SUSTAINABLE OCEAN ALLIANCE INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SUSTAINABLE OCEAN ALLIANCE INC (EIN 82-4972091)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349312998
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T12:50:52-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 824972091 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSTAINABLE OCEAN ALLIANCE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUST | BusinessNameControlTxt |
| Phone | 7735579137 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1160 BATTERY ST 100 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIELA FERNANDEZ | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7735579137 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIELA | PersonFirstNm |
| Person Last | FERNANDEZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J LOCASTRO CPA | PreparerPersonNm |
| PTIN | P00288314 | PTIN |
| Phone | 3019519090 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIELA FERNANDEZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1160 BATTERY ST 100 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,744,319 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SOALLIANCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2018 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 23 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,203,144 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,640,033 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $25,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $104,286 | CYProgramServiceRevenueAmt |
| PY Investment Income | $790 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,228,934 | PYTotalRevenueAmt |
| CY Total Revenue | $12,744,319 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $305,204 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $310,899 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,699,291 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,852,457 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $147,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $706,102 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,864,097 | PYOtherExpensesAmt |
| CY Other Expenses | $2,743,854 | CYOtherExpensesAmt |
| PY Total Expenses | $4,015,592 | PYTotalExpensesAmt |
| CY Total Expenses | $5,907,210 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$786,658 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,837,109 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,770,789 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,587,227 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $147,461 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $126,792 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,623,328 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,460,435 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SUSTAINABLE OCEAN ALLIANCE EMPOWERS THE NEXT GENERATION TO BECOME LEADERS IN PRESERVING THE HEALTH AND SUSTAINABILITY OF OUR OCEAN. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,278,689 | ExpenseAmt |
| Grant | $56,917 | GrantAmt |
| Desc | THE OCEAN LEADERSHIP PROGRAM SUPPORTS OCEAN LEADERS WHO ARE ACTIVELY RAISING AWARENESS OF OCEAN CHALLENGES IN THEIR COMMUNITIES, CREATING OCEAN SOLUTIONS, AND INFLUENCING OTHERS TO TAKE OCEAN ACTION. YOUNG OCEAN LEADERS ARE MEMBERS OF THE SOA COMMUNITY WHO ARE UNDER 35 YEARS OF AGE AND HAVE DEMONSTRATED A CONCRETE COMMITMENT TO UN SDG14: LIFE BELOW WATER. OVERALL, SOA'S GLOBAL NETWORK OF YOUNG OCEAN LEADERS ARE SPEARHEADING PROJECTS THAT ADDRESS THE CAUSES OF OCEAN HARM SUCH AS UNSUSTAINABLE FISHING, MARINE POLLUTION, AND HABITAT DESTRUCTION IN OVER 150 COUNTRIES WORLDWIDE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,074,191 | ExpenseAmt |
| Grant | $253,982 | GrantAmt |
| Revenue | $104,286 | RevenueAmt |
| Desc | THE OCEAN SOLUTIONS PROGRAM PROVIDES FINANCIAL GRANTS, FELLOWSHIPS AND MENTORSHIP TO PROJECT LEADERS WHO ARE UNDER 36 AND ADDRESSING CRITICAL OCEAN ISSUES WITH GRASSROOTS, COLLABORATIVE APPROACHES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $551,999 | ExpenseAmt |
| Desc | PROGRAM MARKETING: STRATEGIC PROMOTION AND COMMUNICATION AIMED SPECIFICALLY TO INCREASE AWARENESS OF THE GLOBAL MOVEMENT TO SAVE OUR OCEAN. THIS INCLUDES EDUCATION PROGRAMS, PROGRAM LAUNCHES, AND TARGETED MARKETING TO DRIVE PARTICIPATION AND ENGAGEMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,904,879 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 23 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIELA FERNANDEZ | PersonNm |
| Phone | 7735579137 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1160 BATTERY ST 100 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DANIELA FERNANDEZ | |||||||
| CEO & CHAIR | 40.00 | Yes (X) | Yes (X) | $315,000 | $0 | $11,807 | |
| KIM KOLT | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TROND WUELLNER | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EVA ZLOTNICKA | |||||||
| BOARD MEMBER FROM 3/9/2022 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID BREKKE | |||||||
| BOARD MEMBER FROM 3/11/2022 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JITENDRA KAVATHEKAR | |||||||
| BOARD MEMBER FROM 3/22/2022 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINA OCHOA | |||||||
| BOARD MEMBER FROM 9/23/22 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PIERRE RAMADIER | |||||||
| BOARD MEMBER UNTIL 9/23/22 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT O'CONNOR | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC BRISSON | |||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER WALKER | |||||||
| CHIEF OPERATIONS OFFICER | 40.00 | Yes (X) | $250,000 | $0 | $40,795 | ||
| CRAIG DUDENHOEFFER | |||||||
| CHIEF INNOVATION OFFICER | 40.00 | $210,000 | $0 | $13,503 | Yes (X) | ||
| ASHLEY POND | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $160,000 | $0 | $38,002 | Yes (X) | ||
| BRANDON LEVY | |||||||
| CHIEF PROGRAM OFFICER | 40.00 | $141,750 | $0 | $10,016 | Yes (X) | ||
| MARTHA CAVAZOS | |||||||
| ACCELERATOR PROGRAM LEAD | 40.00 | $105,000 | $0 | $19,049 | Yes (X) | ||
| MELISSA MURRAY | |||||||
| FINANCE & OPERATIONS MANAGER | 40.00 | $103,000 | $0 | $26,235 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,284,750 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $159,407 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|
| SLALOM LLC | ||||||||
| 821 2ND AVE SUITE 1900 | SEATTLE | WA | 98104 | SOFTWARE IMPLEMENTATION | $347,935 | |||
| GLOBAL STRATEGY GROUP | ||||||||
| 215 PARK AVE S FL 15 | NEW YORK | NY | 100031612 | PUBLIC RELATIONS | $174,285 | |||
| ANTHOLOGIE | ||||||||
| STRATEGY IMPLEMENTATION | $141,972 | 8 BROWN ST | EAST PERTH | AS | ||||
| PHOCUS CREATIVE GROUP | ||||||||
| 26 WEST ST APT 3B | BROOKLYN | NY | 112226272 | EVENT MANAGEMENT (NON FUNDRAISING) | $102,175 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $15,000 | GovernmentGrantsAmt |
| All Other Contributions | $12,625,033 | AllOtherContributionsAmt |
| Total Contributions | $12,640,033 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $104,286 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $104,286 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $104,286 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,744,319 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $104,286 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,500 | TotalAmt |
| Program Services | $42,500 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,769 | TotalAmt |
| Program Services | $43,769 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,630 | TotalAmt |
| Program Services | $224,630 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $617,602 | TotalAmt |
| Program Services | $89,039 | ProgramServicesAmt |
| Management And General | $207,158 | ManagementAndGeneralAmt |
| Fundraising | $321,405 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,763,729 | TotalAmt |
| Program Services | $1,426,137 | ProgramServicesAmt |
| Management And General | $244,235 | ManagementAndGeneralAmt |
| Fundraising | $93,357 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,282 | TotalAmt |
| Program Services | $48,113 | ProgramServicesAmt |
| Management And General | $5,677 | ManagementAndGeneralAmt |
| Fundraising | $11,492 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,890 | TotalAmt |
| Program Services | $166,410 | ProgramServicesAmt |
| Management And General | $32,428 | ManagementAndGeneralAmt |
| Fundraising | $32,052 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,954 | TotalAmt |
| Program Services | $113,022 | ProgramServicesAmt |
| Management And General | $31,985 | ManagementAndGeneralAmt |
| Fundraising | $29,947 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,766 | TotalAmt |
| Program Services | $1,766 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,700 | TotalAmt |
| Management And General | $33,700 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,145,657 | TotalAmt |
| Program Services | $463,923 | ProgramServicesAmt |
| Management And General | $476,926 | ManagementAndGeneralAmt |
| Fundraising | $204,808 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $630,636 | TotalAmt |
| Program Services | $630,636 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,784 | TotalAmt |
| Program Services | $12,098 | ProgramServicesAmt |
| Management And General | $23,244 | ManagementAndGeneralAmt |
| Fundraising | $8,442 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,825 | TotalAmt |
| Program Services | $84,861 | ProgramServicesAmt |
| Management And General | $17,694 | ManagementAndGeneralAmt |
| Fundraising | $1,270 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,918 | TotalAmt |
| Management And General | $4,918 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $514,752 | TotalAmt |
| Program Services | $346,645 | ProgramServicesAmt |
| Management And General | $165,625 | ManagementAndGeneralAmt |
| Fundraising | $2,482 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,402 | TotalAmt |
| Program Services | $108,018 | ProgramServicesAmt |
| Management And General | $51,610 | ManagementAndGeneralAmt |
| Fundraising | $774 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| INV. IN CLOSELY-HELD CO | $98,376 | $98,376 | ||
| EQUIPMENT | $6,038 | $4,936 | $1,029 | $73 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,907,210 | TotalAmt |
| Program Services | $3,904,879 | ProgramServicesAmt |
| Management And General | $1,296,229 | ManagementAndGeneralAmt |
| Fundraising | $706,102 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,611,449 | BOYAmt |
| EOY | $5,432,079 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,838 | BOYAmt |
| EOY | $6,091,667 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,438 | BOYAmt |
| EOY | $63,481 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,064 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,770,789 | BOYAmt |
| EOY | $11,587,227 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,461 | BOYAmt |
| EOY | $126,792 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,461 | BOYAmt |
| EOY | $126,792 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,623,328 | BOYAmt |
| EOY | $11,460,435 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,623,328 | BOYAmt |
| EOY | $11,460,435 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,770,789 | BOYAmt |
| EOY | $11,587,227 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,837,109 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$2 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,792,102 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,715,667 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,635,905 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,203,144 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,640,033 | CurrentTaxYearAmt |
| Total | $25,986,851 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,792,102 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,715,667 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,635,905 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,203,144 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,640,033 | CurrentTaxYearAmt |
| Total | $25,986,851 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $11,136,014 | SubstantialContributorsTotAmt |
| Public Support Total170 | $14,850,837 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $166 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $202 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $790 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $1,158 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,229 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22 | CurrentTaxYearMinus3YearsAmt |
| Total | $1,251 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $25,989,260 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $155,522 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,994,577 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $349,229 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $5,315 | OtherRevenueAmt |
| Revenue Not Reported | $354,544 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,640,033 | RevenueSubtotalAmt |
| Other Revenues Not Included | $104,286 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $104,286 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,744,319 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,185,216 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $349,229 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $27,153 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $376,382 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,808,834 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $98,376 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $98,376 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,907,210 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | FOR THE YEAR ENDED DECEMBER 31, 2022, THE ORGANIZATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RELATED ENTITY, SOA SEABIRD VENTURES, REVENUE REPORTED 5,315. ON CONSOLIDATED FINANCIAL STATEMENTS AND EXCLUDED FROM FORM 990, PART VIII. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | MANAGEMENT FEE ELIMINATED IN CONSOLIDATION AND REPORTED AS INCOME ON FORM 990, PART VIII, LINE 2 104,286. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RELATED ENTITY, SOA SEABIRD VENTURES, EXPENSES REPORTED 131,439. ON CONSOLIDATED FINANCIAL STATEMENTS AND EXCLUDED FROM FORM 990, PART IX. MANAGEMENT FEE EXCLUDED IN CONSOLIDATED EXPENSES AND INCLUDE IN RELATED ENTITY, SOA SEABIRD VENTURES, EXPENSES REPORTED ABOVE -104,286. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | IMPARIRMENT INCLUDED IN FUNCTIONAL EXPENSE AND REPORTED AS OTHER ITEM ON AUDITED FINANCIAL STATEMENTS 98,376. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 1 | GRANTS TO RECIPIENTS LOCATED IN REGION | $23,802 |
| EAST ASIA AND THE PACIFIC | 0 | 1 | GRANTS TO RECIPIENTS LOCATED IN REGION | $34,219 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 4 | GRANTS TO RECIPIENTS LOCATED IN REGION | $37,728 |
| MIDDLE EAST AND NORTH AFRICA , | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $314 |
| NORTH AMERICA | 0 | 1 | GRANTS TO RECIPIENTS LOCATED IN REGION | $35,520 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $2,000 |
| SOUTH AMERICA | 0 | 1 | GRANTS TO RECIPIENTS LOCATED IN REGION | $54,582 |
| SOUTH ASIA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $3,736 |
| SUB-SAHARAN AFRICA | 0 | 1 | GRANTS TO RECIPIENTS LOCATED IN REGION | $32,729 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 8 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 1 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Subtotal Spent | $191,901 | SubtotalSpentAmt |
| Continuation Spent | $32,729 | ContinuationSpentAmt |
| Total Spent | $224,630 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | RegionTxt |
| Purpose Of Grant | OCEAN SOLUTIONS GRANT | PurposeOfGrantTxt |
| Cash Grant | $10,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| OCEAN SOLUTIONS GRANT | SUB-SAHARAN AFRICA | 10 | $20,539 | WIRE TRANSFER |
| OCEAN SOLUTIONS GRANT | EAST ASIA AND THE PACIFIC | 13 | $21,664 | WIRE TRANSFER |
| OCEAN SOLUTIONS GRANT | CENTRAL AMERICA AND THE CARIBBEAN | 3 | $16,427 | WIRE TRANSFER |
| OCEAN SOLUTIONS GRANT | EUROPE | 11 | $22,807 | WIRE TRANSFER |
| OCEAN SOLUTIONS GRANT | NORTH AMERICA | 10 | $15,122 | WIRE TRANSFER |
| OCEAN SOLUTIONS GRANT | SOUTH AMERICA | 11 | $44,544 | WIRE TRANSFER |
| OCEAN SOLUTIONS GRANT | SOUTH ASIA | 1 | $1,525 | WIRE TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | EACH GRANT APPLICATION IS REVIEWED BY 2 SOA STAFF AND SCORED IN 5 CORE CRITERIA (MISSION, ALIGNMENT, IMPACT, FEASIBILITY, SCALABILITY/REPLICABILITY, FINANCIALS) AND 5 SECONDARY CRITERIA (SOA ENGAGEMENT/STRENGTH OF RELATIONSHIP, COMMUNICATION SKILLS, MARKETABILITY/STORYTELLING, ORIGINALITY, SCIENTIFIC RIGOR). THOSE GRANTS SCORING HIGHLY, PARTICULARLY IN SCIENTIFIC RIGOR, ARE PASSED ALONG TO A SCIENTIST FOR REVIEW. LAST YEAR, THE PANEL CONSISTED OF 3 MEMBERS AT NOAA, UCSB, AND RUTGERS. EACH SELECTED GRANTEE MEETS WITH SOA STAFF. THEN THEY SUBMIT A FORM PROVIDING THEIR BANK ACCOUNT INFORMATION, PHOTO ID, AND AFFIRM THEIR GOOD LEGAL STANDING (NO SANCTIONS, LITIGATION, OR OTHER LEGAL ISSUES). THEIR INFORMATION IS RUN THROUGH THE US STATE DEPT LIST OF SANCTIONED ENTITIES (OFAC). THE FINAL STEP IS A GRANT AGREEMENT SIGNED BY GRANTEE AND SOA PROGRAM OFFICER. EACH GRANTEE IS ISSUED THEIR FUNDS IN TWO INSTALLMENTS: THE SECOND IS CONTINGENT UPON SATISFACTORY COMPLETION OF THEIR INTERIM FINANCIAL AND PROGRESS REPORTS. EACH GRANTEE SUBMITS A FINAL REPORT AS WELL. AS GRANTS SUBMIT FINAL REPORTS AND THEIR IMPACT IS EVALUATED, WE ACTIVELY EVALUATE THE OVERALL COMPOSITION AND BALANCE OF THE ENVIRONMENTAL ISSUES ADDRESSED AND OUR "ROI" THROUGH THESE GRANTS. |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| MOTE MARINE LABORATORY INC | ||||||||
| 1600 KEN THOMPSON PKWY | SARASOTA | FL | 34229 | 590756643 | 501( C)(3) | $8,000 | $0 | OCEAN SOLUTIONS GRANT |
| MAINE CENTER FOR COASTAL FISHERIES | ||||||||
| PO BOX 207 | STONINGTON | ME | 04681 | 270069386 | 501( C)(3) | $8,000 | $0 | OCEAN SOLUTIONS GRANT |
| REELER INC | ||||||||
| 74 KIHAPAI ST | KAILUA | HI | 96734 | $10,000 | $0 | OCEAN SOLUTIONS GRANT | ||
| NOBLE OCEAN FARMS LLC | ||||||||
| 701 LAKE AVE 3 | CORDOVA | AK | 99574 | $12,500 | $0 | OCEAN SOLUTIONS GRANT | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | OCEAN SOLUTIONS GRANT | GrantTypeTxt |
| Recipient | 15 | RecipientCnt |
| Cash Grant | $43,769 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH GRANT APPLICATION IS REVIEWED BY 2 SOA STAFF AND SCORED IN 5 CORE CRITERIA (MISSION, ALIGNMENT, IMPACT, FEASIBILITY, SCALABILITY/REPLICABILITY, FINANCIALS) AND 5 SECONDARY CRITERIA (SOA ENGAGEMENT/STRENGTH OF RELATIONSHIP, COMMUNICATION SKILLS, MARKETABILITY/STORYTELLING, ORIGINALITY, SCIENTIFIC RIGOR). THOSE GRANTS SCORING HIGHLY, PARTICULARLY IN SCIENTIFIC RIGOR, ARE PASSED ALONG TO A SCIENTIST FOR REVIEW. LAST YEAR, THE PANEL CONSISTED OF 3 MEMBERS AT NOAA, UCSB, AND RUTGERS. EACH SELECTED GRANTEE MEETS WITH SOA STAFF. THEN THEY SUBMIT A FORM PROVIDING THEIR BANK ACCOUNT INFORMATION, PHOTO ID, AND AFFIRM THEIR GOOD LEGAL STANDING (NO SANCTIONS, LITIGATION, OR OTHER LEGAL ISSUES). THEIR INFORMATION IS RUN THROUGH THE US STATE DEPT LIST OF SANCTIONED ENTITIES (OFAC). THE FINAL STEP IS A GRANT AGREEMENT SIGNED BY GRANTEE AND SOA PROGRAM OFFICER. EACH GRANTEE IS ISSUED THEIR FUNDS IN TWO INSTALLMENTS: THE SECOND IS CONTINGENT UPON SATISFACTORY COMPLETION OF THEIR INTERIM FINANCIAL AND PROGRESS REPORTS. EACH GRANTEE SUBMITS A FINAL REPORT AS WELL. AS GRANTS SUBMIT FINAL REPORTS AND THEIR IMPACT IS EVALUATED, WE ACTIVELY EVALUATE THE OVERALL COMPOSITION AND BALANCE OF THE ENVIRONMENTAL ISSUES ADDRESSED AND OUR "ROI" THROUGH THESE GRANTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIELA FERNANDEZ | ||||||||||||||
| CEO & CHAIR | $315,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $11,807 | $0 | $326,807 | $0 | $0 | $0 |
| CHRISTOPHER WALKER | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $250,000 | $0 | $0 | $0 | $0 | $0 | $15,000 | $0 | $25,795 | $0 | $290,795 | $0 | $0 | $0 |
| CRAIG DUDENHOEFFER | ||||||||||||||
| CHIEF INNOVATION OFFICER | $210,000 | $0 | $0 | $0 | $0 | $0 | $11,103 | $0 | $2,400 | $0 | $223,503 | $0 | $0 | $0 |
| ASHLEY POND | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $160,000 | $0 | $0 | $0 | $0 | $0 | $26,002 | $0 | $12,000 | $0 | $198,002 | $0 | $0 | $0 |
| BRANDON LEVY | ||||||||||||||
| CHIEF PROGRAM OFFICER | $141,750 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $10,016 | $0 | $151,766 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | AS PER OUR TRAVEL POLICY, ANY FLIGHT EXTENDING LONGER THAN 6 HOURS MAY BE UPDRADED TO BUSINESS OR FIRST CLASS AS LONG AS THE COST DOES NOT EXCEED $1,000.00 USD. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | PROGRAM MARKETING |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT, WHICH WAS THEN REVIEWED BY THE FINANCE AND OPERATIONS MANAGER, THE COO AND THEN THE FOUNDER & CHIEF EXECUTIVE OFFICER; ADJUSTMENTS ARE MADE, AS NECESSARY. A COMPLETE COPY OF THE FORM 990 WAS THEN PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SECRETARY OF THE CORPORATION DISTRIBUTES ANNUALLY TO ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES (AS IDENTIFIED BY THE CORPORATION) A FORM SOLICITING THE DISCLOSURE OF ALL CONFLICTS OF INTEREST. A DIRECTOR OR OFFICER WHO LEARNS ABOUT A POTENTIAL CONFLICT OF INTEREST DISCLOSES PROMPTLY TO THE SECRETARY OF THE CORPORATION THE MATERIAL FACTS SURROUNDING ANY POTENTIAL CONFLICT OF INTEREST, INCLUDING SPECIFIC INFORMATION CONCERNING THE TERMS OF ANY CONTRACT OR TRANSACTION WITH THE CORPORATION. ALL EFFORTS SHOULD BE MADE TO DISCLOSE ANY SUCH CONTRACT OR TRANSACTION AND HAVE IT APPROVED BY DISINTERESTED MEMBERS OF THE BOARD BEFORE THE ARRANGEMENT IS ENTERED INTO. AN EMPLOYEE OF THE CORPORATION WITH A POTENTIAL CONFLICT OF INTEREST PROMPTLY AND FULLY DISCLOSES THE POTENTIAL CONFLICT TO THE EMPLOYEE'S SUPERVISOR. THE EMPLOYEE THEREAFTER REFRAINS FROM PARTICIPATING IN DELIBERATIONS AND DISCUSSIONS, AS WELL AS ANY DECISIONS. THE CHAIR OF THE BOARD IS ULTIMATELY RESPONSIBLE FOR DETERMINING THE PROPER WAY TO HANDLE CORPORATE DECISIONS WHICH INVOLVE UNRESOLVED EMPLOYEE CONFLICTS OF INTEREST.DUE TO CHANGES IN KEY STAFFING IN 2020, THE CONFLICT OF INTEREST FORMS WERE NOT GATHERED, HOWEVER, NO CONFLICTS WERE DISCOVERED OR NOTED DURING THE YEAR. IN 2021, SOA RESUMED NORMAL PROCEDURES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD APPROVES, IN ADVANCE, COMPENSATION PACKAGES FOR OFFICERS AND KEY EMPLOYEES OF THE CORPORATION, HAVING OBTAINED AND CONSIDERED APPROPRIATE DATA CONCERNING COMPARABLE COMPENSATION PAID TO SIMILAR OFFICERS IN LIKE CIRCUMSTANCES. THE BOARD SETS FORTH THE BASIS FOR ITS DECISIONS WITH RESPECT TO COMPENSATION IN THE MINUTES OF THE MEETING AT WHICH THE DECISIONS ARE MADE, INCLUDING THE CONCLUSIONS OF THE EVALUATION AND THE BASIS FOR DETERMINING THAT THE INDIVIDUAL'S COMPENSATION IS REASONABLE IN LIGHT OF THE EVALUATION AND THE COMPARABILITY DATA. THE LAST COMPENSATION REVIEW TOOK PLACE IN MARCH 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | RECRUITING FEES: PROGRAM SERVICE EXPENSES 40. MANAGEMENT AND GENERAL EXPENSES 42. FUNDRAISING EXPENSES 18. TOTAL EXPENSES 100. TRAINING FEES: PROGRAM SERVICE EXPENSES 26,079. MANAGEMENT AND GENERAL EXPENSES 26,810. FUNDRAISING EXPENSES 11,513. TOTAL EXPENSES 64,402. CONTRACT CONSULTANTS: PROGRAM SERVICE EXPENSES 223,356. MANAGEMENT AND GENERAL EXPENSES 229,616. FUNDRAISING EXPENSES 98,605. TOTAL EXPENSES 551,577. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 214,448. MANAGEMENT AND GENERAL EXPENSES 220,458. FUNDRAISING EXPENSES 94,672. TOTAL EXPENSES 529,578. |
| FORM 990, PART XI, LINE 9: | ROUNDING -2. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOA SEABIRD VENTURES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17875 VON KARMAN AVENUE SUITE 150 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843023068 | EIN |
| Primary Activities | IMPACT INVESTING | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | N/A | PredominantIncomeTypeTxt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |