council dais and staff seating, eliminating the need to setup and breakdown every meeting
 Purchase and install camera mixing equipment
With a series of fixed cameras at preset positions, a relatively simple control room can be set up and operated without advanced expertise to capture video from whoever is speaking. To perform this role, the City can either hire a vendor or utilize existing staff resources with some training.

Just like with audio, fixed cameras not requiring setup and breakdown for every meeting would require fixed seating. To achieve this, staff proposes to affix four permanent staff stations for the City Manager, City Clerk, City Attorney, and a staff presenter. This is a traditional setup for City Council meetings and would represent a change from the current practice of setting up tables for all City Department Directors.

To further reduce vendor costs or draw on staff resources, the City can limit dynamic video production of public meetings to only the City Council and Planning Commission meetings. Other advisory boards, commissions, etc., would retain audio feed, a static, wide angle camera video feed, and presenter mode.

Display Monitors
Currently, three large display monitors are rolled out and connected for every meeting. One is set

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up approximately 20 feet from the Council dais for Council’s view, and two are set up for view by members of the public in attendance. There are no display monitors available exclusively for staff or public speakers, often requiring they rely on the other display monitors if possible. Due to the distance of the display monitors from the City Council, staff, public speakers, and members of the public, presentations are not always visible to the audience. To resolve this, staff recommends the following:
 Installation of small, fixed monitors at the five City Council stations on the dais, the four fixed staff stations, and the public speaker podium.
 Fixed installation of a total of five display monitors for public view, with four monitors installed on the side walls and one monitor installed in the lobby.

Voting Controls
Currently, the City Council and other public boards use voice and roll call votes to decide on policy during on business matters pertaining to the City. Based on existing old equipment present at the Vet’s Hall, the City at one time had voting controls for City staff that allowed members of the public to observe visually how each Council Member voted in real time on a given business item. Modern voting controls allow for votes to be taken from controls at the dais. Such controls offer simple tabulation of votes during meetings and ways to display the votes visually to the public. Staff recommends:
 Implementation of a remote voting control system for Vet’s Hall which can be accomplished through eScribe at additional cost (to the current eScribe contract).

Broadcasting Practices
Currently, the City broadcasts all public meetings on SloSpan, Channel 20, and Zoom. Once implemented, the City’s eScribe system will also make live broadcast available on the City’s website. Compared to the rest of the cities in San Luis Obispo County, Morro Bay is on the high end of number and broadcasts available. The more meetings utilizing these broadcasts, the more dedicated staff time, vendor time, maintenance, and upfront costs there are. Below is a snapshot comparison of broadcasting of public meetings between cities in the County.

Staff recommends the City Council, upon implementation of the new AV system, broadcast all

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public meetings on Channel 20 and eScribe, with videos of meetings archived on the City’s website through the eScribe system. If it is determined that eScribe can fully replace the functions offered by Zoom, staff recommends replacing Zoom.

BUILDING AND SECURITY UPGRADES
The Vet’s Hall has a variety of building and security improvement needs planned as part of the project, and these are described below.

Security, Safety and Accessibility Upgrades
The current Council Chambers lacks security protections common in modern installations. Staff plans to reconfigure the back room and backstage area to allow for an emergency exit on the East wall. Staff also plans the installation of a new, bulletproof dais. Finally, the project will require some ADA improvements, including an ADA ramp to the stage and a widening of some pathways to the stage.

To improve security of the Vet’s Hall, staff plans the installation of security cameras. Further, to provide greater control of access by user groups, staff plans installation of a coded entry for user groups. Access codes can be programmed to allow for access during specific days and hours, and they are not susceptible to security issues resulting in lost or stolen keys.

Other Upgrades
In order to accommodate fixed staff seating, staff plans to install a foldable wall to block off the staff seating area during other Vet’s Hall uses, such as the Monday Night Dinners, special events, and other rentals. Additionally, this project will upgrade building systems, including the heating and electrical systems, based on an evaluation performed by staff. Along with this, the project will include aesthetic upgrades of walls, ceilings, fixtures, and other building components as budget allows.

CONCLUSION
The above improvements are staff recommendations. Upon receiving council directions, staff will proceed with the procurement process for the desired system. A detailed cost will be available through the procurement process. Staff and consultant’s preliminary estimates suggest that all improvements can be accomplished within the budget allocation of $500,000.

ATTACHMENT(S)
None

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Prepared By: __DS______ Dept Review: ______
City Manager Review: ___YK_____ City Attorney Review: __LNL___ Staff Report
TO: Honorable Mayor and City Council DATE: October 1, 2024 FROM: Yvonne Kimball, City Manager
SUBJECT: Adopt Resolution No. 67-24 Awarding Fiscal Year 2024-25 Community Grants

RECOMMENDED ACTION

1. Adopt Resolution No. 67-24, awarding Community Grants for Fiscal Year 2024-25, outlining adjustments, if any, consistent with the Community Grants Policy; and

2. Authorize the City Manager to enter into agreements with all grantees, reviewing and adjusting insurance requirements on a case-by-case basis, in coordination with California JPIA and City Attorney’s Office, depending on the level of risk associated.

ALTERNATIVES
City Council may choose to:
1) Adjust the funding recommendations for some or all of the applicants, 2) Seek additional review by City staff.
3) Choose not to fund any of the requests.
4) Provide other direction as appropriate.

FISCAL IMPACT
The Adopted Fiscal Year (FY) 2024-25 Budget includes $35,000 in General Fund and $25,000 in ARPA Funds for this purpose.

Staff will need to submit reporting information associated with ARPA-funded grants; there is a slim possibility that if those awards are deemed ineligible, the City would need to backfill that funding with General Fund dollars, though that is not anticipated.

BACKGROUND
Grants and Council bequests are a mechanism by which the City Council and City of Morro Bay can assist non-profit and other government agencies in providing direct or indirect services to the Morro Bay residents and communities. The City Council annually allocates grant funds to various community groups and organizations. These bequests have ranged from a total of approximately $7,000 in FY 2015-2016 up to a total award of $60,000 in FY 2022-23 and 2023-24 ($35,000 from General Fund and $25,000 from ARPA funds). The FY 2024-25 adopted budget also includes $35,000 community grant funds from the General Fund and $25,000 from ARPA funds.

In accordance with the City’s adopted Community Grant Policy (link provided as Attachment 3), the City accepts funding requests after City Council adopts the budget. There is an application period of AGENDA NO: 9.b
MEETING DATE: October 8, 2024

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approximately one month, then staff reviews the applications for completeness, and invites a committee to review and make recommendations to City Council. Following approval, staff provides awarded entities with notification that the City Council has awarded funding and also indicates that the City would like follow-up reporting back in July, via e-mail, on the benefits/services provided, number of clients served and anticipated upcoming work to be done.

DISCUSSION
On August 9, 2024, the City published notice that grant applications would be accepted through September 13. The City Manager asked Council Member Edwards as Council liaison to the Citizens Finance Advisory Committee (“CFAC”) to work with two CFAC members and, community member(s) as desired, to review applications and, using the criteria in the grants policy, formulate their recommendations. Members Michael Erin Woody and Sarah Love, along with community member, Jean Ryan, were available and agreed to assist with the project.

This year the City received 16 grant applications totaling $114,648, nearly double the budgeted amount. The committee carefully reviewed the applications for adherence to City policy and activities that most directly benefit Morro Bay residents. While the non-profit organizations who applied for funds all offer worthwhile services, the applications submitted by those recommended for funding were found to most clearly articulate how the requested funding would directly benefit Morro Bay residents.

Applications submitted by Community Action partnership of San Luis Obispo (CAPSLO) and Los Osos Cares were not recommended for funding through this program; however, the committee recommends that through the upcoming Goals process, Council further study the array of services currently being provided for unhoused and residents in need by the County and various non-profit groups to determine the best and most effective manner in which Morro Bay can support those efforts.

Based on their review, the committee recommends the following grant awards for FY 2024-25. Staff does not have any concerns with the Committee’s recommendations and seeks Council direction on the proposed awards. Applications received providing details on each of the proposed projects are included as a link as Attachment 3.

Organization Amount
Requested
Recommended
Funding
Amount
Morro Bay in Bloom $20,000 $10,000
Central Coast Dog Park Alliance $5,000 $3,000
Estero Bay Kindness Coalition, Bags of
Love
$8,000 $6,000
Morro Bay Art Association, Art in the Park $8,000 $4,000 Morro Bay Maritime Museum $9,000 $5,352
Community Action Partnership (CAPSLO) $8,000 0
Ecologistics Estuary Air Monitoring
Project
$3,500 0
Diversity Coalition SLO County $6,000 $1,000
ECOSLO Coastal Cleanups $5,000 $5,000
Senior Nutrition Program $10,000 $8,000
Sea Otter Savvy $7,000 0

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Apex Predators Club $1,500 0
Community Foundation of Estero Bay $8,000 $5,000
Del Mar Elementary PTA $6,708 $6,708
Los Osos Cares $3,000 0
By the Sea Productions $5,940 $5,940
Total $114,648 $60,000
The Community Grants Policy requires that the funded applicant provide appropriate insurance and workers compensation coverage as well as sign a Community Grant agreement outlining the terms of the grant award and further indemnifying the City. Staff seeks Council authorization to review and adjust insurance requirements on a case by case basis based on the type of funding request and level of risk associated with the activity, in coordination with California JPIA and the City Attorney’s office.

CONCLUSION
Awarding these Community Grants for FY 2024-25 represents almost a doubling of otherwise available funding from the City’s general fund to community nonprofits, made possible by COVID relief funds. This will allow several nonprofit organizations to continue work to benefit the Morro Bay community.

ATTACHMENTS:

1. Resolution No. 67-24

2. Community Grant Applications

3. Link to Resolution No. 67-19 approving the Community Grant Policy

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RESOLUTION NO. 67-24

RESOLUTION OF THE CITY COUNCIL

OF THE CITY OF MORRO BAY, CALIFORNIA
APPROVING AWARD OF FY 2024-25 COMMUNITY GRANTS

T H E C I T Y C O U N C I L
City of Morro Bay, California
WHEREAS, grants and Council bequests are a mechanism by which the City Council and City of Morro Bay can assist non-profit and other government agencies in providing direct or indirect services to the Morro Bay residents and communities; and WHEREAS, the Morro Bay City Council annually allocates grant funds to various community groups and organizations; and
WHEREAS, in the current FY 2024-25 budget year, Council adopted the City’s budget in June, and included up to $60,000 total for community grant awards; and WHEREAS, the City solicited grant applications from local nonprofits and asked a Community Grants Review Committee to review those applications consistent with the Community Grants Policy guidelines and the Committee provided recommendations to Council to make funding awards that are anticipated to have a positive impact on the community of Morro Bay.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Morro Bay, California, as follows:

1. The following Community Grant awards for FY 2024-25 are hereby approved:

Organization Funding Amount
Morro Bay in Bloom $10,000
Central Coast Dog Park Alliance $3,000
Estero Bay Kindness Coalition, Bags of
Love
$6,000
Morro Bay Art Association, Art in the Park $4,000
Morro Bay Maritime Museum $5,352
Diversity Coalition San Luis Obispo County $1,000
ECOSLO Coastal Cleanups $5,000
Senior Nutrition Program $8,000
Community Foundation of Estero Bay, Inc. $5,000
Del Mar Elementary PTA $6,708
By the Sea Productions $5,940
Total $60,000

2. The City Manager is hereby authorized to execute agreements with all grantees, reviewing and adjusting insurance requirements on a case-by-case basis in coordination with California JPIA and the City Attorney’s Office depending on the level of risk associated.

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PASSED AND ADOPTED by the City Council of the City of Morro Bay at a regular meeting thereof held on the 8
th day of October 2024 on the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

RECUSE:
______________________________
CARLA WIXOM, Mayor
ATTEST:
_____________________________
DANA SWANSON, City Clerk

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CITY OF MORRO BAY  FY 2024/25

APPLICATION FOR COMMUNITY GRANT FUNDING
1 Project:

Agency:

Project/Program Name:

Project/Program Manager Name:

Name of Agency:

Site Address:

Telephone Number:

Web Address:

Name of Executive Director:

City Council established a total budget of $60,000 for Community Grants for FY 2024/25.

Recently, grant amounts have ranged from approximately $1,000-$8,000 per organization.

Program expenditures must be completed by June 30, 2025.

Please note that if awarded, an annual report on grant expenditures and program outcomes will be required, as well as providing evidence such as canceled checks, receipts, bank statements, financial statement, etc. demonstrating how funds were expended.

Introduction: Provide brief description of agency, agency goals, and agency services. Describe your program briefly, including who benefits from your program. Attach additional pages as needed.

Morro Bay Pups/Jody Giannini Family Dog Park Elaine Giannini, Treasurer Central Coast Dog Park Alliance
P.O. Box 4511
San Luis Obispo, CA 93403
(805)440-4360 Central Coast Dog Park Alliance Katherine Kimball, president In 2024 Central Coast Dog Park Alliance became a 501(c)3 along with 9 county dog parks. We are financially independent of one another.

Morro Bay Pups strives to promote and provide educational programs that support responsible dog ownership and etiquette. We are also here to provide exercise and socialization for people and their dogs. Our goal is to maintain a safe, clean, fenced dog park in Del Mar Park, Morro Bay, while promoting human-canine good citizenship in our community.

Local citizens and out of town guests take pleasure in bringing their furbabies to our park. We constantly are complemented for the beautiful park it is including the views of the ocean, the green grass, lovely trees and surrounding benches along with the tidiness

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CITY OF MORRO BAY  FY 2024/25

APPLICATION FOR COMMUNITY GRANT FUNDING
2 I. AGENCY INFORMATION
A. General Information
Grant Request Amount: $______________________________________________

General Organization Information
Organizations Name:

Year Established:

Board Roster (please attach)
Number of Paid Full-Time Employees
Number of Paid Part-Time Employees
Most recent financial statements (or
copy of your last tax return (IRS 990))
Mailing Information
Street Address:

City:

State:

Zip:

Project/Program Contact Information
Name/Title:

Phone Number:

E-mail:
5,000 Central Coast Dog Park Alliance dba Morro Bay Pups 2024 (CCPDA) 2009 (MB Pups) 0 0 attached P.O. box 4511 San Luis Obispo CA93403 Morro Bay Pups/Jody Giannini Family Dog Park (805)235-1924 [email protected]

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CITY OF MORRO BAY  FY 2024/25

APPLICATION FOR COMMUNITY GRANT FUNDING
3 Tax Information
Federal Employer Tax Number
State Employer Tax Number
Name of Program
IRS Determination Letter (approval of
501(C) Status)
Name of Executive or CEO
Name of Board Chairperson or
President

II. COMMUNITY NEED STATEMENT

A. Community Need: Describe briefly the demonstrated need in the Morro Bay community for the program. Cite data sources as appropriate.

Our signs need refinishing to keep our entrance looking pristine. The park was built entirely by donations from the community and all donations (which are small) go towards maintenance (Central Coast Poo Patrol which empties our heavy poop bags), insurance, membership in the Central Coast Dog Park Alliance, our umbrella 501(c)3. We need fence and gate repairs in the leash up area as the ocean air has rusted some of the piping. Our goal is to have our park a pride for the City of Morro Bay.

Morro Bay Pups is an organization which promotes responsible pet ownership in the community of Morro Bay and is in partnership with other pet friendly organizations in San Luis Obispo County. We have worked with the City of Morro Bay to provide a safe, clean dog park where we can enjoy social and recreational opportunities for the citizens of Morro Bay and their dogs

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CITY OF MORRO BAY  FY 2024/25

APPLICATION FOR COMMUNITY GRANT FUNDING
4 C. Local Challenges: What local challenge or need does this grant address? How will Morro Bay residents and residents of adjacent areas and or countywide benefit? How will all eligible participants have the opportunity to participate in the program? D. Project Description: Please provide project description, including explanation of project approach, identified strategies and anticipated outcomes. Please quantify the number of Morro Bay residents to be served. Include a list of planned activities, costs associated, timeline and staff/volunteers responsible for the proposed program. Please provide an outline of how requested grant funds would be spent. Note that documentation of expenditures such as canceled checks, receipts, bank statements, financial statement etc. is required at the end of the grant period, along with a report on program expenditures and outcomes. Program expenditures must be completed by June 30, 2025. Any funds unexpended by that date must be returned to the City.

The Jody Giannini Dog Park is used daily by small and large dog owners who are local and from surrunding communities (when the heat sends them to the Coast) and visitors as well. For over 15 years residents have enjoyed having a safe place to allow their pets off leash. This is not only safer for the pets but also homeowners who don't want stray dogs on their property. The new bench will definitely be enjoyed by many and we would like to talk to the City about a possible picnic table.

The entire Dog Park was created by funds raised from the public. The City has graciously allowed us to use this beautiful spot for our dog park.

We would like a new bench which is approx. $2000 along with refinishing of the wooden signs at the entrance approx $1,000. The gate and fencing repair at the leash up area would be approx.$1,000 and we would appreciate assistance with the $1200+total annual clean (monthly service which dumps the heavy trash bags and cleans up twice weekly) up by CCPP (central coast poo patrol). Our new insurance and membership to CCDPA is $1,000 approx. annually.

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CITY OF MORRO BAY  FY 2024/25

APPLICATION FOR COMMUNITY GRANT FUNDING
5 E. Previous Funding: If your organization has received previous funding from the City of Morro Bay for the proposed project (within the last year), please provide the outcomes in measurable terms and a case example of the grant impact. Please note that prior year reporting requirements must have been met to ensure continued eligibility for City funding.

F. Collaborative Requests: If a collaborative request, please provide a description of prior collaborative activities, and proposed responsibilities of collaborative members. na
na

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CITY OF MORRO BAY  FY 2024/25

APPLICATION FOR COMMUNITY GRANT FUNDING
6 III. PROGRAM FISCAL INFORMATION
*Please note that the total city funds available for grants this year is $60,000; individual grant amounts have recently ranged from $1,000-$8,000.

A. Program Budget
Please complete the following summary tables to reflect the budget for your organization and program. All amounts should be rounded to the nearest dollar. Alternatively, please attach single page revenue/expense summary sheets for the program for which funds are requested and a separate summary for the organization.

Budget Summary
Budget Information FY 2024/25 FY 2023/24
Morro Bay grant funding Requested: Received:

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CITY OF MORRO BAY  FY 2024/25

APPLICATION FOR COMMUNITY GRANT FUNDING
7 B. Organization Contracts--Has your organization ever had funds withdrawn or a contract terminated for cause, unsatisfactory performance, or questionable costs on any financial statements or audit? If so, please describe.

C. Travel Expense Disclosure-- If Community Grant funds are to be used for staff travel expenses, please describe.

D. Eligibility information: to be eligible for award of a community grant, agencies must:

1. Submit a separate, completed application form for each project.

2. Be incorporated as a tax-exempt non-profit corporation (IRS 501-C) and/or exist as another government entity.

3. Demonstrate the managerial and financial capability to receive and expend funds.

4. Assure compliance with all applicable local, state, and federal laws including but not limited to non-discrimination requirements.

5. Ensure timely and complete submission of reporting on prior year City grant fund expenditures, if applicable.

E. Required attachments: Please attach the following to your application:
a. Agency/Organization Board Roster
b. Most recent financial statement(s) or a copy of the agency/organization’s last tax return (IRS 990)
c. IRS Determination Letter (confirming approval of 501(c) status) https://rct.doj.ca.gov/Verification/Web/Search.aspx?facilty=Y) d. Copy of current (active) status of organization from Secretary of State of California authorizing the organization to transact business (https://bizfileonline.sos.ca.gov/search/business)
e. Attach additional pages, as needed.
no
na

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CITY OF MORRO BAY  FY 2024/25

APPLICATION FOR COMMUNITY GRANT FUNDING
8 CERTIFICATION

The applicant hereby proposes to provide the services as listed in this proposal. If this proposal is approved and funded, it is agreed that relevant federal, state, and local regulations, including nondiscrimination laws and other assurances as required by the City of Morro Bay, will be adhered to. Furthermore, I certify that the applicant is fully capable of fulfilling its obligation under this proposal as stated herein.

Grantee agrees to provide immediate written notice to the City if significant changes or events occur during the term of this award which could potentially impact the progress or outcome of the grant, including without limitation, changes in Grantee management personnel or losses of funding.

This grant is requested with the understanding that the City has no obligations to provide any, other or additional support or grants to the Grantee.

This grant is requested for programming that will be completed (and funds expended) by June 30, 2025, and the applicant understands that, if awarded, funds not expended by that date are subject to return to the City.

On behalf of the applicant organization, I understand and agree to the foregoing terms and conditions of the City’s grant, and I hereby certify and attest to my authority to execute this agreement on Applicant’s behalf.

This application and the information contained herein are true and correct and complete, to the best of my knowledge.

Date: ________________________, 2024

________________________________
Organization Name

________________________________
Executive Director

________________________________
(Print Name)
09/03 Central Coast Dog Park Alliance Katherine Kimball, president

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Addendum to City of Morro BayFY 2024/25
Application for Community Grant Funding
Dated 9/3/2024
To further explain our non-profit status, Morro Bay Pups along with 8 other countywide dog parks were part of SLOPOST (San Luis Obispo Parks, Open Space and Trails foundation), The Jody Giannini Family Dog Park (De Mar Park) from 2009 until the end of 2023. SLOPOST was to be a temporary situation for all the dog parks that turned into more than a decade when they asked all 9 dog parks to form their own 501(c)3 as they were mainly an equestrian based organization. We filed our paperwork (see attached) at the end of 2023 hence we have no financials to provide except what we ended with at SLOPOST. Our new 501(c)3 is Central Coast Dog Park Alliance. We are financially independent with all checking accounts at SESLOC under the name Central Coast Dog Park Alliance DBA Morro Bay Pups. We can receive donations directly into our individual accounts and we also have our own PayPal account which is on our website: MorroBayPups.org. Any grant funds would go directly towards improvements of the Jody Giannini Family Dog Park here in Morro Bay and no one else.

Respectfully submitted,
Elaine Giannini
Morro Bay Pups Treasurer

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CENTRAL COAST DOG PARK ALLIANCE BOD 2024-2025
President: Katherine Kimball
Vice Pres: Renee Silver
Secretary: Garth Kornreich
Treasurer: Larry Miller
Dog Park Board Member
Cambria Dog Park Shelly Becker
Cayucos Dog Park Garth Kornreich
El Chorro Dog Park Kathy Kimball
Elm St Dog Park Renee Silvers
Friends of SLO City Dog Parks John McKenzie
Heilman Dog Park Annette Hatzman
Jody Giannini Family Dog Park Mary Stallard
Sherwood Dog Park Larry Miller
Vineyard Dog Park Denise King

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Jan - Dec 23
Ordinary Income/Expense
Income
SLOCITYDOGS 10,195.05
Elm Street Dog Park 14,455.26
Cayucos Dog Park 2,580.00
FOLL 940.85
General Account 7,522.69
Heilmann Dog Park 2,311.39
Cambria Dog Park 1,925.00
Morro Bay Pups 1,250.00
Paso Robles Sherwood Dog Park 7,761.69
SLO 4 Pups Park 3,632.53
Trail Fund 11,360.00
Vineyard Dog Park 7,092.58
Total Income 71,027.04
Gross Profit 71,027.04
Expense
SLOCITYDOGS Expenses 1,002.97
Elm Street Expense 9,506.81
Cayucos Park Expenses 2,274.70
Borgra Fund Expense 48,616.02
FOLL Expenses 113.40
General Account Expenses 13,713.67
Heilmann Park Expenses 4,779.18
Cambria Park Expense 3,427.96
Morro Pups Park Expenses 1,507.00
Sherwood Dog Park 7,308.36
SLO 4 Pups El Chorro Park Ex 2,755.20
Trail Funds Expenses 12,500.93
Vineyard DP Expenses 6,201.66
Total Expense 113,707.86
Net Ordinary Income -42,680.82
Net Income -42,680.82

SLOPOST
12/31/23 Profit & Loss
Accrual Basis January through December 2023

Page 1 ends

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Letter 947 (Rev. 2-2020)
Catalog Number 35152P
Department of the Treasury
Internal Revenue Service
Tax Exempt and Government Entities
P.O. Box 2508
Cincinnati, OH 45201

CENTRAL COAST DOG PARK ALLIANCE

C/O KATHERINE KIMBALL
1810 PEREIRA DR
SAN LUIS OBISPO, CA 93405
Date:
11/09/2023
Employer ID number:
93-4052701
Person to contact:

Name: Customer Service
ID number: 31954
Telephone: 877-829-5500
Accounting period ending:

December 31
Public charity status:
509(a)(2)
Form 990 / 990-EZ / 990-N required:

Yes
Effective date of exemption:

October 16, 2023
Contribution deductibility:

Yes
Addendum applies:

No
DLN:
26053706003623
Dear Applicant:

We're pleased to tell you we determined you're exempt from federal income tax under Internal Revenue Code (IRC) Section 501(c)(3). Donors can deduct contributions they make to you under IRC Section 170. You're also qualified to receive tax deductible bequests, devises, transfers or gifts under Section 2055, 2106, or 2522. This letter could help resolve questions on your exempt status. Please keep it for your records.

Organizations exempt under IRC Section 501(c)(3) are further classified as either public charities or private foundations. We determined you're a public charity under the IRC Section listed at the top of this letter.

If we indicated at the top of this letter that you're required to file Form 990/990-EZ/990-N, our records show you're required to file an annual information return (Form 990 or Form 990-EZ) or electronic notice (Form 990-N, the e-Postcard). If you don't file a required return or notice for three consecutive years, your exempt status will be automatically revoked.

If we indicated at the top of this letter that an addendum applies, the enclosed addendum is an integral part of this letter.

For important information about your responsibilities as a tax-exempt organization, go to www.irs.gov/charities.

Enter "4221-PC" in the search bar to view Publication 4221-PC, Compliance Guide for 501(c)(3) Public Charities, which describes your recordkeeping, reporting, and disclosure requirements.

Sincerely,
Stephen A. Martin
Director, Exempt Organizations
Rulings and Agreements

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CITY OF MORRO BAY  FY 2024/25

APPLICATION FOR COMMUNITY GRANT FUNDING
1 Project:

Agency:

Project/Program Name:

Project/Program Manager Name:

Name of Agency:

Site Address:

Telephone Number:

Web Address:

Name of Executive Director:

City Council established a total budget of $60,000 for Community Grants for FY 2024/25.

Recently, grant amounts have ranged from approximately $1,000-$8,000 per organization.

Program expenditures must be completed by June 30, 2025.

Introduction: Provide brief description of agency, agency goals, and agency services. Describe your program briefly, including who benefits from your program. Attach additional pages as needed.

Art in the Park Advertising Janet Hillson
Morro Bay Art Association
875 Main Street
Morro Bay, CA 93442
805-772-2504 artcentermorrobay.org Kathleen Heil
Founded in 1951, Art Center Morro Bay (MBAA), is a non-profit, community based organization, dedicated to the promotion and enrichment of art education. This 501(3) C, board driven, membership supported organization, is run by an all volunteer staff.

MBAA is one of the largest contemporary art galleries located on the Central Coast of California. The Art Center has two galleries that feature approximately nine (9) changing exhibits throughout the year. There are several programs for our member artists, and the public, to join including Creativity Day which is free and open to the public, monthly workshops taught by local members of our community, monthly art demonstrations also free and open to the public, craft classes with Joan Fee, Youth Summer Art Classes, live figure drawing classes, workshops, exhibits and artist receptions, Art Center Morro Bay is open 12pm 4pm daily.

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CITY OF MORRO BAY  FY 2024/25

APPLICATION FOR COMMUNITY GRANT FUNDING
2 I. AGENCY INFORMATION
A. General Information
Grant Request Amount: $______________________________________________

General Organization Information
Organizations Name:

Year Established:

City:

State:

Zip:

Project/Program Contact Information
Name/Title:

Phone Number:

E-mail:
8,000.00Morro Bay Art Association 1951 see attached 0
1 see attached 358 Main Street Morro Bay CA93442 Janet Hillson/Board Secretary 323-559-5535 [email protected]

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CITY OF MORRO BAY  FY 2024/25

II. COMMUNITY NEED STATEMENT

A. Community Need: Describe briefly the demonstrated need in the Morro Bay community for the program. Cite data sources as appropriate.

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CITY OF MORRO BAY  FY 2024/25

See Attached
See Attached

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CITY OF MORRO BAY  FY 2024/25

F. Collaborative Requests: If a collaborative request, please provide a description of prior collaborative activities, and proposed responsibilities of collaborative members.

N/A
N/A

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CITY OF MORRO BAY  FY 2024/25

Budget Summary
Budget Information FY 2024/25 FY 2023/24
Morro Bay grant funding Requested: Received:

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CITY OF MORRO BAY  FY 2024/25

C. Travel Expense Disclosure-- If Community Grant funds are to be used for staff travel expenses, please describe.

D. Eligibility information: to be eligible for award of a community grant, agencies must:

1. Submit a separate, completed application form for each project.

2. Be incorporated as a tax-exempt non-profit corporation (IRS 501-C) and/or exist as another government entity.

3. Demonstrate the managerial and financial capability to receive and expend funds.

4. Assure compliance with all applicable local, state, and federal laws including but not limited to non-discrimination requirements.

5. Ensure timely and complete submission of reporting on prior year City grant fund expenditures, if applicable.

No
N/A

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CITY OF MORRO BAY  FY 2024/25

APPLICATION FOR COMMUNITY GRANT FUNDING
8 CERTIFICATION
The applicant hereby proposes to provide the services as listed in this proposal. If this proposal is approved and funded, it is agreed that relevant federal, state, and local regulations, including nondiscrimination laws and other assurances as required by the City of Morro Bay, will be adhered to. Furthermore, I certify that the applicant is fully capable of fulfilling its obligation under this proposal as stated herein.

This grant is requested with the understanding that the City has no obligations to provide any, other or additional support or grants to the Grantee.

This application and the information contained herein are true and correct and complete, to the best of my knowledge.

Date: ________________________, 2024
________________________________
Organization Name
________________________________
Executive Director
________________________________
(Print Name)

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Morro Bay Art Association
Responses to 2024/25 Grant Application Questions
Community Need: Describe briefly the demonstrated need in the Morro Bay community for the program. Cite data sources as appropriate.
2025 marks the 70th anniversary Morro Bay Art Association (MBAA) celebrates its proprietorship of Art in the Park. The MBAA started Art in the Park in 1955 and is commemorating it’s important role in the local community as a bastion of creativity, free expression of ideas and emotions and community collectiveness. It has been our honor to bring together local and non-local artisans and tourists to Morro Bay over the course of 3 long weekends per year. These out of town artists and visitors help support our local economy by dining in restaurants, staying in local hotels and Airbnbs and shopping in local businesses.

The 70th anniversary of Art in the Park marks a significant milestone, representing decades of artistic contributions and community engagement. A well-promoted celebration can reinforce the Association's historical significance and value to the community.

Celebrating this milestone provides an opportunity to engage the community in various activities, such as art exhibitions, workshops, lectures, and festivals. The anniversary provides a platform to educate the public about the importance of art and culture in society. Highlighting the Association's programs can promote cultural awareness and appreciation. Celebratory events can foster lasting memories and connections among attendees, increasing loyalty to the organization and inspiring ongoing support. Celebrating the organization’s history and contributions can inspire young artists and art enthusiasts, encouraging them to engage with and pursue their own creative endeavors.

Program Narrative: Please provide your agency’s Mission Statement and Goals, brief history, programs and population(s) served, organizational structure and experience with proposed grant activities. If your organization provides programs countywide, indicate the percentage of Morro Bay residents served.

The mission statement of the MBAA is to champion art as essential to life and give our community a creative voice. MBAA is dedicated to the promotion and enrichment of art education and to ensuring the local community has an outlet to creativity and access to artist and art-related events. MBAA is a membership supported, all volunteer non-profit organization guided by a Board of Directors who meet monthly. MBAA has received a number of grants from local agencies and is familiar with the procedures associated with spending and reporting of allotted funds. The MBAA was formally organized in 1951 and incorporated in 1956 then acquired its present property in 1970 and built the Main Gallery which has been expanded since to include an additional gallery and workroom. This building is a gathering place for artists and through exhibitions, invitational shows, festivals and art education, is the hub for extension of the arts into the wider community. MBAA gained its current nonprofit status in 1986 and continues to be a valuable asset to the life, aspirations and vision of the community.

The anniversary provides a platform to educate the public about the importance of art and culture in society. Highlighting the association's programs can promote cultural awareness and appreciation.

Celebrating the organization’s history and contributions can inspire young artists and art enthusiasts, encouraging them to engage with and pursue their own creative endeavors.

Local Challenges: What local challenge or need does this grant address? How will Morro Bay residents and residents of adjacent areas and or countywide benefit? How will all eligible participants have the opportunity to participate in the program SLO county residents and visitors alike benefit from having a professional and reputable art institution at which they can view art, take classes to support their creativity and promote stress-relief, see a free

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demonstration, mingle and share ideas with fellows artists. Art Center Morro Bay is one of the largest contemporary, non profit art galleries located on the Central Coast of California and provides the local and wider community with a venue to pursue artistic undertakings. The Art Gallery is free and open to the public seven days a week from 12:00pm - 4:00pm. The Saturday summer hours are extended to coincide with the Morro Bay Farmers Market.

The revenue that MBAA receives from sponsoring the trice yearly Art in the Park event is our largest and most reliable form of income, allowing the organization to offer free monthly art demonstrations, reduced cost of art classes and workshops, help pay for Kids Summer Arts programs, offer scholarships and internships for Morro Bay High School students, pay our monthly bills and continue to promote art as essential to life.

In summary, a grant for advertising the 70th anniversary of our starting and continuing our proprietorship of Art in the Park can amplify the reach and impact of the organization, reinforcing its status as a vital cultural institution while fostering community engagement and support.

Project Description: Please provide project description, including explanation of project approach, identified strategies and anticipated outcomes. Please quantify the number of Morro Bay residents to be served. Include a list of planned activities, costs associated, timeline and staff/volunteers responsible for the proposed program. Please provide an outline of how requested grant funds would be spent. Note that documentation of expenditures such as canceled checks, receipts, bank statements, financial statement etc. is required at the end of the grant period, along with a report on program expenditures and outcomes. Program expenditures must be completed by June 30, 2025. Any funds unexpended by that date must be returned to the City.

We plan on advertising in many ways. The MBAA will place 1/2 page ads in Access magazine and the Travelers Guide every quarter in 2025 advertising the 70th anniversary. We would like to work with the City of Morro Bay in putting up small banners on the light stands on Main Street and El Morro Blvd and one large banner across each of these streets. We would like to put a banner at the head of Morro Bay Park to replace the usual Art in the Park banner for the 2025 Art in the Park season with one that celebrates the 70th anniversary. We will also hang a large poster from the Art Center building celebrating the year. The postcards will be mailed and also handed out throughout the year as will the posters. The tent banners will replace the Art Center’s Art in the Park tent banners for 2025. The table cloths will be used for our 8 Art exhibit receptions in 2025 as well as any receptions we have with the Morro Bay Chamber, such as Sip & Stroll and the City of Morro Bay. We plan to have a grand open house at the first of the year at the MBAA’s “For the Birds” annual exhibit to start the year’s celebration, expecting around 600 members, community members, bird watching visitors as well as other visitors. We will also have an end of year celebration/open house.

Advertising efforts can attract partnerships with local businesses, schools, and other organizations, fostering collaborative relationships that strengthen the local arts ecosystem.

A marketing campaign can showcase the association’s accomplishments over the past 70 years, demonstrating its impact on local culture, economy, and society. This can help solidify its reputation and justify future funding requests. A successful anniversary campaign can create a ripple effect, attracting new donors, sponsors, and grant opportunities that can sustain the organization in the long term.

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Morro Bay Art Association
2024 Board Roster
President: Kathleen Heil, Los Osos, CA, Retired Cal Poly Humboldt Director Treasurer: MaryGail Stablein, San Luis Obispo, CA, Professor, Sonoma State University Secretary: Janet Hillson, San Luis Obispo, CA, Museum Registrar, Retired Marketing Director: Angie Young, Morro Bay, CA, Consultant Adult Education Director: Anne Grannis, Grover Beach, CA, Art Teacher Docent Director: Nola Barnick, Atascadero, CA, Retired Correctional Officer Children’s Education Director: Shannon Larsen, San Luis Obispo, CA, Elementary Art Teacher, Children’s Creative Project (Santa Barbara County Office of Education)

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Morro Bay Art Association
Proposed 2024\25 Budget
Total
Revenue
Art in the Park Income 48,230.00
Art Sales Income 41,230.00
Art Take In Fee Income 6,527.00
Donations Received 6,525.00
Facility Rental Income 5,200.00
Membership Dues Income 14,200.00
Summer Camp Income 5,420.00
Workshop Income 13,278.00
Total Revenue $140,610.00
Cost of Goods Sold
Art Sales Expense 35,571.00
Summer Camp Expenses 6,500.00
Workshop Expenses 1,308.00
Total Cost of Goods Sold $ 43,379.00
Gross Profit $ 97,231.00
Expenditures
Advertising & Marketing 14,268.00
Charitable Contributions 3,575.00
Facility Expenses 12,789.00
Labor Expenses 5,760.00
Legal & Professional Services 17,750.00
Operating Expenses 5,625.00
Overhead Expenses 15,759.00
Utilities 7,560.00
Total Expenditures $ 83,086.00
Net Operating Revenue $ 14,145.00

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CITY OF MORRO BAY  FY 2024/25

APPLICATION FOR COMMUNITY GRANT FUNDING
1 Project:

Agency:

Project/Program Name:

Project/Program Manager Name:

Name of Agency:

Site Address:

Telephone Number:

Web Address:

Name of Executive Director:

City Council established a total budget of $60,000 for Community Grants for FY 2024/25.

Recently, grant amounts have ranged from approximately $1,000-$8,000 per organization.

Program expenditures must be completed by June 30, 2025.

Introduction: Provide brief description of agency, agency goals, and agency services. Describe your program briefly, including who benefits from your program. Attach additional pages as needed.

Maritime Museum Exhibit Walkway Ron Reisner, Board Director Morro Bay Maritime Museum
1210 Embarcadero, Morro Bay, CA
805-903-3552 https://morrobaymaritime.org/ None - all volunteer 501(c)3 organization The mission of the Morro Bay Maritime Museum, established in 1995, is to provide an easily accessible educational venue for maritime history, science, and technology.

Interpretive exhibits include, but are not limited to: a Salinan Tribe Tule Boat showcasing stories about our Central Coast Native Americans; exhibits informing about and celebrating Morro Bay’s commercial and sport fishing industries; Morro Bay military history, including the U.S. Navy’s vital role developing our early culture and economic base while establishing a WWII Amphibious Training Base that literally reconfigured Morro Bay; the full-sized tugboat ALMA, which earned its place in WWII history; the U.S. Navy built DSRV-Rescue Submarine AVALON; the Monterey Clipper commercial fishing troller SPINDRIFT; a USCG surf rescue boat; an informational kiosk showcasing local commercial fisheries; marine related exhibits specifically designed for children; and a Museum building with exhibits and a Museum store. While the Museum is firmly founded in, and supported by Morro Bay residents, thousands of visitors from all 50 U.S. States and many foreign countries have visit the Museum and participate in its activities.

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CITY OF MORRO BAY  FY 2024/25

The Morro Bay Maritime Museum offers the only organized historical and educational link to the maritime history of Morro Bay and San Luis Obispo County. It does this through a growing collection of relevant exhibits, as well as the many hours of volunteer docent time.

Further, in the past few years as the Museum developed, an increasing number of youth and adult groups arrange for Museum tours, hosted by Museum docents and Museum Board members. The Museum's ongoing challenge is to expand and improve its exhibits.

The Museum's ever increasing viability both attracts and educates residents of SLO and adjacent Counties, as well as other visitors from far and wide. The current grant request, and its purpose, directly contributes to meeting the Museum's challenge of expanding and improving its exhibit space and exhibits.

See attached Program Narrative.

The work described in the Program Narrative will be professionally executed, and it will be managed and overseen by the Museum's Board of Directors. The project would be completed by early 2025.

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CITY OF MORRO BAY  FY 2024/25

F. Collaborative Requests: If a collaborative request, please provide a description of prior collaborative activities, and proposed responsibilities of collaborative members.

In the FY 2023/2024 cycle, the Museum received a City of Morro Bay Community Grant in the amount of $4,850. Those grant funds were targeted on created an exhibit of the Dragon Boat donated to the Museum by the local SurviveOars cancer survivor group. In aid of creating the Dragon Boat exhibit, the Museum had a significant portion of the newest 8,000 square foot exhibit space graded, and had a 15' section of the concrete wall cut down between the newest space and the Museum's existing outside exhibit space - providing open and easy access between the two spaces. Total cost of the Dragon Boat exhibit, the grading, and the wall removal was $8,000. The difference between the Community Grant funds and the total cost was borne by the Museum.

It is significant to note that the proposed 180' of walkway, which is a significant portion of the walkway shown on the Museum's expanded site plan as approved by the City in 2023, forms the southern most portion of the City's desired walkway between the curb corner of Embarcadero and the Triangle parking lot driveway entrance, and the power plant entry driveway (the right of way between Embarcadero and the west side of the power plant property's west wall).

Other the engaging a professional contractor to execute the proposed work, there is no other collaborative request.

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CITY OF MORRO BAY  FY 2024/25

Budget Summary
Budget Information FY 2024/25 FY 2023/24
Morro Bay grant funding Requested: Received:

Total Program budget $ $
Total Organization budget $ $
Funding Summary
Revenue Source
FY 2024/25
Program Budget
Morro Bay grant: $
Other municipal funding (please specify:) $
County funding (please specify:) $
State funding (please specify:) $
Federal funding (please specify:) $
Fees for services $
Donations $
Reserve contingency fund $
All other sources (please specify:) $
Total $
$9,000.00 $4,850.00 18,500.00 83,800.00 9,000.00 None None None None None The Museum is funded through donations and fund raising events - see All other sources below see note The Museum's reserve contingency fund is one half of the current budget (i.e. $40,000.00). These fu N/A (see note) Museum funds 9,500.00 18,500.00

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CITY OF MORRO BAY  FY 2024/25

C. Travel Expense Disclosure-- If Community Grant funds are to be used for staff travel expenses, please describe.

D. Eligibility information: to be eligible for award of a community grant, agencies must:

1. Submit a separate, completed application form for each project.

2. Be incorporated as a tax-exempt non-profit corporation (IRS 501-C) and/or exist as another government entity.

3. Demonstrate the managerial and financial capability to receive and expend funds.

4. Assure compliance with all applicable local, state, and federal laws including but not limited to non-discrimination requirements.

5. Ensure timely and complete submission of reporting on prior year City grant fund expenditures, if applicable.

No
There will be no such use

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FY 2024/2025 Community Grant Application Program Narrative The Morro Bay Maritime Museum is a 501(c)3 non-profit established in 1995. In terms of its operation, the Museum is governed by an all-volunteer Board of Directors, and is staffed with all volunteers, to include operation of the Museum store and its inside exhibits, as well as docents who provide historic and relevant information for visitors regarding the Museum’s many outside exhibits, as well as the maritime history of the Central Coast. The Museum’s mission statement and goals are as stated in the “Introduction” section of this grant application form. To briefly expand on the Museum’s stated goals, and address this current grant application, they are to enhance and add applicable exhibits in a designated area to provide additional interest and educational value for the many local and more distant visitors, to include the growing number of school aged visiting groups. The Museum hosted approximately 20,000 visitors in 2022, 25,000 in 2023, and approximately 17,000 in 2024 to date. Approximately 15% are local and SLO County.

In 2022 the City of Morro Bay modified the Museum’s ground lease to include an additional 8,000 square foot area that lies south of the existing AVALON exhibit and the fisherman’s kiosk, and lies between Embarcadero and the existing concrete wall along the West side of the Museum’s present outside exhibit area (see site map attached). The purpose of this expanded area is to add historic vessels and other relevant exhibits. The area was unimproved native soil. In 2024, in part thanks to a FY 2023/2024 Community grant of $4,850, the Museum created a Dragon Boat exhibit (the boat having been donated by the local SurviveOars) by having the area graded, as well as cutting out a portion of the adjacent concrete wall to provide open access from the Museum’s existing outside exhibit area. The next exhibit planned to be placed in this area is the historic 40’ Morro Bay commercial fishing vessel TRUDY S.

The site map approved by the City in conjunction with the 2023 lease site expansion included a north/south walkway along the east side of the expansion area. Prior to placing additional exhibits in this area, it is now necessary to build the walkway. Toward that end, the Museum has obtained a $18,000.00 proposal from IGL Pavers of Morro Bay to build an approximately 180’ by 5’ walkway of pavers extending northward from the northwest corner of the AVALON exhibit. The proposed walkway is detailed on the attached site map. The Museum also obtained proposals for building the walkway from concrete, which were approximately $1,000.00 more than pavers. In addition to the lower cost, pavers are preferable to the Museum in that several adjacent exhibits, as well as the Museum building, feature pavers in the walking areas.

The Museum is prepared to fund the difference between the proposed Community Grant and the total cost of the project.

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Proposed Walkway Area
Looking North from AVALON Exhibit to Newest Exhibit Area Newest Exhibit Area
Wall Opening Between Areas

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Assets
Unrestricted
Checking, Money Market (PPB) & Petty Cash $66,086
CD's with Laddered Maturities (Ed Jones) 124,986
Temporarily Restricted
Future Building Fund 103,125
294,197
Merchandise Inventory 10,638
Total Current Assets 304,835
Fixed Assets
Plant, Property& Equipment net of depreciation 124,456
Displays & Exhibits 58,115
Total Fixed Assets 182,571
Total Assets 487,406
Liabilities
Current 2,885
Total Liabilities $2,885
Museum's Equity
Assets 477,670
Net Income 6,851
Total Equity All Categories $484,521
Total Liabilities & Equity $487,406
Notes:

Bldg. Fund Held in 2 yr. CD @EJ
Morro Bay Maritime Museum
Balance Sheet August 31, 2024

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CITY OF MORRO BAY  FY 2024/25

APPLICATION FOR COMMUNITY GRANT FUNDING
1 Project:

Agency:

Project/Program Name:

Project/Program Manager Name:

Name of Agency:

Site Address:

Telephone Number:

Web Address:

Name of Executive Director:

City Council established a total budget of $60,000 for Community Grants for FY 2024/25.

Recently, grant amounts have ranged from approximately $1,000-$8,000 per organization.

Program expenditures must be completed by June 30, 2025.

Introduction: Provide brief description of agency, agency goals, and agency services. Describe your program briefly, including who benefits from your program. Attach additional pages as needed.

CAPSLO Homeless Services Elizabeth "Biz" Steinberg
Community Action Partnership of San Luis Obispo County, Inc. (CAP 1030 Southwood Drive
San Luis Obispo, CA 93401
805-544-4355 www.capslo.org Elizabeth "Biz" Steinberg
Community Action Partnership of San Luis Obispo County, Inc., (CAPSLO) was established in 1965 as a part of the nationwide network of community action agencies to fight the war on poverty. The agency’s mission is to address the causes of poverty, empowering low-income people to achieve self-sufficiency through community-based collaborations and programs.

CAPSLO’s administrative headquarters is located in the City of San Luis Obispo (SLO).

The agency is governed by a 15-member, tripartite Board of Directors comprised of elected officials from County and City government; private sector business and community leaders; and low-income representatives.

CAPSLO is comprised of two client-focused service areas, Child, Youth & Family Services (CYFS) and Community Services with 28 programs within six divisions, including Homeless Services, Health & Prevention and Supportive Services for Veteran Families. CAPSLO serves over 30,400 economically disadvantaged individuals and families (from pre-birth to senior citizens) throughout 11 California counties annually. Page 113 of 449 CITY OF MORRO BAY  FY 2024/25

APPLICATION FOR COMMUNITY GRANT FUNDING
2 I. AGENCY INFORMATION
A. General Information
Grant Request Amount: $______________________________________________

General Organization Information
Organizations Name:

Year Established:

City:

State:

Zip:

Project/Program Contact Information
Name/Title:

Phone Number:

E-mail:
8,000 Community Action Partnership of San Luis Obispo County, Inc. 1965 please see attached 978 23please see attached 1030 Southwood Drive San Luis Obispo CA93401 Elizabeth "Biz" Steinberg, CEO (805) 544-4355 [email protected]

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CITY OF MORRO BAY  FY 2024/25

II. COMMUNITY NEED STATEMENT

A. Community Need: Describe briefly the demonstrated need in the Morro Bay community for the program. Cite data sources as appropriate.

Please see attachment for detailed response.

The mission of Community Action Partnership of San Luis Obispo County, Inc., (CAPSLO) is to address the causes of poverty, empowering low-income people to achieve self-sufficiency through community-based collaborations and programs.

Please see attachment for detailed response.

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CITY OF MORRO BAY  FY 2024/25

This grant will address homeless encampments and unsheltered homeless individuals in Morro Bay.

Please see attachment for more detailed response.

Please see attachment for detailed response.

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CITY OF MORRO BAY  FY 2024/25

F. Collaborative Requests: If a collaborative request, please provide a description of prior collaborative activities, and proposed responsibilities of collaborative members.

No previous funding applied was applied for.

N/A

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CITY OF MORRO BAY  FY 2024/25

Budget Summary
Budget Information FY 2024/25 FY 2023/24
Morro Bay grant funding Requested: Received:

Total Program budget $ $
Total Organization budget $ $
Funding Summary
Revenue Source
FY 2024/25
Program Budget
Morro Bay grant: $
Other municipal funding (please specify:) $
County funding (please specify:) $
State funding (please specify:) $
Federal funding (please specify:) $
Fees for services $
Donations $
Reserve contingency fund $
All other sources (please specify:) $
Total $
8,000 N/A 3,010,897 2,417,850 120,634,259 108,859,971 8,000 City of SLO (for Homeless Services Division) 255,076 County of SLO DSS Homeless Services (for Homeless Services Division) 1,139,562 CSD - Community Services Block Grant (for Homeless Services Division) 188,602 HHS - SAMHSA - for Homeless Services Division 499,990 all services are free 0 Friends of 40 Prado 555,000 for Homeless Services Division 0 Foundation, Corporate, United Way, CenCal for Homeless Services Division 364,757 3,010,897

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CITY OF MORRO BAY  FY 2024/25

C. Travel Expense Disclosure-- If Community Grant funds are to be used for staff travel expenses, please describe.

D. Eligibility information: to be eligible for award of a community grant, agencies must:

1. Submit a separate, completed application form for each project.

2. Be incorporated as a tax-exempt non-profit corporation (IRS 501-C) and/or exist as another government entity.

3. Demonstrate the managerial and financial capability to receive and expend funds.

4. Assure compliance with all applicable local, state, and federal laws including but not limited to non-discrimination requirements.

5. Ensure timely and complete submission of reporting on prior year City grant fund expenditures, if applicable.

No.

N/A - not being used for staff travel expenses.

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CITY OF MORRO BAY  FY 2024/25

This grant is requested with the understanding that the City has no obligations to provide any, other or additional support or grants to the Grantee.

This application and the information contained herein are true and correct and complete, to the best of my knowledge.

Date: ________________________, 2024
________________________________
Organization Name
________________________________
Executive Director
________________________________
(Print Name)
September 12 Community Action Partnership of San Luis Obispo County, Inc. Elizabeth "Biz" Steinberg

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Expanded Answers for CAPSLO Application
II.A Community Need
As is the case in most areas of San Luis Obispo County, the Morro Bay community is experiencing unprecedented numbers of unhoused individuals living on the streets or in encampments. CAPSLO's Homeless Services Outreach staff go into homeless encampments or engage homeless individuals living on the streets or in vehicles to encourage them into services. The 2024 San Luis Obispo County biennial Point-in-Time homeless enumeration report, The San Luis Obispo Community Report, showed 1,175 homeless individuals in San Luis Obispo County in January 2024. Of those, 800 were unsheltered, living on the streets, in encampments, or in vehicles. The City of Morro Bay had 35 unsheltered individuals, and of those, 12 were categorized as chronically homeless, and 8 were veterans. Unsheltered individuals affect the quality of life and public safety of the entire community.

II.B Program Narrative
Established in 1965 as a public benefit, nonprofit Community Action Agency, Community Action Partnership of San Luis Obispo County, Inc., (CAPSLO) is comprised of six divisions and 28 programs.

These divisions and programs are supported by internal administrative services with eight departments that provide a strong infrastructure. The agency’s mission is to address the causes of poverty by empowering low-income individuals and families to achieve self-sufficiency through community-based collaborations and programs.

CAPSLO serves over 30,000 economically disadvantaged individuals and close to 10,000 families throughout 11 California counties annually. Community needs are determined by a comprehensive needs assessment conducted biennially, and a Community Action Plan and Strategic Plan are formed to respond to the population’s needs. CAPSLO’s administrative headquarters is located in the City of San Luis Obispo. The agency is governed by a 15-member, tripartite Board of Directors comprised of elected officials from county and city government; private sector business and community leaders; and lowincome representatives.

CAPSLO’s clients are low-income and cross the age spectrum from 0-65+, with 74% identifying as Hispanic ethnicity. Programs provided include: homeless services, including a day access center/night shelter; Veteran housing services; adult day services; parenting education; family advocacy services; utility assistance, home weatherization, and minor home repair services; child care centers (i.e., Head Start), referrals, subsidized payments, and provider trainings; and health services, including reproductive health clinics, teen wellness programs, and tattoo removal services.

CAPSLO is a well-established homeless services provider in San Luis Obispo County. Its 40 Prado Homeless Services Center in San Luis Obispo offers day access center and night emergency shelter services, meals, showers, health screenings at the Community Health Center on-site clinic, services to dual-diagnosed individuals, recuperative care for those recently released from the hospital, animal kennels, a community garden, laundry facilities, internet access, and a mail and message center to facilitate job and housing searches. CAPSLO’s Head Start program offers “Home Based” family education and support program for parents of toddlers. Case managers and staff assist clients in creating individualized plans with set goals and objectives to obtain housing and self-sufficiency. These comprehensive on-site services are provided by agency staff, volunteers, and community partners

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through extensive collaborations. In addition to these services, CAPSLO offers an on-site year-round Safe Parking program and a Warming Center during inclement weather.

The goal of the 40 Prado Homeless Services Center is to increase self-sufficiency for homeless individuals and families. The objective is to provide a path out of homelessness, which is accomplished with comprehensive, on-site, wrap around services and case management.

CAPSLO has taken the lead in pioneering many collaborative and innovative projects to address unmet needs for the homeless, and is the lead agency in the Coordinated Entry and CESH programs, working in collaboration 5Cities Homeless Coalition and El Camino Homeless Organization. CAPSLO has decades of experience working with the County of San Luis Obispo Departments of Planning, Social Services, Behavioral Health, Public Health, and Probation across its six divisions and has successfully implemented hundreds of county contracts. In 2016, the Recuperative Care Program, the first medically modeled program in the county, was developed in partnership with CenCal Health, Tenet Health and Dignity Health, providing respite care and medical case management for medically fragile homeless individuals released from local hospitals. In 2017 CAPSLO was awarded a Substance Abuse and Mental Health Services Administration (SAMHSA) grant for providing services to dual-diagnosed, chronically homeless individuals in its SLO-HUB program, and funded again in 2024. In 2019, the SLO County Department of Behavioral Health placed a full-time, licensed mental health therapist at 40 Prado to work with those individuals evaluated as having “moderate-to-severe” mental health issues. CAPSLO then partnered with Community Counseling Center to have interns on-site four days a week to see individuals with “mild-tomoderate” mental health issues. In 2020, CAPSLO was the lead applicant on several CARES Act funding grants to serve the homeless population in SLO County, coordinating services with 5CHC and ECHO.

Of CAPSLO’s approximately 30,400 individuals served, 395 or 1.3% had either a current mailing address or a last permanent residence of 90+ days in Morro Bay. Within CAPSLO’s Homeless Services division, there were 38 clients who had either a current mailing address or a last permanent residence in Morro Bay.

II.C. Local Challenges
CAPSLO’s Homeless Services Division is already providing homeless prevention, street outreach and shelter diversion for people experiencing homelessness in San Luis Obispo County, but is greatly in need of funding to expand these efforts to meet the unprecedented numbers of individuals and households needing assistance. The City of Morro Bay may be experiencing frustration as unsheltered individuals camp in public areas close to places where residents and visitors live, shop, work and enjoy recreational activities. Law enforcement is limited in the frequency and scope with which they can move these individuals and encampments.

Individuals and families are encouraged to utilize the 40 Prado Homeless Services Center’s Access Center during the day for meals, primary medical care at the on-site CHC clinic, and other supportive day services such as laundry and internet access. Outreach staff consistently serve community members who camp outside, on sidewalks and in vehicles.

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Reducing the number of homeless individuals living in encampments, sidewalk and in vehicles will benefit all Morro Bay residents and tourists. All unhoused individuals who voluntarily engage with CAPSLO staff are eligible to participate.

IID. Project Description
CAPSLO’s Homeless Services Division employs outreach workers who visit homeless encampments, or individuals living in the streets or in vehicles, to encourage them into services at the 40 Prado Homeless Services Center. Often, this is a process that takes several visits to build trust between the outreach worker and the person in need of services. A trusting relationship is built in a variety of ways, but most of the time includes a willingness to meet the immediate basic needs of the individual, such as food, pet supplies, wound care, hygiene supplies, or warm clothing. During these encounters, the outreach staff is able to learn more information about the individual, and what will be needed in terms of services and resources to divert them off the streets and into shelter.

CAPSLO staff conducting outreach in the streets or encampments need program supplies such as the basic need items listed above, as well as staff cell phones to help problem solve with the individual.

CAPSLO staff sometimes find that the individual has resources or supports that can be utilized in diverting them from the shelter, such as getting reconnected or reunified with family members or friends. At times, funds are needed to cover client expenses related to transportation back to family or friends, such as bus passes or vehicle repair so that clients can make their way to a safe home outside of the county.

CAPSLO staff also provide housing navigation assistance to the household, and provide clients with needed services aimed to address barriers that impede their ability to obtain housing. Services may include (but are not limited to) assessment, information and referral, collection of basic personal documents, assistance with housing applications, and transportation. CAPSLO develops and maintains relationships with landlords to increase housing opportunities for individuals seeking housing, working with multiple service providers.

Planned activities: Outreach to homeless individuals in Morro Bay living in encampments, streets or in vehicles.

Costs associated: $8,000 for:

1. Supplies that meet the basic and immediate needs of homeless individuals on the streets, in order to build trust with the individuals to accept CAPSLO services ($4,000),

2. Travel assistance for homeless individuals to leave the county ($2,800),

3. Cell phone charges for outreach staff ($400),

4. CAPSLO uses its federally approved indirect rate of 8% of all grant awards ($800).

Timeline: CAPSLO will use this funding for street outreach in Morro Bay upon award and continue until the funds are exhausted, but not longer than June 30, 2025.

In the last fiscal year, CAPSLO provided outreach services to 38 individuals in Morro Bay. In the coming fiscal year, we project 20-40 homeless individuals served, depending on individual needs, as the costs of basic needs and services is different for each case.

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COMMUNITY ACTON PARTNERSHIP BOARD OF DIRECTORS and TERMS DATES -2024 Dee Lacey - President (12/2024) Mary Ann Reiss (12/2025) Emily Francis, Public Representative (N/A) Private Representative - Director A City of Pismo Beach City of San Luis Obispo 1195 Beaver Creek Lane 760 Mattie Road 990 Palm Street
Paso Robles, CA 93446 Pismo Beach, CA 93449 San Luis Obispo, CA 93401 (H) (805) 238-1482 (C) (805) 440-4977 (O) (805) 709-6296 (C) (805) 503-5316 [email protected] [email protected] [email protected] Carlos Sosa - Vice President (12/2024) Gary Jordan (12/2024) Board Consultants Low Income Representative - Coast Low-Income Representative - North County 433 Manzanita Drive District II 208 Cardinal Way District I Los Osos, CA 93402 Paso Robles, CA 93446
(H) (805) 528-5098 (C) (805) 550-4747 (H) (805) 239-3798 (O) (805) 451-3841 [email protected] [email protected]
Kim Spiller, Secretary/Treasurer (12/2024) Diane "Dee" Limon (12/2025) Private Representative - Director B Low-Income Representative - North County 805 Aerovista Pl. Suite 103 22410 J Street
San Luis Obispo, CA 93401 Santa Margarita, CA 93453
(C) (805) 503-8117 (C) (805) 464-9999
[email protected] [email protected]
Jimmy Paulding, Public Representative (N/A) Mary Matakovich (12/2026) Regional Head Start/Head Start Policy Council County Government Center/Board of Supervisors Low-Income Representative - South County Dannen Mundy (2024) 1055 Monterey Street, Room D430 P.O. Box 839 District III HS Policy Council President San Luis Obispo, CA 93408 Avila Beach, CA 93424 2148 Skyview Glen (O) (805) 781-5450 (C) (805) 602-2137 Escondido, CA 92027 [email protected] [email protected] (C) (760) 978-0408 Chuck Cesena (12/2026) Margie Perez-Sesser (12/2026) Blanca Vasquez (2024) Public Representative Private Representative - Director D HS Policy Council Vice President 2122 9th Street, Suite 110 5495 Oakhurst 832 3rd Street Los Osos, CA 93402 Cambria, CA 93428 Paso Robles, CA 93446 (O) (805) 528-9435 (C) (805) 801-8183 (F) 528-9377 (H) (805) 927-4998 (C) (805) 909-7298 (C) (805) 635-4125 [email protected] [email protected]
Mark Dariz (12/2025) Anneka Scranton (12/2025) Migrant & Seasonal Head Start Policy Council City of Atascadero Private Representative - Director C Rocio Reyes (2024) 6500 Palma Ave. 2590 San Dominico MSHS Policy Council President Atascadero, CA 93422 Los Osos, CA 93402 104 Hall Rd. A
(O) (805) 462-9488 (C) (310) 872-9088 Watsonville, CA 95076 (C) (831) 566-9581 [email protected] [email protected]
Lisa Sperow (12/2026) Lan George (12/2025) Xasible Lara (2024) Private Representative - Director E Low-Income Representative - South County MSHS Policy Council Vice President 2737 Nokomis Court 501 Castillo District IV 438 Benito Street Apt 24 Los Osos, CA 93402 Arroyo Grande, CA 93420 Soledad, CA 93960 (C) (831) 756-0878 (C) (805) 709-9299 (O) (805) 756-2920 (C) (805) 459-6212 [email protected] [email protected]
Updated: December 6, 2023

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Secretary of State
Certificate of Status
I, SHIRLEY N. WEBER, PH.D., California Secretary of State, hereby certify:

The above referenced entity is active on the Secretary of State's records and is authorized to exercise all its powers, rights and privileges in California.

This certificate relates to the status of the entity on the Secretary of State’s records as of the date of this certificate and does not reflect documents that are pending review or other events that may impact status.

No information is available from this office regarding the financial condition, status of licenses, if any, business activities or practices of the entity.

Active
Entity Name:

Entity No.:

Registration Date:

Entity Type:
0501110
12/08/1965
Nonprofit Corporation - CA - Public Benefit
Status:

Formed In: CALIFORNIA
COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY, INC.

IN WITNESS WHEREOF, I execute this certificate and affix the Great Seal of the State of California this day of March 05, 2024.

SHIRLEY N. WEBER, PH.D.

Secretary of State
Certificate No.:

To verify the issuance of this Certificate, use the Certificate No. above with the Secretary of State Certification Verification Search available at bizfileOnline.sos.ca.gov. 188415430

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CITY OF MORRO BAY  FY 2024/25

APPLICATION FOR COMMUNITY GRANT FUNDING
1 Project:

Agency:

Project/Program Name:

Project/Program Manager Name:

Name of Agency:

Site Address:

Telephone Number:

Web Address:

Name of Executive Director:

City Council established a total budget of $60,000 for Community Grants for FY 2024/25.

Recently, grant amounts have ranged from approximately $1,000-$8,000 per organization.

Program expenditures must be completed by June 30, 2025.

Introduction: Provide brief description of agency, agency goals, and agency services. Describe your program briefly, including who benefits from your program. Attach additional pages as needed.

School Speaker Program Rita Casaverde
Diversity Coalition San Luis Obispo County (DCSLOC)
P.O. Box 376, Arroyo Grande CA 93421
8058065626 diversityslo.org Rita Casaverde
Diversity Coalition's mission is to build and sustain a coalition that seeks a more diverse, equitable, and inclusive community through advocacy and education.

We achieve our mission thorugh a variety of programs that fosters a more inclusive community. Our longest program is our School Speaker Program, previously supported by the City of Morro Bay. Through this program, we bring speakers from diverse backgrounds to tallk to classes, in partnership with teachers and staff, with the goal of integrating the local public school curriculum with our speakers lived experience. We also have programs that are targeted to the community in general, such as our Fostering Understanding in Our Community Series, BIPOC Board Leadership Program, SLO Equity Podcast, Women of Color Network and Symposium, and our Climate Equity work. In addition to in-house programming, we partner with over 20 different orrganizations, local agecies and private businesses and with our over 2000+ membership on an annual basis on common goals, events and projects.

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CITY OF MORRO BAY  FY 2024/25

APPLICATION FOR COMMUNITY GRANT FUNDING
2 I. AGENCY INFORMATION
A. General Information
Grant Request Amount: $______________________________________________

General Organization Information
Organizations Name:

Year Established:

City:

State:

Zip:

Project/Program Contact Information
Name/Title:

Phone Number:

E-mail:
6000 Diversity Coalition San Luis Obispo County (DCSLOC) 2011 see attached 2 0 see attached P.O. Box 376 Arroyo Grande CA93421 Rita Casaverde / Executive Director 8058065626 [email protected]

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CITY OF MORRO BAY  FY 2024/25

II. COMMUNITY NEED STATEMENT

A. Community Need: Describe briefly the demonstrated need in the Morro Bay community for the program. Cite data sources as appropriate.

B. Program Narrative: Please provide your agency’s Mission Statement and Goals, brief history, programs and population(s) served, organizational structure and experience with proposed grant activities. If your organization provides programs countywide, indicate the percentage of Morro Bay residents served.
82-2075135 82-2075135 Diversity Coalition San Luis Obispo County see attached Rita Casaverde Cornel Morton In 2021 the local Unity Committee, created by the SLO Sheriff’s Office, presented a report that proved beyond a doubt that racism exists locally, hardened into our social, political and economic structures and systems. The report examined population demographics, noting the overrepresentation of whites in positions of wealth and power (business ownership, leadership, political office, etc.), and the overrepresentation of people of color in poverty and disadvantaged circumstances (educational attainment, income, homelessness). The report concludes that education is a key action to effect change.

Full report is available here:
https://www.slosheriff.org/UNITY_Committee_Systemic_Racism_Report.pdf Diversity Coalition of San Luis Obispo County’s (DCSLOC) mission is to build and sustain a coalition that seeks a more diverse, equitable, and inclusive community through advocacy and education. We provide educational programs and resources dedicated to the promotion of diversity and inclusion in our community, countering negative acts of prejudice or bias against its citizens. Our primary activities include offering our BIPOC Board Leadership Training Program and offering educational programs to local school districts and the community of San Luis Obispo County to foster understanding. We directly serve local student populations by bringing speakers to the classrooms of local school districts to share their unique and compelling experiences with thousands of students each year. We provide our program in conjunction with Morro Bay High School (representing 20% of our countywide audience or about 700 Morro Bay students and residents) and make recordings of all events available to all via our website. We are proud to present the City of Morro Bay with the opportunity to join our efforts in providing education to your citizens on diversity, equity, and inclusion.

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CITY OF MORRO BAY  FY 2024/25

We are proud to be members of our local community and are simultaneously aware of a lack of diverse voices because we are a small, rural, and primarily white county. We seek to expand understanding and promote justice, equity, diversity, and inclusion by sharing stories often left untold. By bringing high-quality speakers to present on subjects often not covered in our local community, we create understanding and inclusion among Morro Bay residents. Speakers brought to Morro Bay High School and the community at large will share stories that create empathy, expand perspectives, and foster understanding.

Our School Speaker and Fostering Understanding Series bring renowned speakers to share their stories with San Luis Obispo County-based students in the schools and with the broader public at community forums. We work in partnership with teachers to pair speakers and curriculum, support their professional development, and promote tolerance at all levels.

We are requesting $6,000 toward presenting 6 presentations by recognized speakers to ideally travel to the Central Coast and provide in-person presentations at local schools and community gatherings. One of the schools will be Morro Bay High School, as we have a established relationship with the school, community partners include the Morro Bay Chamber of Commerce.

The cost for these speakers will average $1,000 per speaker, per presentation, covering travel costs, per diem, and speaker fees. We aim to reach a total of 700 Morro Bay students and residents.

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CITY OF MORRO BAY  FY 2024/25

F. Collaborative Requests: If a collaborative request, please provide a description of prior collaborative activities, and proposed responsibilities of collaborative members.

During the 2022-23 school year we received $6000 to fund six speakers. We were able to reach 700 Morro Bay residents (600 MBHS students and 100 residents).

During the 2023-24 school year we received $1150 to fund one speaker. Our School Speaker Program brought Pakistani Refugee Nabeel Younis to Morro Bay High School, where 75 students were able to learn from his experience as a refugee and the historic and social context that led to him seeking refuge in the United States.

Se last year's report attached.

We collaborate with the schools where we present, providing coordination of the speakers and covering all program costs. In turn, schools integrate the speakers with their classroom curriculum. We work directly with teachers to facilitate this connection, choosing the best timing and most appropriate speakers to support their classroom goals and our nonprofit mission.

Community partners or events we would like to explore this next year to leverage the visit of our speakers would be the Morro Bay Chamber of Commerce meetings, Morro Bay Theater for film showings, etc. This would depend on funds, speaker availability and timing.

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CITY OF MORRO BAY  FY 2024/25

Budget Summary
Budget Information FY 2024/25 FY 2023/24
Morro Bay grant funding Requested: Received:

Total Program budget $ $
Total Organization budget $ $
Funding Summary
Revenue Source
FY 2024/25
Program Budget
Morro Bay grant: $
Other municipal funding (please specify:) $
County funding (please specify:) $
State funding (please specify:) $
Federal funding (please specify:) $
Fees for services $
Donations $
Reserve contingency fund $
All other sources (please specify:) $
Total $
$6000 $1150 30,000 30,000 350,000 286,500 6000 30000 City of SLO, Arroyo Grande 45,000 San Luis Obispo County 1,500 California - Stop Hate Campaign 15,000 Department of Energy 80,000 0 50,000 Donations, foundations, other agencies 128,500 350,000

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CITY OF MORRO BAY  FY 2024/25

C. Travel Expense Disclosure-- If Community Grant funds are to be used for staff travel expenses, please describe.

D. Eligibility information: to be eligible for award of a community grant, agencies must:

1. Submit a separate, completed application form for each project.

2. Be incorporated as a tax-exempt non-profit corporation (IRS 501-C) and/or exist as another government entity.

3. Demonstrate the managerial and financial capability to receive and expend funds.

4. Assure compliance with all applicable local, state, and federal laws including but not limited to non-discrimination requirements.

5. Ensure timely and complete submission of reporting on prior year City grant fund expenditures, if applicable.

No
No funding will be used for staff travel expenses. If virtual gatherings are required, we will use Zoom. Otherwise, renowned speakers who are not already local will travel to the County of San Luis Obispo and the City of Morro Bay. Speakers’ travel expenses might include air or train travel and a stay at one of our local hotels.

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CITY OF MORRO BAY  FY 2024/25

This grant is requested with the understanding that the City has no obligations to provide any, other or additional support or grants to the Grantee.

This application and the information contained herein are true and correct and complete, to the best of my knowledge.

Date: ________________________, 2024
________________________________
Organization Name
________________________________
Executive Director
________________________________
(Print Name)
September 12 Rita Casaverde
Diversity Coalition San Luis Obispo County

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I. COMMUNITY NEED STATEMENT
A. Community Need: Describe briefly the demonstrated need in the Morro Bay community for the program. Cite data sources as appropriate.

In 2021 the local Unity Committee, created by the SLO Sheriff’s Office, presented a report that proved beyond a doubt that racism exists locally, hardened into our social, political and economic structures and systems. The report examined population demographics, noting the overrepresentation of whites in positions of wealth and power (business ownership, leadership, political office, etc.), and the overrepresentation of people of color in poverty and disadvantaged circumstances (educational attainment, income, homelessness). The report concludes that education is a key action to effect change.

Full report is available here: https://www.slosheriff.org/

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The Diversity Coalition of San Luis Obispo County | Organizational Chart Organizational Chart
STAFF
Rita Casaverde - Executive Director - Atascadero - Part Time Rita Casaverde was born and raised in Lima, Peru and moved to California in 2012. In Peru, Rita received the Green Youth award by the United Nations. This award recognized her conservation work with communities in the Andes of Peru where she helped protect an endemic forest and multiple watersheds.

After moving to California, Rita had the opportunity to build a career in the Tech industry as a Product Manager, but after eight years working for local tech companies, she decided to join the office of Congressman Salud Carbajal to streamline her passions. In 2020, Rita and other community leaders helped found SLO County UndocuSupport with the goal of financially supporting immigrant families during the COVID-19 pandemic.

Rita joined the Diversity Coalition as Executive Director in 2022.

Vickie Prothro - Program Director - Los Osos - Full Time Victoire “Vickie” Prothro is our Program Director for the BIPOC Board Leadership Training Program. Vickie brings her nearly 30 years of experience in community engagement and project management to Diversity Coalition.

Vickie moved from the Los Angeles area to San Luis Obispo County in 2022. Contracted by the SLO Climate Coalition as its first Interim Executive Director and subsequently as their Equity Advisor. She previously held the position of director of communications and operations for the African American Board Leadership Institute (AABLI). She produced the organization’s first AABLI Board Talks video series. Before joining AABLI, she worked as an independent contractor, performing communications, outreach, and program functions for several local nonprofit institutions. Vickie is a cum laude graduate of Pepperdine University’s Graziadio School of Business and Management, where she received a Bachelor of Science degree in business management.

BOARD OF DIRECTORS
Cornel N. Morton - President - San Luis Obispo
Cornel N. Morton, Ph.D. is Cal Poly, San Luis Obispo Vice President for Student Affairs, Emeritus. He has served as a consultant to public and private organizations in areas including diversity awareness, student success, inclusivity, strategic planning, team building and conflict mediation.

His community service includes membership on the French Hospital Community Board, Board Member of the Martin Luther King Jr. Scholarship Committee and Life Long Learners of the Central Coast Advisory Board. Cornel lives in San Luis Obispo County.

Trey Duffy - Board Treasurer - San Luis Obispo
Trey Duffy is a disability rights educator and former program administrator with 35 years experience in higher education and social services. He previously served as the Director of the 1

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The Diversity Coalition of San Luis Obispo County | Organizational Chart Disability Resource Centers at the University of Wisconsin-Madison and Cal Poly-SLO. Mr.

Duffy has worked as a special education instructor, certified sign language interpreter, expert witness representing colleges and universities, President of an independent living center and is a former President of the Association on Higher Education and Disability. He retired from the University of Wisconsin – Madison in 2006 and from Cal Poly-SLO in 2015.

Jean DeCosta - Secretary - Co-chair of Governance - Atascadero Jean DeCosta, Ph.D., retired from Cal Poly, Dean of Students, Emeritus. Jean’s background is as an educator, administrator, organizational consultant and trainer. Jean has provided consulting to public and private organizations in the areas of conflict resolution, communication, strategic problem solving, and team development. Jean has worked in private practice as a clinical therapist and trained as a conflict mediator. Jean holds a doctorate in Organizational Systems, an M.S. in Education, and was a licensed clinical Marriage, Family Therapist. Jean lives in SLO County.

Michael Boyer - Founding Director, Past-President & Membership Chair - Co-chair of Governance - Arroyo Grande
Michael has been a business and community leader in San Luis Obispo County for over 20 years with continued business involvement in Epic Entertainment, Doc Burnstein's, and Pismo Beach Homes.

Michael is the CEO of the Boys & Girls Clubs of Mid Central Coast, which serves thousands of children who need us most from Orcutt to San Miguel. Serving kids every day in Atascadero, Guadalupe, Paso Robles, Santa Maria, and Shandon to three priority outcomes:

Academic Success, Good Character & Citizenship, and Healthy Lifestyles.

Michael is committed to the community through his board involvement as the Chair of Stand Strong, a Director at Arroyo Grande Community Hospital Foundation, a past Director at Big Brothers Big Sisters, a Director at The Rotary Club of Pismo Beach, a past Director at San Luis Obispo YMCA, a Director at Diversity Coalition & a past Director at St. Patrick School Board. Michael lives in Arroyo Grande, CA.

Kathleen Minck - Director - Co-Chair of Educational Programs - Arroyo Grande Kathleen taught at the Lucia Mar school district for 32 years. Promoting tolerance for diversity and teaching about our different cultural experiences were always passions of hers.

She sat on her district’s Wellness Committee and was her school’s Bully Prevention Coordinator. CTA (Cal. Teachers Association) awarded her their Peace and Justice Human Rights award for the work she did at her school and throughout her district, partnering with the Canadian organization, Free the Children, and Heifer International, among others. She continued her passion in her travels as well, helping to build a school in Kenya, and studying health and education concerns with Witness for Peace and SOA Watch in Venezuela and Cuba.

As an advocate for unions, she was her school’s LMUTA union rep and sat on their board, and was the Human Rights contact person for CTA’s local service center. She was also elected to CTA’s State Council, sitting on the Civil Rights in Education committee, and to the NEA National Assembly.
2

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The Diversity Coalition of San Luis Obispo County | Organizational Chart Kathleen retired from teaching in 2015 and currently volunteers for Wilshire Hospice, Teddy Bear Foundation at Cottage Hospital, and Human Rights Watch. She resides in Arroyo Grande.

Joy Pedersen - Director - Chair of Coalition Building - Morro Bay Joy M. Pedersen, Ph.D. grew up on the Central Coast, and her experience with social justice is both personal and professional. She serves as the Dean of Students at Cal Poly, teaches multicultural counseling at UMass, and owns a coaching and consulting company. She is also a founding member of the Asian Pacific-Islander Faculty and Staff Association at Cal Poly. In all aspects of her work, she has been deeply committed to diversity, equity and inclusion.

In addition to her professional experience, she has a B.A. in Psychology from Claremont McKenna, an M.A. in Counseling and Guidance from Cal Poly, and a Ph.D. in Educational Leadership & Organization from University of California, Santa Barbara.

Joe Whitaker - Director - Chair of Marketing & Communications - Arroyo Grande Joe Whitaker, a retired businessman, is a former senior marketing executive at Mattel Toys, Columbia Pictures and Lorimar Productions. During his career, he also acted as an independent marketing consultant to small and mid-size children’s product and entertainment firms.

Joe is also a long-time member of SLO SCORE, the local chapter of the national SCORE small business counseling service. He has resided in Cypress Ridge since 2006. 3

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Board Report (Preliminary)
Diversity Coalition of San Luis Obispo County
For the period ended May 31, 2024
Prepared by

CG BOOKKEEPING
Prepared on
June 13, 2024

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2/25
Table of Contents
Statement of Financial Position - Previous Month Comparison............................................................................3 Statement of Financial Position - Year over Year Comparison.............................................................................4 Statement of Activity - YTD Previous Month Comparison ....................................................................................5 Statement of Activity - YTD Comparison Previous Year Comparison ..................................................................7 2023-2024 Budget vs. Actuals ..............................................................................................................................9 Transaction List For the Previous Month ............................................................................................................11 Project - Energy Solutions's Climate Equity Grant..............................................................................................18 Project - BIPOC Training Program......................................................................................................................19 Project - Fostering Understanding Series Program ............................................................................................20 Project - School Speaker Series Program ..........................................................................................................21 Project - Annual Fundraiser's Give for Good ......................................................................................................22 Project - Buildings Up Prize ................................................................................................................................23 Project - City of Pismo Beach Grant ...................................................................................................................24 Project - Better Unite for our Women of Color Symposium ................................................................................25

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Diversity Coalition of San Luis Obispo County 3/25
Statement of Financial Position - Previous Month Comparison As of May 31, 2024
Total
As of May 31, 2024 As of Apr 30, 2024 (PP) As of May 31, 2023 (PY) ASSETS
Current Assets
Bank Accounts
Coast Hills Credit Union 164,523.91 178,794.06 173,966.66 PayPal 0.00 0.00 1,624.84
Savings 21.53 21.53 21.53
Total Bank Accounts 164,545.44 178,815.59 175,613.03
Total Current Assets 164,545.44 178,815.59 175,613.03
Fixed Assets
Accumulated Depreciation -27.00 -27.00
Furniture and Equipment 2,072.18 981.77 981.77
Total Fixed Assets 2,045.18 954.77 981.77
TOTAL ASSETS $166,590.62 $179,770.36 $176,594.80

LIABILITIES AND EQUITY
Liabilities
Current Liabilities
Accounts Payable
Accounts Payable (A/P) 0.00 225.00 0.00
Total Accounts Payable 0.00 225.00 0.00
Other Current Liabilities
Payroll Liabilities 22.35 0.00 0.00
Total Other Current Liabilities 22.35 0.00 0.00
Total Current Liabilities 22.35 225.00 0.00
Total Liabilities 22.35 225.00 0.00
Equity
Opening Balance Equity 5.00 5.00 5.00
Unrestricted Net Assets 136,933.45 136,933.45 56,688.69 Net Revenue 29,629.82 42,606.91 119,901.11
Total Equity 166,568.27 179,545.36 176,594.80
TOTAL LIABILITIES AND EQUITY $166,590.62 $179,770.36 $176,594.80

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Diversity Coalition of San Luis Obispo County 4/25
Statement of Financial Position - Year over Year Comparison As of May 31, 2024
Total
As of May 31, 2024 As of Apr 30, 2024 (PP) As of May 31, 2023 (PY) ASSETS
Current Assets
Bank Accounts
Coast Hills Credit Union 164,523.91 178,794.06 173,966.66 PayPal 0.00 0.00 1,624.84
Savings 21.53 21.53 21.53
Total Bank Accounts 164,545.44 178,815.59 175,613.03
Total Current Assets 164,545.44 178,815.59 175,613.03
Fixed Assets
Accumulated Depreciation -27.00 -27.00
Furniture and Equipment 2,072.18 981.77 981.77
Total Fixed Assets 2,045.18 954.77 981.77
TOTAL ASSETS $166,590.62 $179,770.36 $176,594.80

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Diversity Coalition of San Luis Obispo County 5/25
Statement of Activity - YTD Previous Month Comparison
May 2024
Total
May 2024
Apr 2024
(PP)
May 2023
(PY)
Jul 2023 - May 2024
(YTD)

REVENUE
Fundraising
Admin Grants 12,039.92
Individ, Business Contributions 9,158.39 48,919.93 1,089.04 231,823.01 Bartered Ticket Sales 200.00
Total Individ, Business
Contributions 9,158.39 48,919.93 1,089.04 232,023.01
Pass Through Grants 160,000.00
Total Fundraising 9,158.39 48,919.93 1,089.04 404,062.93 Total Revenue 9,158.39 48,919.93 1,089.04 404,062.93
GROSS PROFIT 9,158.39 48,919.93 1,089.04 404,062.93

EXPENDITURES
Advertising
Bartered Advertising 200.00
Printing and Copying 436.57 606.61
Website 11.15 12.00 46.59
Total Advertising 11.15 448.57 853.20
Facilities and Equipment
Rent, Parking, Utilities 20.00
Storage 404.00 273.17 2,738.17
Total Facilities and Equipment 404.00 273.17 2,758.17
Fundraising Expense
Donations 514.00 250.00
Event Entry Fees 9.99 55.00 84.99
Program Sponsorship 725.00 1,250.00 4,375.00
Speakers 200.00 2,900.00 2,366.72 9,950.00
Supplies 505.79 1,928.19 511.71 17,250.68
Venue Rental -750.00 637.72 1,615.00
Total Fundraising Expense 1,430.79 5,338.18 4,085.15 33,525.67 Insurance - Worker's Compensation 94.07 118.82 66.41 1,276.61 Operations
Bank Fees 0.04
Dues & Subscriptions 166.97 6.99 194.99 383.45
Insurance - Liability, D and O 1,063.00 696.00 853.00 1,788.00 Postage, Mailing Service 257.04
Software 112.79 169.15 170.59 2,426.08

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Diversity Coalition of San Luis Obispo County 6/25
Total
May 2024
Apr 2024
(PP)
May 2023
(PY)
Jul 2023 - May 2024
(YTD)
Supplies 520.03 823.99
Taxes & Licenses 35.00 140.00
Total Operations 1,342.76 872.14 1,773.61 5,818.60
Pass Through Grant Expenses
Advertising & Printing 864.37 568.79 2,632.63
Entertainment 206.40 3,942.44
Grant Pass Through 104,846.00
Grant Payroll 6,612.50 5,000.00 60,362.50
Supplies 545.90 708.54 12,219.37
Venue Rental 1,400.00
Total Pass Through Grant Expenses 7,364.80 6,572.91 1,968.79 184,002.94 Payroll Expenses
Reimbursement 246.74
Taxes 914.45 886.61 367.96 10,099.20
Wages 4,810.00
Wages - ED 5,146.70 6,589.70 63,612.25
Total Payroll Expenses 6,061.15 7,476.31 5,177.96 73,958.19 Professional Services
Accounting Fees 225.00 450.00 2,345.00
Outside Contract Services 3,790.00 16,458.75 1,470.00 63,086.25 Tax Preparation 1,100.00
Total Professional Services 3,790.00 16,683.75 1,920.00 66,531.25 Travel and Meetings
Conference, Convention, Meeting 8.05 104.63 194.07 1,641.21 Travel 11.36
Total Travel and Meetings 8.05 104.63 194.07 1,652.57
Total Expenditures 20,495.62 37,451.06 15,634.56 370,377.20 NET OPERATING REVENUE -11,337.23 11,468.87 -14,545.52 33,685.73

OTHER EXPENDITURES
Ask My Treasurer 1,639.86 2,059.66 4,055.91
Total Other Expenditures 1,639.86 2,059.66 0.00 4,055.91 NET OTHER REVENUE -1,639.86 -2,059.66 0.00 -4,055.91

NET REVENUE
$ -
12,977.09 $9,409.21 $ -14,545.52 $29,629.82

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Diversity Coalition of San Luis Obispo County 7/25
Statement of Activity - YTD Comparison Previous Year Comparison May 2024
Total
May 2024
Apr 2024
(PP)
May 2023
(PY)
Jul 2023 - May 2024
(YTD)

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Diversity Coalition of San Luis Obispo County 8/25
Total
May 2024
Apr 2024
(PP)
May 2023
(PY)
Jul 2023 - May 2024
(YTD)
Supplies 520.03 823.99
Taxes & Licenses 35.00 140.00
Total Operations 1,342.76 872.14 1,773.61 5,818.60
Pass Through Grant Expenses
Advertising & Printing 864.37 568.79 2,632.63
Entertainment 206.40 3,942.44
Grant Pass Through 104,846.00
Grant Payroll 6,612.50 5,000.00 60,362.50
Supplies 545.90 708.54 12,219.37
Venue Rental 1,400.00
Total Pass Through Grant Expenses 7,364.80 6,572.91 1,968.79 184,002.94 Payroll Expenses
Reimbursement 246.74
Taxes 914.45 886.61 367.96 10,099.20
Wages 4,810.00
Wages - ED 5,146.70 6,589.70 63,612.25
Total Payroll Expenses 6,061.15 7,476.31 5,177.96 73,958.19 Professional Services
Accounting Fees 225.00 450.00 2,345.00
Outside Contract Services 3,790.00 16,458.75 1,470.00 63,086.25 Tax Preparation 1,100.00
Total Professional Services 3,790.00 16,683.75 1,920.00 66,531.25 Travel and Meetings
Conference, Convention, Meeting 8.05 104.63 194.07 1,641.21 Travel 11.36
Total Travel and Meetings 8.05 104.63 194.07 1,652.57
Total Expenditures 20,495.62 37,451.06 15,634.56 370,377.20 NET OPERATING REVENUE -11,337.23 11,468.87 -14,545.52 33,685.73

OTHER EXPENDITURES
Ask My Treasurer 1,639.86 2,059.66 4,055.91
Total Other Expenditures 1,639.86 2,059.66 0.00 4,055.91 NET OTHER REVENUE -1,639.86 -2,059.66 0.00 -4,055.91

NET REVENUE
$ -
12,977.09 $9,409.21 $ -14,545.52 $29,629.82

Page 168 of 449 ends

Diversity Coalition of San Luis Obispo County 9/25
2023-2024 Budget vs. Actuals
July 2023 - May 2024
Total
Actual Budget over Budget % of Budget

REVENUE
Fundraising
Admin Grants 12,039.92 12,039.92
Individ, Business Contributions 231,823.01 31,000.00 200,823.01 747.82 % Bartered Ticket Sales 200.00 200.00
Total Individ, Business Contributions 232,023.01 31,000.00 201,023.01 748.46 % Pass Through Grants 160,000.00 192,000.00 -32,000.00 83.33 % Total Fundraising 404,062.93 223,000.00 181,062.93 181.19 % Total Revenue 404,062.93 223,000.00 181,062.93 181.19 % GROSS PROFIT 404,062.93 223,000.00 181,062.93 181.19 %

EXPENDITURES
Advertising
Bartered Advertising 200.00 200.00
Printing and Copying 606.61 450.00 156.61 134.80 %
Website 46.59 725.00 -678.41 6.43 %
Total Advertising 853.20 1,175.00 -321.80 72.61 %
Facilities and Equipment
Rent, Parking, Utilities 20.00 300.00 -280.00 6.67 %
Storage 2,738.17 230.00 2,508.17 1,190.51 %
Total Facilities and Equipment 2,758.17 530.00 2,228.17 520.41 % Fundraising Expense
Donations 250.00 3,800.00 -3,550.00 6.58 %
Event Entry Fees 84.99 50.38 34.61 168.70 %
Program Sponsorship 4,375.00 25,000.00 -20,625.00 17.50 % Speakers 9,950.00 6,700.00 3,250.00 148.51 %
Supplies 17,250.68 1,100.00 16,150.68 1,568.24 %
Venue Rental 1,615.00 4,600.00 -2,985.00 35.11 %
Total Fundraising Expense 33,525.67 41,250.38 -7,724.71 81.27 % Insurance - Worker's Compensation 1,276.61 650.00 626.61 196.40 % Operations
Bank Fees 0.04 46.00 -45.96 0.09 %
Dues & Subscriptions 383.45 826.00 -442.55 46.42 %
Insurance - Liability, D and O 1,788.00 1,790.00 -2.00 99.89 % Postage, Mailing Service 257.04 915.00 -657.96 28.09 %
Software 2,426.08 2,000.00 426.08 121.30 %
Supplies 823.99 3,060.00 -2,236.01 26.93 %
Taxes & Licenses 140.00 225.00 -85.00 62.22 %
Total Operations 5,818.60 8,862.00 -3,043.40 65.66 %

Page 169 of 449 ends

Diversity Coalition of San Luis Obispo County 10/25
Total
Actual Budget over Budget % of Budget
Pass Through Grant Expenses
Advertising & Printing 2,632.63 2,632.63
Entertainment 3,942.44 3,942.44
Grant Expense 0.00 0.00
Grant Pass Through 104,846.00 127,000.00 -22,154.00 82.56 % Grant Payroll 60,362.50 59,583.37 779.13 101.31 %
Supplies 12,219.37 12,219.37
Total Pass Through Grant Expenses 184,002.94 186,583.37 -2,580.43 98.62 % Payroll Expenses
Reimbursement 246.74 246.74
Taxes 10,099.20 9,200.00 899.20 109.77 %
Wages - ED 63,612.25 50,000.00 13,612.25 127.22 %
Total Payroll Expenses 73,958.19 59,200.00 14,758.19 124.93 % Professional Services
Accounting Fees 2,345.00 2,805.00 -460.00 83.60 %
Outside Contract Services 63,086.25 16,000.00 47,086.25 394.29 % Tax Preparation 1,100.00 1,100.00 0.00 100.00 %
Total Professional Services 66,531.25 19,905.00 46,626.25 334.24 % Travel and Meetings
Conference, Convention, Meeting 1,641.21 500.00 1,141.21 328.24 % Travel 11.36 10.00 1.36 113.60 %
Total Travel and Meetings 1,652.57 510.00 1,142.57 324.03 % Total Expenditures 370,377.20 318,665.75 51,711.45 116.23 % NET OPERATING REVENUE 33,685.73 -95,665.75 129,351.48 -35.21 %

OTHER EXPENDITURES
Ask My Treasurer 4,055.91 4,055.91
Total Other Expenditures 4,055.91 0.00 4,055.91 0.00%
NET OTHER REVENUE -4,055.91 0.00 -4,055.91 0.00%
NET REVENUE $29,629.82 $ -95,665.75 $125,295.57 -30.97 %

Page 170 of 449 ends

Diversity Coalition of San Luis Obispo County 11/25
Transaction List For the Previous Month
May 2024
Date Transaction Type Num Posting Name Memo/Description Account Split Amount 05/01/2024 Expenditure Yes Apple
#XXXXXXXX4432 BP APPLE
COM BILL CUPERTINO CA %%
Card 17 #2046 Withdrawal Bill
Payment Coast Hills Credit Union Operations:Dues & Subscriptions -64.99 05/01/2024 Expenditure Yes G-Suite
GOOGLE *GSUITE_diversi
[email protected] CA Date
05/01/24 2 XXXXXX4809 2 4816
%% Card 17 #2046 Withdrawal
Debit Card Coast Hills Credit Union Operations:Software -28.80 05/01/2024 Deposit Yes
TYPE: TRANSFER ID:

XXXXXX8598 CO: STRIPE
Deposit STRIPE Coast Hills Credit Union
Fundraising:Individ, Business
Contributions 3,613.39
05/01/2024 Expenditure Yes Lincoln Market and Deli

LINCOLN MARKET AND DELI
SAN LUIS OBIS CA Date
04/30/24 2 XXXXXX0035 0 5499
%% Card 17 #2046 Withdrawal
Debit Card Coast Hills Credit Union Ask My Treasurer -291.00 05/01/2024 Bill 12 Yes Krysti Escobedo Accounts Payable (A/P) Professional Services:Outside
Contract Services 2,220.00
05/01/2024 Check 2067 Yes Mark Sanchez Sutton Draft 002067 Coast Hills Credit Union Professional Services:Outside
Contract Services -250.00
05/02/2024 Expenditure Yes Amazon.com
Amazon.com*FB5DS4923
Amzn.com/bill WA Date 05/02/24
2 XXXXXX6093 7 5942 %% Card
17 #2046 Withdrawal Debit Card Coast Hills Credit Union Ask My Treasurer -14.13 05/02/2024 Expenditure Yes Apple
APPLE STORE #R199
SANLUISOBISPO CA Date
05/01/24 2 XXXXXX5594 0 5732
%% Card 17 #2046 Withdrawal
Debit Card Coast Hills Credit Union Furniture and Equipment -1,090.41 05/02/2024 Expenditure Yes Buckley Springs Storage
PY *BUCKLEY SPRINGS
STORA 805-244-7867 CA Date
05/01/24 2 XXXXXX0453 1 4225
%% Card 17 #2046 Withdrawal
Debit Card Coast Hills Credit Union Facilities and Equipment:Storage -175.00 05/02/2024 Expenditure Yes Downtown Mini Storage
PY *Downtown Mini Storage 805-
4619200 CA Date 05/01/24 2
XXXXXX9211 5 4225 %% Card
17 #2046 Withdrawal Debit Card Coast Hills Credit Union Facilities and Equipment:Storage -229.00 05/02/2024 Time Charge No
Buildings Up Prize:Buildings Up
Prize Accounts Receivable Sales 0.00
05/03/2024 Tax Payment Yes IRS
Tax Payment for Period:
05/01/2024-05/03/2024 Coast Hills Credit Union Payroll Liabilities -309.34

Page 171 of 449 ends

Diversity Coalition of San Luis Obispo County 12/25
Date Transaction Type Num Posting Name Memo/Description Account Split Amount 05/03/2024 Payroll Check DD Yes Victoire Prothro
Pay Period: 04/22/2024-
04/28/2024 Direct Deposit Payable -Split- 488.33
05/03/2024 Payroll Check DD Yes Victoire Prothro
Pay Period: 04/22/2024-
04/28/2024 Coast Hills Credit Union Direct Deposit Payable -488.33 05/03/2024 Payroll Check DD Yes Victoire Prothro
Pay Period: 04/22/2024-
04/28/2024 Coast Hills Credit Union Direct Deposit Payable -488.33 05/03/2024 Time Charge No
Buildings Up Prize:Buildings Up
Prize Accounts Receivable Sales 0.00
05/03/2024 Time Charge No
BIPOC Training:BIPOC Training
Program Accounts Receivable Sales 0.00
05/03/2024 Time Charge No
Energy Solutions:Climate Equity
Grant Accounts Receivable Sales 0.00
05/03/2024 Check 2069 Yes Gala Pride Draft 002069 Coast Hills Credit Union Fundraising Expense:Program
Sponsorship -350.00
05/03/2024 Check 2070 Yes SLO International Film Festival Draft 002070 Coast Hills Credit Union Fundraising Expense:Program
Sponsorship -375.00
05/06/2024 Tax Payment Yes CA EDD
Tax Payment for Period:
05/01/2024-05/03/2024 Coast Hills Credit Union Payroll Liabilities -59.62 05/06/2024 Expenditure Yes Next Insurance
TYPE: NEXT Insur ID:
1800948598 CO: NEXT Insur
(AP I Withdrawal NEXT Insur (AP
I Coast Hills Credit Union
Insurance - Worker's
Compensation -38.62
05/06/2024 Expenditure Yes
ZOOM.US 888-799-9666
WWW.ZOOM.US CA Date
05/06/24 2 XXXXXX0061 4 4814
%% Card 17 #2046 Withdrawal
Debit Card Coast Hills Credit Union Operations:Software -15.99 05/07/2024 Bill Payment (Check) Melio ACH Yes CG Bookkeeping, LLC Invoice no. March 2024 - Paid via
Melio ACH Coast Hills Credit Union Accounts Payable (A/P) -225.00 05/07/2024 Expenditure Yes Tremendous.com
TREMENDOUS.COM 877-
3194438 CA Date 05/07/24 2
XXXXXX9668 7 5947 %% Card
17 #2046 Withdrawal Debit Card Coast Hills Credit Union Pass Through Grant
Expenses:Supplies -30.90
05/08/2024 Payroll Check DD Yes Rita P. Casaverde
Pay Period: 04/22/2024-
04/28/2024 Direct Deposit Payable -Split- 1,324.87
05/08/2024 Payroll Check DD Yes Rita P. Casaverde
Pay Period: 04/22/2024-
04/28/2024 Coast Hills Credit Union Direct Deposit Payable -1,324.87 05/08/2024 Tax Payment Yes IRS
Tax Payment for Period:
05/08/2024-05/10/2024 Coast Hills Credit Union Payroll Liabilities -331.70

Page 172 of 449 ends

Diversity Coalition of San Luis Obispo County 13/25
Date Transaction Type Num Posting Name Memo/Description Account Split Amount 05/08/2024 Expenditure Yes Stephen Heraldo
HERALDO CR* (1 OF 1 PA
stephen@heral CA Date
05/08/24 2 XXXXXX0063 0 7221
%% Card 17 #2046 Withdrawal
Debit Card Coast Hills Credit Union Ask My Treasurer -1,000.00 05/08/2024 Time Charge No
BIPOC Training:BIPOC Training
Program Accounts Receivable Sales 0.00
05/08/2024 Time Charge No
Buildings Up Prize:Buildings Up
Prize Accounts Receivable Sales 0.00
05/08/2024 Check 2033 Yes Lisa Adams Draft 002033 Coast Hills Credit Union Fundraising Expense:Speakers -100.00 05/09/2024 Tax Payment Yes CA EDD
Tax Payment for Period:
05/08/2024-05/10/2024 Coast Hills Credit Union Payroll Liabilities -103.94 05/09/2024 Deposit Yes
Check Received 150.00 Deposit
by Check Coast Hills Credit Union
Fundraising:Individ, Business
Contributions 150.00
05/09/2024 Deposit Yes
Check Received 2,500.00
Deposit by Check Coast Hills Credit Union
Fundraising:Individ, Business
Contributions 2,500.00
05/09/2024 Deposit Yes
Check Received 2,845.00
Deposit by Check Coast Hills Credit Union
Fundraising:Individ, Business
Contributions 2,845.00
05/09/2024 Deposit Yes
Check Received 50.00 Deposit
by Check Coast Hills Credit Union
Fundraising:Individ, Business
Contributions 50.00
05/09/2024 Time Charge No
BIPOC Training:BIPOC Training
Program Accounts Receivable Sales 0.00
05/10/2024 Payroll Check DD Yes Victoire Prothro
Pay Period: 04/29/2024-
05/05/2024 Direct Deposit Payable -Split- 488.32
05/10/2024 Payroll Check DD Yes Victoire Prothro
Pay Period: 04/29/2024-
05/05/2024 Coast Hills Credit Union Direct Deposit Payable -488.32 05/10/2024 Payroll Check DD Yes Victoire Prothro
Pay Period: 04/29/2024-
05/05/2024 Coast Hills Credit Union Direct Deposit Payable -488.33 05/10/2024 Tax Payment Yes IRS
Tax Payment for Period:
05/08/2024-05/10/2024 Coast Hills Credit Union Payroll Liabilities -309.36 05/10/2024 Tax Payment Yes CA EDD
Tax Payment for Period:
05/08/2024-05/10/2024 Coast Hills Credit Union Payroll Liabilities -59.62 05/10/2024 Expenditure Yes Benny's Pizza
TST* BENNYS PIZZA San Luis
Obis CA Date 05/09/24 2
XXXXXX2388 7 5812 %% Card
17 #2046 Withdrawal Debit Card Coast Hills Credit Union Ask My Treasurer -60.19 05/13/2024 Bill Yes Nia Starr Accounts Payable (A/P)
Professional Services:Outside
Contract Services 1,320.00
05/13/2024 Expenditure Yes Next Insurance
TYPE: NEXT Insur ID:
1800948598 CO: NEXT Insur
(AP I Withdrawal NEXT Insur (AP
I Coast Hills Credit Union
Insurance - Worker's
Compensation -12.87

Page 173 of 449 ends

Diversity Coalition of San Luis Obispo County 14/25
Date Transaction Type Num Posting Name Memo/Description Account Split Amount 05/14/2024 Bill Payment (Check) Melio ACH Yes Krysti Escobedo Invoice no. 12 Paid via Melio
ACH Coast Hills Credit Union Accounts Payable (A/P) -2,220.00 05/14/2024 Check 2073 Yes Maya Hislop Draft 002073 Coast Hills Credit Union Fundraising Expense:Speakers -100.00 05/15/2024 Expenditure Yes Nautical Bean
TST* NAUTICAL BEAN - PARK
SAN LUIS OBIS CA Date
05/15/24 2 XXXXXX0207 8 5812
%% Card 17 #2053 Withdrawal
Debit Card Coast Hills Credit Union
Travel and Meetings:Conference,
Convention, Meeting -4.15
05/16/2024 Time Charge No
Buildings Up Prize:Buildings Up
Prize Accounts Receivable Sales 0.00
05/16/2024 Time Charge No
BIPOC Training:BIPOC Training
Program Accounts Receivable Sales 0.00
05/16/2024 Expenditure Yes Staples
STAPLES 00103614 SAN LUIS
OBIS CA Date 05/15/24 2
XXXXXX5441 9 5943 %% Card
17 #2046 Withdrawal Debit Card Coast Hills Credit Union Ask My Treasurer -35.31 05/16/2024 Expenditure Yes Staples
STAPLES 00103614 SAN LUIS
OBIS CA Date 05/15/24 2
XXXXXX5441 3 5943 %% Card
17 #2046 Withdrawal Debit Card Coast Hills Credit Union Ask My Treasurer -7.11 05/16/2024 Expenditure Yes Tremendous.com
TREMENDOUS.COM 877-
3194438 CA Date 05/15/24 2
XXXXXX0238 2 5947 %% Card
17 #2046 Withdrawal Debit Card Coast Hills Credit Union Pass Through Grant
Expenses:Supplies -515.00
05/17/2024 Payroll Check DD Yes Victoire Prothro
Pay Period: 05/06/2024-
05/12/2024 Direct Deposit Payable -Split- 488.33
05/17/2024 Payroll Check DD Yes Victoire Prothro
Pay Period: 05/06/2024-
05/12/2024 Coast Hills Credit Union Direct Deposit Payable -488.33 05/17/2024 Payroll Check DD Yes Victoire Prothro
Pay Period: 05/06/2024-
05/12/2024 Coast Hills Credit Union Direct Deposit Payable -488.33 05/17/2024 Tax Payment Yes IRS
Tax Payment for Period:
05/15/2024-05/17/2024 Coast Hills Credit Union Payroll Liabilities -309.34 05/17/2024 Expenditure Yes SLO Chamber of Commerce

CHAMBER OF COMMERCE OF
SA 866-4350666 CA Date
05/16/24 2 XXXXXX0017 4 8398
%% Card 17 #2046 Withdrawal
Debit Card Coast Hills Credit Union Operations:Dues & Subscriptions -30.00 05/17/2024 Expenditure Yes My Thai Restaurant

MY THAI RESTAURANT SAN
LUIS OBIS CA Date 05/16/24 2
XXXXXX0022 2 5812 %% Card
17 #2046 Withdrawal Debit Card Coast Hills Credit Union Ask My Treasurer -30.99

Page 174 of 449 ends

Diversity Coalition of San Luis Obispo County 15/25
Date Transaction Type Num Posting Name Memo/Description Account Split Amount 05/19/2024 Expenditure Yes Vons
VONS #2306 SAN LUIS OBIS
CA Date 05/18/24 2
XXXXXX7001 2 5411 %% Card
17 #2046 Withdrawal Debit Card Coast Hills Credit Union Ask My Treasurer -93.13 05/19/2024 Expenditure Yes Costco
IC* COSTCO BY INSTACAR
888-2467822 CA Date 05/18/24 2
XXXXXX2094 5 5411 %% Card
17 #2046 Withdrawal Debit Card Coast Hills Credit Union Ask My Treasurer -108.00 05/20/2024 Tax Payment Yes CA EDD
Tax Payment for Period:
05/15/2024-05/17/2024 Coast Hills Credit Union Payroll Liabilities -59.62 05/20/2024 Expenditure Yes Next Insurance
TYPE: NEXT Insur ID:
1800948598 CO: NEXT Insur
(AP I Withdrawal NEXT Insur (AP
I Coast Hills Credit Union
Insurance - Worker's
Compensation -29.71
05/20/2024 Check 2000 Yes Minck, Kathy Draft 002000 Coast Hills Credit Union Fundraising Expense:Supplies -106.04 05/21/2024 Time Charge No
Energy Solutions:Climate Equity
Grant Accounts Receivable Sales 0.00
05/21/2024 Expenditure Yes Apple
APPLE.COM/BILL 866-712-7753
CA Date 05/21/24 2
XXXXXX1674 4 5818 %% Card
17 #2046 Withdrawal Debit Card Coast Hills Credit Union Operations:Dues & Subscriptions -64.99 05/22/2024 Bill Payment (Check) Melio ACH Yes Nia Starr April 2024 - Paid via Melio ACH Coast Hills Credit Union Accounts Payable (A/P) -1,320.00 05/22/2024 Expenditure Yes Epic Entertainment

EPIC ENTERTAINMENT
HTTPSEPICENTE CA Date
05/22/24 2 XXXXXX0010 7 7299
%% Card 17 #2046 Withdrawal
Debit Card Coast Hills Credit Union
Pass Through Grant
Expenses:Entertainment -206.40
05/23/2024 Time Charge No
Buildings Up Prize:Buildings Up
Prize Accounts Receivable Sales 0.00
05/23/2024 Expenditure Yes RSS America LLC
#XXXXXXXX0017 BP RSS
AMERICA LLC HTTPSRSS.COM
DE %% Card 17 #2046
Withdrawal Bill Payment Coast Hills Credit Union Operations:Dues & Subscriptions -6.99 05/24/2024 Payroll Check DD Yes Victoire Prothro
Pay Period: 05/13/2024-
05/19/2024 Direct Deposit Payable -Split- 488.32
05/24/2024 Payroll Check DD Yes Victoire Prothro
Pay Period: 05/13/2024-
05/19/2024 Coast Hills Credit Union Direct Deposit Payable -488.32 05/24/2024 Payroll Check DD Yes Victoire Prothro
Pay Period: 05/13/2024-
05/19/2024 Coast Hills Credit Union Direct Deposit Payable -488.33 05/24/2024 Tax Payment Yes IRS
Tax Payment for Period:
05/22/2024-05/24/2024 Coast Hills Credit Union Payroll Liabilities -309.36 05/24/2024 Tax Payment Yes CA EDD
Tax Payment for Period:
05/22/2024-05/24/2024 Coast Hills Credit Union Payroll Liabilities -59.62

Page 175 of 449 ends

Diversity Coalition of San Luis Obispo County 16/25
Date Transaction Type Num Posting Name Memo/Description Account Split Amount 05/24/2024 Payroll Check DD Yes Rita P. Casaverde
Pay Period: 04/29/2024-
05/05/2024 Direct Deposit Payable -Split- 768.83
05/24/2024 Payroll Check DD Yes Rita P. Casaverde
Pay Period: 04/29/2024-
05/05/2024 Coast Hills Credit Union Direct Deposit Payable -768.83 05/24/2024 Payroll Check DD Yes Rita P. Casaverde
Pay Period: 05/06/2024-
05/12/2024 Direct Deposit Payable -Split- 919.49
05/24/2024 Payroll Check DD Yes Rita P. Casaverde
Pay Period: 05/06/2024-
05/12/2024 Coast Hills Credit Union Direct Deposit Payable -919.49 05/24/2024 Payroll Check DD Yes Rita P. Casaverde
Pay Period: 05/13/2024-
05/19/2024 Direct Deposit Payable -Split- 1,291.68
05/24/2024 Payroll Check DD Yes Rita P. Casaverde
Pay Period: 05/13/2024-
05/19/2024 Coast Hills Credit Union Direct Deposit Payable -1,291.68 05/24/2024 Time Charge No
BIPOC Training:BIPOC Training
Program Accounts Receivable Sales 0.00
05/28/2024 Tax Payment Yes IRS
Tax Payment for Period:
05/22/2024-05/24/2024 Coast Hills Credit Union Payroll Liabilities -625.16 05/28/2024 Tax Payment Yes CA EDD
Tax Payment for Period:
05/22/2024-05/24/2024 Coast Hills Credit Union Payroll Liabilities -174.76 05/28/2024 Time Charge No
Energy Solutions:Climate Equity
Grant Accounts Receivable Sales 0.00
05/28/2024 Expenditure Yes Next Insurance
TYPE: NEXT Insur ID:
1800948598 CO: NEXT Insur
(AP I Withdrawal NEXT Insur (AP
I Coast Hills Credit Union
Insurance - Worker's
Compensation -12.87
05/29/2024 Expenditure Yes Quickbooks
TYPE: QBooks Pay ID:

XXXXXX6346 CO: INTUIT *
Withdrawal INTUIT * Coast Hills Credit Union Operations:Software -68.00 05/29/2024 Expenditure Yes Nautical Bean
TST* NAUTICAL BEAN - PARK
SAN LUIS OBIS CA Date
05/29/24 2 XXXXXX0217 8 5812
%% Card 17 #2053 Withdrawal
Debit Card Coast Hills Credit Union
Travel and Meetings:Conference,
Convention, Meeting -3.90
05/29/2024 Expenditure Yes BP Liability Insurance
#XXXXXXXX5411 BP US
LIABILITYINSURANCE 866-632-
2003 PA %% Card 17 #2046
Withdrawal Bill Payment Coast Hills Credit Union
Operations:Insurance - Liability,
D and O -1,063.00
05/30/2024 Expenditure Yes Woodin You Like to Party
SQ *WOODIN YOU LIKE TO PA
gosq.com CA Date 05/30/24 2
XXXXXX6326 2 8999 %% Card
17 #2046 Withdrawal Debit Card Coast Hills Credit Union Fundraising Expense:Supplies -399.75 05/30/2024 Time Charge No
BIPOC Training:BIPOC Training
Program Accounts Receivable Sales 0.00

Page 176 of 449 ends

Diversity Coalition of San Luis Obispo County 17/25
Date Transaction Type Num Posting Name Memo/Description Account Split Amount 05/31/2024 Payroll Check DD Yes Victoire Prothro
Pay Period: 05/20/2024-
05/26/2024 Direct Deposit Payable -Split- 488.33
05/31/2024 Payroll Check DD Yes Victoire Prothro
Pay Period: 05/20/2024-
05/26/2024 Coast Hills Credit Union Direct Deposit Payable -488.33 05/31/2024 Payroll Check DD Yes Victoire Prothro
Pay Period: 05/20/2024-
05/26/2024 Coast Hills Credit Union Direct Deposit Payable -488.33 05/31/2024 Tax Payment Yes CA EDD
Tax Payment for Period:
05/29/2024-05/31/2024 Coast Hills Credit Union Payroll Liabilities -59.62 05/31/2024 Tax Payment Yes IRS
Tax Payment for Period:
05/29/2024-05/31/2024 Coast Hills Credit Union Payroll Liabilities -309.34 05/31/2024 Payroll Check DD Yes Regan N Smith
Pay Period: 05/20/2024-
05/26/2024 Direct Deposit Payable -Split- 319.10
05/31/2024 Payroll Check DD Yes Regan N Smith
Pay Period: 05/20/2024-
05/26/2024 Coast Hills Credit Union Direct Deposit Payable -319.10 05/31/2024 Tax Payment Yes IRS
Tax Payment for Period:
05/29/2024-05/31/2024 Coast Hills Credit Union Payroll Liabilities -63.65 05/31/2024 Time Charge No
BIPOC Training:BIPOC Training
Program Accounts Receivable Sales 0.00
05/31/2024 Journal Entry 5/2024 Payroll Yes -SplitPage 177 of 449 Diversity Coalition of San Luis Obispo County 18/25
Project - Energy Solutions's Climate Equity Grant
All Dates
Total
All Dates All Dates (PP) All Dates (PY)

REVENUE
Fundraising
Admin Grants 150,000.00 150,000.00 150,000.00
Pass Through Grants 75,000.00 75,000.00 75,000.00
Total Fundraising 225,000.00 225,000.00 225,000.00
Total Revenue 225,000.00 225,000.00 225,000.00
GROSS PROFIT 225,000.00 225,000.00 225,000.00

EXPENDITURES
Facilities and Equipment
Storage 229.73 229.73 229.73
Total Facilities and Equipment 229.73 229.73 229.73
Fundraising Expense
Event Entry Fees 30.00 30.00 30.00
Program Sponsorship 750.00 750.00 750.00
Total Fundraising Expense 780.00 780.00 780.00
Operations
Supplies 1,115.66 1,115.66 1,115.66
Total Operations 1,115.66 1,115.66 1,115.66
Pass Through Grant Expenses
Advertising & Printing 2,632.63 2,632.63 2,632.63
Grant Expense 23,077.00 23,077.00 23,077.00
Grant Pass Through 103,846.00 103,846.00 103,846.00
Supplies 6,755.37 6,755.37 6,755.37
Total Pass Through Grant Expenses 136,311.00 136,311.00 136,311.00 Payroll Expenses
Taxes 528.41 528.41 528.41
Wages 1,298.70 1,298.70 1,298.70
Wages - ED 5,439.15 5,439.15 5,439.15
Total Payroll Expenses 7,266.26 7,266.26 7,266.26
Professional Services
Outside Contract Services 39,022.50 39,022.50 39,022.50 Total Professional Services 39,022.50 39,022.50 39,022.50 Travel and Meetings
Conference, Convention, Meeting 754.38 754.38 754.38
Total Travel and Meetings 754.38 754.38 754.38
Total Expenditures 185,479.53 185,479.53 185,479.53
NET OPERATING REVENUE 39,520.47 39,520.47 39,520.47
NET REVENUE $39,520.47 $39,520.47 $39,520.47

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Diversity Coalition of San Luis Obispo County 19/25
Project - BIPOC Training Program
All Dates
Total
All Dates All Dates (PP) All Dates (PY)

REVENUE
Total Revenue
GROSS PROFIT 0.00 0.00 0.00

EXPENDITURES
Fundraising Expense
Speakers 4,000.00 4,000.00 4,000.00
Supplies 4,715.42 4,715.42 4,715.42
Venue Rental 650.00 650.00 650.00
Total Fundraising Expense 9,365.42 9,365.42 9,365.42
Payroll Expenses
Taxes 746.73 746.73 746.73
Wages 192.40 192.40 192.40
Wages - ED 9,498.58 9,498.58 9,498.58
Total Payroll Expenses 10,437.71 10,437.71 10,437.71
Professional Services
Outside Contract Services 5,500.00 5,500.00 5,500.00
Total Professional Services 5,500.00 5,500.00 5,500.00
Total Expenditures 25,303.13 25,303.13 25,303.13
NET OPERATING REVENUE -25,303.13 -25,303.13 -25,303.13
NET REVENUE $ -25,303.13 $ -25,303.13 $ -25,303.13

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Diversity Coalition of San Luis Obispo County 20/25
Project - Fostering Understanding Series Program
All Dates
Total
All Dates All Dates (PP) All Dates (PY)

REVENUE
Total Revenue
GROSS PROFIT 0.00 0.00 0.00

EXPENDITURES
Fundraising Expense
Speakers 1,000.00 1,000.00 1,000.00
Supplies 183.89 183.89 183.89
Venue Rental 1,327.50 1,327.50 1,327.50
Total Fundraising Expense 2,511.39 2,511.39 2,511.39
Total Expenditures 2,511.39 2,511.39 2,511.39
NET OPERATING REVENUE -2,511.39 -2,511.39 -2,511.39
NET REVENUE $ -2,511.39 $ -2,511.39 $ -2,511.39

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Diversity Coalition of San Luis Obispo County 21/25
Project - School Speaker Series Program
All Dates
Total
All Dates All Dates (PP) All Dates (PY)

REVENUE
Total Revenue
GROSS PROFIT 0.00 0.00 0.00

EXPENDITURES
Advertising
Website 12.00 12.00 12.00
Total Advertising 12.00 12.00 12.00
Fundraising Expense
Venue Rental 318.86 318.86 318.86
Total Fundraising Expense 318.86 318.86 318.86
Travel and Meetings
Conference, Convention, Meeting 94.72 94.72 94.72
Total Travel and Meetings 94.72 94.72 94.72
Total Expenditures 425.58 425.58 425.58
NET OPERATING REVENUE -425.58 -425.58 -425.58
NET REVENUE $ -425.58 $ -425.58 $ -425.58

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Diversity Coalition of San Luis Obispo County 22/25
Project - Annual Fundraiser's Give for Good
All Dates
Total
All Dates All Dates (PP) All Dates (PY)

REVENUE
Fundraising
Individ, Business Contributions 34,009.43 34,009.43 34,009.43 Total Fundraising 34,009.43 34,009.43 34,009.43
Total Revenue 34,009.43 34,009.43 34,009.43
GROSS PROFIT 34,009.43 34,009.43 34,009.43

EXPENDITURES
Fundraising Expense
Supplies 1,461.85 1,461.85 1,461.85
Total Fundraising Expense 1,461.85 1,461.85 1,461.85
Total Expenditures 1,461.85 1,461.85 1,461.85
NET OPERATING REVENUE 32,547.58 32,547.58 32,547.58
NET REVENUE $32,547.58 $32,547.58 $32,547.58

Page 182 of 449 ends

Diversity Coalition of San Luis Obispo County 23/25
Project - Buildings Up Prize
All Dates
Total

REVENUE
Fundraising
Individ, Business Contributions 8,500.00
Pass Through Grants 85,000.00
Total Fundraising 93,500.00
Total Revenue 93,500.00
GROSS PROFIT 93,500.00

EXPENDITURES
Pass Through Grant Expenses
Grant Payroll 362.50
Total Pass Through Grant Expenses 362.50
Payroll Expenses
Taxes 157.48
Wages - ED 1,913.05
Total Payroll Expenses 2,070.53
Professional Services
Outside Contract Services 4,278.75
Total Professional Services 4,278.75
Total Expenditures 6,711.78
NET OPERATING REVENUE 86,788.22
NET REVENUE $86,788.22

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Diversity Coalition of San Luis Obispo County 24/25
Project - City of Pismo Beach Grant
All Dates
Total

REVENUE
Fundraising
Admin Grants 1,500.00
Total Fundraising 1,500.00
Total Revenue 1,500.00
GROSS PROFIT 1,500.00

EXPENDITURES
Total Expenditures
NET OPERATING REVENUE 1,500.00
NET REVENUE $1,500.00

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Diversity Coalition of San Luis Obispo County 25/25
Project - Better Unite for our Women of Color Symposium All Dates
Total

REVENUE
Fundraising
Individ, Business Contributions 12,596.79
Bartered Ticket Sales 200.00
Total Individ, Business Contributions 12,796.79
Total Fundraising 12,796.79
Total Revenue 12,796.79
GROSS PROFIT 12,796.79

EXPENDITURES
Advertising
Bartered Advertising 200.00
Total Advertising 200.00
Fundraising Expense
Speakers 500.00
Supplies 4,638.02
Venue Rental 1,450.00
Total Fundraising Expense 6,588.02
Professional Services
Outside Contract Services 1,375.00
Total Professional Services 1,375.00
Total Expenditures 8,163.02
NET OPERATING REVENUE 4,633.77
NET REVENUE $4,633.77

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Page 186 of 449 ends

Page 187 of 449 ends

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CITY OF MORRO BAY FY 2024/25

APPLICATION FOR COMMUNITY GRANT FUNDING
1 Project:

Agency:

Project/Program Name:

Project/Program Manager Name:

Name of Agency:

Site Address:

Telephone Number:

Web Address:

Name of Executive Director:

City Council established a total budget of $60,000 for Community Grants for FY 2024/25.

Recently, grant amounts have ranged from approximately $1,000-$8,000 per organization.

Program expenditures must be completed by June 30, 2025.

Introduction: Provide brief description of agency, agency goals, and agency services. Describe your program briefly, including who benefits from your program. Attach additional pages as needed.

SLO County Creeks to Coast Cleanup Day Kendra Paulding
Environmental Center of San Luis Obispo (ECOSLO)
1012 Pacific St., Ste B-1
San Luis Obispo CA 93401
(805) 710-8021 www.ecoslo.org Kendra Paulding
The Environmental Center of San Luis Obispo (ECOSLO) has served as the environmental center for San Luis Obispo County since 1971. ECOSLO's mission is to organize our community to protect San Luis Obispo County's environment. Our vision is for nature and community to thrive in San Luis Obispo County. Our services include SLO County Creeks to Coast Cleanups, our Urban Tree Program, and the SLO County Green Business Program.

We request $5,000 to support our Creeks to Coast Cleanup Day. We have operated Coastal Cleanups (recently adding local lakes, parks, and creeks) since 2005, removing over 148,000 pounds of litter and involving over 22,500 volunteers. Our services protect the environment in San Luis Obispo County, benefiting all residents and visitors.

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CITY OF MORRO BAY FY 2024/25

APPLICATION FOR COMMUNITY GRANT FUNDING
2 I. AGENCY INFORMATION
A. General Information
Grant Request Amount: $______________________________________________

General Organization Information
Organizations Name:

Year Established:

City:

State:

Zip:

Project/Program Contact Information
Name/Title:

Phone Number:

E-mail:
$5,000 Environmental Center of San Luis Obispo (ECOSLO) 1972 (Attached) 2 1 (Attached) P.O. Box 1014 San Luis Obispo CA93406 Kendra Paulding/Executive Director (916) 225-5276 [email protected]

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CITY OF MORRO BAY FY 2024/25

II. COMMUNITY NEED STATEMENT

A. Community Need: Describe briefly the demonstrated need in the Morro Bay community for the program. Cite data sources as appropriate.

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II. COMMUNITY NEED STATEMENT
A. Community Need: Describe briefly the demonstrated need in the Morro Bay community for the program. Cite data sources as appropriate.

Morro Bay is home to incredible beauty and biodiversity, serving as an important site for commercial fishing/farming, tourism, and local recreation. We have been operating Coastal Cleanups in Morro Bay for 19 years, and we’ve gathered an average of over 950 lbs of trash per year in Morro Bay.

The most common trash types found in Morro Bay have been plastics and food packaging. Plastic breaks ‘up’ into microplastics without actually biodegrading. This poses a threat to wildlife, altering habitats, and reducing ecosystems’ ability to adapt to climate change. It has also been found in seafood, entering the human and wildlife food cycle.

Cleaning up local beaches, riverbeds, waterways, etc., allows the community to get involved in protecting our environment. Keeping our beaches and waterways clean also promotes tourism, putting money into the local economy. It is essential that we protect Morro Bay’s beaches and waterways to be enjoyed safely for generations to come, and our data shows that Coastal Cleanups in Morro Bay are a popular and effective way of bringing the community together to do so.

The Environmental Center of San Luis Obispo (ECOSLO) has served as the environmental center for San Luis Obispo County since 1971. ECOSLO's mission is to organize our community to protect San Luis Obispo County’s environment. Our vision is for nature and community to thrive in San Luis Obispo County. We request $5,000 to support our Creeks to Coast Cleanup Day, active since 2005, removing over 148,000 pounds of litter and involving over 22,500 volunteers. Next year we expect to recruit 750 volunteers, with approximately 175 servicing Morro Bay. Our services protect the environment in San Luis Obispo County, benefiting all residents and visitors.

ECOSLO requests your support in preserving our county’s beautiful creeks and coastline. Next year we are partnering with the County and City jurisdictions to host SLO County Creeks to Coast Cleanup, where inland and coastal waterway cleanup locations will be available for the community to volunteer at 30+ coastline and creek locations. This event will coincide with the State of California’s 40th Annual Coastal Cleanup Day in September 2025.

For the City of Morro Bay, we will address litter on the beach by hosting cleanup sites at the following 7 locations: Morro Strand North / State Beach Campground; Morro Strand Dog Beach / Toro Creek; Morro Strand South at HWY 41; Morro Rock; Morro Bay Landing/Sandspit; Morro Bay Embarcadero/Tidelands Park; Bayshore Bluffs.

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CITY OF MORRO BAY FY 2024/25

Home to fishing, aquaculture, and a National Estuary with incredible biodiversity, Morro Bay has always been a critical location for our cleanup efforts. The most common types of trash found in Morro Bay during previous years’ cleanups have been food packaging and plastics.

Cleanup efforts ensure that there is a safe place provided for residents and visitors alike, to enjoy the beach, ocean, and general natural beauty of the coastline in Morro Bay. By focusing recruitment efforts on community members, SLO County Creeks to Coast Cleanup and other cleanups we hold throughout the year help to maintain the small beach town character we enjoy in SLO county. Our cleanups work to enhance a vibrant tourist-based economy as the beach is cleaned and well-cared for by its community. Our cleanups also provide the following benefits to the City of Morro Bay:
● FACILITY IMPROVEMENTS: The cleanup will beautify, clean, and make safe public recreation areas within the City.
● ENVIRONMENTAL SUSTAINABILITY: ECOSLO works to maintain cleanliness and care for the local natural areas within and around the city. ● COMMUNITY ENGAGEMENT: Community members assist in the preservation and appearance of some of the most trafficked areas of the City. (See attached)

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D. Project Description:

Over the past 5 years, ECOSLO has collected over 950 lbs of trash per year from cleanup sites within Morro Bay, involving approximately 175 Morro Bay volunteers in the effort each year. Volunteers, supervised by ECOSLO-trained volunteer Cleanup Site Captains, pick up litter along public waterways.

Volunteers use appropriate safety protocols and are provided with equipment, including pickers, buckets, gloves and necessary training. We utilize an international non-profit (Ocean Conservancy's) Clean Swell app to help track trash types as well, which creates data to support policy decisions and preventative actions to reduce future litter by focusing on problematic and common items.

We weigh litter collected, record volunteer participation numbers and hours, and use the Clean Swell app to count and categorize types of litter collected:
• 9,000 pounds of trash countywide—over 950 pounds of trash in Morro Bay • 50,000 trash items tracked using Clean Swell app—8,300 in Morro Bay • 750 volunteers—approximately 175 in Morro Bay
• 2,250 volunteer hours—over 525 in Morro Bay
• 35 locations—7 in Morro Bay
We currently dedicate 2-3 staff to work, including the Executive Director, a Volunteer Coordinator, and interns. During the event, volunteers (at least one per site) serve leadership roles as Cleanup Site Captains as well as litter pickup roles. SLO County Creeks to Coast Cleanup is an annual event taking place in September. The project timeline is as follows:
• March - June - Planning, site selection, coordination with appropriate authorities, fundraising; • July - August - Procuring materials, advertising event, volunteer site leader recruitment and coordination; Distributing materials (gloves/pickers/buckets) to pickup sites; • September - Event hosted, litter pickup, categorization using Clean Swell app, collection and disposal (recycling as much as possible) of bagged litter; • October - November - Compiling results, thanking participants, reporting results.

We request $5,000 to fund planning and volunteer recruitment - these activities/expenses will take place prior to the end of the grant period, June 30th, 2025. The City of Morro Bay will be recognized as a sponsor of the 2025 Creeks to Coast Cleanup Day throughout 2025.

Organizing an event of this size takes year-round efforts and resources for our organization. Please help ECOSLO continue to make community cleanup efforts possible in SLO County through this new and exciting Creeks to Coast Cleanup event. Your generous grant award support will contribute to this event in these ways:
• Enables ECOSLO to recruit over 750 volunteers countywide (with 175 volunteers in Morro Bay expected to participate, based on our historical average, representing over 23% of our total volunteers) through effective advertising, press releases, articles, community meetings, event flyers, radio interviews, and public presentations.
• Helps ECOSLO engage with local communities to encourage them to volunteer for an event that enhances the community where they live, work, and play. • Forges alliances with other organizations, such as Central Coast Aquarium, Creek Lands Conservation, Morro Bay National Estuary Program, The Marine Mammal Center, SLO Tobacco Control Coalition, and the local chapters of Surfrider to help protect the natural beauty of our coastline here on the Central Coast.

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CITY OF MORRO BAY FY 2024/25

F. Collaborative Requests: If a collaborative request, please provide a description of prior collaborative activities, and proposed responsibilities of collaborative members.

ECOSLO received $4,000 in 2024 to assist with the 2024 SLO County Creeks to Coast Cleanup. While we have not yet held the 2024 SLO County Creeks to Coast Cleanup yet, in 2023 620 volunteers and ECOSLO staff collected 11,762 lbs of trash and 236 lbs of recycling. We are on our way to improving these numbers in 2024 with the financial support of the CIty of Morro Bay and are looking forward to a successful event on September 21, 2024!
For SLO County Creeks to Coast Cleanup ECOSLO has partnered with local city and county efforts (including Paso Robles, Templeton, Cambria, Cayucos, Morro Bay, San Luis Obispo, Pismo and Shell Beach, Arroyo Grande, and SLO County) to conduct inland waterway and park cleanups, as well as tie into the resources and support that the California Coastal Commission provides annually for coastline cleanups. We also partner with the Integrated Waste Management Authority (IWMA) for expertise and support of their litter prevention and recycling goals. Local businesses support our efforts as well as provide funding, volunteers, and resources.

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CITY OF MORRO BAY FY 2024/25

Budget Summary
Budget Information FY 2024/25 FY 2023/24
Morro Bay grant funding Requested: Received:

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CITY OF MORRO BAY FY 2024/25

C. Travel Expense Disclosure-- If Community Grant funds are to be used for staff travel expenses, please describe.

D. Eligibility information: to be eligible for award of a community grant, agencies must:

1. Submit a separate, completed application form for each project.

2. Be incorporated as a tax-exempt non-profit corporation (IRS 501-C) and/or exist as another government entity.

3. Demonstrate the managerial and financial capability to receive and expend funds.

4. Assure compliance with all applicable local, state, and federal laws including but not limited to non-discrimination requirements.

5. Ensure timely and complete submission of reporting on prior year City grant fund expenditures, if applicable.

No.

No funding will be used for travel expenses.

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Page 198 of 449 ends

BOARD OF DIRECTORS
Roster as of July 2024
Name City of Residence Profession & Company/Expertise
Anna Talken, Co-Chair Morro Bay
Restoration Ecologist, River Partners, 6+
years non-profit experience
Marissa Miller, Co-Chair San Luis Obispo
Senior Coordinator - Surf Conservation
& Global Fisheries, Conservation
International
Alex McDavitt, Secretary San Luis Obispo
Market Development Manager for
Aquaculture Stewardship Council, 14+
years non-profit experience
Cassie Olovsson, Co-Treasurer Arroyo Grande Director of Development, Food Recovery Network
Audry Nolan, Co-Treasurer San Luis Obispo Corporate Sustainability and Renewable Energy Strategist
Miranda Beal, Member San Luis Obispo
ECOSLO volunteer, previous
AmeriCorps member, BS in
Environmental Studies

Page 199 of 449 ends

226340
04-01-22

ROHR & ASSOCIATES
1277 E. GRAND AVE, SUITE B
ARROYO GRANDE, CA 93420

SAN LUIS OBISPO COUNTY
P.O. BOX 1014

ENVIRONMENTAL CENTER OF
SAN LUIS OBISPO, CA 93406-1014
!9340610142!

Page 200 of 449 ends

2022 Tax Return Package
Prepared For:

Environmental Center of
Prepared By:

Rohr & Associates, Inc.
1277 E. Grand Ave, Suite B
Arroyo Grande, CA 93420
805-473-1040
www.rohrcpas.com
Rohr & Associates, Inc. is a California Accountancy Corporation and is a member of the Private Company Practice Section of the American Institute of Certified Public Accountants.

Page 201 of 449 ends

TEL 805.473.1040 FAX 805.481.0985 WWW.ROHRCPAS.COM
1238 EAST GRAND AVENUE, ARROYO GRANDE, CA 93420

CLIENT FILE COPY

REVIEW PRIOR TO SIGNING
Environmental Center of
San Luis Obispo County
P.O. Box 1014
San Luis Obispo, CA 93406-1014
Re: 2022 Exempt Organization Returns
Environmental Center of San Luis Obispo County:

Enclosed are the 2022 Exempt Organization returns, as follows... 2022 Form 990
2022 California Form 199
2022 California Form RRF-1
Please review your return for possible omissions or misstatements. Attached are instructions for signing and filing each return. Please follow those instructions carefully.

We prepared the returns from information you furnished us without verification. Upon examination of the returns by taxing authorities, requests may be made for underlying data. We therefore recommend that you retain all pertinent records for at least seven years.

Thank you for the opportunity to be one of your trusted advisors. Please keep us informed of any correspondence received from taxing authorities.

Please do not hesitate to contact us should you have any questions concerning the tax returns.

Regards,

ROHR & ASSOCIATES, INC

A CALIFORNIA ACCOUNTANCY CORPORATION
DANIEL J. ROHR, CPA/PFS, EA, M.S. TAX
Managing Shareholder

Page 202 of 449 ends

TAX RETURN FILING INSTRUCTIONS
FORM 990

FOR THE YEAR ENDING
December 31, 2022
Prepared For:

Environmental Center of
San Luis Obispo County
P.O. Box 1014
San Luis Obispo, CA 93406-1014
Prepared By:

Rohr & Associates
1277 E. Grand Ave, Suite B
Arroyo Grande, CA 93420
Amount Due or Refund:

Not applicable
Make Check Payable To:

Not applicable
Mail Tax Return and Check (if applicable) To:

Not applicable
Return Must be Mailed On or Before:

Not applicable
Special Instructions:

This return has qualified for electronic filing. After you have reviewed the return for completeness and accuracy, please sign, date and return Form 8879-TE to our office. We will transmit the return electronically to the IRS and no further action is required. Return Form 8879-TE to us as soon as possible

Page 203 of 449 ends

OMB No. 1545-0047
Form
For calendar year 2022, or fiscal year beginning , 2022, and ending , 20 Department of the Treasury
Internal Revenue Service
Signature of officer or person subject to tax
202521 12-16-22
EIN or SSN
Enter five numbers, but
do not enter all zeros
ERO firm name
Do not enter all zeros
Do not send to the IRS. Keep for your records.

Go to www.irs.gov/Form8879TE for the latest information. 1a, 2a, 3a, 4a, 5a, 6a, 7a, 8a, 9a,
10a 1b, 2b, 3b, 4b, 5b, 6b, 7b, 8b, 9b, 10b,
Do not
1a
2a
3a
4a
5a
6a
7a
8a
9a
10a
Form 990
Form 990-EZ
Form 1120-POL
b Total revenue, 1b
2b
3b
4b
5b
6b
7b
8b
9b
10b
b Total revenue,
b Total tax
Form 990-PF
Form 8868
b Tax based on investment income
b Balance due
Form 990-T b Total tax
Form 4720 b Total tax
Form 5227 b FMV of assets at end of tax year
Form 5330 b Tax due
Form 8038-CP b Amount of credit payment requested
(a)
(b) (c)
PIN: check one box only
ERO's EFIN/PIN.

Pub. 4163,
For Privacy Act and Paperwork Reduction Act Notice, see instructions. e-file
Name of filer
Name and title of officer or person subject to tax
~~~~
~~~~~~~~~~~~~~~~~~~~
Date
ERO's signature Date
Form (2022)
Check the box for the return for which you are using this Form 8879-TE and enter the applicable amount, if any, from the return. Form 8038-CP and Form 5330 filers may enter dollars and cents. For all other forms, enter whole dollars only. If you check the box on line or below, and the amount on that line for the return being filed with this form was blank, then leave line or whichever is applicable, blank (do not enter -0-). But, if you entered -0- on the return, then enter -0- on the applicable line below. complete more than one line in Part I.
check here
check here
check here
~~~ if any (Form 990, Part VIII, column (A), line 12) ~~~~~~ ~ if any (Form 990-EZ, line 9) ~~~~~~~~~~~~~~~
(Form 1120-POL, line 22) ~~~~~~~~~~~~~~~~~~~
check here
check here
~ (Form 990-PF, Part V, line 5)
~~ (Form 8868, line 3c)
check here~~ (Form 990-T, Part III, line 4) ~~~~~~~~~~~~~~~~~~ check here ~~ (Form 4720, Part III, line 1)~ check here ~~ (Form 5227, Item D)
check here ~~ (Form 5330, Part II, line 19)
check here (Form 8038-CP, Part III, line 22)
Under penalties of perjury, I declare that I am an officer of the above entity or I am a person subject to tax with respect to (name of entity) , (EIN) and that I have examined a copy of the 2022 electronic return and accompanying schedules and statements, and, to the best of my knowledge and belief, they are true, correct, and complete. I further declare that the amount in Part I above is the amount shown on the copy of the electronic return. I consent to allow my intermediate service provider, transmitter, or electronic return originator (ERO) to send the return to the IRS and to receive from the IRS an acknowledgement of receipt or reason for rejection of the transmission, the reason for any delay in processing the return or refund, and the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for payment of the federal taxes owed on this return, and the financial institution to debit the entry to this account. To revoke a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537 no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I have selected a personal identification number (PIN) as my signature for the electronic return and, if applicable, the consent to electronic funds withdrawal.

I authorize to enter my PIN
as my signature on the tax year 2022 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I also authorize the aforementioned ERO to enter my PIN on the return's disclosure consent screen.

As an officer or person subject to tax with respect to the entity, I will enter my PIN as my signature on the tax year 2022 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I will enter my PIN on the return's disclosure consent screen.

Enter your six-digit electronic filing identification
number (EFIN) followed by your five-digit self-selected PIN.

I certify that the above numeric entry is my PIN, which is my signature on the 2022 electronically filed return indicated above. I confirm that I am submitting this return in accordance with the requirements of Modernized e-File (MeF) Information for Authorized IRS Providers for Business Returns.

LHA
Part I Type of Return and Return Information
Part II Declaration and Signature Authorization of Officer or Person Subject to Tax Part III Certification and Authentication
ERO Must Retain This Form - See Instructions
Do Not Submit This Form to the IRS Unless Requested To Do So 8879-TE
IRS e-file Signature Authorization
8879-TE for a Tax Exempt Entity
2022

ENVIRONMENTAL CENTER OF
SAN LUIS OBISPO COUNTY 23-7213237
X 355,785.

X
CHAIR
96915012262
12/15/23

NICOLE SISNEROS
DANIEL J. ROHR, CPA/PFS, EA, MST
X
10571215 145425 J222036.10 2022.05010 ENVIRONMENTAL CENTER OF S J2220361

Page 204 of 449 ends

Check
if
self-employed
Department of the Treasury
Internal Revenue Service
Check if
applicable:

Address
change
Name
change
Initial
return
Final
return/
terminated Gross receipts $
Amended
return
Application
pending
Are all subordinates included?
232001 12-13-22
OMB No. 1545-0047
Beginning of Current Year
Paid
Preparer
Use Only
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) Do not enter social security numbers on this form as it may be made public.

Open to Public
Go to www.irs.gov/Form990 for instructions and the latest information. Inspection A For the 2022 calendar year, or tax year beginning and ending B C D Employer identification number
E
G
H(a)
H(b)
H(c)
F Yes No
Yes No
I
J
K
Website:

L M
1 2
3 4
5 6
7 3
4 5
6 7a
7b
a
b
Activities & Governance
Prior Year Current Year
8 9
10 11
12 13
14 15
16 17
18 19
Revenue
a
b
Expenses
End of Year
20 21
22 Sign
Here
Yes No
For Paperwork Reduction Act Notice, see the separate instructions. (or P.O. box if mail is not delivered to street address) Room/suite 501(c)(3) 501(c) ( ) (insert no.) 4947(a)(1) or 527
Form of organization: Corporation Trust Association Other Year of formation: State of legal domicile:

Net Assets or Fund Balances
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

Signature of officer Date
Type or print name and title
Print/Type preparer's name Preparer's signature
Date PTIN
Firm's name Firm's EIN
Firm's address
Phone no.

Form
Name of organization
Doing business as
Number and street Telephone number
City or town, state or province, country, and ZIP or foreign postal code Is this a group return
Name and address of principal officer: for subordinates? ~~ If "No," attach a list. See instructions
Group exemption number
Tax-exempt status:

Briefly describe the organization's mission or most significant activities:

Check this box if the organization discontinued its operations or disposed of more than 25% of its net assets.

Number of voting members of the governing body (Part VI, line 1a) Number of independent voting members of the governing body (Part VI, line 1b) Total number of individuals employed in calendar year 2022 (Part V, line 2a) ~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~
Total number of volunteers (estimate if necessary)
Total unrelated business revenue from Part VIII, column (C), line 12 Net unrelated business taxable income from Form 990-T, Part I, line 11 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~

Contributions and grants (Part VIII, line 1h) ~~~~~~~~~~~~~~~~~~~~~ Program service revenue (Part VIII, line 2g) ~~~~~~~~~~~~~~~~~~~~~ Investment income (Part VIII, column (A), lines 3, 4, and 7d) ~~~~~~~~~~~~~ Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) ~~~~~~~~ Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12) Grants and similar amounts paid (Part IX, column (A), lines 1-3) Benefits paid to or for members (Part IX, column (A), line 4) Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) ~~~~~~~~~~~
~~~~~~~~~~~~~
~~~
Professional fundraising fees (Part IX, column (A), line 11e) Total fundraising expenses (Part IX, column (D), line 25) ~~~~~~~~~~~~~~
Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e) Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) Revenue less expenses. Subtract line 18 from line 12
~~~~~~~~~~~~~
~~~~~~~

Total assets (Part X, line 16)
Total liabilities (Part X, line 26)
Net assets or fund balances. Subtract line 21 from line 20 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~

May the IRS discuss this return with the preparer shown above? See instructions LHA Form (2022)
Part I Summary
Part II Signature Block
990
Return of Organization Exempt From Income Tax
990 2022

ENVIRONMENTAL CENTER OF

SAN LUIS OBISPO COUNTY
23-7213237
P.O. BOX 1014 805-544-1777
355,785.

SAN LUIS OBISPO, CA 93406-1014

NICOLE SISNEROS X
WWW.ECOSLO.ORG
X 2002 CA
ENVIRONMENTAL EDUCATION.
5 5
7 0

0. 0.
351,786.

0. 611.
3,388.
381,067. 355,785.

0. 0.
132,438.

0. 830.
224,227.
420,263. 356,665.
-39,196. -880.
299,455. 305,678.
5,020. 12,121.
294,435. 293,557.

NICOLE SISNEROS, CHAIR
DANIEL J. ROHR, CPA/PFS, P00972766
ROHR & ASSOCIATES 46-0892131
1277 E. GRAND AVE, SUITE B
ARROYO GRANDE, CA 93420 805-473-1040
X
X
370,314.

0. 796.
9,957.

0. 0.
195,387.

0. 224,876.

DANIEL J. ROHR, CPA/ 12/15/23

Page 205 of 449 ends

Code: Expenses $ including grants of $ Revenue $
Code: Expenses $ including grants of $ Revenue $
Code: Expenses $ including grants of $ Revenue $
Expenses $ including grants of $ Revenue $
232002 12-13-22
1 2
3 4
Yes No
Yes No
4a
4b
4c
4d
4e
Form 990 (2022) Page
Check if Schedule O contains a response or note to any line in this Part III Briefly describe the organization's mission:

Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ?
If "Yes," describe these new services on Schedule O.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization cease conducting, or make significant changes in how it conducts, any program services? If "Yes," describe these changes on Schedule O.
~~~~~~
Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses.

Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
( ) ( ) ( )
( ) ( ) ( )
( ) ( ) ( )
Other program services (Describe on Schedule O.)
( ) ( )
Total program service expenses
Form (2022)
2 Part III Statement of Program Service Accomplishments 990

ENVIRONMENTAL EDUCATION.

X
X
265,061.

NATURAL ENVIRONMENT AND HUMAN WELL-BEING THROUGH EDUCATION, ADVOCACY SAN LUIS OBISPO COUNTY 23-7213237

ENVIRONMENTAL CENTER OF

A MEMBERSHIP ORGANIZATION DEDICATED TO PROTECTING AND ENHANCING THE AND DIRECT ACTION.
265,061.
2 10571215 145425 J222036.10 2022.05010 ENVIRONMENTAL CENTER OF S J2220361

Page 206 of 449 ends

232003 12-13-22
Yes No
1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 1
2 3
4 5
6 7
8 9
10 Section 501(c)(3) organizations.
a
b
c
d
e
f
a
b
11a
11b
11c
11d
11e
11f
12a
12b
13 14a
14b
15 16
17 18
19 20a
20b
21 a
b
20 21
a
b
If "Yes," complete Schedule A
Schedule B, Schedule of Contributors
If "Yes," complete Schedule C, Part I
If "Yes," complete Schedule C, Part II
If "Yes," complete Schedule C, Part III
If "Yes," complete Schedule D, Part I
If "Yes," complete Schedule D, Part II
If "Yes," complete
Schedule D, Part III
If "Yes," complete Schedule D, Part IV
If "Yes," complete Schedule D, Part V
If "Yes," complete Schedule D,
Part VI
If "Yes," complete Schedule D, Part VII
If "Yes," complete Schedule D, Part VIII
If "Yes," complete Schedule D, Part IX
If "Yes," complete Schedule D, Part X
If "Yes," complete Schedule D, Part X
If "Yes," complete
Schedule D, Parts XI and XII
If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional If "Yes," complete Schedule E
If "Yes," complete Schedule F, Parts I and IV
If "Yes," complete Schedule F, Parts II and IV
If "Yes," complete Schedule F, Parts III and IV
If "Yes," complete Schedule G, Part I.

If "Yes," complete Schedule G, Part II
If "Yes,"
complete Schedule G, Part III
If "Yes," complete Schedule H
If "Yes," complete Schedule I, Parts I and II
Form 990 (2022) Page
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Is the organization required to complete ? See instructions Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? Did the organization maintain collections of works of art, historical treasures, or other similar assets? ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? Did the organization, directly or through a related organization, hold assets in donor-restricted endowments or in quasi endowments?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.

Did the organization report an amount for land, buildings, and equipment in Part X, line 10? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report an amount for investments - other securities in Part X, line 12, that is 5% or more of its total assets reported in Part X, line 16?
Did the organization report an amount for investments - program related in Part X, line 13, that is 5% or more of its total assets reported in Part X, line 16?
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report an amount for other assets in Part X, line 15, that is 5% or more of its total assets reported in Part X, line 16?
Did the organization report an amount for other liabilities in Part X, line 25? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? Did the organization obtain separate, independent audited financial statements for the tax year? ~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Was the organization included in consolidated, independent audited financial statements for the tax year? ~~~~~
Is the organization a school described in section 170(b)(1)(A)(ii)? Did the organization maintain an office, employees, or agents outside of the United States? ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization?
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? See instructions ~~~~~~~~~~~~~~~~~~~~ Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization operate one or more hospital facilities? ~~~~~~~~~~~~~~~~~ If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? ~~~~~~~~~~ Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? ~~~~~~~~~~~~~~ Form (2022)
3 Part IV Checklist of Required Schedules
990
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X

ENVIRONMENTAL CENTER OF
X
X
X
X
X
X
X
SAN LUIS OBISPO COUNTY 23-7213237
3 10571215 145425 J222036.10 2022.05010 ENVIRONMENTAL CENTER OF S J2220361

Page 207 of 449 ends

232004 12-13-22
Yes No
22 23
24 25
26 27
28 29
30 31
32 33
34 35
36 37
38 22
23 24a
24b
24c
24d
25a
25b
26 27
28a
28b
28c
29 30
31 32
33 34
35a
35b
36 37
38 a
b
c
d
a
b
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. a
b
c
a
b
Section 501(c)(3) organizations.

Note:

Yes No
1a
b
c
1a
1b
1c
(continued)
If "Yes," complete Schedule I, Parts I and III
If "Yes," complete
Schedule J
If "Yes," answer lines 24b through 24d and complete
Schedule K. If "No," go to line 25a
If "Yes," complete Schedule L, Part I
If "Yes," complete
Schedule L, Part I
If "Yes," complete Schedule L, Part II
If "Yes," complete Schedule L, Part III
If
"Yes," complete Schedule L, Part IV
If "Yes," complete Schedule L, Part IV
If
"Yes," complete Schedule L, Part IV
If "Yes," complete Schedule M
If "Yes," complete Schedule M
If "Yes," complete Schedule N, Part I
If "Yes," complete
Schedule N, Part II
If "Yes," complete Schedule R, Part I
If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1
If "Yes," complete Schedule R, Part V, line 2
If "Yes," complete Schedule R, Part V, line 2
If "Yes," complete Schedule R, Part VI
Form 990 (2022) Page
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? ~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? ~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~
Did the organization engage in an excess benefit
transaction with a disqualified person during the year? Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? ~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report any amount on Part X, line 5 or 22, for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? ~~~~~~~~~~~~~ Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons? ~~~ Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV, instructions for applicable filing thresholds, conditions, and exceptions):

A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
A family member of any individual described in line 28a? A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? ~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization receive more than $25,000 in non-cash contributions? Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?
~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization liquidate, terminate, or dissolve and cease operations? Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? ~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?
Was the organization related to any tax-exempt or taxable entity? ~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization have a controlled entity within the meaning of section 512(b)(13)? If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)?
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~
Did the organization make any transfers to an exempt non-charitable related organization? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? ~~~~~~~~ Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? All Form 990 filers are required to complete Schedule O Check if Schedule O contains a response or note to any line in this Part V Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ~~~~~~~~~~~ Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable ~~~~~~~~~~ Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? Form (2022)
4 Part IV Checklist of Required Schedules
Part V Statements Regarding Other IRS Filings and Tax Compliance 990

X
X
X
X
X
X
X
X
X
X
X
X
SAN LUIS OBISPO COUNTY 23-7213237

ENVIRONMENTAL CENTER OF
0 0
X
X
X
X
X
X
X
X
X
4 10571215 145425 J222036.10 2022.05010 ENVIRONMENTAL CENTER OF S J2220361

Page 208 of 449 ends

232005 12-13-22
Yes No
2 3
4 5
6 7
a
b
2a
2b
3a
3b
4a
5a
5b
5c
6a
6b
7a
7b
7c
7e
7f
7g
7h
8 9a
9b
a
b
a
b
a
b
c
a
b
Organizations that may receive deductible contributions under section 170(c). a
b
c
d
e
f
g
h
7d
8 9
10 11
12 13
14 15
16 17
Sponsoring organizations maintaining donor advised funds.

Sponsoring organizations maintaining donor advised funds. a
b
Section 501(c)(7) organizations.
a
b
10a
10b
Section 501(c)(12) organizations.
a
b
11a
11b
a
b
Section 4947(a)(1) non-exempt charitable trusts. 12a
12b
Section 501(c)(29) qualified nonprofit health insurance issuers.

Note:
a
b
c
a
b
13a
13b
13c
14a
14b
15 16
17 Section 501(c)(21) organizations.
~~~~~~~~~~~~~~~~~~~
(continued)
If "No" to line 3b, provide an explanation on Schedule O If "No," provide an explanation on Schedule O
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? Form (2022)
Form 990 (2022) Page
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return ~~~~~~~~~~ If at least one is reported on line 2a, did the organization file all required federal employment tax returns? ~~~~~~~~~~ Did the organization have unrelated business gross income of $1,000 or more during the year? If "Yes," has it filed a Form 990-T for this year?
~~~~~~~~~~~~~~
~~~~~~~~~~
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ~~~~~~~ If "Yes," enter the name of the foreign country
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? ~~~~~~~~~~~~
~~~~~~~~~
If "Yes" to line 5a or 5b, did the organization file Form 8886-T? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?
~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," did the organization notify the donor of the value of the goods or services provided? Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?
~~~~~~~~~~~~~~~

If "Yes," indicate the number of Forms 8282 filed during the year Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? ~~~~~~~~~~~~~~~~
~~~~~~~
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ~~~~~~~~~ If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ~
Did a donor advised fund maintained by the
sponsoring organization have excess business holdings at any time during the year? ~~~~~~~~~~~~~~~~~~~ Did the sponsoring organization make any taxable distributions under section 4966? Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? ~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Enter:

Initiation fees and capital contributions included on Part VIII, line 12 Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities ~~~~~~~~~~~~~~~
~~~~~~
Enter:

Gross income from members or shareholders
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.)
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Is the organization filing Form 990 in lieu of Form 1041? If "Yes," enter the amount of tax-exempt interest received or accrued during the year Is the organization licensed to issue qualified health plans in more than one state? See the instructions for additional information the organization must report on Schedule O. ~~~~~~~~~~~~~~~~~~~~~
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans Enter the amount of reserves on hand
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization receive any payments for indoor tanning services during the tax year? If "Yes," has it filed a Form 720 to report these payments? ~~~~~~~~~~~~~~~~
~~~~~~~~~
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year?
If "Yes," see the instructions and file Form 4720, Schedule N.

Is the organization an educational institution subject to the section 4968 excise tax on net investment income? If "Yes," complete Form 4720, Schedule O.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~
Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952 or 4953? If "Yes," complete Form 6069.
5 Part V Statements Regarding Other IRS Filings and Tax Compliance 990
X
X
X
X
X
X
X
X
X
X
7 SAN LUIS OBISPO COUNTY 23-7213237

ENVIRONMENTAL CENTER OF
X
5 10571215 145425 J222036.10 2022.05010 ENVIRONMENTAL CENTER OF S J2220361

Page 209 of 449 ends

232006 12-13-22
Yes No
1a
1b
1 2
3 4
5 6
7 8
9 a
b
2 3
4 5
6 7a
7b
8a
8b
9 a
b
a
b
Yes No
10 11
a
b
10a
10b
11a
12a
12b
12c
13 14
15a
15b
16a
16b
a
b
12a
b
c
13 14
15 a
b
16a
b
17 18
19 20
For each "Yes" response to lines 2 through 7b below, and for a "No" response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes on Schedule O. See instructions.

If "Yes," provide the names and addresses on Schedule O (This Section B requests information about policies not required by the Internal Revenue Code.) If "No," go to line 13
If "Yes," describe
on Schedule O how this was done
(explain on Schedule O)
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain on Schedule O.

Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:

Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? Form (2022)
Form 990 (2022) Page
Check if Schedule O contains a response or note to any line in this Part VI Enter the number of voting members of the governing body at the end of the tax year Enter the number of voting members included on line 1a, above, who are independent ~~~~~~
~~~~~~
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors, trustees, or key employees to a management company or other person? ~~~~~~~~~~~~~~~ Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? Did the organization become aware during the year of a significant diversion of the organization's assets? Did the organization have members or stockholders?
~~~~~
~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body?
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The governing body?
Each committee with authority to act on behalf of the governing body? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address?
Did the organization have local chapters, branches, or affiliates? If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? Describe on Schedule O the process, if any, used by the organization to review this Form 990.

Did the organization have a written conflict of interest policy? ~~~~~~~~~~~~~~~~~~~~~ ~~~~~~
Did the organization regularly and consistently monitor and enforce compliance with the policy? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization have a written whistleblower policy? Did the organization have a written document retention and destruction policy? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? The organization's CEO, Executive Director, or top management official Other officers or key employees of the organization
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions. ~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status with respect to such arrangements? List the states with which a copy of this Form 990 is required to be filed Section 6104 requires an organization to make its Forms 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.

Own website Another's website Upon request Other
Describe on Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.

State the name, address, and telephone number of the person who possesses the organization's books and records 6 Part VI Governance, Management, and Disclosure.

Section A. Governing Body and Management
Section B. Policies
Section C. Disclosure
990

5 5
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
MARY CIESINSKI - 805-550-2952
1012 PACIFIC ST SUITE B-1, SAN LUIS OBISPO, CA 93401
SAN LUIS OBISPO COUNTY 23-7213237

ENVIRONMENTAL CENTER OF
X
CA
X
6 10571215 145425 J222036.10 2022.05010 ENVIRONMENTAL CENTER OF S J2220361

Page 210 of 449 ends

Enter -0- in columns (D), (E), and (F) if no compensation was paid. ¥ List all of the organization's key employees, if any. See the instructions for definition of "key employee." ¥ List the organization's five highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations. ¥ List all of the organization's officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. ¥ List all of the organization's that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.

Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.

Position
Name and title Average
hours per
week
(list any
hours for
related
organizations
below
line)
Reportable
compensation
from
the
organization
(W-2/1099-MISC/
1099-NEC)
Reportable
compensation
from related
organizations
(W-2/1099-MISC/
1099-NEC)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
Form (2022)
7 Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
990

X
(1) NICOLE SISNEROS
CHAIR
(2) ANDREA BINISKIEWICZ
(3) CHRISTOPHER HAMMA
(4) MELISSA DANEHEY
(5) AYLA-LOUISE MATEO

CO-CHAIR

VICE-CHAIR

SECRETARY

DIRECTOR

2.00 2.00

2.00 X
X
X
X
X
X
X
X
X

0. 0.

0. SAN LUIS OBISPO COUNTY 23-7213237

ENVIRONMENTAL CENTER OF
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Page 211 of 449 ends

Individual trustee or director
Institutional trusteeOfficer
Key employee
Highest compensatedemployee
Former
(do not check more than one
box, unless person is both an
officer and a director/trustee)
232008 12-13-22
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (A) (B) (C) (D) (E) (F)
1b
c
d
Subtotal
Total from continuation sheets to Part VII, Section A
Total (add lines 1b and 1c)
2 Yes No
3 4
5 former
3 4
5 Section B. Independent Contractors
1 (A) (B) (C)
2 (continued)
If "Yes," complete Schedule J for such individual
If "Yes," complete Schedule J for such individual
If "Yes," complete Schedule J for such person
Form 990 (2022) Page
Average Position
hours per
week
(list any
hours for
related
organizations
below
line)
Name and title Reportable
compensation
from
the
organization
(W-2/1099-MISC/
1099-NEC)
Reportable
compensation
from related
organizations
(W-2/1099-MISC/
1099-NEC)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~
~
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization
Did the organization list any officer, director, trustee, key employee, or highest compensated employee on line 1a? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? ~~~~~~~~~~~~~ Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization?
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year.

Name and business address Description of services Compensation Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization
Form (2022)
8 Part VII
990

0. 0. 0.

0. 0. 0.
0 0
NONE

0. 0. 0.

SAN LUIS OBISPO COUNTY
X
X
X
23-7213237

ENVIRONMENTAL CENTER OF
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Page 212 of 449 ends

Noncash contributions included in lines 1a-1f
232009 12-13-22
Business Code
Business Code
Total revenue.
(A) (B) (C) (D)
1 a
b
c
d
e
f
1 1
1 1
1 1
1 a
b
c
d
e
f
g g
Contributions, Gifts, Grants
and Other Similar Amounts
h Total.
a
b
c
d
e
f
g
2 Program Service
Revenue
Total.
3 4
5 6 a
b
c
d
6a
6b
6c
7 a
7a
7b
7c
b
c
d
a
b
c
8 8a
8b
9 a
b
c
9a
9b
10 a
b
c
10a
10b
Other Revenue
11 a
b
c
d
e
Miscellaneous
Revenue
Total.
12 Revenue excluded
from tax under
sections 512 - 514
All other contributions, gifts, grants, and
similar amounts not included above
Gross amount from sales of
assets other than inventory
cost or other basis
and sales expenses
Gross income from fundraising events
See instructions
Form (2022)
Form 990 (2022) Page
Check if Schedule O contains a response or note to any line in this Part VIII Total revenue Related or exempt
function revenue
Unrelated
business revenue
Federated campaigns
Membership dues
~~~~~
~~~~~~~
Fundraising events
Related organizations
~~~~~~~
~~~~~
Government grants (contributions)
~
$
Add lines 1a-1f
All other program service revenue ~~~~~
Add lines 2a-2f
Investment income (including dividends, interest, and
other similar amounts)
Income from investment of tax-exempt bond proceeds
~~~~~~~~~~~~~~~~~~
Royalties
(i) Real (ii) Personal
Gross rents
Less: rental expenses
Rental income or (loss)
Net rental income or (loss)
~~~~~
~

(i) Securities (ii) Other
Less:

Gain or (loss)
~~~
~~~~~
Net gain or (loss)
(not
including $ of
contributions reported on line 1c). See
Part IV, line 18 ~~~~~~~~~~~~
Less: direct expenses ~~~~~~~~
Net income or (loss) from fundraising events
Gross income from gaming activities. See
Part IV, line 19 ~~~~~~~~~~~~
Less: direct expenses
Net income or (loss) from gaming activities
~~~~~~~~

Gross sales of inventory, less returns
and allowances ~~~~~~~~~~~~
Less: cost of goods sold
Net income or (loss) from sales of inventory
~~~~~~~

All other revenue ~~~~~~~~~~~~~
Add lines 11a-11d

9 Part VIII Statement of Revenue
990

234,077.
117,709.
351,786.
355,785. 611. 0. 3,388.

SAN LUIS OBISPO COUNTY 23-7213237

ENVIRONMENTAL CENTER OF
611. 611.
3,388.

0. 3,388. 3,388.
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Page 213 of 449 ends

if following SOP 98-2 (ASC 958-720)
232010 12-13-22
Total functional expenses.

Joint costs.
(A) (B) (C) (D)
1 2
3 4
5 6
7 8
9 10
11 a
b
c
d
e
f
g
12 13
14 15
16 17
18 19
20 21
22 23
24 a
b
c
d
e
25 26
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).

Grants and other assistance to domestic organizations
and domestic governments. See Part IV, line 21
Compensation not included above to disqualified
persons (as defined under section 4958(f)(1)) and
persons described in section 4958(c)(3)(B)
Pension plan accruals and contributions (include
section 401(k) and 403(b) employer contributions)
Professional fundraising services. See Part IV, line 17 (If line 11g amount exceeds 10% of line 25,
column (A), amount, list line 11g expenses on Sch O.)
Other expenses. Itemize expenses not covered
above. (List miscellaneous expenses on line 24e. If
line 24e amount exceeds 10% of line 25, column (A),
amount, list line 24e expenses on Schedule O.)
Add lines 1 through 24e
Complete this line only if the organization
reported in column (B) joint costs from a combined
educational campaign and fundraising solicitation.

Check here
Form 990 (2022) Page
Check if Schedule O contains a response or note to any line in this Part IX Total expenses Program service
expenses
Management and
general expenses
Fundraising
expenses
~
Grants and other assistance to domestic
individuals. See Part IV, line 22 ~~~~~~~
Grants and other assistance to foreign
organizations, foreign governments, and foreign
individuals. See Part IV, lines 15 and 16 ~~~
Benefits paid to or for members ~~~~~~~
Compensation of current officers, directors,
trustees, and key employees ~~~~~~~~
~~~
Other salaries and wages ~~~~~~~~~~
Other employee benefits ~~~~~~~~~~
Payroll taxes ~~~~~~~~~~~~~~~~
Fees for services (nonemployees):

Management
Legal
Accounting
Lobbying
~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
Investment management fees
Other.
~~~~~~~~
Advertising and promotion
Office expenses
Information technology
Royalties
~~~~~~~~~
~~~~~~~~~~~~~~~
~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
Occupancy ~~~~~~~~~~~~~~~~~
Travel ~~~~~~~~~~~~~~~~~~~
Payments of travel or entertainment expenses
for any federal, state, or local public officials ~
Conferences, conventions, and meetings ~~
Interest
Payments to affiliates
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~
Depreciation, depletion, and amortization
Insurance
~~
~~~~~~~~~~~~~~~~~
All other expenses
Form (2022)
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
10 Part IX Statement of Functional Expenses
990

123,001.
9,437.
5,964.
408.
1,192.
6,485.
22,200.
2,639.
166,394.
4,858.
2,832.
2,790.
8,465.
356,665.
80,383. 42,618.
6,012. 3,425.
5,964.
408.
880. 312.
5,229. 1,256.
22,200.
2,639.
166,394.
4,028. 830.
2,832.
336. 2,454.
5,419. 3,046.
265,061. 90,774. 830.

CAL FIRE CONTRACT

DUES AND SUBSCRIPTIONS

UTILITIES

WEBSITE HOSTING
SAN LUIS OBISPO COUNTY 23-7213237

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Page 214 of 449 ends

232011 12-13-22
(A) (B)
1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
29 30
31 32
33 1
2 3
4 5
6 7
8 9
10c
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
a
b
10a
10b
Assets
Total assets.

Liabilities
Total liabilities.

Organizations that follow FASB ASC 958, check here
and complete lines 27, 28, 32, and 33.
27 28
Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29 30
31 32
33 Net Assets or Fund Balances
Form 990 (2022) Page
Check if Schedule O contains a response or note to any line in this Part X Beginning of year End of year
Cash - non-interest-bearing
Savings and temporary cash investments
Pledges and grants receivable, net
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~
Accounts receivable, net ~~~~~~~~~~~~~~~~~~~~~~~~~~
Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons ~~~~~~~~~ Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ~~ Notes and loans receivable, net
Inventories for sale or use
Prepaid expenses and deferred charges
~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
Land, buildings, and equipment: cost or other
basis. Complete Part VI of Schedule D
Less: accumulated depreciation
~~~
~~~~~~
Investments - publicly traded securities
Investments - other securities. See Part IV, line 11
Investments - program-related. See Part IV, line 11
Intangible assets
~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other assets. See Part IV, line 11 ~~~~~~~~~~~~~~~~~~~~~~ Add lines 1 through 15 (must equal line 33)
Accounts payable and accrued expenses
Grants payable
Deferred revenue
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Tax-exempt bond liabilities
Escrow or custodial account liability. Complete Part IV of Schedule D ~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~
Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons ~~~~~~~~~ Secured mortgages and notes payable to unrelated third parties ~~~~~~ Unsecured notes and loans payable to unrelated third parties ~~~~~~~~ Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines 17 through 25
Net assets without donor restrictions
Net assets with donor restrictions
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
Capital stock or trust principal, or current funds
Paid-in or capital surplus, or land, building, or equipment fund Retained earnings, endowment, accumulated income, or other funds ~~~~~~~~~~~~~~~
~~~~~~~~
~~~~
Total net assets or fund balances ~~~~~~~~~~~~~~~~~~~~~~ Total liabilities and net assets/fund balances Form (2022)
11 Part X Balance Sheet
990

55,748. 16,250.
5,513. 52,935.
1,782. 1,244.
10,456.
10,456. 0. 0.
129,064. 129,064.
299,455. 305,678.
107,348. 106,185.
3,178. 9,906.
1,842. 2,215.
5,020. 12,121.

X
294,435. 293,557.
294,435. 293,557.
299,455. 305,678.

SAN LUIS OBISPO COUNTY 23-7213237

ENVIRONMENTAL CENTER OF
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Page 215 of 449 ends

232012 12-13-22
1 2
3 4
5 6
7 8
9 10
1 2
3 4
5 6
7 8
9 10
Yes No
1 2
3 a
b
c
2a
2b
2c
a
b
3a
3b
Form 990 (2022) Page
Check if Schedule O contains a response or note to any line in this Part XI Total revenue (must equal Part VIII, column (A), line 12) Total expenses (must equal Part IX, column (A), line 25) Revenue less expenses. Subtract line 2 from line 1
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~
Net unrealized gains (losses) on investments
Donated services and use of facilities
Investment expenses
Prior period adjustments
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other changes in net assets or fund balances (explain on Schedule O) Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
~~~~~~~~~~~~~~~~~~

Check if Schedule O contains a response or note to any line in this Part XII Accounting method used to prepare the Form 990: Cash Accrual Other If the organization changed its method of accounting from a prior year or checked "Other," explain on Schedule O.

Were the organization's financial statements compiled or reviewed by an independent accountant? ~~~~~~~~~~~~ If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis Were the organization's financial statements audited by an independent accountant? ~~~~~~~~~~~~~~~~~~~ If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? ~~~~~~~~~~~~~~~ If the organization changed either its oversight process or selection process during the tax year, explain on Schedule O.

As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why on Schedule O and describe any steps taken to undergo such audits Form (2022)
12 Part XI Reconciliation of Net Assets
Part XII Financial Statements and Reporting
990

SAN LUIS OBISPO COUNTY 23-7213237

ENVIRONMENTAL CENTER OF
355,785.
356,665.
-880.
294,435.

0. 293,555.

X
X
X
X
12 10571215 145425 J222036.10 2022.05010 ENVIRONMENTAL CENTER OF S J2220361

Page 216 of 449 ends

(iv) Is the organization listed
in your governing document?
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
232021 12-09-22
(i) Name of supported (ii) (iii) (v) (vi)
organization
Type of organization
(described on lines 1-10
above (see instructions))
Amount of monetary
support (see instructions)
Amount of other
support (see instructions)
EIN
(Form 990)
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.

Attach to Form 990 or Form 990-EZ.

Go to www.irs.gov/Form990 for instructions and the latest information.

Open to Public
Inspection
Name of the organization Employer identification number 1 2
3 4
5 6
7 8
9 10
11 12
section 170(b)(1)(A)(i).
section 170(b)(1)(A)(ii).
section 170(b)(1)(A)(iii).
section 170(b)(1)(A)(iii).
section 170(b)(1)(A)(iv).
section 170(b)(1)(A)(v).
section 170(b)(1)(A)(vi).
section 170(b)(1)(A)(vi).
section 170(b)(1)(A)(ix)
section 509(a)(2).
section 509(a)(4).
section 509(a)(1) section 509(a)(2) section 509(a)(3).
a
b
c
d
e
f
g
Type I.

You must complete Part IV, Sections A and B.

Type II.

You must complete Part IV, Sections A and C.

Type III functionally integrated.

You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated.

You must complete Part IV, Sections A and D, and Part V.

Yes No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule A (Form 990) 2022 (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.) A church, convention of churches, or association of churches described in A school described in (Attach Schedule E (Form 990).)
A hospital or a cooperative hospital service organization described in A medical research organization operated in conjunction with a hospital described in Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in (Complete Part II.)
A federal, state, or local government or governmental unit described in An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in (Complete Part II.)
A community trust described in (Complete Part II.)
An agricultural research organization described in operated in conjunction with a land-grant college or university or a non-land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or university:

An organization that normally receives (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions, subject to certain exceptions; and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975.

See (Complete Part III.)
An organization organized and operated exclusively to test for public safety. See An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in or . See Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization.

A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s).

A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions).

A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions).

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Provide the following information about the supported organization(s).

LHA

SCHEDULE A
Part I Reason for Public Charity Status.

Public Charity Status and Public Support
2022

ENVIRONMENTAL CENTER OF
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Subtract line 5 from line 4.
232022 12-09-22
Calendar year (or fiscal year beginning in)
Calendar year (or fiscal year beginning in)
2 (a) (b) (c) (d) (e) (f)
1 2
3 4
5 Total.
6 Public support.
(a) (b) (c) (d) (e) (f)
7 8
9 10
11 12
13 Total support.
12 First 5 years.
stop here
14 15
14 15
16 17
18 a
b
a
b
33 1/3% support test - 2022.
stop here.
33 1/3% support test - 2021.
stop here.
10% -facts-and-circumstances test - 2022.
stop here.
10% -facts-and-circumstances test - 2021.
stop here.

Private foundation.

Schedule A (Form 990) 2022
Add lines 7 through 10
Schedule A (Form 990) 2022 Page
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) 2018 2019 2020 2021 2022 Total
Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.") ~~
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ~~~~
The value of services or facilities
furnished by a governmental unit to
the organization without charge ~
Add lines 1 through 3 ~~~
The portion of total contributions
by each person (other than a
governmental unit or publicly
supported organization) included
on line 1 that exceeds 2% of the
amount shown on line 11,
column (f) ~~~~~~~~~~~~
2018 2019 2020 2021 2022 Total
Amounts from line 4 ~~~~~~~
Gross income from interest,
dividends, payments received on
securities loans, rents, royalties,
and income from similar sources ~
Net income from unrelated business
activities, whether or not the
business is regularly carried on ~
Other income. Do not include gain
or loss from the sale of capital
assets (Explain in Part VI.) ~~~~
Gross receipts from related activities, etc. (see instructions) ~~~~~~~~~~~~~~~~~~~~~~~ If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and Public support percentage for 2022 (line 6, column (f), divided by line 11, column (f)) ~~~~~~~~~~~ Public support percentage from 2021 Schedule A, Part II, line 14 %
~~~~~~~~~~~~~~~~~~~~~ %
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box and The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and Explain in Part VI how the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~~~ If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and Explain in Part VI how the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization ~~~~~~~~~~~ If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) Section A. Public Support
Section B. Total Support
Section C. Computation of Public Support Percentage

83,656.
83,656.
230,532.
230,532.
372,750. 370,315. 351,786. 1409039.
372,750. 370,315. 351,786. 1409039.
1409039.
83,656. 230,532. 372,750. 370,315. 351,786. 1409039.

5. 954. 1,659. 796. 611. 4,025.
1413064.

99.72 99.70
X
SAN LUIS OBISPO COUNTY 23-7213237

ENVIRONMENTAL CENTER OF
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Page 218 of 449 ends

(Subtract line 7c from line 6.)
Amounts included on lines 2 and 3 received
from other than disqualified persons that
exceed the greater of $5,000 or 1% of the
amount on line 13 for the year
(Add lines 9, 10c, 11, and 12.)
232023 12-09-22
Calendar year (or fiscal year beginning in)
Calendar year (or fiscal year beginning in)
Total support.
3 (a) (b) (c) (d) (e) (f)
1 2
3 4
5 6
7 Total.
a
b
c
8 Public support.
(a) (b) (c) (d) (e) (f)
9 10a
b
c
11 12
13 14 First 5 years.
stop here
15 16
15 16
17 18
19 20
2022
2021
17 18
a
b
33 1/3% support tests - 2022.
stop here.
33 1/3% support tests - 2021.
stop here.

Private foundation.

Schedule A (Form 990) 2022
Unrelated business taxable income
(less section 511 taxes) from businesses
acquired after June 30, 1975
Schedule A (Form 990) 2022 Page
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) 2018 2019 2020 2021 2022 Total
Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.") ~~
Gross receipts from admissions,
merchandise sold or services performed, or facilities furnished in any activity that is related to the
organization's tax-exempt purpose
Gross receipts from activities that
are not an unrelated trade or business under section 513 ~~~~~ Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ~~~~
The value of services or facilities
furnished by a governmental unit to
the organization without charge ~
Add lines 1 through 5 ~~~
Amounts included on lines 1, 2, and
3 received from disqualified persons
~~~~~~
Add lines 7a and 7b ~~~~~~~
2018 2019 2020 2021 2022 Total
Amounts from line 6 ~~~~~~~
Gross income from interest,
dividends, payments received on
securities loans, rents, royalties,
and income from similar sources ~
~~~~
Add lines 10a and 10b ~~~~~~
Net income from unrelated business
activities not included on line 10b,
whether or not the business is
regularly carried on ~~~~~~~
Other income. Do not include gain
or loss from the sale of capital
assets (Explain in Part VI.) ~~~~
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and Public support percentage for 2022 (line 8, column (f), divided by line 13, column (f)) Public support percentage from 2021 Schedule A, Part III, line 15 ~~~~~~~~~~~ %
%
Investment income percentage for (line 10c, column (f), divided by line 13, column (f)) Investment income percentage from Schedule A, Part III, line 17 ~~~~~~~~ %
~~~~~~~~~~~~~~~~~~ %
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and The organization qualifies as a publicly supported organization ~~~~~~~~~~~~ If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and line 18 is not more than 33 1/3%, check this box and The organization qualifies as a publicly supported organization ~~~~~~ If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions Part III Support Schedule for Organizations Described in Section 509(a)(2) Section A. Public Support
Section B. Total Support
Section C. Computation of Public Support Percentage
Section D. Computation of Investment Income Percentage

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232024 12-09-22
4 Yes No
1 2
3 4
5 6
7 8
9 10
Part VI
1 2
3a
3b
3c
4a
4b
4c
5a
5b
5c
6 7
8 9a
9b
9c
10a
10b
Part VI
a
b
c
a
b
c
a
b
c
a
b
c
a
b
Part VI
Part VI
Part VI
Part VI
Part VI,
Type I or Type II only.

Substitutions only.

Part VI.

Schedule A (Form 990) 2022
If "No," describe in how the supported organizations are designated. If designated by class or purpose, describe the designation. If historic and continuing relationship, explain.

If "Yes," explain in how the organization determined that the supported organization was described in section 509(a)(1) or (2).

If "Yes," answer
lines 3b and 3c below.

If "Yes," describe in when and how the
organization made the determination.

If "Yes," explain in what controls the organization put in place to ensure such use.

If
"Yes," and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

If "Yes," describe in how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

If "Yes," explain in what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

If "Yes,"
answer lines 5b and 5c below (if applicable). Also, provide detail in including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

If "Yes," provide detail in
If "Yes," complete Part I of Schedule L (Form 990).

If "Yes," complete Part I of Schedule L (Form 990).

If "Yes," provide detail in
If "Yes," provide detail in
If "Yes," provide detail in
If "Yes," answer line 10b below.
(Use Schedule C, Form 4720, to
determine whether the organization had excess business holdings.) Schedule A (Form 990) 2022 Page
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, Part I, complete Sections A and B. If you checked box 12b, Part I, complete Sections A and C. If you checked box 12c, Part I, complete Sections A, D, and E. If you checked box 12d, Part I, complete Sections A and D, and complete Part V.) Are all of the organization's supported organizations listed by name in the organization's governing documents?
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)?
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes?
Was any supported organization not organized in the United States ("foreign supported organization")? Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization?
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)?
Did the organization add, substitute, or remove any supported organizations during the tax year? Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
Was the substitution the result of an event beyond the organization's control? Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization's supported organizations? Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (as defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor?
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))?
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest?
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)?
Did the organization have any excess business holdings in the tax year? Part IV Supporting Organizations
Section A. All Supporting Organizations
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232025 12-09-22
5 Yes No
11 a
b
c
11a
11b
Part VI. 11c
Yes No
1 2
Part VI
1 2
Part VI
Yes No
1 Part VI
1 Yes No
1 2
3 1
2 3
Part VI
Part VI
1 2
3 (see instructions).
a
b
c
line 2
line 3
Part VI
Answer lines 2a and 2b below. Yes No
a
b
a
b
Part VI identify
those supported organizations and explain
2a
2b
3a
3b
Part VI
Answer lines 3a and 3b below.

Part VI.

Part VI
Schedule A (Form 990) 2022
If "Yes" to line 11a, 11b, or 11c, provide
detail in
If "No," describe in how the supported organization(s)
effectively operated, supervised, or controlled the organization's activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove officers, directors, or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

If "Yes," explain in
how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised, or controlled the supporting organization.

If "No," describe in how control
or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

If "No," explain in how
the organization maintained a close and continuous working relationship with the supported organization(s).

If "Yes," describe in the role the organization's
supported organizations played in this regard.

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year Complete below.

Complete below.

Describe in how you supported a governmental entity (see instructions).

If "Yes," then in
how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

If "Yes," explain in
the reasons for the organization's position that its supported organization(s) would have engaged in these activities but for the organization's involvement.

If "Yes" or "No" provide details in
If "Yes," describe in the role played by the organization in this regard.

Schedule A (Form 990) 2022 Page
Has the organization accepted a gift or contribution from any of the following persons? A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization? A family member of a person described on line 11a above? A 35% controlled entity of a person described on line 11a or 11b above? Did the governing body, members of the governing body, officers acting in their official capacity, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization's officers, directors, or trustees at all times during the tax year? Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? Were a majority of the organization's directors or trustees during the tax year also a majority of the directors or trustees of each of the organization's supported organization(s)? Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization's tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization's governing documents in effect on the date of notification, to the extent not previously provided? Were any of the organization's officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? By reason of the relationship described on line 2, above, did the organization's supported organizations have a significant voice in the organization's investment policies and in directing the use of the organization's income or assets at all times during the tax year?
The organization satisfied the Activities Test.

The organization is the parent of each of its supported organizations.

The organization supported a governmental entity.

Activities Test.

Did substantially all of the organization's activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? Did the activities described on line 2a, above, constitute activities that, but for the organization's involvement, one or more of the organization's supported organization(s) would have been engaged in? Parent of Supported Organizations.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?
Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each of its supported organizations?
Part IV Supporting Organizations (continued)
Section B. Type I Supporting Organizations
Section C. Type II Supporting Organizations
Section D. All Type III Supporting Organizations
Section E. Type III Functionally Integrated Supporting Organizations

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Morro Bay City CouncilOctober 8, 2024

Morro Bay City Council
October 8, 2024