2025-09-30T15:36:53-05:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 510401308 OCEANA INC OCEA 2028333900 1025 CONNECTICUT AVENUE NW 200 WASHINGTON DC 20036 CHRISTOPHER M SHARKEY CHIEF FINANCIAL OFFICER 2028333900 2025-09-30 1 0 AARON M FOX P01365820 2022274000 2025-09-30 2024 2025-03-06 01:10:19Z CHRISTOPHER M SHARKEY 1025 CONNECTICUT AVENUE NW 200 WASHINGTON DC 20036 53044952 0 X WWW.OCEANA.ORG X 2001 DC TO ADVOCATE FOR POLICY CHANGES BY GOVERNMENTS AND CORPORATIONS IN ORDER TO PRESERVE OCEAN LIFE AND RETURN THE OCEANS TO THEIR FORMER ABUNDANCE. 27 26 175 35149 50000 38002 46283312 34526730 0 0 504729 466000 -290045 -324044 46497996 34668686 1344393 993027 0 0 29094835 29928634 172256 278960 5220783 14888931 14321666 45500415 45522287 997581 -10853601 74734235 62222743 13446874 11312942 61287361 50909801 X SEE SCHEDULE O. 0 0 16206649 791015 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MARINE PROTECTED AREAS THAT SERVE AS SANCTUARIES FOR COMMERCIALLY IMPORTANT FISH TO BREED AND GROW, REFORMING OUTDATED FISHERY LAWS TO REQUIRE SCIENCE-BASED CATCH LIMITS, TRACKING OF FISHING VESSELS, AND PRACTICAL MANAGEMENT PLANS, BANNING THE USE OF DAMAGING BOTTOM TRAWLS,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. 10618031 202012 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. 2915375 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. 2762825 MARINE SCIENCE 690183 LAW 3453008 33193063 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 1 X 91 0 1 175 1 1 1 1 BE BH CI SP UK DA RP BR PE MX SZ 0 0 0 1 1 0 0 0 0 0 0 X 27 26 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MA MD MI MN MS NC ND NH NJ NM NY OR PA RI SC SD TN VA WI WV X X X DEDRIA TAYLOR 2028333900 1025 CONNECTICUT AVENUE NW 200 WASHINGTON DC 20036 SAM WATERSTON CHAIR THRU 9/24; DIRECTOR AS OF 9/24 6.00 1.00 X 0 0 0 MARA EUGENIA GIRON VICE-CHAIR 3.00 1.00 X 0 0 0 KEITH ADDIS PRESIDENT 6.00 1.00 X 0 0 0 JAMES SANDLER SECRETARY 3.00 1.00 X 0 0 0 DIANA THOMSON TREASURER THRU 9/24; CHAIR AS OF 9/24 5.00 1.00 X 0 0 0 GARY ALAZRAKI DIRECTOR 2.00 X 0 0 0 HERBERT M BEDOLFE III DIRECTOR 5.00 X 0 0 0 CHRISTINA CHEMTAI HICKS DIRECTOR 3.00 X 0 0 0 TED DANSON DIRECTOR 5.00 X 0 0 0 NICHOLAS DAVIS DIRECTOR 2.00 X 0 0 0 PATRICE ETLIN DIRECTOR 2.00 X 0 0 0 MAYA GABEIRA DIRECTOR 5.00 X 0 0 0 CESAR GAVIRIA DIRECTOR 1.00 X 0 0 0 LOIC GOUZER DIRECTOR 3.00 X 0 0 0 JENA KING DIRECTOR 2.00 X 0 0 0 BEN KOERNER DIRECTOR 1.00 X 0 0 0 SARA LOWELL DIRECTOR 5.00 X 0 0 0 DR KRISTIAN PARKER DIRECTOR 3.00 X 0 0 0 DR DANIEL PAULY DIRECTOR 3.00 X 0 0 0 DAVID ROCKEFELLER JR DIRECTOR 3.00 X 0 0 0 SUSAN ROCKEFELLER DIRECTOR 6.00 X 0 0 0 LEX SANT DIRECTOR 4.00 X 0 0 0 SIMON SIDAMON-ERISTOFF DIRECTOR 5.00 X 0 0 0 DR RASHID SUMALIA DIRECTOR 2.00 X 0 0 0 VALARIE VAN CLEAVE DIRECTOR UNTIL 4/24 1.00 X 0 0 0 ELIZABETH WAHLER DIRECTOR 4.00 X 0 0 0 ANTHA WILLIAMS DIRECTOR 2.00 X 0 0 0 JEAN WEISS DIRECTOR 2.00 X 0 0 0 JAMES F SIMON PRESIDENT GEN COUNSEL THRU 7/24; CEO AS OF 7/24 40.00 1.00 X 498693 0 55697 CHRISTOPHER M SHARKEY CHIEF FINANCIAL OFFICER 40.00 1.00 X 314414 0 47547 ANDREW F SHARPLESS CHIEF EXECUTIVE OFFICER THRU 6/24 40.00 1.00 X 307397 0 42408 JACQUELINE SAVITZ CHIEF POLICY OFFICER, NORT 40.00 X 368683 0 30913 NANCY GOLDEN VP, GLOBAL DEVELOPMENT 40.00 X 304372 0 36228 BETH LOWELL VICE PRESIDENT, UNITED STATES 40.00 X 215187 0 43988 KATHY WHELPLEY CHIEF OF STAFF 40.00 X 295541 0 45595 MATTHEW LITTLEJOHN SR. VP, STRATEGIC INITIATI 40.00 X 276435 0 46958 KATHRYN MATTHEWS CHIEF SCIENTIST & SVP 40.00 X 243122 0 30871 PASCALE MOEHRLE EXECUTIVE DIRECTOR, EUROPE 40.00 X 242753 0 0 DANIEL OLIVARES SENIOR VICE PRESIDENT 40.00 X 242418 0 0 3309015 0 380205 70 0 1 0 M&R STRATEGIC SERVICES INC 1101 CONNECTICUT AVE NW 7TH FLOOR WASHINGTON DC 20036 DIGITAL ADVERTISING / FUNDRAISING CONSUL 488940 OGLETREE DEAKINS PC PO BOX 89 COLUMBIA SC 29202 LEGAL COUNSEL 343305 BRITE IDEAS INC 23161 ANTONIO PARKWAY RANCHO SANTA MARGARITA CA 92688 AV SERVIES 206670 ENGAGING NETWORKS 15-19 BLOOMSBURY WAY LONDON UK WC1A 2TH FUNDRAISING PLATFORM SUBSCRIPTION & SERV 196771 ORACLE AMERICA INC 500 ORACLE PARKWAY REDWOOD SHORES CA 94065 GLOBAL FINANCIAL REPORTING SOFTWARE 167371 11 147040 3303215 31076475 288902 34526730 459792 459792 17969130 17962922 6208 6208 6208 178457 3303215 413344 -234887 -234887 PROMOTIONAL ACTIVITIES 516210 50000 50000 MISCELLANEOUS 900099 14607 14607 FOREIGN CURRENCY LOSS 900099 -153764 -153764 -89157 34668686 0 50000 91956 202012 202012 791015 791015 2265527 1157964 648440 459123 21278708 16968334 2927180 1383194 1686185 1090694 395792 199699 2462267 1805269 430361 226637 2235947 1844487 258654 132806 646506 324290 312342 9874 408517 16382 392135 136706 136706 278960 278960 3282151 2293077 128557 860517 916096 600466 28206 287424 1729894 863590 93064 773240 724100 411948 246676 65476 2080570 1430302 464400 185868 1811585 1487253 167771 156561 669725 474341 179029 16355 487658 225881 261777 563488 459418 69497 34573 EQUIPMENT RENTAL/MAINT. 499588 306345 59288 133955 DUES AND SUBSCRIPTIONS 352914 303289 33104 16521 UBI TAXES 12168 12168 45522287 33193063 7108441 5220783 20683277 11866405 18635757 28673438 23430484 10859937 393105 349681 655981 1135408 7469983 6248011 1646465 1221972 458358 361495 1930163 1930163 6900645 5824244 74734235 62222743 3734315 3070361 9712559 8242581 13446874 11312942 X 32080660 36553423 29206701 14356378 61287361 50909801 74734235 62222743 -10853601 476041 0 X 0 1 X 1 0 X 36535664 35658526 44130233 46283312 34526730 197134465 36535664 35658526 44130233 46283312 34526730 197134465 40868905 156265560 65170 14709 11963 489381 459792 1041015 39480 38002 77482 13334 180737 3799 28804 14607 241281 198494243 59000 0.78730 0.71800 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 13,334. 2021 AMOUNT: $ 180,737. 2022 AMOUNT: $ 3,799. 2023 AMOUNT: $ 28,804. 2024 AMOUNT: $ 14,607. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 85442 563110 648552 44582608 45231160 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 487610 309406 976468 648552 2422036 250000 250000 250000 250000 1000000 1500000 192464 41695 36046 85442 355647 2793019 1840333 952686 1393168 1308944 84224 3283796 3098734 185062 1221972 RIGHT OF USE ASSET - OPERATING 5559801 DEPOSITS 241152 DUE FROM AFFILIATE 23291 5824244 LEASE LIABILITY - OPERATING 8242581 8242581 X 36138672 476041 632093 413344 1521478 34617194 51492 51492 34668686 46516232 632093 413344 1045437 45470795 51492 51492 45522287 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. 0 EUROPE (INCLUDING ICELAND & GREENLAND) 5 57 PROGRAM SERVICES MARINE SCIENCE, POLICY, AND COMMUNICATIONS 6492961 SOUTH AMERICA 3 49 PROGRAM SERVICES MARINE SCIENCE, POLICY, AND COMMUNICATIONS 4939334 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 1 16 PROGRAM SERVICES MARINE SCIENCE, POLICY, AND COMMUNICATIONS 2032775 SOUTH ASIA 1 23 PROGRAM SERVICES MARINE SCIENCE, POLICY, AND COMMUNICATIONS 1701428 CENTRAL AMERICA AND THE CARIBBEAN 1 12 PROGRAM SERVICES MARINE SCIENCE, POLICY, AND COMMUNICATIONS 773674 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 399000 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTMAKING 374968 SOUTH AMERICA 0 0 GRANTMAKING 17047 11 157 0 0 11 157 16731187 0 16731187 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. 374968 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. 349000 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND AND GREENLAND) EDUCATE INDIVIDUALS AND MEMBERS OF THE SAILING AND BOATING COMMUNITY TOWARD RESTORING OCEAN HEALTH 50000 WIRE TRANSFER 0 SOUTH AMERICA CONSOLIDATE A COMMERCIALIZATION & MARKETING MODEL FOR SOUTHERN HAKE IN COMMUNITIES IN THE AYSEN REGION 5984 WIRE TRANSFER 0 SOUTH AMERICA EQUIPMENT FOR BLUE NATURE ALLIANCE OFFICE 5596 WIRE TRANSFER 0 SOUTH AMERICA SUPPORT THE 7TH INTERNATIONAL SYMPOSIUM OF STOCK ENHANCEMENT AND SEA RANCHING 2024. 5468 WIRE TRANSFER 0 6 0 0 0 0 0 0 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. X X X X X X 1 M&R STRATEGIC SERVICES INC 1101 CONNECTICUT AVENUE NW 7TH FL WASHINGTON DC 20036 ASSISTS WITH ONLINE FUNDRAISING CAMPAIGNS THROUGH STRATEGY A 0 150676 270000 -119324 CHARITY BUZZ 437 FIFTH AVENUE 11TH FLOOR NEW YORK NY 10016 CONDUCTED LIVE AND SILENT AUCTIONS FOR THE NY GALA FUNDRAISI 1 40000 8960 31040 190676 278960 -88284 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NH NJ NM NY NC OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY NV SEACHANGE 1607804 1489924 117880 107701 104108 27000 15395 NEW YORK CITY BENEFIT 1873868 1813291 60577 91140 62500 5500 1 3481672 3303215 178457 107701 195248 89500 20895 413344 -234887 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. 1 CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC 1616 RHODE ISLAND AVENUE NW WASHINGTON DC 20036 521501082 501(C)(3) 90625 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) 46988 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) 56250 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) 6000 0 DONATION TO PROVIDE RESOURCES TO TRAIN NEW GENERATION OF ENVIRONMENTAL ORGANIZERS. 4 PART I, LINE 2: 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. X 0 0 X X X X 1 0 0 0 0 0 0 1 0 JAMES F SIMON PRESIDENT GEN COUNSEL THRU 7/24; CEO AS OF 7/24 490693 0 8000 0 0 0 40935 0 14762 0 554390 0 0 0 JACQUELINE SAVITZ CHIEF POLICY OFFICER, NORT 214485 0 0 0 154198 0 23184 0 7729 0 399596 0 0 0 CHRISTOPHER M SHARKEY CHIEF FINANCIAL OFFICER 310914 0 3500 0 0 0 37855 0 9692 0 361961 0 0 0 ANDREW F SHARPLESS CHIEF EXECUTIVE OFFICER THRU 6/24 299397 0 8000 0 0 0 36547 0 5861 0 349805 0 0 0 KATHY WHELPLEY CHIEF OF STAFF 295541 0 0 0 0 0 36285 0 9310 0 341136 0 0 0 NANCY GOLDEN VP, GLOBAL DEVELOPMENT 304372 0 0 0 0 0 33031 0 3197 0 340600 0 0 0 MATTHEW LITTLEJOHN SR. VP, STRATEGIC INITIATI 268435 0 8000 0 0 0 31656 0 15302 0 323393 0 0 0 KATHRYN MATTHEWS CHIEF SCIENTIST & SVP 243122 0 0 0 0 0 27894 0 2977 0 273993 0 0 0 BETH LOWELL VICE PRESIDENT, UNITED STATES 215187 0 0 0 0 0 27709 0 16279 0 259175 0 0 0 PASCALE MOEHRLE EXECUTIVE DIRECTOR, EUROPE 242753 0 0 0 0 0 0 0 0 0 242753 0 0 0 DANIEL OLIVARES SENIOR VICE PRESIDENT 242418 0 0 0 0 0 0 0 0 0 242418 0 0 0 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). SARAH BEDOLFE SARAH IS THE DAUGHTER OF BOARD DIRECTOR, HERBERT M. BEDOLFE, III 82387 SARAH L. BEDOLFE IS AN EMPLOYEE OF OCEANA AND HER TOTAL COMPENSATION PAID FOR THE YEAR ENDED DECEMBER 31, 2024 WAS $82,387 0 X 2075 288902 FAIR MARKET VALUE 0 1 1 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. 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. 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 1 FUNDACION OCEANA GRAN VIA 62 7 IZDA MADRID SP 28013 PROTECTING THE WORLD'S OCEANS TO SUSTAIN THE CIRCLE OF LIFE. SP N/A N/A OCEANA INC 1 OCEANA UK 10 QUEEN ST PLACE LONDON UK EC4R 1BE PROTECTING THE WORLD'S OCEANS TO SUSTAIN THE CIRCLE OF LIFE. UK N/A N/A OCEANA INC 1 OCEANA IN BELIZE PO BOX 731 BELMOPAN BH PROTECTING THE WORLD'S OCEANS TO SUSTAIN THE CIRCLE OF LIFE. BH N/A N/A OCEANA INC 1 FRIENDS OF OCEANA RUE DITALIE 10 GENEVA SZ PROTECTING THE WORLD'S OCEANS TO SUSTAIN THE CIRCLE OF LIFE. SZ N/A N/A OCEANA INC 1 OCEANA BRASIL SIG QUADRA 1 LOTE 985 SALA 251 CENTRO EMPRESARIAL PARQUE BRASILIA BR 70610-410 PROTECTING THE WORLD'S OCEANS TO SUSTAIN THE CIRCLE OF LIFE BR N/A N/A OCEANA INC 1 OCEANA MEXICO POSEIDON 39 COL CREDITO CONSTRUCT CIUDAD DE MEXICO MX CP03940 PROTECTING THE WORLD'S OCEANS TO SUSTAIN THE CIRCLE OF LIFE. MX N/A N/A OCEANA INC 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 OCEANA BRASIL B 1483462 COST FUNDACION OCEANA B 2331263 COST OCEANA IN BELIZE B 235775 COST OCEANA UK B 734753 COST OCEANA MEXICO B 1849201 COST