OCEANA INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- OCEANA INC (EIN 51-0401308)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-30
- IRS object ID
- 202502739349301935
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-30T15:36:53-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510401308 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OCEANA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OCEA | BusinessNameControlTxt |
| Phone | 2028333900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 CONNECTICUT AVENUE NW 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER M SHARKEY | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2028333900 | PhoneNum |
| Signature | 2025-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON M FOX | PreparerPersonNm |
| PTIN | P01365820 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2025-09-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTOPHER M SHARKEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 CONNECTICUT AVENUE NW 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $53,044,952 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OCEANA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO ADVOCATE FOR POLICY CHANGES BY GOVERNMENTS AND CORPORATIONS IN ORDER TO PRESERVE OCEAN LIFE AND RETURN THE OCEANS TO THEIR FORMER ABUNDANCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 175 | TotalEmployeeCnt |
| Total Volunteers | 35149 | TotalVolunteersCnt |
| Total Gross UBI | $50,000 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $38,002 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $46,283,312 | PYContributionsGrantsAmt |
| CY Contributions Grants | $34,526,730 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $504,729 | PYInvestmentIncomeAmt |
| CY Investment Income | $466,000 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$290,045 | PYOtherRevenueAmt |
| CY Other Revenue | -$324,044 | CYOtherRevenueAmt |
| PY Total Revenue | $46,497,996 | PYTotalRevenueAmt |
| CY Total Revenue | $34,668,686 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,344,393 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $993,027 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,094,835 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $29,928,634 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $172,256 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $278,960 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,220,783 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,888,931 | PYOtherExpensesAmt |
| CY Other Expenses | $14,321,666 | CYOtherExpensesAmt |
| PY Total Expenses | $45,500,415 | PYTotalExpensesAmt |
| CY Total Expenses | $45,522,287 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $997,581 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$10,853,601 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $74,734,235 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,222,743 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,446,874 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,312,942 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $61,287,361 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $50,909,801 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,206,649 | ExpenseAmt |
| Grant | $791,015 | GrantAmt |
| Desc | INTERNATIONALIN THE OTHER COUNTRIES WHERE OCEANA OPERATES, OUR TEAMS WORK WITH LOCAL COMMUNITIES TO WIN POLICIES THAT PROTECT FISHERIES AND LIVELIHOODS THAT DEPEND ON A HEALTHY OCEAN. OUR CAMPAIGNS INCLUDE ESTABLISHING MARINE PROTECTED AREAS THAT SERVE AS SANCTUARIES FOR COMMERCIALLY IMPORTANT FISH TO BREED AND GROW, REFORMING OUTDATED FISHERY LAWS TO REQUIRE SCIENCE-BASED CATCH LIMITS, TRACKING OF FISHING VESSELS, AND PRACTICAL MANAGEMENT PLANS, BANNING THE USE OF DAMAGING BOTTOM TRAWLS, PROTECTING MARINE RESOURCES FOR SMALL-SCALE FISHERS, REBUILDING THE POPULATIONS OF FORAGE FISH TO STRENGTHEN THE MARINE FOOD CHAIN, PROTECT "BLUE-CARBON" ECOSYSTEMS SUCH AS KELP FORESTS AND MANGROVES FROM POLLUTION AND DEVELOPMENT, BAN NEW OFFSHORE OIL DRILLING, AND LIMIT THE USE OF THROWAWAY PLASTIC THAT ENDS UP IN THE OCEAN.CORPORATE PLASTICS CAMPAIGNOCEANA HAS SUCCESSFULLY PRESSURED AMAZON, THE WORLD'S LARGEST ONLINE RETAILER, TO SIGNIFICANTLY REDUCE THE AMOUNT OF PLASTIC THEY USE IN THEIR PACKAGING. WE ARE ALSO CAMPAIGNING FOR MAJOR BEVERAGE COMPANIES TO INCREASE THE PERCENTAGE OF REFILLABLE AND REUSABLE BOTTLES OFFERED TO CONSUMERS. WE ARE WORKING WITH SPORTS ORGANIZATIONS AND VENUES TO SWAP THROWAWAY PLASTIC CUPS FOR REUSABLE CONTAINER, POTENTIALLY KEEPING MILLIONS OF PLASTIC CONTAINERS OUT OF WATERWAYS THAT LEAD TO THE OCEAN.SAILORS FOR THE SEA POWERED BY OCEANAOCEANA IS BUILDING A BASE OF ENGAGED OCEAN CONSERVATIONISTS WITHIN THE GLOBAL SAILING AND BOATING COMMUNITY. OUR GREEN BOATERS TAKE ACTION IN SUPPORT OF OCEANA'S CAMPAIGNS AND RAISE FUND WITH IN LOW-DOLLAR DONATIONS. OCEANA'S CLEAN REGATTAS PROGRAM IS THE WORLD'S LEADING SUSTAINABILITY CERTIFICATION FOR WATER-BASED SPORTING EVENTS. OUR KIDS ENVIRONMENTAL LESSON PLANS (KELP) PROGRAM IS AVAILABLE TO TEACHERS, PARENTS, AND INSTITUTIONS AROUND THE WORLD TO EDUCATES AND INSPIRES THE NEXT GENERATION OF SAILORS TO BECOME OCEAN ADVOCATES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,618,031 | ExpenseAmt |
| Grant | $202,012 | GrantAmt |
| Desc | UNITED STATESIN THE UNITED STATES, OCEANA IS WORKING ON SCIENCE-BASED POLICY CAMPAIGNS TO STOP NEW OFFSHORE OIL AND GAS DEVELOPMENT, REDUCE ILLEGAL FISHING, PROTECT MARINE HABITAT, SAVE ENDANGERED SPECIES, REDUCE SINGLE-USE PLASTICS, AND DEFEND THE NATION'S CONSERVATION LAWS.IN 2024, OUR CAMPAIGN GOALS INCLUDED BANNING NEW OFFSHORE OIL DRILLING IN 625 MILLION ACRES OF FEDERAL WATERS, REBUILDING THE POPULATIONS OF PACIFIC SARDINES, THE BASIS OF THE FOOD CHAIN IN THE WATERS OFF THE US WEST COAST, SAVING ENDANGERED NORTH ATLANTIC RIGHT WHALES FROM THE THREATS OF SHIP COLLISIONS AND ENTANGLEMENT IN FISHING GEAR, PROTECTING FRAGILE SEAFLOOR HABITAT IN ALASKA FROM DESTRUCTIVE BOTTOM TRAWLING, SUPPORTING THE USE OF TRAPS AND NETS THAT DO NOT INDISCRIMINATELY KILL THOUSANDS OF UN-TARGETED MARINE ANIMALS, ENACTING POLICIES ACROSS THE COUNTRY THAT BAN UNNECESSARY SINGLE-USE PLASTICS, AND DEFENDING THE ENDANGERED SPECIES ACT, THE MARINE MAMMAL PROTECTION ACT, THE NATIONAL ENVIRONMENTAL POLICY ACT, AND THE MAGNUSON STEVENS CONSERVATION AND MANAGEMENT ACT FROM ATTEMPTS TO WEAKEN LEGISLATION OR DEFUND AGENCIES THAT ENFORCE THESE LAWS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,915,375 | ExpenseAmt |
| Desc | MARKETING AND COMMUNICATIONSKEY ACHIEVEMENTS OF OCEANA'S MARKETING AND COMMUNICATIONS DEPARTMENT IN 2024 ARE HIGHLIGHTED BELOW:- OCEANA'S GRASSROOTS BASE CONSISTED OF 6.3 MILLION ORGANIZATIONAL SUPPORTERS. - OCEANA HAS 9 MILLION SUPPORTERS WORLDWIDE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | DescDesc |
|---|---|
| $2,762,825 | MARINE SCIENCE |
| $690,183 | LAW |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,453,008 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $33,193,063 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 91 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 175 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | BE | ForeignCountryCd |
| Foreign Country | BH | ForeignCountryCd |
| Foreign Country | CI | ForeignCountryCd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | DA | ForeignCountryCd |
| Foreign Country | RP | ForeignCountryCd |
| Foreign Country | BR | ForeignCountryCd |
| Foreign Country | PE | ForeignCountryCd |
| Foreign Country | MX | ForeignCountryCd |
| Foreign Country | SZ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | AR | 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 | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | 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 | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | 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 | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEDRIA TAYLOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028333900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 CONNECTICUT AVENUE NW 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| SAM WATERSTON | |||||||||
| CHAIR THRU 9/24; DIRECTOR AS OF 9/24 | 6.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARA EUGENIA GIRON | |||||||||
| VICE-CHAIR | 3.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEITH ADDIS | |||||||||
| PRESIDENT | 6.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES SANDLER | |||||||||
| SECRETARY | 3.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANA THOMSON | |||||||||
| TREASURER THRU 9/24; CHAIR AS OF 9/24 | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY ALAZRAKI | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HERBERT M BEDOLFE III | |||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTINA CHEMTAI HICKS | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| TED DANSON | |||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| NICHOLAS DAVIS | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICE ETLIN | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MAYA GABEIRA | |||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| CESAR GAVIRIA | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LOIC GOUZER | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENA KING | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BEN KOERNER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SARA LOWELL | |||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR KRISTIAN PARKER | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR DANIEL PAULY | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID ROCKEFELLER JR | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN ROCKEFELLER | |||||||||
| DIRECTOR | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEX SANT | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| SIMON SIDAMON-ERISTOFF | |||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR RASHID SUMALIA | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| VALARIE VAN CLEAVE | |||||||||
| DIRECTOR UNTIL 4/24 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELIZABETH WAHLER | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANTHA WILLIAMS | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEAN WEISS | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES F SIMON PRESIDENT GEN | |||||||||
| COUNSEL THRU 7/24; CEO AS OF 7/24 | 40.00 | 1.00 | $498,693 | $0 | $55,697 | Yes (X) | |||
| CHRISTOPHER M SHARKEY | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 1.00 | $314,414 | $0 | $47,547 | Yes (X) | |||
| ANDREW F SHARPLESS | |||||||||
| CHIEF EXECUTIVE OFFICER THRU 6/24 | 40.00 | 1.00 | $307,397 | $0 | $42,408 | Yes (X) | |||
| JACQUELINE SAVITZ | |||||||||
| CHIEF POLICY OFFICER, NORT | 40.00 | $368,683 | $0 | $30,913 | Yes (X) | ||||
| NANCY GOLDEN | |||||||||
| VP, GLOBAL DEVELOPMENT | 40.00 | $304,372 | $0 | $36,228 | Yes (X) | ||||
| BETH LOWELL | |||||||||
| VICE PRESIDENT, UNITED STATES | 40.00 | $215,187 | $0 | $43,988 | Yes (X) | ||||
| KATHY WHELPLEY | |||||||||
| CHIEF OF STAFF | 40.00 | $295,541 | $0 | $45,595 | Yes (X) | ||||
| MATTHEW LITTLEJOHN | |||||||||
| SR. VP, STRATEGIC INITIATI | 40.00 | $276,435 | $0 | $46,958 | Yes (X) | ||||
| KATHRYN MATTHEWS | |||||||||
| CHIEF SCIENTIST & SVP | 40.00 | $243,122 | $0 | $30,871 | Yes (X) | ||||
| PASCALE MOEHRLE | |||||||||
| EXECUTIVE DIRECTOR, EUROPE | 40.00 | $242,753 | $0 | $0 | Yes (X) | ||||
| DANIEL OLIVARES | |||||||||
| SENIOR VICE PRESIDENT | 40.00 | $242,418 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,309,015 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $380,205 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 70 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 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 | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| M&R STRATEGIC SERVICES INC | |||||||||
| 1101 CONNECTICUT AVE NW 7TH FLOOR | WASHINGTON | DC | 20036 | DIGITAL ADVERTISING / FUNDRAISING CONSUL | $488,940 | ||||
| OGLETREE DEAKINS PC | |||||||||
| PO BOX 89 | COLUMBIA | SC | 29202 | LEGAL COUNSEL | $343,305 | ||||
| BRITE IDEAS INC | |||||||||
| 23161 ANTONIO PARKWAY | RANCHO SANTA MARGARITA | CA | 92688 | AV SERVIES | $206,670 | ||||
| ENGAGING NETWORKS | |||||||||
| FUNDRAISING PLATFORM SUBSCRIPTION & SERV | $196,771 | 15-19 BLOOMSBURY WAY | LONDON | UK | WC1A 2TH | ||||
| ORACLE AMERICA INC | |||||||||
| 500 ORACLE PARKWAY | REDWOOD SHORES | CA | 94065 | GLOBAL FINANCIAL REPORTING SOFTWARE | $167,371 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $147,040 | FederatedCampaignsAmt |
| Fundraising | $3,303,215 | FundraisingAmt |
| All Other Contributions | $31,076,475 | AllOtherContributionsAmt |
| Noncash Contributions | $288,902 | NoncashContributionsAmt |
| Total Contributions | $34,526,730 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $459,792 | TotalRevenueColumnAmt |
| Exclusion | $459,792 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,969,130 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,962,922 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,208 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,208 | TotalRevenueColumnAmt |
| Exclusion | $6,208 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $178,457 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,303,215 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $413,344 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$234,887 | TotalRevenueColumnAmt |
| Exclusion | -$234,887 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| PROMOTIONAL ACTIVITIES | 516210 | $50,000 | $50,000 | |
| MISCELLANEOUS | 900099 | $14,607 | $14,607 | |
| FOREIGN CURRENCY LOSS | 900099 | -$153,764 | -$153,764 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$89,157 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,668,686 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $50,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $91,956 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,012 | TotalAmt |
| Program Services | $202,012 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $791,015 | TotalAmt |
| Program Services | $791,015 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,265,527 | TotalAmt |
| Program Services | $1,157,964 | ProgramServicesAmt |
| Management And General | $648,440 | ManagementAndGeneralAmt |
| Fundraising | $459,123 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,278,708 | TotalAmt |
| Program Services | $16,968,334 | ProgramServicesAmt |
| Management And General | $2,927,180 | ManagementAndGeneralAmt |
| Fundraising | $1,383,194 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,686,185 | TotalAmt |
| Program Services | $1,090,694 | ProgramServicesAmt |
| Management And General | $395,792 | ManagementAndGeneralAmt |
| Fundraising | $199,699 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,462,267 | TotalAmt |
| Program Services | $1,805,269 | ProgramServicesAmt |
| Management And General | $430,361 | ManagementAndGeneralAmt |
| Fundraising | $226,637 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,235,947 | TotalAmt |
| Program Services | $1,844,487 | ProgramServicesAmt |
| Management And General | $258,654 | ManagementAndGeneralAmt |
| Fundraising | $132,806 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $646,506 | TotalAmt |
| Program Services | $324,290 | ProgramServicesAmt |
| Management And General | $312,342 | ManagementAndGeneralAmt |
| Fundraising | $9,874 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $408,517 | TotalAmt |
| Program Services | $16,382 | ProgramServicesAmt |
| Management And General | $392,135 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,706 | TotalAmt |
| Program Services | $136,706 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,960 | TotalAmt |
| Fundraising | $278,960 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,282,151 | TotalAmt |
| Program Services | $2,293,077 | ProgramServicesAmt |
| Management And General | $128,557 | ManagementAndGeneralAmt |
| Fundraising | $860,517 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $916,096 | TotalAmt |
| Program Services | $600,466 | ProgramServicesAmt |
| Management And General | $28,206 | ManagementAndGeneralAmt |
| Fundraising | $287,424 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,729,894 | TotalAmt |
| Program Services | $863,590 | ProgramServicesAmt |
| Management And General | $93,064 | ManagementAndGeneralAmt |
| Fundraising | $773,240 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $724,100 | TotalAmt |
| Program Services | $411,948 | ProgramServicesAmt |
| Management And General | $246,676 | ManagementAndGeneralAmt |
| Fundraising | $65,476 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,080,570 | TotalAmt |
| Program Services | $1,430,302 | ProgramServicesAmt |
| Management And General | $464,400 | ManagementAndGeneralAmt |
| Fundraising | $185,868 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,811,585 | TotalAmt |
| Program Services | $1,487,253 | ProgramServicesAmt |
| Management And General | $167,771 | ManagementAndGeneralAmt |
| Fundraising | $156,561 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669,725 | TotalAmt |
| Program Services | $474,341 | ProgramServicesAmt |
| Management And General | $179,029 | ManagementAndGeneralAmt |
| Fundraising | $16,355 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $487,658 | TotalAmt |
| Program Services | $225,881 | ProgramServicesAmt |
| Management And General | $261,777 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $563,488 | TotalAmt |
| Program Services | $459,418 | ProgramServicesAmt |
| Management And General | $69,497 | ManagementAndGeneralAmt |
| Fundraising | $34,573 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT RENTAL/MAINT. | $499,588 | $306,345 | $59,288 | $133,955 |
| DUES AND SUBSCRIPTIONS | $352,914 | $303,289 | $33,104 | $16,521 |
| UBI TAXES | $12,168 | $12,168 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,522,287 | TotalAmt |
| Program Services | $33,193,063 | ProgramServicesAmt |
| Management And General | $7,108,441 | ManagementAndGeneralAmt |
| Fundraising | $5,220,783 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,683,277 | BOYAmt |
| EOY | $11,866,405 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,635,757 | BOYAmt |
| EOY | $28,673,438 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,430,484 | BOYAmt |
| EOY | $10,859,937 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $393,105 | BOYAmt |
| EOY | $349,681 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $655,981 | BOYAmt |
| EOY | $1,135,408 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,469,983 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,248,011 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,646,465 | BOYAmt |
| EOY | $1,221,972 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $458,358 | BOYAmt |
| EOY | $361,495 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,930,163 | BOYAmt |
| EOY | $1,930,163 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,900,645 | BOYAmt |
| EOY | $5,824,244 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,734,235 | BOYAmt |
| EOY | $62,222,743 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,734,315 | BOYAmt |
| EOY | $3,070,361 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,712,559 | BOYAmt |
| EOY | $8,242,581 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,446,874 | BOYAmt |
| EOY | $11,312,942 | 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 | $32,080,660 | BOYAmt |
| EOY | $36,553,423 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,206,701 | BOYAmt |
| EOY | $14,356,378 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,287,361 | BOYAmt |
| EOY | $50,909,801 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,734,235 | BOYAmt |
| EOY | $62,222,743 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$10,853,601 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $476,041 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | $36,535,664 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,658,526 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,130,233 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,283,312 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,526,730 | CurrentTaxYearAmt |
| Total | $197,134,465 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,535,664 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,658,526 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,130,233 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,283,312 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,526,730 | CurrentTaxYearAmt |
| Total | $197,134,465 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $40,868,905 | SubstantialContributorsTotAmt |
| Public Support Total170 | $156,265,560 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,170 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,709 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,963 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $489,381 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $459,792 | CurrentTaxYearAmt |
| Total | $1,041,015 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $39,480 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,002 | CurrentTaxYearAmt |
| Total | $77,482 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,334 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $180,737 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,799 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,804 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,607 | CurrentTaxYearAmt |
| Total | $241,281 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $198,494,243 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $59,000 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71800 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2020 AMOUNT: $ 13,334. 2021 AMOUNT: $ 180,737. 2022 AMOUNT: $ 3,799. 2023 AMOUNT: $ 28,804. 2024 AMOUNT: $ 14,607. | ExplanationTxt |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $85,442 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $563,110 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $648,552 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $44,582,608 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $45,231,160 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $487,610 | CurrentYearMinus3Amt |
| Current Year Minus2 | $309,406 | CurrentYearMinus2Amt |
| Current Year Minus1 | $976,468 | CurrentYearMinus1Amt |
| Current Year | $648,552 | CurrentYearAmt |
| Total | $2,422,036 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $192,464 | CurrentYearMinus3Amt |
| Current Year Minus2 | $41,695 | CurrentYearMinus2Amt |
| Current Year Minus1 | $36,046 | CurrentYearMinus1Amt |
| Current Year | $85,442 | CurrentYearAmt |
| Total | $355,647 | TotalAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,793,019 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,840,333 | DepreciationAmt |
| Book Value | $952,686 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,393,168 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,308,944 | DepreciationAmt |
| Book Value | $84,224 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,283,796 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,098,734 | DepreciationAmt |
| Book Value | $185,062 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,221,972 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT OF USE ASSET - OPERATING | $5,559,801 |
| DEPOSITS | $241,152 |
| DUE FROM AFFILIATE | $23,291 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,824,244 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY - OPERATING | Desc |
| Amt | $8,242,581 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,242,581 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $36,138,672 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $476,041 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $632,093 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $413,344 | OtherRevenueAmt |
| Revenue Not Reported | $1,521,478 | RevenueNotReportedAmt |
| Revenue Subtotal | $34,617,194 | RevenueSubtotalAmt |
| Other Revenues Not Included | $51,492 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $51,492 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $34,668,686 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $46,516,232 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $632,093 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $413,344 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,045,437 | ExpensesNotReportedAmt |
| Expenses Subtotal | $45,470,795 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $51,492 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $51,492 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $45,522,287 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | OCEANA AND OCEANA ACTION ARE EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER SECTIONS 501(C)(3) AND 501(C)(4), RESPECTIVELY, OF THE INTERNAL REVENUE CODE. AS SUCH, BOTH ORGANIZATIONS ARE TAXED ONLY ON THEIR NET UNRELATED BUSINESS INCOME. NO PROVISION FOR INCOME TAXES WAS MADE FOR THE YEAR ENDED DECEMBER 31, 2024, AS NEITHER ORGANIZATION HAD ANY SIGNIFICANT NET UNRELATED BUSINESS INCOME. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSE 413,344. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | STORE PURCHASING 51,492. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSE 413,344. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | STORE PURCHASING 51,492. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 5 | 57 | PROGRAM SERVICES | MARINE SCIENCE, POLICY, AND COMMUNICATIONS | $6,492,961 |
| SOUTH AMERICA | 3 | 49 | PROGRAM SERVICES | MARINE SCIENCE, POLICY, AND COMMUNICATIONS | $4,939,334 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 1 | 16 | PROGRAM SERVICES | MARINE SCIENCE, POLICY, AND COMMUNICATIONS | $2,032,775 |
| SOUTH ASIA | 1 | 23 | PROGRAM SERVICES | MARINE SCIENCE, POLICY, AND COMMUNICATIONS | $1,701,428 |
| CENTRAL AMERICA AND THE CARIBBEAN | 1 | 12 | PROGRAM SERVICES | MARINE SCIENCE, POLICY, AND COMMUNICATIONS | $773,674 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTMAKING | $399,000 | |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | GRANTMAKING | $374,968 | |
| SOUTH AMERICA | 0 | 0 | GRANTMAKING | $17,047 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 11 | SubtotalOfficesCnt |
| Subtotal Employees | 157 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 11 | TotalOfficeCnt |
| Total Employee | 157 | TotalEmployeeCnt |
| Subtotal Spent | $16,731,187 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $16,731,187 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (6 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| NORTH AMERICA | SUPPORT OCEANA CANADA'S ACTIVITIES TO PRESERVE AND RESTORE THE BOUNTY OF THE OCEAN AND PROTECT OCEAN RESOURCES IMPORTANT FOR THE ECONOMY AND COMMUNITIES. | $374,968 | WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | SUBGRANT TO SUPPORT THE COALITION FOR FISHERIES TRANSPARENCY, INCLUDING BY CO-CHAIRING THE COALITION AND ALLOCATING EJF STAFF TIME TO ADVANCE THE COALITION'S ADVOCACY EFFORTS. | $349,000 | WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | EDUCATE INDIVIDUALS AND MEMBERS OF THE SAILING AND BOATING COMMUNITY TOWARD RESTORING OCEAN HEALTH | $50,000 | WIRE TRANSFER | $0 |
| SOUTH AMERICA | CONSOLIDATE A COMMERCIALIZATION & MARKETING MODEL FOR SOUTHERN HAKE IN COMMUNITIES IN THE AYSEN REGION | $5,984 | WIRE TRANSFER | $0 |
| SOUTH AMERICA | EQUIPMENT FOR BLUE NATURE ALLIANCE OFFICE | $5,596 | WIRE TRANSFER | $0 |
| SOUTH AMERICA | SUPPORT THE 7TH INTERNATIONAL SYMPOSIUM OF STOCK ENHANCEMENT AND SEA RANCHING 2024. | $5,468 | WIRE TRANSFER | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Transfer To Foreign Corp | 0 | 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: | OCEANA MAKES GRANTS TO FOREIGN ORGANIZATIONS OR INDIVIDUALS. HOWEVER, ON OCCASION OCEANA WILL MAKE A GRANT IN FURTHERANCE OF ITS MISSION. IN DOING SO, OCEANA MONITORS THE USE OF THE GRANT IN A MANNER APPROPRIATE UNDER THE CIRCUMSTANCES, INCLUDING THE NATURE OF THE GRANTEE AND THE PURPOSE OF THE GRANT. |
| PART I, LINE 3: | OCEANA REPORTED THE EXPENDITURES BASED ON THE ACCOUNTING METHOD USED IN ITS AUDITED FINANCIAL STATEMENTS WHICH IS ON AN ACCRUAL BASIS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| M&R STRATEGIC SERVICES INC | ||||||||
| 1101 CONNECTICUT AVENUE NW 7TH FL | WASHINGTON | DC | 20036 | ASSISTS WITH ONLINE FUNDRAISING CAMPAIGNS THROUGH STRATEGY A | 0 | $150,676 | $270,000 | -$119,324 |
| CHARITY BUZZ | ||||||||
| 437 FIFTH AVENUE 11TH FLOOR | NEW YORK | NY | 10016 | CONDUCTED LIVE AND SILENT AUCTIONS FOR THE NY GALA FUNDRAISI | Yes (1) | $40,000 | $8,960 | $31,040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $190,676 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $278,960 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$88,284 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SEACHANGE | Event1Nm |
| Gross Receipts Event1 | $1,607,804 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,489,924 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $117,880 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $107,701 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $104,108 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $27,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $15,395 | OtherDirectExpensesEvent1Amt |
| Event2 | NEW YORK CITY BENEFIT | Event2Nm |
| Gross Receipts Event2 | $1,873,868 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,813,291 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $60,577 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $91,140 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $62,500 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $5,500 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Total | $3,481,672 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,303,215 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $178,457 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $107,701 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $195,248 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $89,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $20,895 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $413,344 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$234,887 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2B, COLUMN III | CHARITY BUZZ COLLECTED AND PROCESSED THE WINNING AUCTION BID PAYMENTS FOR OCEANA'S FUNDRAISING EVENT, SEACHANGE. |
| PART I, LINE 2B, COLUMN (V) | DURING THE YEAR ENDED DECEMBER 31, 2024, M&R STRATEGIC SERVICES, INC. WAS COMPENSATED A TOTAL OF $488,940. OF THIS AMOUNT, $270,000 WAS RELATED TO PROFESSIONAL FUNDRAISING CONSULTING. M&R STRATEGIC SERVICES, INC. ALSO PROVIDED DIGITAL ADVERTISING AND AD BUYING. |
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 |
|---|---|---|---|---|---|---|---|---|
| CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC | ||||||||
| 1616 RHODE ISLAND AVENUE NW | WASHINGTON | DC | 20036 | 521501082 | 501(C)(3) | $90,625 | $0 | SUPPORT THE "JOINT CAMPAIGN ON ILLEGAL, UNREPORTED AND UNREGULATED (IUU) FISHING, TRANSPARENCY AND HUMAN RIGHTS" PROJECT WITH OCEANS 5. |
| THE CAMPANILE FOUNDATION | ||||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | 330868418 | 501(C)(3) | $46,988 | $0 | SUPPORT FOR THE CENTER FOR BRAZILIAN STUDIES AT SAN DIEGO STATE UNIVERSITY WITH RESARCH PROJECTS RELATED TO SUSTAINABLE FISHING PRACTICES AND AFFECTS OF PLASTIC WASTE IN BRAZIL. |
| TIDES CENTER (ICAR) | ||||||||
| 1014 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | 943213100 | 501(C)(3) | $56,250 | $0 | SUPPORT THE "JOINT CAMPAIGN ON ILLEGAL, UNREPORTED AND UNREGULATED (IUU) FISHING, TRANSPARENCY AND HUMAN RIGHTS" PROJECT WITH OCEANS 5. |
| GREEN CORPS | ||||||||
| 1543 WAZEE ST SUITE 300 | DENVER | CO | 80202 | 232687791 | 501(C)(3) | $6,000 | $0 | DONATION TO PROVIDE RESOURCES TO TRAIN NEW GENERATION OF ENVIRONMENTAL ORGANIZERS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ON OCCASION OCEANA WILL MAKE A GRANT IN FURTHERANCE OF ITS MISSION. IN DOING SO, OCEANA MONITORS THE USE OF THE GRANT IN A MANNER APPROPRIATE UNDER THE CIRCUMSTANCES, INCLUDING THE NATURE OF THE GRANTEE AND THE PURPOSE OF THE GRANT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES F SIMON PRESIDENT GEN | ||||||||||||||
| COUNSEL THRU 7/24; CEO AS OF 7/24 | $490,693 | $0 | $8,000 | $0 | $0 | $0 | $40,935 | $0 | $14,762 | $0 | $554,390 | $0 | $0 | $0 |
| JACQUELINE SAVITZ | ||||||||||||||
| CHIEF POLICY OFFICER, NORT | $214,485 | $0 | $0 | $0 | $154,198 | $0 | $23,184 | $0 | $7,729 | $0 | $399,596 | $0 | $0 | $0 |
| CHRISTOPHER M SHARKEY | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $310,914 | $0 | $3,500 | $0 | $0 | $0 | $37,855 | $0 | $9,692 | $0 | $361,961 | $0 | $0 | $0 |
| ANDREW F SHARPLESS | ||||||||||||||
| CHIEF EXECUTIVE OFFICER THRU 6/24 | $299,397 | $0 | $8,000 | $0 | $0 | $0 | $36,547 | $0 | $5,861 | $0 | $349,805 | $0 | $0 | $0 |
| KATHY WHELPLEY | ||||||||||||||
| CHIEF OF STAFF | $295,541 | $0 | $0 | $0 | $0 | $0 | $36,285 | $0 | $9,310 | $0 | $341,136 | $0 | $0 | $0 |
| NANCY GOLDEN | ||||||||||||||
| VP, GLOBAL DEVELOPMENT | $304,372 | $0 | $0 | $0 | $0 | $0 | $33,031 | $0 | $3,197 | $0 | $340,600 | $0 | $0 | $0 |
| MATTHEW LITTLEJOHN | ||||||||||||||
| SR. VP, STRATEGIC INITIATI | $268,435 | $0 | $8,000 | $0 | $0 | $0 | $31,656 | $0 | $15,302 | $0 | $323,393 | $0 | $0 | $0 |
| KATHRYN MATTHEWS | ||||||||||||||
| CHIEF SCIENTIST & SVP | $243,122 | $0 | $0 | $0 | $0 | $0 | $27,894 | $0 | $2,977 | $0 | $273,993 | $0 | $0 | $0 |
| BETH LOWELL | ||||||||||||||
| VICE PRESIDENT, UNITED STATES | $215,187 | $0 | $0 | $0 | $0 | $0 | $27,709 | $0 | $16,279 | $0 | $259,175 | $0 | $0 | $0 |
| PASCALE MOEHRLE | ||||||||||||||
| EXECUTIVE DIRECTOR, EUROPE | $242,753 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $242,753 | $0 | $0 | $0 |
| DANIEL OLIVARES | ||||||||||||||
| SENIOR VICE PRESIDENT | $242,418 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $242,418 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | JACQUELINE SVITZ, CHIEF POLICY OFFICER, NORTH AMERICA, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $154,198, FOR THE YEAR ENDED DECEMBER 31, 2024. |
| PART I, LINE 7 | FOLLOWING INDIVIDUALS RECEIVED BONUSES IN 2024: - JAMES F. SIMON, CHIEF EXECUTIVE OFFICER - ANDREW F. SHARPLESS, CHIEF EXECUTIVE OFFICER - CHRISTOPHER M. SHARKEY, CHIEF FINANCIAL OFFICER - MATTHEW LITTLEJOHN, SR. VP STRATEGIC INITIATIVES THESE BONUSES ARE DISCLOSED IN SCHEDULE J, PART II, COLUMN B(II). |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH BEDOLFE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SARAH IS THE DAUGHTER OF BOARD DIRECTOR, HERBERT M. BEDOLFE, III | RelationshipDescriptionTxt |
| Transaction | $82,387 | TransactionAmt |
| Transaction | SARAH L. BEDOLFE IS AN EMPLOYEE OF OCEANA AND HER TOTAL COMPENSATION PAID FOR THE YEAR ENDED DECEMBER 31, 2024 WAS $82,387 | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2075 | ContributionCnt |
| Noncash Contributions Rpt F990 | $288,902 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | OCEANA REPORTS THE NUMBER OF DONATED ITEMS. |
| PART I, LINE 32B: | CHARITY BUZZ SOLICITED, COLLECTED, AND PROCESSED NON-CASH DONATIONS RELATED TO OCEANA'S FUNDRAISING EVENTS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION'S MISSION: | OCEANA'S MISSION IS TO PROTECT AND RESTORE THE WORLD'S OCEANS. AS THE WORLD'S LARGEST INTERNATIONAL ORGANIZATION FOCUSED SOLELY ON OCEAN CONSERVATION, OCEANA DEVELOPS TARGETED, SCIENCE-BASED, THREE-TO-FIVE-YEAR CAMPAIGNS TO ACHIEVE PRACTICAL AND MEASURABLE OUTCOMES. WITH OFFICES IN 9 COUNTRIES AND THE EUROPEAN UNION, OCEANA BENEFITS FROM LOCAL KNOWLEDGE AND EXPERTISE THAT IS GUIDED BY CENTRAL LEADERSHIP AND SUPPORT IN OUR HEADQUARTERS IN WASHINGTON, DC. OCEANA EMPLOYS MORE THAN 280 INDIVIDUALS GLOBALLY. OCEANA HAS GROWN FROM AN AMBITIOUS START-UP TO AN INTERNATIONAL ORGANIZATION WITH A RECORD OF RESULTS ON FOUR CONTINENTS. TOGETHER WITH OUR ALLIES, WE HAVE WON MORE THAN 325 SIGNIFICANT POLICY VICTORIES AND PROTECTED MORE THAN 4 MILLION SQUARE MILES OF OCEAN HABITAT. OCEANA SUPPORTS SCIENCE-DRIVEN OCEAN MANAGEMENT IN THE MOST PRODUCTIVE PARTS OF THE WORLD'S OCEANS, WITH TEAMS WORKING IN COUNTRIES WHICH CONTROL NEARLY A QUARTER OF THE WORLD'S WILD OCEAN FISHERIES (BY CATCH): THE UNITED STATES, THE EUROPEAN UNION COUNTRIES, THE UNITED KINGDOM, BELIZE, BRAZIL, CANADA, CHILE, MEXICO, PERU, AND THE PHILIPPINES. OCEANA'S CAMPAIGNS FOCUS ON SIX STRATEGIES: - STOP OVERFISHING THROUGH SCIENCE-BASED FISHERY MANAGEMENT AND BY DETERRING ILLEGAL FISHING. - REDUCE BYCATCH BY IMPROVING MONITORING AND REPORTING, SETTING BYCATCH LIMITS FOR FISHERIES, AND ENCOURAGING FISHERS TO USE MORE SELECTIVE, SAFER GEAR. - PROTECT HABITATS AND THE ECOSYSTEMS THAT DEPEND ON THEIR HEALTH. - INCREASE TRANSPARENCY OF FISHING ACTIVITY AND GOVERNMENT DECISION-MAKING PROCESSES. - CURB POLLUTION BY STOPPING THE EXPANSION OF OFFSHORE OIL DRILLING AND REDUCING THE PRODUCTION AND DEMAND FOR SINGLE-USE PLASTICS. - PROTECT SPECIES THREATENED BY EXTINCTION FROM DESTRUCTIVE COMMERCIAL ACTIVITIES. OCEANA, TOGETHER WITH OUR ALLIES HAVE MADE A MEASURABLE IMPACT ON THE OCEANS: THE NUMBER OF SHERIES WITH MANAGEMENT PLANS HAS INCREASED BY 55% SINCE 2000, AND THE NUMBER OF SHERIES WITH CATCH LIMITS HAS INCREASED BY 47%. WE HAVE WON MORE THAN 70 POLICIES THAT PROTECT THREATENED MARINE SPECIES, INCLUDING SHARKS, SEA TURTLES, AND WHALES. IN 2000, LESS THAN 1% OF THE WATERS OFF THE COUNTRIES WHERE WE CURRENTLY OPERATE WERE PROTECTED. IN 2024, THAT NUMBER HAD INCREASED TO ABOUT 17%. AROUND 80,000 COMMERCIAL SHING VESSELS ABOUT 20% OF THE WORLD'S INDUSTRIAL SHING EET CAN NOW BE TRACKED ON THE GLOBAL FISHING WATCH MAP IN NEAR-REAL TIME, FOR FREE. WE HAVE PASSED POLICIES THAT WOULD ELIMINATE THE USE OF 1.9 MILLION TONS OF UNNECESSARY SINGLE-USE PLASTIC EACH YEAR BY 2033, EQUIVALENT TO ABOUT 190 BILLION PLASTIC BOTTLES. WITH SOUND POLICIES IN PLACE, OCEAN ECOSYSTEMS RECOVER, OFTEN RAPIDLY, AND ABUNDANT FISHERIES RETURN, EVEN EXCEEDING FORMER LEVELS. A FULLY PRODUCTIVE OCEAN CAN PROVIDE A MEAL A DAY FOR A BILLION PEOPLE, FOREVER. TOGETHER WITH OUR ALLIES, WE ARE SAVING THE OCEANS TO FEED THE WORLD. |
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD MEMBERS, SUSAN ROCKEFELLER AND DAVID ROCKEFELLER, JR., HAVE A FAMILY RELATIONSHIP. BOARD MEMBERS HERBERT M. BEDOLFE, III AND SARA LOWELL BOTH SERVE AS EMPLOYEES AND OFFICERS OF THE MARISLA FOUNDATION. HERBERT SERVES AS THE EXECUTIVE DIRECTOR AND SARA SERVES AS THE SECRETARY/MARINE PROGRAM DIRECTOR. |
| FORM 990, PART VI, SECTION B, LINE 11B | INFORMATION FOR THE FEDERAL FORM 990 COMES LARGELY FROM OCEANA'S INDEPENDENTLY AUDITED FINANCIAL STATEMENTS, WHICH CONSOLIDATES OCEANA'S ACTIVITIES ACROSS NATIONAL BOUNDARIES. THE ACCOUNTING DEPARTMENT COLLECTS THIS AND OTHER INFORMATION NEEDED FOR THE FEDERAL FORM 990, WHICH IS REVIEWED AND PRESENTED IN DRAFT FORM BY A TAX ACCOUNTING FIRM. AFTER APPROVAL BY SENIOR MANAGEMENT, THE FINAL DRAFT OF THE 990 IS PRESENTED TO THE BOARD FOR REVIEW BEFORE IT IS SUBMITTED TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EVERY YEAR, OCEANA'S OFFICERS, DIRECTORS, AND KEY EMPLOYEES FILL OUT A DISCLOSURE REPORT ASKING THEM TO DISCLOSE ANY FAMILY OR BUSINESS RELATIONSHIPS THEY MAY HAVE WITH OTHER OCEANA OFFICERS, DIRECTORS, OR KEY EMPLOYEES, AS WELL AS ANY FINANCIAL CONFLICTS OF INTEREST THEY MAY HAVE. IN ADDITION, OCEANA'S CONFLICT OF INTEREST POLICY REQUIRES ANY DIRECTOR OR OFFICER WHO IS AN INTERESTED PERSON WITH RESPECT TO A TRANSACTION OR ARRANGEMENT UNDER CONSIDERATION BY THE CORPORATION TO PROMPTLY DISCLOSE TO THE BOARD OF DIRECTORS OR THE BOARD'S DESIGNATE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST IN THE TRANSACTION OR ARRANGEMENT. CONFLICTS OF INTEREST REPORTING: ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST MUST BE DISCLOSED TO THE CEO; CFO; OR SENIOR DIRECTOR OF HUMAN RESOURCES, THE EXECUTIVE COMMITTEE MEMBER IN CHARGE OF THE COUNTRY OFFICE OR DEPARTMENT; OR THE OFFICE ADMINISTRATOR FOR THE COUNTRY OFFICE. THIS INCLUDES ACTUAL OR POTENTIAL CONFLICTS INVOLVING BUSINESS OR FINANCIAL INTEREST, FAMILY RELATIONSHIPS, OR SEXUAL/ROMANTIC RELATIONSHIPS. THE CFO WILL DETERMINE WHETHER ANY STEPS MUST BE TAKEN TO AVOID AN APPEARANCE OR EXISTENCE OF A CONFLICT OF INTEREST OR THE CREATION OF AN ENVIRONMENT THAT OTHERS IN THE WORKPLACE MIGHT REASONABLY FIND TO BE UNPROFESSIONAL OR INAPPROPRIATE. SUCH STEPS, DEPENDING ON THE NATURE OF THE CONFLICT OF INTEREST, MIGHT INCLUDE, BUT ARE NOT LIMITED TO, DIVESTITURE OF ADVERSE INTERESTS, RECUSAL FROM CERTAIN DECISIONS, TRANSFER OF ONE OF THE EMPLOYEES TO ANOTHER DEPARTMENT (IF A POSITION IS AVAILABLE), CHANGING THE MANAGER FOR ONE OF THE EMPLOYEES, OR, WHEN OTHER OPTIONS ARE NOT FEASIBLE, THE TERMINATION OF EMPLOYMENT OF ONE OF THE EMPLOYEES. EMPLOYEES WHO WISH TO PROVIDE SERVICES TO OR FOR THE BENEFIT OF ANY ENTITY OUTSIDE OCEANA MUST DISCLOSE SUCH PROPOSED ACTIVITY TO OCEANA, WHICH WILL MAKE APPROPRIATE DETERMINATIONS IN ACCORDANCE WITH THE ORGANIZATION'S GLOBAL CODE OF ETHICS. FAMILY RELATIONSHIPS (NEPOTISM): OCEANA WILL NOT ALLOW A SUPERVISOR/SUBORDINATE RELATIONSHIP TO EXIST BETWEEN FAMILY RELATIVES. SEXUAL/ROMANTIC RELATIONSHIPS: ROMANTIC RELATIONSHIPS BETWEEN EMPLOYEES THAT CONSTITUTE AN ACTUAL OR REASONABLY-PERCEIVED CONFLICT OF INTEREST ARE PROHIBITED. |
| FORM 990, PART VI, SECTION B, LINE 15 | OCEANA'S PROCESS FOR DETERMINING COMPENSATION OF ITS CEO, OFFICERS, AND KEY EMPLOYEES IS AS FOLLOWS: ANNUALLY, OCEANA PROVIDES THE BOARD DIRECTORS WITH DATA FROM MULTIPLE SOURCES ON COMPARABLE SALARIES AND BENEFITS IN OTHER NONPROFIT ORGANIZATIONS, ESPECIALLY BUT NOT LIMITED TO THOSE IN THE CONSERVATION FIELD, FOR OCEANA'S CEO. THE BOARD REVIEWS AND DISCUSSES THE COMPENSATION DATA AS WELL AS THE CEO'S ACHIEVEMENTS FOR THE PRIOR YEAR AS WELL AS HIS PROPOSED GOALS FOR THE NEXT YEAR BEFORE TAKING A DECISION ON ANY ADJUSTMENTS TO THE CEO COMPENSATION OF BENEFITS. OCEANA PROVIDES THE FINANCE AND AUDIT COMMITTEE OF THE BOARD DIRECTORS WITH DATA FROM MULTIPLE SOURCES ON COMPARABLE SALARIES AND BENEFITS IN OTHER NONPROFIT ORGANIZATIONS, ESPECIALLY BUT NOT LIMITED TO THOSE IN THE CONSERVATION FIELD, FOR OCEANA'S OFFICERS, TOP MANAGEMENT, AND KEY EMPLOYEES ("THE EXECUTIVE TEAM", OR "EC"). THE COMMITTEE DISCUSSES EACH OF THE EC MEMBER'S ACHIEVEMENTS FOR THE PRIOR YEAR AS WELL AS HER/HIS PROPOSED GOALS FOR THE NEXT YEAR. THE COMMITTEE REVIEWS THESE DATA TO DETERMINE IF THE COMPENSATION IS REASONABLE AND THAT OCEANA HAS NOT ENGAGED IN AN EXCESS BENEFIT TRANSACTION WITH ANY INDIVIDUAL IN A POSITION TO SUBSTANTIALLY INFLUENCE THE ORGANIZATION'S AFFAIRS. THE BOARD OF DIRECTORS AND AUDIT AND FINANCE COMMITTEE DISCUSSIONS ARE DOCUMENTED IN THE MINUTES OF THE RESPECTIVE BODIES. OCEANA REGULARLY CONDUCTS COMPENSATION REVIEWS, MOST RECENTLY IN JULY 2025. |
| FORM 990, PART VI, SECTION C, LINE 19 | OCEANA POSTS ANNUAL REPORTS, ITS AUDITED FINANCIAL STATEMENTS, AND THE PUBLIC DISCLOSURE COPY OF ITS IRS FORM 990 ON ITS WEBSITE, WWW.OCEANA.ORG. IT ALSO SHARES RELEVANT INFORMATION WITH INDEPENDENT WATCHDOG ORGANIZATIONS SUCH AS GUIDESTAR, CHARITY NAVIGATOR AND THE BETTER BUSINESS BUREAU TO ALLOW THESE ORGANIZATIONS INDEPENDENT ASSESSMENT OF OCEANA'S ACCOUNTABILITY AND TRANSPARENCY. OCEANA'S ARTICLES OF INCORPORATION AND BY-LAWS ARE AVAILABLE ON OCEANA'S WEBSITE AND TO MEMBERS OF THE PUBLIC UPON WRITTEN REQUEST. OCEANA'S ARTICLES OF INCORPORATION, AS WELL AS A CERTIFICATE OF GOOD STANDING, ARE ALSO INDEPENDENTLY AVAILABLE THROUGH THE DEPARTMENT OF CONSUMER AND REGULATORY AFFAIRS FOR THE DISTRICT OF COLUMBIA (WHERE OCEANA, INC. IS INCORPORATED), THOUGH THERE IS A FEE FOR THIS SERVICE. |
| FORM 990 | THIS RETURN PRESENTS CONSOLIDATED FINANCIAL STATEMENTS FOR OCEANA, INC. AND ITS NON-U.S. AFFILIATES. OCEANA HAS OFFICES IN SPAIN, BRAZIL, DENMARK, BELGIUM, MEXICO, PHILIPPINES, BELIZE, UNITED KINGDOM, CHILE AND PERU FOR THE PURPOSE OF BUILDING AN INTERNATIONAL MOVEMENT TO SAVE THE OCEAN THROUGH PUBLIC POLICY ADVOCACY, SCIENCE AND ECONOMICS, LEGAL ACTION, GRASSROOTS MOBILIZATION, AND PUBLIC EDUCATION. THE OPERATIONS IN SPAIN, BELIZE, BRAZIL, MEXICO, SWITZERLAND, AND THE UNITED KINGDOM ARE INCORPORATED AS INDEPENDENT ENTITIES IN THOSE COUNTRIES UNDER LOCAL LAW. HOWEVER, THESE ENTITIES ARE DEPENDENT ON OCEANA FOR FUNDING, PARTICIPATE IN OCEANA ACTIVITIES AND DECISION-MAKING, AND CARRY OUT THE GENERAL MISSION AND INTERNATIONAL ACTIVITIES OF OCEANA. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Province Or StateForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OCEANA ACTION INC | ||||||||||||||||
| 1025 CONNECTICUT AVENUE NW 200 | WASHINGTON | DC | 20036 | 311814181 | PROTECTING THE WORLD'S OCEANS TO SUSTAIN THE CIRCLE OF LIFE. | DC | 501(C)(4) | N/A | OCEANA INC | Yes (1) | ||||||
| FUNDACION OCEANA | ||||||||||||||||
| PROTECTING THE WORLD'S OCEANS TO SUSTAIN THE CIRCLE OF LIFE. | N/A | N/A | OCEANA INC | Yes (1) | GRAN VIA 62 7 IZDA | MADRID | SP | 28013 | SP | |||||||
| OCEANA UK | ||||||||||||||||
| PROTECTING THE WORLD'S OCEANS TO SUSTAIN THE CIRCLE OF LIFE. | N/A | N/A | OCEANA INC | Yes (1) | 10 QUEEN ST PLACE | LONDON | UK | EC4R 1BE | UK | |||||||
| OCEANA IN BELIZE | ||||||||||||||||
| PROTECTING THE WORLD'S OCEANS TO SUSTAIN THE CIRCLE OF LIFE. | N/A | N/A | OCEANA INC | Yes (1) | PO BOX 731 | BELMOPAN | BH | BH | ||||||||
| FRIENDS OF OCEANA | ||||||||||||||||
| PROTECTING THE WORLD'S OCEANS TO SUSTAIN THE CIRCLE OF LIFE. | N/A | N/A | OCEANA INC | Yes (1) | RUE DITALIE 10 | GENEVA | SZ | SZ | ||||||||
| OCEANA BRASIL | ||||||||||||||||
| PROTECTING THE WORLD'S OCEANS TO SUSTAIN THE CIRCLE OF LIFE | N/A | N/A | OCEANA INC | Yes (1) | SIG QUADRA 1 LOTE 985 SALA 251 | CENTRO EMPRESARIAL PARQUE | BR | 70610-410 | BR | BRASILIA | ||||||
| OCEANA MEXICO | ||||||||||||||||
| PROTECTING THE WORLD'S OCEANS TO SUSTAIN THE CIRCLE OF LIFE. | N/A | N/A | OCEANA INC | Yes (1) | POSEIDON 39 COL CREDITO CONSTRUCT | CIUDAD DE MEXICO | MX | CP03940 | MX | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | 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 |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| OCEANA BRASIL | ||
| B | $1,483,462 | COST |
| FUNDACION OCEANA | ||
| B | $2,331,263 | COST |
| OCEANA IN BELIZE | ||
| B | $235,775 | COST |
| OCEANA UK | ||
| B | $734,753 | COST |
| OCEANA MEXICO | ||
| B | $1,849,201 | COST |