Share |

Amigos de Bolsa Chica

 P.O. Box 1563
 Huntington Beach, CA 92647
[P] (714) 840-1575
[F] --
www.amigosdebolsachica.org
[email protected]
Thomas Anderson
FOUNDED: 1976
INCORPORATED: 1976
 Printable 1 Page Summary
 Printable Profile
Organization DBA --
Former Names --
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 33-0752003 00000

Summary


https://www.youtube.com/watch?v=0N82zE2hiFc

Mission StatementMORE »

The mission of the Amigos de Bolsa Chica is to advocate the preservation, restoration and maintenance of the Bolsa Chica wetlands; to encourage the public acquisition of all the wetlands and sufficient surrounding open space to create a viable ecosystem; and to provide education about the importance of wetlands.

Mission Statement

The mission of the Amigos de Bolsa Chica is to advocate the preservation, restoration and maintenance of the Bolsa Chica wetlands; to encourage the public acquisition of all the wetlands and sufficient surrounding open space to create a viable ecosystem; and to provide education about the importance of wetlands.

FinancialsMORE »

Fiscal Year 2019
Projected Expenses $25,768.00
Projected Revenue $36,370.00

ProgramsMORE »

  • Offer high quality educational materials that teachers can use before and after a field trip to the Bolsa Chica Wetlands
  • Offer high quality supplementary offsite presentations about the Bolsa Chica Wetlands
  • Increase the number of underserved audiences, multicultural groups and students from inland areas that come to take our docent-led tours of the Bolsa

Revenue vs. Expense ($000s)

Expense Breakdown 2018 (%)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

The mission of the Amigos de Bolsa Chica is to advocate the preservation, restoration and maintenance of the Bolsa Chica wetlands; to encourage the public acquisition of all the wetlands and sufficient surrounding open space to create a viable ecosystem; and to provide education about the importance of wetlands.

Background Statement

Amigos de Bolsa Chica is a non-profit volunteer organization formed in 1976 by a group of local residents to protect the Bolsa Chica wetlands from development. Concerned about the loss of wetlands, we pledged to protect, preserve and acquire the Bolsa Chica and surrounding open space and to provide education about the importance of wetlands. We achieved major reductions to the development plans and spearheaded the effort that resulted in public ownership of over 1200 acres of wetland/lowland. Trails include a footbridge over the wetland where visitors can observe underwater life, see many kinds of marsh plants and a wide variety of birds. A walk along Bolsa Chica mesa provides a dramatic view of Bolsa Chica State Beach, the Outer Bolsa Bay ecosystem, and the coastal sage plant communities. Amigos de Bolsa Chica volunteers understand that we have a stake in the environmental health of our community. We work together to lift the concept of volunteerism to the level of true inspiration and celebration. Without the Amigos de Bolsa Chica, the wetlands and beach would be an exclusive marina surrounded by waterfront homes. Much has been accomplished since 1976 – and we have much more work left to do. Amigos de Bolsa Chica’s two most urgent goals are to bring attention to the long-term maintenance and future phases of wetland restoration, and equally important, to attract volunteers who are interested in helping educate the public about the importance of healthy wetlands and oceans and the connections between them. Restoration is dynamic, living process with an important role for the community. Accomplishing restoration makes the community more livable, and it brings nature into one’s backyard. As a nursery for fish and a migratory bird stopover, Bolsa Chica connects the community to the far corners of the world.Volunteers can participate with Amigos de Bolsa Chica in a number of ways: become a docent to lead wetland tours; become a citizen scientist to collect and analyze ocean and wetland water samples for plankton (the base of the ocean food web) health; teach water quality analysis to visiting classrooms and State Beach campers; help with monthly trash clean-ups; and meet with officials from governmental agencies. Volunteers are vital for the strength and success of any environmental organization, and Amigos de Bolsa Chica volunteers are ensuring the Bolsa Chica Ecological Reserve can be sustained by both the state of California and concerned citizens.

Impact Statement

1.  We provide guided walking tours of the wetlands to K-12, college students, girl and boy scouts and the general public.  The tours help the students meet the California state life science standards for lower grades. A tour of Bolsa Chica for higher grade levels can help teach students how getting involved in the local community can promote positive environmental changes that can have a lasting impact on people and wildlife.  For scout groups, a tour of Bolsa Chica can help them earn various badges and achievements.
 
2.  Amigos de Bolsa Chica's Citizen Science Program, FLOW (Follow and Learn about the Ocean and Wetlands), consists of regular analysis of water quality in support of the California Department of Public Health’s Harmful Algae Monitoring Program.  Citizen scientists are trained to collect water sample from the Bolsa Chica Ecological Reserve's tidal inlet as well as the Inner Bolsa Bay. Citizen scientists use professional plankton nets and analyze water samples using microscopes and chemical test kits. Water sample from the tidal inlet are sent weekly to the California Department of Public Health in support of their Phytoplankton Monitoring Program.
 
3. The Educational Component of FLOW creates a unique learning opportunity for students in grade 6 and up. Through this program, students come to the Bolsa Chica to shadow the citizen scientists in their monitoring activities and learn about methods, techniques and equipment used to collect and analyze plankton. They will also learn about the importance and applicability of monitoring programs for coastal management and conservation purposes.

Needs Statement

1. To bring attention to the long-term maintenance of the Bolsa Chica Ecological Reserve and the future phases of wetland restoration. Amigos de Bolsa Chica meets regularly with members of a coalition of groups that monitor the Bolsa Chica Ecological Reserve and determine the needs of the reserve.
2. To attract volunteers who are interested in helping educate the public about the importance of healthy wetlands and oceans and the connections between them. To attract volunteers who interested in Citizen Science.
3. Funds for operations including minimal personnel who will do what volunteers alone cannot. This consists of a contract Program Manager and a part-time Administrative Director. The Program manager oversees the FLOW program, trains citizen scientist and organizes class visits. The Administrative Director supervises the Program Manager, schedules wetlands tours, coordinates docent training, writes grants, and corresponds with the public.
4. To develop offsite presentations to present to community groups and in schools that serve as opportunities to educate the public and students about the importance of coastal wetlands and their connection to the ocean. There is a constant need to provide education to the community the role they play in the health of the ocean and wetlands.

CEO Statement

It is widely assumed in the community surrounding the Bolsa Chica Ecological Reserve that once the wetlands were preserved and restoration begun, nothing else needed to be done. This is a misperception we are trying to change. Restoration of a dynamic ecosystem like the Bolsa Chica is a living, changing, ongoing process. It does not have an end date. Amigos de Bolsa Chica’s two major goals are to bring attention to long-term maintenance and future phases of wetland restoration, and equally important, to attract volunteers who are interested in helping educate the public about the importance of healthy wetlands and oceans and the connections between them. Volunteers are vital for the strength and success of any environmental organization, but attracting and retaining a reliable pool of volunteers has become increasingly challenging.
Funding for the Amigos de Bolsa Chica will assist in our efforts to increase the community’s awareness about the importance of wetland habitats like Bolsa Chica. Funding will also help increase awareness of the opportunities for volunteers to participate with Amigos de Bolsa Chica in a number of ways: become a docent to lead private wetland tours; become a citizen scientist to collect and analyze ocean and wetland water samples for plankton and ocean food web health; teach water quality analysis to visiting classrooms and State Beach campers; learn about native and drought tolerant plants through hands on planting and maintenance; help with monthly trash clean-ups; meet with officials from governmental agencies; and train and motivate other volunteers.

Board Chair Statement

My most recent visit to the Bolsa Chica Wetlands was with my youngest daughter. It’s always wonderful to share with her the history of the Amigos, and there is much to be excited about in the present moment as well, most of which you will read about on the following pages. To highlight a few things: In partnership with the Department of Fish and Wildlife, the Bolsa Chica Conservancy and the Bolsa Chica Land Trust, we are bringing additional Interpretive Panels to various points along the trails at the Bolsa Chica, providing yet another avenue for visitors to access information on the ecosystem we’ve worked so hard to protect.
We are fortunate to be working with Dr. Katherine Mackey, Clare Booth Luce Assistant Professor of Earth System Science at the University of California Irvine, who begins her column, “Ask the Expert,” in this issue of our newsletter. The Amigos’ board of directors had the privilege of touring her lab at UCI earlier this year. Her research on factors influencing phytoplankton mercury uptake is particularly relevant to our FLOW program, where citizen scientists collect water samples from the Bolsa Chica for analysis of their salinity levels, pH levels, and – you guessed it – phytoplankton concentrations.
We have also been fortunate having Thomas Pfeifer and his students from Segerstrom High School’s Environmental Science Program participate in everything from native plant gardening at the Bolsa Chica State Beach Visitor Center to the FLOW classes to wetland cleanups to assisting the Amigos at Huntington Beach Unified High School District’s recent STEAM Fair. These students are the next generation of environmental leaders, and the Amigos are lucky to be associated with them.
We hope these partnerships will continue to provide opportunities for local citizens to enhance their knowledge of the Bolsa Chica. As always, many thanks to our incredible team working to continue our programming, and to you – our fellow Amigos – for your ongoing support. (June 2018)

Other Ways to Donate/Volunteer

Mailing a checkPayPal on websiteIn-kind donationsDocentCitizen ScientistWetlands Clean-upGardening Maintenance

Geographic Area Served

Central Orange County
West Orange County
North Orange County
South Orange County

Orange and Southeast Los Angeles counties including, but not limited to:
Santa Ana
Huntington Beach
Westminster
Fountain Valley
Garden Grove
Costa Mesa
Anaheim
Orange
Cypress 
Long Beach
 

Organization Categories

  1. Environment - Environmental Education
  2. Science & Technology - Marine Science and Oceanography
  3. Public & Societal Benefit - Citizen Participation

--

Programs


Offer high quality educational materials that teachers can use before and after a field trip to the Bolsa Chica Wetlands

We believe that the Next Generation of Science Standards and the Common Core are positive developments with the potential to help students learn in a much more effective way. We also believe that problem- and place-based learning experiences, such as the study of Bolsa Chica’s natural and human histories, offer themselves as a unique opportunity for teachers who are looking for a framework to incorporate the NGSS and the Common Core into their curricula. Amigos de Bolsa Chica has been offering wetland tours for almost three decades. Over the years, minor updates have been made to our education materials. Now these materials need major revision in order to meet the requirements associated with the Next Generation Science Standards and the Common Core. We would also like to take this opportunity to also align our Wetland Tour program with Ocean Literacy Principles and to infuse timely information about Climate Change and the role of coastal wetlands as buffers for sea level rise.
Budget  $8,000.00
Category  Education, General/Other Educational Programs
Population Served Children and Youth (0 - 19 years) Hispanic, Latino Heritage Poor,Economically Disadvantaged,Indigent
Program Short-Term Success 

In order to assess and evaluate the impact and usefulness of the educational materials developed we plan to 1) administer before/ after written quizzes with the students to measure changes in their knowledge, skills, attitudes and/or behaviors regarding coastal wetlands and 2) conduct direct interviews with the teachers after they use the materials to identify ways to continue improving those resources.  We plan to make these assessments obligatory for all school groups that receive bus transportation scholarships and to create incentives (e.g. prizes) to insure that the maximum number of teachers participate in this evaluation program.

Program Long-Term Success  The evaluation during the short-term success will be summarized and evaluated at the end of a year.  We will contact the teachers who used the materials and brought their students to a tour of the wetlands lead by Amigos de Bolsa Chica docents.  We will invite the teachers to bring their new students back for a tour with us.  We would look for 90% return rate of classes to determine our success with the new materials.
Program Success Monitored By  Administer before/ after written quizzes with the students to measure changes in their knowledge, skills, attitudes and/or behaviors regarding coastal wetlands and conduct direct interviews with the teachers after they use the materials to identify ways to continue improving those resources.
Examples of Program Success  The results of the post quizzes after the tour would show over 50% improvement in knowledge from the before quizzes

Offer high quality supplementary offsite presentations about the Bolsa Chica Wetlands

We are often asked to give presentations about the Bolsa Chica wetlands and our organization’s work. We believe offsite presentations would serve as great opportunities to educate the public about the importance of coastal and marine wetlands and to engage members of the community in conservation efforts. These presentations would focus on the ecology and history of the Bolsa Chica Wetlands, as well the services provided by coastal wetlands such as flood storage, sea level rise buffers, erosion control, water quality improvements, and wildlife habitat. Our objective is to create a number of standard Powerpoint presentations, scripts, worksheets, displays, handouts and videos that can be adapted to fit different occasions and audiences, including classroom visits that would complement field trips to the Bolsa Chica. 
Budget  $12,000.00
Category  Education, General/Other Educational Programs
Population Served Adults Children and Youth (0 - 19 years) Hispanic, Latino Heritage
Program Short-Term Success  To ensure that our offsite presentations are in fact satisfying our overall goals, we plan to interview our audience before and after the presentations and to distribute, collect, process and analyze written evaluation forms and surveys in order to measure audience satisfaction with the presentations and changes in their knowledge, skills and attitudes towards the topics covered by the presentations.
Program Long-Term Success  Citizens and students would visit the wetlands, join the Amigos organization and volunteer as a docent, citizen scientist or office help.
Program Success Monitored By  Interviews and quizzes of the audience and student groups.
Examples of Program Success  Success from community presentations would be seen by increase in the number of presentations we are invited to present to community groups. Success with school groups would be shown by the ability of the students to complete post quizzes with a 80% improvement from original quizzes.

Increase the number of underserved audiences, multicultural groups and students from inland areas that come to take our docent-led tours of the Bolsa

We believe that environmental resources protection depends on a sense of stewardship. We see field trips to the Bolsa Chica as a unique opportunity for problem and place-based learning. The number of students that we serve with our docent-led tours is currently limited by two factors: 1) the number of bus transportation scholarships that we are able to offer disadvantaged school groups and 2) the number of active trained docents available. The Amigos is especially proud of the funding we have obtained in the past to provide Title 1 schools with the aid necessary to pay for bus transportation. We have distributed a total of dozens of bus scholarships in the four years, making it possible for approximately 1,000 under-served students to visit the Bolsa Chica Wetlands at virtually no cost  Many of these students had never been to a coastal environment before.  We want to continue this practice.

Budget  $5,000.00
Category  Environment, General/Other Environmental Education
Population Served Children and Youth (0 - 19 years) Hispanic, Latino Heritage Poor,Economically Disadvantaged,Indigent
Program Short-Term Success  The numbers of the target populations will increase 15% by the end of the first year.
Program Long-Term Success  Increase the knowledge of the need to protect the wetlands to students in Title 1 schools.  We anticipate seeing the students bringing their families back to the wetlands for tours or to visit.
Program Success Monitored By 

To guarantee that we are accomplishing our goal of increasing the number of under-served audiences, multicultural groups and students from inland areas that benefit from our bus scholarship transportation and/ or other incentives we may be able to offer, we will continue gathering, recording and analyzing demographic data about our visitors.

Examples of Program Success 

The number of the target populations will increase visiting the Bolsa Chica Ecological Reserve.


Management


CEO/Executive Director Mr. Charles Falzon
CEO Term Start Feb 2018
CEO Email [email protected]
CEO Experience
While still in high school, Charles was a founding member of the Amigos de Bolsa Chica in 1976.  He had been a board member and treasurer of the organization in the 1980's, and spent hours meeting and testifying as needed until the Amigos had achieved its goal: no development and public ownership of the Bolsa Chica wetlands. Charles involvement at that time was less as an environmental activist and more of a citizen who was concerned about the major financial role the state appeared to be playing in the potential development of the wetlands. He strongly felt this was not a wise use of tax-payer money. Though still peripherally involved, Charles reduced his time in the Amigos' day-to-day affair in the 1990s and 2000s to raise a family.  Now, with three nearly grown daughters, he has found time to rejoin the Board of Directors and utilize his project management skills to keep the organization going in a positive direction.

Former CEOs and Terms

Name Start End
Mr. Jerry Donohue Jan 2015 Dec 2018
Mr. Tom Livengood Jan 2013 Dec 2014

Senior Staff

Name Title Experience/Biography
-- -- --

Awards

Award Awarding Organization Year
Bronze Medal for Children’s Interactive books. Independent Publishers Book Award (“IPPY”) 2013
Coastal Habitat Restoration Award National Oceanic and Atmospheric Administration 2007

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

Amigos de Bolsa Chica and the Bolsa Chica State Beach entered into an agreement to become a Cooperative Association.  The Education Committee is developing resources of knowledge and potential volunteers through the Cooperative Association. As we work more with the State Parks staff we are identifying mutually beneficial projects that can bring in resources and talents to fit into the tasks and goals that have been identified.

Staff Information

Number of Full Time Staff 0
Number of Part Time Staff 1
Number of Volunteers 45
Number of Contract Staff 1
Staff Retention Rate % --
Staff Professional Development No

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 4
Hispanic/Latino: 0
Native American/American Indian: 0
Other: --
Other (if specified): 1-Brazilian
Gender Female: 1
Male: 0
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? No
Organization has Strategic Plan? No
Years Strategic Plan Considers --
Management Succession Plan No
Organization Policies And Procedures No
Business Continuity of Operations Plan No

Risk Management Provisions

Nondiscrimination Policy Under Development
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? N/A
CEO Formal Evaluation and Frequency N/A N/A
Senior Management Formal Evaluation and Frequency N/A N/A
Non Management Formal Evaluation and Frequency N/A N/A

Government Licenses

--

CEO Comments

Amigos de Bolsa Chica initiated a relationship with State Parks and Bolsa Chica State Beach in 2008 when we began developing ideas for new education programs and identified a need for indoor classroom space. When we learned that the visitor center at Bolsa Chica State Beach might be available for such educational purposes, we met with State Parks officials to discuss our mutual needs.  This partnership has grown to where we have joined into an agreement with Bolsa Chica State Beach as a Cooperative Association.  This will allow our groups to share volunteers and access their Visitor Center for our in-house educational programs.

Foundation Comments

--

Governance


Board Chair Mr. Charles Falzon
Board Chair Company Affiliation Program Manager Information Technology
Board Chair Term Feb 2018 - Dec 2020
Board Co-Chair Ms. Daryth Morrisey
Board Co-Chair Company Affiliation Middle High School Science Teach
Board Co-Chair Term Feb 2018 - Dec 2019

Board Members

Name Company Affiliations Status
Mr. Dave Carlberg Retired Exofficio
Mrs. Margaret Carlberg Retired Exofficio
Ms. Shirley Dettloff Retired Voting
Mr. Kim DiPasquale Retired Voting
Mr. Charles Falzon Computer Sciences Corporation Voting
Mr. Craig Frampton Moffatt and Nichol Engineers Voting
Ms. Judith Huck Retired Voting
Mr. Terry Jorris Retired Voting
Mr. Victor Leipzig Saddleback College Voting
Mr. Tom Livengood Retired Voting
Ms. Daryth Morrisey Middle High School Science Teach --
Mr. Mel Nutter Attorney Voting
Ms. Jennifer Robins Retired Voting
Mr. Jim Robins Retired Voting
Mr. William Stern Retired Voting
Ms. Joana Tavares Graduate Student, Mackey Lab, Earth System Science Dept., UCI Voting
Mr. Brian Westcott Whole Foods Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 14
Hispanic/Latino: 1
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 6
Male: 10
Not Specified 0

Board Information

Board Term Lengths 2
Board Term Limits 0
Board Meeting Attendance % 75%
Written Board Selection Criteria No
Written Conflict Of Interest Policy No
Percentage of Monetary Contributions 50%
Percentage of In-Kind Contributions 25%
Board Orientation No

CEO Comments

Because the restoration project was not able to secure a reliable freshwater source and recreate the true estuarial ecosystem that once existed at Bolsa Chica, the project leaders (the National Fish and Wildlife Service, National Marine Fisheries, and the California State Lands Commission), put money aside for semi-annual dredging of the ocean inlet. This fund for clearing of accumulated sediment is finite, and future funding will need to be secured, whether by NGOs or the state of California or both. It is also planned that 300 acres of now degraded wetland occupied by active oil operations will be restored to their former full tidal habitat when the oil company completes its work. Funding for this phase is uncertain, but it is imperative an environmental advocacy group such as the Amigos de Bolsa Chica is around to ensure it happens.

Foundation Comments

--

Standing Committees

  • Community Outreach / Community Relations
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Education
  • Legislative

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2018 (%)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Fiscal Year Jan 01, 2019 to Dec 31, 2019
Projected Revenue $36,370.00
Projected Expenses $25,768.00
Form 990s

2018 Form 990EZ

2017 Form 990EZ

2016 Form 990EZ

2015 Form 990EZ

2014 Form 990EZ

2013 Form 990 EZ

2012 Form 990 EZ

2011 Form 990 EZ

Audit Documents --
IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2018 2017 2016
Total Revenue $30,445 $41,835 $43,463
Total Expenses $32,545 $52,487 $74,869

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2018 2017 2016
Foundation and
Corporation Contributions
$5,000 -- $10,031
Government Contributions $0 $13,480 $11,334
    Federal -- -- --
    State -- $13,480 $11,334
    Local -- -- --
    Unspecified -- -- --
Individual Contributions $13,430 $11,594 $1,297
Indirect Public Support -- -- --
Earned Revenue $-488 $1,561 $1,763
Investment Income, Net of Losses $1,422 $1,444 $1,206
Membership Dues $2,919 $2,935 $4,168
Special Events -- -- --
Revenue In-Kind -- -- --
Other $8,162 $10,821 $13,664

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2018 2017 2016
Program Expense $18,715 $37,588 $48,990
Administration Expense $13,830 $14,899 $25,879
Fundraising Expense -- -- --
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 0.94 0.80 0.58
Program Expense/Total Expenses 58% 72% 65%
Fundraising Expense/Contributed Revenue 0% 0% 0%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2018 2017 2016
Total Assets $148,177 $150,277 $162,315
Current Assets -- -- --
Long-Term Liabilities -- -- --
Current Liabilities -- -- --
Total Net Assets $148,177 $150,277 $162,315

Short Term Solvency

Fiscal Year 2018 2017 2016
Current Ratio: Current Assets/Current Liabilities nan nan nan

Long Term Solvency

Fiscal Year 2018 2017 2016
Long-term Liabilities/Total Assets 0% 0% 0%
Endowment Value --
Spending Policy N/A
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

CEO Comments

Our organization's budget does not lend itself to be able to pay for a formal audit costing over $1,000.  

Foundation Comments

Summary financial data is per the Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.