2024-11-14T14:42:07-06:00 2023-12-31 953001179 WINDES INC PO BOX 87 LONG BEACH CA 908010087 990 2023-01-01 953941826 THE SURFRIDER FOUNDATION SURF 9494928170 PO BOX 73550 SAN CLEMENTE CA 926730119 MICHELLE KREMER COO 9494928170 2024-11-13 1 1 ELEANOR A LIVINGSTON CPA MST P00226461 5624351191 2024-11-13 2023 2024-10-15 13:58:12Z CHAD NELSEN PO BOX 73550 SAN CLEMENTE CA 926730119 15906280 0 X WWW.SURFRIDER.ORG X 1984 CA THE SURFRIDER FOUNDATION IS DEDICATED TO THE PROTECTION AND ENJOYMENT OF THE WORLD'S OCEAN, WAVES AND BEACHES, THROUGH A POWERFUL ACTIVIST NETWORK. 15 15 90 50000 272772 13485 10223289 12255236 0 0 31432 279696 2025636 1774936 12280357 14309868 11293 92019 0 0 5973331 7255654 0 315000 1370860 4879827 5829983 10864451 13492656 1415906 817212 20166105 21275824 1596274 1427379 18569831 19848445 X THE SURFRIDER FOUNDATION IS DEDICATED TO THE PROTECTION AND ENJOYMENT OF THE WORLD'S OCEAN, WAVES AND BEACHES, THROUGH A POWERFUL ACTIVIST NETWORK. 0 0 4498490 92019 VARIOUS ENVIRONMENTAL ACTIVITIES SUCH AS GRASS ROOTS VOLUNTEER ORGANIZING, PROMOTING REDUCTION IN SINGLE USE PLASTICS, PROMOTING OCEAN FRIENDLY GARDEN TECHNIQUES, PROMOTING BEACH WATER QUALITY, BEACH ACCESS AND BEACH AND WAVE PRESERVATION. 4699749 CHAPTER & STUDENT CLUBS NETWORK SUPPORT - WE DEVELOPED TRAINING MATERIALS, TRAINED AND ASSISTED VOLUNTEERS WITH CAMPAIGN PLANNING, AND FACILITATED THE CHAPTERS IN THEIR GRASS ROOTS ACTIVIST WORKS. 1277216 PLASTIC POLLUTION INITIATIVES - WE ENCOURAGE INDIVIDUALS, INDUSTRY AND GOVERNMENTS TO PROTECT OUR OCEAN, WAVES AND BEACHES BY REDUCING PLASTICS IN THE MARINE ENVIRONMENT. OUR RISE ABOVE PLASTICS AND OCEAN FRIENDLY RESTAURANTS PROGRAMS ADVOCATE FOR A REDUCTION IN SINGLE USE PLASTICS, FOR THE RECYCLING OF ALL PLASTICS AND DRIVES CHANGE IN BEHAVIOR THAT CREATES SCALABLE IMPACT TO REDUCE PLASTICS IN THE OCEAN. 657264 CLEAN WATER INITIATIVE - WE PROTECT OUR COASTAL WATERWAYS, COMMUNITIES, AND WIDLIFE FROM WATER POLLUTION BY FOCUSING ON TWO MAIN PROGRAMS. THESE PROGRAMS ARE THEBLUE WATER TASK FORCE(BWTF) ANDOCEAN FRIENDLY GARDENS(OFG). CHAPTERS ALSO RUNCAMPAIGNSAGAINST PROJECTS THAT WILL CAUSE POLLUTION AND ADVOCATE FOR WISE MANAGEMENT OF OUR LAND AND WATER RESOURCES. 657264 11132719 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 1 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 61 0 1 90 1 1 1 1 CA 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AZ AR CA CT FL GA IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK PA RI SC TN UT VA WA WV WI WY DC PR X X TONI CRAW 9494928170 PO BOX 73550 SAN CLEMENTE CA 926730119 ADRIANA ESTRADA CHAIRMAN 2.00 X X 0 0 0 TOM GARCIA TREASURER 2.00 X X 0 0 0 DAN LAMMOT VICE CHAIRMAN (UNTIL 2/2023) 2.00 X X 0 0 0 STEVE SHIPSEY SECRETARY 2.00 X X 0 0 0 ANUPA ASOKAN DIRECTOR 2.00 X 0 0 0 TED CHIN DIRECTOR 2.00 X 0 0 0 TERESA CHRISTOPHER DIRECTOR 2.00 X 0 0 0 AIRRION COPELAND DIRECTOR 2.00 X 0 0 0 NATALIE HUBBARD DIRECTOR 2.00 X 0 0 0 CLIFF KAPONO DIRECTOR 2.00 X 0 0 0 DENISE LEONHARD DIRECTOR 2.00 X 0 0 0 SARAH LIM DIRECTOR 2.00 X 0 0 0 ED LUNSFORD DIRECTOR 2.00 X 0 0 0 ARI LURIE DIRECTOR 2.00 X 0 0 0 SHELBY MEADE DIRECTOR 2.00 X 0 0 0 JENNIFER SPIES DIRECTOR (UNTIL 6/2023) 2.00 X 0 0 0 IAN STEWART DIRECTOR (UNTIL 11/2023) 2.00 X 0 0 0 MATT JARVIS DIRECTOR 2.00 X 0 0 0 CHAD NELSEN CHIEF EXECUTIVE OFFICER 40.00 X 239800 0 16443 MICHELLE KREMER CHIEF OPERATING OFFICER 40.00 X 199252 0 16227 SPENCER CAMPBELL SR. DIRECTOR OF DEVELOPMENT 40.00 X 155868 0 13305 EDUARDO ANAYA SR. DIR OF MARKETING & COMMUNICATIONS 40.00 X 148587 0 16102 ZACHARY PLOPPER SR. ENVIRONMENTAL DIRECTOR 40.00 X 136440 0 11060 ANGELA HOWE-STEMRICH SR. LEGAL DIRECTOR 40.00 X 133992 0 11501 LORI BOOTH ASSOC. DIR.OF INSTITUTIONAL GIVING 40.00 X 123345 0 16765 1137284 0 101403 13 0 1 0 COMMUNITY COUNSELING SERVICE CO LLC 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 FUNDRAISING CONSULTANTS 315000 CAUSEMIC LLC 2034 N KILLINGSWORTH ST PORTLAND OR 97217 TECHNICAL AND DIGITAL MARKETING CONSULTA 286415 2 378330 1445753 508833 121841 9800479 293722 12255236 262823 262823 1754004 1754004 493493 476620 16873 16873 16873 415399 508833 850791 -435392 -435392 541773 269001 272772 272772 SETTLEMENT PROCEEDS: ATTNY FEES 900099 173391 173391 CHAPTER FEES 900099 6235 6235 OTHER INCOME 900099 3926 3926 183552 14309868 0 272772 1781860 X 92019 92019 471721 362409 70351 38961 5728848 5053382 165178 510288 95726 85673 2708 7345 516188 460071 16046 40071 443171 395613 12571 34987 46723 19933 12947 13843 52517 46144 2360 4013 12500 12500 315000 315000 2112758 1806203 130856 175699 557094 474413 1740 80941 723890 552402 149233 22255 488475 414838 49229 24408 815523 677720 110411 27392 200036 112977 84734 2325 45694 41564 814 3316 50511 50511 MEMBERSHIP 265264 199583 65681 LOBBYING 237870 235873 1997 LICENSES, FEES, & OTHER 193005 89402 101265 2338 UBI TAX PAID 28123 28123 13492656 11132719 989077 1370860 X 286900 215175 0 71725 10772210 8843823 2047496 2305006 1816517 4019855 209058 182747 212323 337596 459532 381920 76618 77612 4259786 4882055 772097 627130 20166105 21275824 755870 735022 840404 692357 1596274 1427379 X 11359605 9999537 7210226 9848908 18569831 19848445 20166105 21275824 817212 461402 0 X 0 1 X 1 0 X 9816563 10774409 10864126 10223289 12255236 53933623 9816563 10774409 10864126 10223289 12255236 53933623 1945965 51987658 1047748 1247294 2661938 2445296 2016827 9419103 75721 33280 69795 93813 15285 287894 225 442876 183552 626653 64267273 0.80890 0.79320 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2019 AMOUNT: $ 225. 2020 AMOUNT: $ 442,876. 2023 AMOUNT: $ 3,926. SETTLEMENT PROCEEDS ATTORNEY FEES - 2023 AMOUNT: $ 173,391. CHAPTER FEES - 2023 AMOUNT: $ 6,235. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50450 199920 250370 11939022 12189392 759470 189868 0 0 552852 559443 645690 759470 2517455 3776183 226308 177087 181489 250370 835254 138213 139861 161423 189868 629365 944048 111152 56506 32921 50450 251029 PART II-A LOBBYING IS DONE TO ENCOURAGE VOTERS AND LEGISLATORS TO VOTE ON LEGISLATION THAT PROTECTS THE OCEAN, WAVES AND BEACHES OF THE MEMBERS AND CHAPTERS. 422214 60051 30000 452265 524461 -79747 22500 422214 492188 10000 48523 26250 524461 453243 10000 47945 19000 492188 395354 71389 13500 453243 0.59000 0.41000 0 0 216675 216675 0 198411 121341 77070 44446 43904 542 77612 OPERATING LEASE LIABILITY 692357 692357 X 14927923 461402 156653 618055 14309868 0 14309868 13649309 156653 156653 13492656 0 13492656 PART V, LINE 4: THE DILLON HENRY MEMORIAL INTERNSHIP FUND PROVIDES FUNDING FOR A MINIMUM OF TWO QUALIFIED INTERNSHIPS FOR A MINIMUM OF TWELVE WEEKS IN THE ENVIRONMENTAL AND/OR LEGAL DEPARTMENTS OF THE ORGANIZATION. PART X, LINE 2: THE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS ITS FILING STATUS AS TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE FOUNDATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL PURPOSES IS THREE YEARS AND FOR CALIFORNIA PURPOSES IS FOUR YEARS. 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES GRANTMAKING 45647 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES GRANTMAKING 32500 NORTH AMERICA 0 0 PROGRAM SERVICES GRANTMAKING 12872 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES GRANTMAKING 1000 0 0 0 0 0 0 92019 0 92019 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM TRANSFER DONATIONS TO EUROPEAN AFFILIATE 41142 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, TRANSFER DONATIONS TO JAPANESE AFFILIATE AND ENVIRONMENTAL CONSULTATION 18500 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, TRANSFER DONATIONS TO AUSTRALIAN AFFILIATE 14000 WIRE TRANSFER 0 NORTH AMERICA TRANSFER DONATIONS TO CANADIAN AFFILIATE 12872 WIRE TRANSFER 0 4 0 0 0 0 0 0 PART I, LINE 2: FUNDS SENT OUTSIDE OF THE US ARE PAID TO OUR SURFRIDER FOUNDATION INTERNATIONAL AFFILIATES. THE AFFILIATES ARE INDEPENDENT ENVIRONMENTAL ORGANIZATIONS THAT AGREE TO SHARE OUR NAME AND OUR MISSION STATEMENT. THEY OPERATE UNDER THE APPLICABLE NON-PROFIT REGULATIONS IN THEIR HOME COUNTRIES. THE AFFILIATES PROVIDE FINANCIAL REPORTS TO SURFRIDER FOUNDATION USA. X X X X X X 1 COMMUNITY COUNSELING SERVICE CO LLC 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 FUNDRAISING CONSULTANTS 0 0 315000 0 315000 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY ONE OCEAN NY 358645 282670 75975 8518 136004 22479 115274 ONE OCEAN CA 231415 194515 36900 44268 39190 13500 169034 41 334172 31648 302524 25133 50084 14212 213095 924232 508833 415399 77919 225278 50191 497403 850791 -435392 X X X 0 0 0 0 0 0 0 0 0 CHAD NELSEN CHIEF EXECUTIVE OFFICER 239800 0 0 0 0 0 4796 0 11647 0 256243 0 0 0 MICHELLE KREMER CHIEF OPERATING OFFICER 199252 0 0 0 0 0 2506 0 13721 0 215479 0 0 0 SPENCER CAMPBELL SR. DIRECTOR OF DEVELOPMENT 155868 0 0 0 0 0 3202 0 10103 0 169173 0 0 0 EDUARDO ANAYA SR. DIR OF MARKETING & COMMUNICATION 148587 0 0 0 0 0 3310 0 12792 0 164689 0 0 0 X 5 186626 FMV X DONATED AUCTION ITEMS 8 74596 FMV X DONATED MATERIALS 4 32500 FMV 0 1 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN (B) REFLECTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE, BOARD OF DIRECTORS, TREASURER AND CONTROLLER BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND UPDATED ANNUALLY, AND DISTRIBUTED TO ALL BOARD MEMBERS AND STAFF. THEY ARE REQUIRED TO REPORT ANY CONFLICT OF INTEREST ISSUE IF ANY. IN THE EVENT OF A CONFLICT OF INTEREST, THE BOARD MEMBER(S) RECUSE THEMSELVES OF ANY RELATED DISCUSSIONS AND FROM VOTING ON RELATED ISSUES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE CEO AND ALL EMPLOYEES RECEIVING COMPENSATION PACKAGES OVER $85,000 ARE REVIEWED BY THE AUDIT COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS, ANNUALLY. THE COMPENSATION OF OTHER KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENT'S CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G ENVIRONMENTAL CONSULTANT: PROGRAM SERVICE EXPENSES 937,330. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 937,330. CHAPTER NETWORK SOFTWARE: PROGRAM SERVICE EXPENSES 132,356. MANAGEMENT AND GENERAL EXPENSES 9,589. FUNDRAISING EXPENSES 12,875. TOTAL EXPENSES 154,820. SALESFORCE CRM: PROGRAM SERVICE EXPENSES 74,145. MANAGEMENT AND GENERAL EXPENSES 5,372. FUNDRAISING EXPENSES 7,212. TOTAL EXPENSES 86,729. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 662,372. MANAGEMENT AND GENERAL EXPENSES 115,895. FUNDRAISING EXPENSES 155,612. TOTAL EXPENSES 933,879.