OCEANA INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- OCEANA INC (EIN 51-0401308)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-29
- IRS object ID
- 201941809349300104
- Schema version
- 2018v3.1
- 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 | 2019-06-29T14:45:45-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW SUITE 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 | 2018-01-01 | 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 NO 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 | 2019-06-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK H SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2019-06-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.19.127.190 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-29 | IPDt |
| IP Tm | 14:45:35 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6680F517A9379D01A5AB98078416092631D16800 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | 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 NO 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $52,238,730 | 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 | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 193 | TotalEmployeeCnt |
| Total Volunteers | 9741 | TotalVolunteersCnt |
| Total Gross UBI | $21,646 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $44,254 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $48,322,208 | PYContributionsGrantsAmt |
| CY Contributions Grants | $51,826,346 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,984 | CYProgramServiceRevenueAmt |
| PY Investment Income | $42,130 | PYInvestmentIncomeAmt |
| CY Investment Income | $23,200 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$84,609 | PYOtherRevenueAmt |
| CY Other Revenue | $35,947 | CYOtherRevenueAmt |
| PY Total Revenue | $48,279,729 | PYTotalRevenueAmt |
| CY Total Revenue | $51,896,477 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,001,904 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,209,271 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,817,597 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,702,291 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $227,239 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $139,937 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,417,184 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,833,841 | PYOtherExpensesAmt |
| CY Other Expenses | $15,071,196 | CYOtherExpensesAmt |
| PY Total Expenses | $37,880,581 | PYTotalExpensesAmt |
| CY Total Expenses | $38,122,695 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,399,148 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,773,782 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $41,164,515 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,507,862 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,570,601 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,146,300 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $37,593,914 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $51,361,562 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,603,739 | ExpenseAmt |
| Grant | $904,761 | GrantAmt |
| Revenue | $10,984 | RevenueAmt |
| Desc | INTERNATIONALBELIZETHROUGHOUT THE LAST YEAR, WE HAVE:CONTINUED TO GROW SUPPORT WITHIN THE BELIZEAN GOVERNMENT, THE FISHING COMMUNITY, AND THE TOURISM AND FOOD-SERVICE INDUSTRIES FOR A BAN ON GILLNETS IN BELIZE; | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,922,369 | ExpenseAmt |
| Grant | $304,310 | GrantAmt |
| Desc | UNITED STATESIN THE UNITED STATES, OCEANA IS WORKING ON SCIENCE-BASED POLICY CAMPAIGNS THAT ADDRESS RESPONSIBLE FISHING, CLIMATE AND ENERGY, SEAFOOD FRAUD AND DEFENDING THE NATION'S BEDROCK CONSERVATION LAWS.RESPONSIBLE FISHING:AFTER SEVERAL YEARS OF CAMPAIGNING BY OCEANA AND OUR ALLIES, WE WON A SIGNIFICANT VICTORY AGAINST DESTRUCTIVE FISHING: THE NETS KNOWN AS "WALLS OF DEATH" ARE COMING OUT OF THE WATER. IN SEPTEMBER 2018, CALIFORNIA GOVERNOR JERRY BROWN SIGNED INTO LAW A BILL THAT WILL CLEAN UP CALIFORNIA'S OCEAN. THE NEW LAW WILL PHASE OUT THE USE OF LARGE-MESH DRIFTNET FISHING FOR SWORDFISH, ESTABLISH A BUYOUT PROGRAM, AND INCENTIVIZE THE USE OF CLEAN SWORDFISH FISHING GEAR. DESPITE 30 YEARS OF MANAGEMENT MEASURES AIMED AT REDUCING BYCATCH, THE SWORDFISH DRIFT GILLNET FISHERY HAD STUBBORNLY REMAINED ONE OF THE NATION'S DIRTIEST FISHERIES. THIS HARD-WON VICTORY WILL HELP FURTHER CLEAN UP U.S. FISHERIES AND PROTECT INNUMERABLE MARINE MAMMALS, SEA TURTLES, AND SHARKS. AND THIS NEW POLICY REWARDS RESPONSIBLE FISHING, ENSURING THAT THESE MARINE ECOSYSTEMS CAN CONTINUE TO THRIVE UNTIL THE NEXT FISHING SEASON, THE NEXT YEAR, THE NEXT GENERATION, AND WELL INTO THE FUTURE.STOP EXPANDED OFFSHORE DRILLING:OCEANA HAS SUCCESSFULLY GENERATED OPPOSITION TO THIS PROPOSAL AMONG THE COASTAL BUSINESS COMMUNITY, CONSERVATION ORGANIZATIONS, AND INFLUENTIAL ELECTED OFFICIALS. DESPITE STRONG PRO-DRILLING ADVOCATES IN CONGRESS AND THE WHITE HOUSE, OUR CAMPAIGN HAS SUCCESSFULLY PREVENTED THE PASSAGE OF EVERY LEGISLATIVE PROPOSAL TO EXPAND OCEAN DRILLING. OCEANA PROVIDED LEGAL AND SCIENTIFIC SUPPORT AND ACTIVATED CHAMPION MEMBERS OF CONGRESS, GRASSROOTS ALLIES, AND COALITION PARTNERS TO COMMENT ON THE PROPOSAL. GOVERNORS FROM ALL 18 EAST AND WEST COAST STATES NOW FORMALLY AND PUBLICLY OPPOSE OFFSHORE DRILLING IN STARK CONTRAST TO THE SITUATION THAT PERSISTED LAST YEAR, WHEN THE OUTER CONTINENTAL SHELF GOVERNORS COALITION SERVED AS A MOUTHPIECE FOR OFFSHORE OIL AND GAS INTERESTS.IN 2018, WE GAINED MORE THAN 150 MUNICIPAL RESOLUTIONS OPPOSING OFFSHORE DRILLING AND/OR SEISMIC TESTING, TRIPLING OUR GOAL AND BRINGING THE NUMBER OF RESOLUTIONS TO 333. WE ALSO WORKED BEHIND THE SCENES AND WITH LOCAL PARTNERS TO LAUNCH TWO NEW BUSINESS GROUPS: THE BUSINESS ALLIANCE FOR PROTECTING THE PACIFIC COAST (BAPPC), REPRESENTING MORE THAN 1,100 BUSINESSES AND 750 WEST COAST FISHING FAMILIES, AND THE FLORIDA GULF COAST BUSINESS COALITION (FGCBC), REPRESENTING MORE THAN 2,000 BUSINESSES. THESE TWO COALITIONS PROVIDE A STRATEGIC AND POWERFUL VOICE AGAINST OFFSHORE DRILLING. IN NOVEMBER 2018, THE TRUMP ADMINISTRATION ISSUED AUTHORIZATIONS FOR FIVE COMPANIES TO HARM MARINE MAMMALS LIKE DOLPHINS AND WHALES WITH SEISMIC AIRGUN BLASTING IN THE ATLANTIC OCEAN. IN RESPONSE, OCEANA AND OUR PARTNERS SUED THE FEDERAL GOVERNMENT. THE LAWSUIT, FILED IN SOUTH CAROLINA, CLAIMS THAT THE GOVERNMENT VIOLATED THE MARINE MAMMAL PROTECTION ACT, THE ENDANGERED SPECIES ACT AND THE NATIONAL ENVIRONMENTAL POLICY ACT WHEN IT ISSUED THE AUTHORIZATIONS. SINCE THEN, TEN STATE ATTORNEYS GENERAL HAVE INTERVENED IN SUPPORT OF OUR SUIT.USING GFW DATA, OCEANA ANALYSTS BUILT AN INTERACTIVE MAP THAT ALLOWS US TO VIEW VESSELS ENGAGED IN SEISMIC EXPLORATION FOR OIL AND GAS IN US WATERS. OCEANA'S "WE'RE WATCHING" MAP DISPLAYS NEAR REAL-TIME ACTIVITY OF SEISMIC EXPLORATION VESSELS ASSOCIATED WITH COMPANIES SEEKING PERMITS IN THE ATLANTIC. WE MADE THIS PUBLIC ON THE OCEANA WEBSITE WHEN SEISMIC PERMITS WERE APPROVED BY PRESIDENT TRUMP.DEFENSE OF OCEAN PROTECTION LAWS:OCEANA HAS TAKEN THE LEAD IN A COALITION TO DEFEND THE MAGNUSON-STEVENS FISHERY CONSERVATION AND MANAGEMENT ACT (MSA). FOR A FULL YEAR, WE DELAYED A COMMITTEE VOTE ON A BILL THAT WOULD GUT THE MSA, AND THEN DELAYED THE FLOOR VOTE ANOTHER SIX MONTHS UNTIL JULY 2018. OCEANA ALSO CONTINUES TO CO-LEAD WITH NRDC THE COALITION OF NGOS DEFENDING THE MARINE MAMMAL PROTECTION ACT (MMPA). IN 2018, THE BIGGEST THREAT WAS THE "STREAMLINING ENVIRONMENTAL APPROVALS (SEA) ACT," WHICH IS THE OFFSHORE OIL AND GAS INDUSTRY'S WISH-LIST TO FACILITATE SEISMIC AIRGUN SURVEYS BY GUTTING CORE PROVISIONS OF THE MMPA. THANKS TO OUR WORK, THIS BILL REMAINS STALLED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,571,497 | ExpenseAmt |
| Grant | $200 | GrantAmt |
| Desc | LAW -THE LEGAL DEPARTMENT SUPPORTS OCEANA'S CAMPAIGNS BY PROVIDING LEGAL ADVICE TO OCEANA'S STAFF, DRAFTING COMMENT LETTERS, BRINGING STRATEGIC LITIGATION, AND REVIEWING ADVOCACY MATERIALS. THE LEGAL DEPARTMENT ALSO PROVIDES SENIOR MANAGEMENT WITH EFFECTIVE ADVICE ON ORGANIZATIONAL STRATEGIES AND THEIR IMPLEMENTATION, ADVICE ON LEGAL COMPLIANCE AND LEGAL RISK, AND RETAINS OUTSIDE COUNSEL AND OVERSEES THEIR WORK.HIGHLIGHTS OF OUR 2018 WORK INCLUDE:UNITED STATES:-WITH THE ASSISTANCE OF PRO BONO ATTORNEYS, WE DEFENDED A PACIFIC RULE IMPOSING HARD BYCATCH CAPS ON DRIFT GILLNETS. AFTER THE TRUMP ADMINISTRATION TOOK POWER, THE GOVERNMENT REJECTED THE HARD CAPS RULE ALREADY APPROVED BY THE PACIFIC FISHERY MANAGEMENT COUNCIL. THE COURT HELD THAT THE GOVERNMENT COULD NOT DO THAT AND HAD TO GO BACK AND CONSULT WITH THE COUNCIL IF IT WANTED TO REVISE THE RULE.-WE DEFEATED QUOTAS THAT ALLOWED OVERFISHING FOR THE PACIFIC ANCHOVY, SECURING A COURT ORDER REQUIRING THE PACIFIC FISHERY MANAGEMENT COUNCIL TO ESTABLISH CATCH LIMITS BASED ON SCIENCE.-WE PROMOTED SCIENTIFIC MONITORING OF SEA TURTLE TAKES BY WINNING A RULING THAT THE FISHERIES SERVICE MUST DEVISE A RATIONAL METHOD FOR MONITORING SEA TURTLE INTERACTIONS WITH THE ATLANTIC SEA SCALLOP FISHERY BY THE END OF 2018.-WE SCORED A VICTORY FOR TRANSPARENCY WHEN A FEDERAL COURT ORDERED THE NATIONAL MARINE FISHERIES SERVICE TO DISCLOSE RECORDS CONCERNING ATLANTIC DUSKY SHARK BYCATCH. -WE FILED A CHALLENGE TO THE GOVERNMENT'S PERMITS AUTHORIZING SEISMIC EXPLORATION FOR OIL AND GAS IN THE ATLANTIC TO HARM MARINE MAMMALS, INCLUDING THE CRITICALLY ENDANGERED NORTH ATLANTIC RIGHT WHALE. -IN ADDITION, WE FULLY LITIGATED THREE ADDITIONAL CASES WHICH WERE NOT YET DECIDED. SPAIN:WE SUCCESSFULLY DEFENDED THE GOVERNMENT'S BOTTOM TRAWLING BAN IN THE SENSITIVE HABITAT OF THE MENORCA CHANNEL AND BALEARIC SEAMOUNTS.BRAZIL:WE SUPPORTED THE GOVERNMENT IN ITS DEFENSE OF THE RED LIST OF ENDANGERED SPECIES OF FISH AND AQUATIC INVERTEBRATES. OUR WORK WITH THE GOVERNMENT RESULTED IN ITS ISSUING FOUR ORDINANCES IMPLEMENTING RECOVERY MEASURES FOR ENDANGERED SPECIES.PHILIPPINES:WE FILED A CASE TO COMPEL THE GOVERNMENT TO ISSUE NEW SUSTAINABLE FISHERIES REGULATIONS.CHILE:WE DEFENDED THE GOVERNMENT'S ACTION REJECTING THE DOMINGA MINING AND PORT PROJECT TO BE SITED IN SENSITIVE HABITAT AND FILED SUIT SEEKING THE DISCLOSURE OF INFORMATION RELATED TO SALMON AQUACULTURE.CORPORATE COUNSEL:-REVIEWED AND REVISED OCEANA'S GLOBAL DATA PROTECTION SYSTEM (WITH INTER-OFFICE TEAM) AND BROUGHT IT INTO COMPLIANCE WITH NEWLY-EFFECTIVE EUROPEAN UNION STANDARDS.-PERFORMED LEGAL WORK FOR FORMAL COMBINATION WITH SAILORS FOR THE SEA. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | DescDesc |
|---|---|
| $1,989,984 | COMMUNICATIONS |
| $1,820,578 | MARINE SCIENCE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,810,562 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $27,908,167 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | 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 | 60 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 193 | 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 |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | AK | StatesWhereCopyOfReturnIsFldCd |
| 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 | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | 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 | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | 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 | LA | 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 | ME | 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 | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | 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 | NE | 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 | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | 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 | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | 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 | JAMES F SIMON | 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 NO 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| VALARIE VAN CLEAVE | |||||||||
| CHAIR | 9.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TED DANSON | |||||||||
| VICE-CHAIR | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| KEITH ADDIS | |||||||||
| PRESIDENT | 6.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES SANDLER | |||||||||
| SECRETARY | 3.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DIANA THOMSON | |||||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| GAZ ALAZRAKI | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MONIQUE BAR | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HERBERT M BEDOLFE III | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| SYDNEY DAVIS | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CESAR GAVIRIA | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARA EUGENIA GIRON | |||||||||
| DIRECTOR | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LOIC GOUZER | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENA KING | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SARA LOWELL | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN P MCALLISTER | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR KRISTIAN PARKER | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR DANIEL PAULY | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN ROCKEFELLER | |||||||||
| DIRECTOR | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID ROCKEFELLER JR | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SIMON SIDAMON-ERISTOFF | |||||||||
| DIRECTOR | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HEATHER STEVENS | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR RASHID SUMAILA | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SAM WATERSTON | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEAN WEISS | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW F SHARPLESS | |||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 1.00 | Yes (X) | $405,096 | $0 | $42,358 | |||
| JAMES F SIMON | |||||||||
| PRESIDENT & GENERAL COUNSEL | 40.00 | 1.00 | Yes (X) | $314,405 | $0 | $45,595 | |||
| CHRISTOPHER M SHARKEY | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 1.00 | Yes (X) | $242,057 | $0 | $36,921 | |||
| MICHAEL F HIRSHFIELD | |||||||||
| CHIEF SCIENTIST & STRATEGY OFFICER | 40.00 | Yes (X) | $270,111 | $0 | $31,686 | ||||
| JACQUELINE SAVITZ | |||||||||
| SVP, UNITED STATES | 40.00 | $241,845 | $0 | $32,563 | Yes (X) | ||||
| LARS GUSTAVSSON | |||||||||
| SVP, EUROPE | 40.00 | $221,293 | $0 | $0 | Yes (X) | ||||
| MATTHEW M LITTLEJOHN | |||||||||
| SVP, STRATEGIC MKTG & COMMUNICATIONS | 40.00 | $218,986 | $0 | $34,561 | Yes (X) | ||||
| NANCY GOLDEN | |||||||||
| VICE PRESIDENT OF DEVELOPMENT | 40.00 | $208,264 | $0 | $28,484 | Yes (X) | ||||
| SUSAN MURRAY | |||||||||
| DEPUTY VP, PACIFIC | 40.00 | $164,501 | $0 | $24,059 | Yes (X) | ||||
| ERIC BILSKY | |||||||||
| SENIOR ATTORNEY & ASSISTANT GENERAL COUNSEL | 40.00 | $161,512 | $0 | $24,556 | Yes (X) | ||||
| ADEMILSON ZAMBONI | |||||||||
| VP, BRAZIL | 40.00 | $120,787 | $0 | $0 | Yes (X) | ||||
| PATRICIA MAJULF | |||||||||
| VP, PERU | 40.00 | $120,500 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,689,357 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $300,783 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | 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 |
|---|---|---|---|---|---|
| M&R STRATEGIC SERVICES INC | |||||
| 1901 L ST NW SUITE 800 | WASHINGTON | DC | 20036 | FUNDRAISING AND ADVERTISING | $744,028 |
| WASHINGTON GROUP SOLUTIONS | |||||
| 101 W BROAD STREET SUITE 200 | FALLS CHURCH | VA | 22046 | MOVING AND ARCHITECTURE | $512,712 |
| HYATT CHES BAY GOLF RESORT SPA AND MARI | |||||
| 100 HERON BLVD | CAMBRIDGE | MD | 21613 | CATERING SERVICES | $464,048 |
| OGLETREE DEAKINS PC | |||||
| PO BOX 89 | COLUMBIA | SC | 29202 | LEGAL COUNSEL | $393,783 |
| NORTHEAST SERIES OF LOCKTON COMPANIES L | |||||
| PO BOX 417484 | BOSTON | MA | 02241 | INSURANCE BROKER/COMMISSIONS | $335,468 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $84,246 | FederatedCampaignsAmt |
| Fundraising | $3,515,465 | FundraisingAmt |
| Government Grants | $14,309 | GovernmentGrantsAmt |
| All Other Contributions | $48,212,326 | AllOtherContributionsAmt |
| Noncash Contributions | $880,918 | NoncashContributionsAmt |
| Total Contributions | $51,826,346 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONSULTING | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10,984 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,984 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,984 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,082 | TotalRevenueColumnAmt |
| Exclusion | $29,082 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,000 | TotalRevenueColumnAmt |
| Exclusion | $5,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $52,240 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $58,122 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$5,882 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,882 | TotalRevenueColumnAmt |
| Exclusion | -$5,882 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $190,278 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,515,465 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $284,131 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$93,853 | TotalRevenueColumnAmt |
| Exclusion | -$93,853 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| FOREIGN CURRENCY GAIN | 900099 | $98,000 | $98,000 | |
| WEB ADVERTISING | 900004 | $21,646 | $21,646 | |
| MISCELLANEOUS | 900099 | $5,154 | $5,154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $124,800 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,896,477 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,984 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $21,646 | UnrelatedBusinessRevenueAmt |
| Exclusion | $37,501 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $652,692 | TotalAmt |
| Program Services | $652,692 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $556,579 | TotalAmt |
| Program Services | $556,579 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,137,477 | TotalAmt |
| Program Services | $1,532,567 | ProgramServicesAmt |
| Management And General | $527,280 | ManagementAndGeneralAmt |
| Fundraising | $77,630 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,432,798 | TotalAmt |
| Program Services | $12,122,528 | ProgramServicesAmt |
| Management And General | $2,531,053 | ManagementAndGeneralAmt |
| Fundraising | $779,217 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $967,004 | TotalAmt |
| Program Services | $647,354 | ProgramServicesAmt |
| Management And General | $242,347 | ManagementAndGeneralAmt |
| Fundraising | $77,303 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,367,679 | TotalAmt |
| Program Services | $926,128 | ProgramServicesAmt |
| Management And General | $342,599 | ManagementAndGeneralAmt |
| Fundraising | $98,952 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,797,333 | TotalAmt |
| Program Services | $1,524,745 | ProgramServicesAmt |
| Management And General | $212,674 | ManagementAndGeneralAmt |
| Fundraising | $59,914 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $665,186 | TotalAmt |
| Program Services | $530,712 | ProgramServicesAmt |
| Management And General | $116,859 | ManagementAndGeneralAmt |
| Fundraising | $17,615 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,026 | TotalAmt |
| Program Services | $205,066 | ProgramServicesAmt |
| Management And General | $45,154 | ManagementAndGeneralAmt |
| Fundraising | $6,806 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,937 | TotalAmt |
| Fundraising | $139,937 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,233,044 | TotalAmt |
| Program Services | $2,691,099 | ProgramServicesAmt |
| Management And General | $452,627 | ManagementAndGeneralAmt |
| Fundraising | $89,318 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,897,204 | TotalAmt |
| Program Services | $709,866 | ProgramServicesAmt |
| Management And General | $21,030 | ManagementAndGeneralAmt |
| Fundraising | $1,166,308 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,067,857 | TotalAmt |
| Program Services | $1,537,713 | ProgramServicesAmt |
| Management And General | $154,145 | ManagementAndGeneralAmt |
| Fundraising | $375,999 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,783,531 | TotalAmt |
| Program Services | $1,319,866 | ProgramServicesAmt |
| Management And General | $373,843 | ManagementAndGeneralAmt |
| Fundraising | $89,822 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,094,997 | TotalAmt |
| Program Services | $1,734,615 | ProgramServicesAmt |
| Management And General | $254,823 | ManagementAndGeneralAmt |
| Fundraising | $105,559 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,184,559 | TotalAmt |
| Program Services | $566,381 | ProgramServicesAmt |
| Management And General | $337,525 | ManagementAndGeneralAmt |
| Fundraising | $280,653 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $875 | TotalAmt |
| Management And General | $875 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $556,742 | TotalAmt |
| Program Services | $142,663 | ProgramServicesAmt |
| Management And General | $414,079 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,047 | TotalAmt |
| Program Services | $264,600 | ProgramServicesAmt |
| Management And General | $84,226 | ManagementAndGeneralAmt |
| Fundraising | $9,221 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LOSS ON DISPOSAL | $505,436 | $505,436 | ||
| DUES AND SUBSCRIPTIONS | $352,380 | $157,677 | $176,497 | $18,206 |
| EQUIPMENT RENTAL/MAINT. | $67,557 | $12,346 | $48,971 | $6,240 |
| TAXES AND FEES | $34,814 | $4,867 | $11,889 | $18,058 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,941 | TotalAmt |
| Program Services | $5,636 | ProgramServicesAmt |
| Management And General | $5,879 | ManagementAndGeneralAmt |
| Fundraising | $426 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,122,695 | TotalAmt |
| Program Services | $27,908,167 | ProgramServicesAmt |
| Management And General | $6,797,344 | ManagementAndGeneralAmt |
| Fundraising | $3,417,184 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,780,294 | BOYAmt |
| EOY | $19,861,706 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,801,300 | BOYAmt |
| EOY | $5,158,679 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,601,805 | BOYAmt |
| EOY | $25,704,582 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,768 | BOYAmt |
| EOY | $69,229 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,456 | BOYAmt |
| EOY | $8,844 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,977 | BOYAmt |
| EOY | $42,256 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,132,988 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,057,285 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,607,235 | BOYAmt |
| EOY | $4,075,703 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,123 | BOYAmt |
| EOY | $45,021 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $793,850 | BOYAmt |
| EOY | $1,298,598 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,707 | BOYAmt |
| EOY | $243,244 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,164,515 | BOYAmt |
| EOY | $56,507,862 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,396,726 | BOYAmt |
| EOY | $2,240,494 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $5,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,875 | BOYAmt |
| EOY | $2,900,806 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,570,601 | BOYAmt |
| EOY | $5,146,300 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,369,819 | BOYAmt |
| EOY | $11,200,257 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,224,095 | BOYAmt |
| EOY | $40,161,305 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,593,914 | BOYAmt |
| EOY | $51,361,562 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,164,515 | BOYAmt |
| EOY | $56,507,862 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $13,773,782 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,134 | 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 | $21,110,289 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,802,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,887,791 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,322,208 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,826,346 | CurrentTaxYearAmt |
| Total | $164,948,822 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,110,289 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,802,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,887,791 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,322,208 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,826,346 | CurrentTaxYearAmt |
| Total | $164,948,822 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $54,481,132 | SubstantialContributorsTotAmt |
| Public Support Total170 | $110,467,690 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $87,084 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,769 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,973 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,082 | CurrentTaxYearAmt |
| Total | $203,116 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,773 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,452 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $566 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $5,154 | CurrentTaxYearAmt |
| Total | $47,945 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $165,199,883 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $863,304 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.66870 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71330 | 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 | OTHER INCOME - 2014 AMOUNT: $ 24,773. 2015 AMOUNT: $ 17,452. 2016 AMOUNT: $ 566. 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 5,154. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $181,155 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $211,911 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $393,066 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $37,584,528 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $37,977,594 | 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 | $281,792 | CurrentYearMinus3Amt |
| Current Year Minus2 | $190,211 | CurrentYearMinus2Amt |
| Current Year Minus1 | $271,436 | CurrentYearMinus1Amt |
| Current Year | $393,066 | CurrentYearAmt |
| Total | $1,136,505 | 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 | $62,815 | CurrentYearMinus3Amt |
| Current Year Minus2 | $74,264 | CurrentYearMinus2Amt |
| Current Year Minus1 | $130,278 | CurrentYearMinus1Amt |
| Current Year | $181,155 | CurrentYearAmt |
| Total | $448,512 | TotalAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,794,272 | OtherCostOrOtherBasisAmt |
| Depreciation | $277,794 | DepreciationAmt |
| Book Value | $2,516,478 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,653,942 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,167,087 | DepreciationAmt |
| Book Value | $1,486,855 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,684,774 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,612,404 | DepreciationAmt |
| Book Value | $72,370 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,075,703 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT AND LEASE INCENTIVE | Desc |
| Amt | $2,900,806 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,900,806 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2018, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 1 | 13 | PROGRAM SERVICES | $636,906 |
| SOUTH ASIA | 1 | 16 | PROGRAM SERVICES | $1,496,375 |
| SOUTH AMERICA | 3 | 38 | PROGRAM SERVICES | $4,918,449 |
| NORTH AMERICA | 3 | 16 | PROGRAM SERVICES | $527,721 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 5 | 40 | PROGRAM SERVICES | $4,630,233 |
| SOUTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $5,345 |
| NORTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $536,234 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $15,000 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | FUNDRAISING | $549,419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 13 | SubtotalOfficesCnt |
| Subtotal Employees | 123 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 13 | TotalOfficeCnt |
| Total Employee | 123 | TotalEmployeeCnt |
| Subtotal Spent | $12,766,263 | SubtotalSpentAmt |
| Continuation Spent | $549,419 | ContinuationSpentAmt |
| Total Spent | $13,315,682 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | TO SUPPORT OCEANA CANADA'S MISSION TO RESTORE CANADIAN OCEANS. | $536,234 | WIRE AND IN-KIND CONTRIBUTIONS | |||
| EAST ASIA AND THE PACIFIC | TO SUPPORT AN INVESTIGATION INTO SEAFOOD FRAUD IN JAPAN. | $15,000 | CHECK | |||
| SOUTH AMERICA | DONATION TO APPAECSC (THE FISHERMEN ASSOCIATION) WITH A PURPOSE OF OCEAN CONSERVATION AND MARINE ENVIRONMENT; AND PURCHASE OF TRACKERS FOR FISHING VESSELS. | $0 | $5,345 | DONATION OF 32 TRACKERS FOR FISHING VESSELS | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
| 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 | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | OCEANA INFREQUENTLY 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 |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 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 | ||||||||
| 1901 L STREET NW SUITE 800 | WASHINGTON | DC | 20036 | FUNDRAISING COUNSEL | 0 | $658,355 | $109,212 | $568,155 |
| THE HOLMAN GROUP LLC | ||||||||
| 1854 NORTH DOHENY DRIVE | WEST HOLLYWOOD | CA | 90069 | FUNDRAISING COUNSEL | 0 | $135,566 | $16,100 | $119,466 |
| CHARITY BUZZ | ||||||||
| 437 FIFTH AVENUE 11TH FLOOR | NEW YORK | NY | 10016 | PROFESSIONAL SOLICITOR/FUNDRAISER | Yes (1) | $75,000 | $14,625 | $60,375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $868,921 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $139,937 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $747,996 | 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 | 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 | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | 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 | DC | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SEACHANGE | Event1Nm |
| Gross Receipts Event1 | $1,320,871 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,236,216 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $84,655 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $73,048 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $52,850 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $12,229 | OtherDirectExpensesEvent1Amt |
| Event2 | NEW YORK CITY BENEFIT | Event2Nm |
| Gross Receipts Event2 | $1,280,212 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,221,464 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $58,748 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $86,025 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $1,509 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $11,425 | EntertainmentEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,104,660 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,057,785 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $46,875 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $47,045 | FoodAndBeverageOtherEventsAmt |
| Gross Receipts Total | $3,705,743 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,515,465 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $190,278 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $86,025 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $121,602 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $64,275 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,229 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $284,131 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$93,853 | 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, 2018 M&R STRATEGIC SERVICES, INC. WAS COMPENSATED A TOTAL OF $744,028. OF THIS AMOUNT, $109,212 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| GLOBAL FISHING WATCH INC | |||||||
| 1025 CONNECTICUT AVENUE NW 200 | WASHINGTON | DC | 20036 | 815461345 | 501(C)(3) | $607,692 | TO OPERATE AND FURTHER DEVELOP THE GLOBAL FISHING WATCH WEB PLATFORM. |
| SURF INDUSTRY MANUFACTURERS ASSOCIATION (SIMA) | |||||||
| 8 ARGONAUT SUITE 170 | ALISO VIEJO | CA | 92656 | 330385201 | 501(C)(6) | $30,000 | TO HELP LOCAL ECOLOGICAL AND ENVIRONMENTAL ORGANIZATIONS WHOSE EFFORTS ARE FOCUSED ON ENHANCING THE OCEANIC ENVIRONMENT. |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | |||||||
| 740 15TH STREET NW 7TH FLOOR | WASHINGTON | DC | 20005 | 521379661 | 501(C)(3) | $10,000 | SILVER SPONSORSHIP FOR LCV DINNER ON OCTOBER 2, 2018 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | OCEANA INFREQUENTLY MAKES GRANTS TO 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDREW F SHARPLESS | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $405,096 | $0 | $0 | $0 | $0 | $0 | $32,578 | $0 | $9,780 | $0 | $447,454 | $0 | $0 | $0 |
| JAMES F SIMON | ||||||||||||||
| PRESIDENT & GENERAL COUNSEL | $314,405 | $0 | $0 | $0 | $0 | $0 | $32,624 | $0 | $12,971 | $0 | $360,000 | $0 | $0 | $0 |
| CHRISTOPHER M SHARKEY | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $242,057 | $0 | $0 | $0 | $0 | $0 | $28,750 | $0 | $8,171 | $0 | $278,978 | $0 | $0 | $0 |
| MICHAEL F HIRSHFIELD | ||||||||||||||
| CHIEF SCIENTIST & STRATEGY OFFICER | $270,111 | $0 | $0 | $0 | $0 | $0 | $27,225 | $0 | $4,461 | $0 | $301,797 | $0 | $0 | $0 |
| JACQUELINE SAVITZ | ||||||||||||||
| SVP, UNITED STATES | $241,845 | $0 | $0 | $0 | $0 | $0 | $27,080 | $0 | $5,483 | $0 | $274,408 | $0 | $0 | $0 |
| LARS GUSTAVSSON | ||||||||||||||
| SVP, EUROPE | $221,293 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $221,293 | $0 | $0 | $0 |
| MATTHEW M LITTLEJOHN | ||||||||||||||
| SVP, STRATEGIC MKTG & COMMUNICATIONS | $218,986 | $0 | $0 | $0 | $0 | $0 | $27,000 | $0 | $7,561 | $0 | $253,547 | $0 | $0 | $0 |
| NANCY GOLDEN | ||||||||||||||
| VICE PRESIDENT OF DEVELOPMENT | $208,264 | $0 | $0 | $0 | $0 | $0 | $25,200 | $0 | $3,284 | $0 | $236,748 | $0 | $0 | $0 |
| SUSAN MURRAY | ||||||||||||||
| DEPUTY VP, PACIFIC | $164,501 | $0 | $0 | $0 | $0 | $0 | $18,457 | $0 | $5,602 | $0 | $188,560 | $0 | $0 | $0 |
| ERIC BILSKY | ||||||||||||||
| SENIOR ATTORNEY & ASSISTANT GENERAL | $161,512 | $0 | $0 | $0 | $0 | $0 | $19,782 | $0 | $4,774 | $0 | $186,068 | $0 | $0 | $0 |
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 | $51,606 | TransactionAmt |
| Transaction | SARAH BEDOLFE IS AN EMPLOYEE OF OCEANA AND HER TOTAL COMPENSATION PAID FOR THE YEAR ENDED DECEMBER 31, 2018 WAS $51,606. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $252,040 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1316 | ContributionCnt |
| Noncash Contributions Rpt F990 | $109,472 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $519,406 | 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 ITEMS CONTRIBUTED IN PART I, COLUMN (B). |
| PART I, LINE 32B: | CHARITY BUZZ PROMOTED, COLLECTED, AND PROCESSED NON-CASH DONATIONS RELATED TO OCEANA'S FUNDRAISING EVENTS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE I, DESCRIPTION OF ORGANIZATION'S MISSION: | OCEANA WAS FOUNDED IN 2001 BY AN INTERNATIONAL GROUP OF FOUNDATIONS. DESPITE REPEATED SCIENTIFIC REPORTS OF WIDESPREAD FISHERY COLLAPSE CAUSED BY OVERFISHING AND POLLUTION, THE FOUNDERS DISCOVERED THAT LEADING ENVIRONMENTAL FOUNDATIONS SPENT LESS THAN HALF OF ONE PERCENT OF THEIR RESOURCES ON OCEAN CONSERVATION. HEALTHY OCEANS CONTRIBUTE SIGNIFICANTLY TO FEEDING A GROWING WORLD POPULATION, YET NO INTERNATIONAL ORGANIZATION WAS WORKING EXCLUSIVELY TO PROTECT AND RESTORE ABUNDANT OCEAN FISHERIES. OCEANA'S FOUNDERS ENVISIONED AN ORGANIZATION DEDICATED SOLELY TO ACHIEVING SIGNIFICANT IMPROVEMENTS IN OCEAN MANAGEMENT THROUGH A SCIENCE-BASED APPROACH, USING CAREFULLY CHOSEN NATIONAL CAMPAIGNS WITH FIXED DEADLINES AND MEASURABLE GOALS. TODAY, 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 NEARLY 200 SIGNIFICANT POLICY VICTORIES AND PROTECTED ALMOST 9.1 MILLION SQUARE KILOMETERS OF OCEANS. OCEANA SUPPORTS SCIENCE-DRIVEN OCEAN MANAGEMENT IN THE MOST PRODUCTIVE PARTS OF THE WORLD'S OCEANS. TODAY, OCEANA TEAMS ARE WORKING IN COUNTRIES WHICH CONTROL ABOUT A THIRD OF THE WORLD'S WILD OCEAN FISHERIES (BY WEIGHT): THE UNITED STATES, THE EUROPEAN UNION, BELIZE, BRAZIL, CANADA, CHILE, MEXICO, PERU AND THE PHILIPPINES. OCEANA'S CAMPAIGNS CARRY OUT FOUR KEY STRATEGIES: STOP OVERFISHING THROUGH SCIENCE-BASED FISHERY MANAGEMENT, AND BY DETERRING ILLEGAL FISHING; REDUCE BYCATCH, OR THE UNINTENDED CATCH OF FISH AND MARINE ANIMALS; PROTECT HABITAT AND THE ECOSYSTEMS THAT DEPEND ON THEIR HEALTH, AND CURB POLLUTION, BY STOPPING THE EXPANSION OF OFFSHORE OIL DRILLING AND REDUCING THE PRODUCTION OF SINGLE-USE PLASTICS. OCEANA'S CAMPAIGNS HAVE DEMONSTRATED THE EFFECTIVENESS OF THESE STRATEGIES FOR RESTORING OCEANS. 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. OCEANA IS WORKING WITH COUNTRIES TO PROVIDE THIS BOUNTY TO THEIR CITIZENS. TOGETHER WITH OUR ALLIES, WE ARE SAVING THE OCEANS TO FEED THE WORLD. |
| FORM 990, PART III, LINE 2 | THE OCEANA BOARD OF DIRECTORS VOTED TO COLLABORATE WITH SAILORS FOR THE SEA (SFS), A 501(C)(3) ORGANIZATION, WITH THE INTENTION OF MERGING PROGRAMMATIC ACTIVITIES. SFS INTENDS TO CEASE OPERATIONS DURING THE SUMMER OF 2019. DURING THE YEAR ENDED DECEMBER 31, 2018, OCEANA FULLY ASSUMED THE PROGRAMMATIC ACTIVITIES OF SFS. |
| FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS, CON'T: | SECURED PUBLIC SUPPORT FOR A GILLNET BAN FROM THE RECENTLY-ESTABLISHED NATIONAL SPORTS FISHERS ASSOCIATION AND THE COASTAL ZONE MANAGEMENT AUTHORITY, THE LEADING MARINE SCIENTIFIC RESEARCH ORGANIZATION IN BELIZE; DESIGNED AND IMPLEMENTED A NATIONAL MEDIA TOUR THAT PUTS FORMER GILLNETTERS, SPORTS FISHERS AND COMMERCIAL FISHERS FRONT AND CENTER TO ENSURE THAT THEIR VOICES ARE HEARD ON POLICY MATTERS THAT IMPACT BELIZE'S FISHERIES; CONTINUED TO UTILIZE BROADCAST MEDIA, SPECIFICALLY TELEVISION AND RADIO TO BUILD VISIBILITY AND SUPPORT FOR THE CAMPAIGN, VIA STRATEGICALLY PLACED ADVERTISEMENTS, PRESS RELEASES AND MEDIA INTERVIEWS, AS WELL AS APPEARANCES ON LOCAL MORNING TALK SHOWS; FORMALIZED A MEMORANDUM OF UNDERSTANDING WITH THE BELIZE FEDERATION OF FISHERS THAT WILL SEE A MORE COORDINATED EFFORT AT ADVOCATING FOR A PHASE-OUT/BAN OF GILLNETS, INCLUSIVE OF A STRATEGIC MEDIA AND PUBLIC RELATIONS CAMPAIGN; HELPED FORM THE COALITION FOR SUSTAINABLE FISHERIES, WHICH ALSO INCLUDES THE BELIZE FEDERATION OF FISHERS, MAR ALLIANCE, THE TURNEFFE ATOLL TRUST AND THE TURNEFFE SPORTS FISHERS ASSOCIATION; AND SUCCESSFULLY DEFENDED THE INDEFINITE MORATORIUM ON OFFSHORE OIL EXPLORATION IN BELIZE. CLEAN ENERGY CAMPAIGN: WE HOSTED AN AWARD CEREMONY IN JUNE 2018 TO PROMOTE THE OFFSHORE OIL MORATORIUM AND TO HONOR PRIME MINISTER DEAN BARROW FOR HIS DECISION TO BAN OFFSHORE OIL DRILLING IN BELIZE. AT THE EVENT, THE PRIME MINISTER HIGHLIGHTED OCEANA'S KEY ROLE IN ACHIEVING THIS BAN AND IN "PUSHING LEADERS TO GO FURTHER" THAN THEY WOULD HAVE EVER CONTEMPLATED. THE OFFSHORE OIL MORATORIUM WAS ALSO A KEY FACTOR IN THE DECISION BY THE UNITED NATION'S EDUCATIONAL, SCIENTIFIC AND CULTURAL ORGANIZATION (UNESCO) WORLD HERITAGE CENTER TO ACKNOWLEDGE BELIZE'S STEPS TOWARDS MEANINGFUL STEWARDSHIP AND SAFEGUARDING OF ITS WORLD HERITAGE SITE STATUS. AT ITS MEETING IN LATE JUNE, UNESCO ANNOUNCED THAT BELIZE IS NO LONGER ON THE SITES IN DANGER LIST. REDUCE SINGLE USE PLASTICS: THE COUNTRY IS ON TRACK TO BAN SINGLE-USE PLASTICS BY THE APRIL 2019 DEADLINE. OCEANA IS CO-CHAIR OF THE COMMUNICATIONS AND PUBLIC AWARENESS WORKING GROUP FOR THIS EFFORT AND IS SUPPORTING THE GOVERNMENT IN THE DESIGN AND IMPLEMENTATION OF A COMMUNICATIONS PLAN TO MAINTAIN AND INCREASE THE PUBLIC'S SUPPORT FOR THE BAN OF SINGLE USE, DISPOSABLE PLASTIC AND STYROFOAM PRODUCTS WITHIN THE FOOD SECTOR. WE ARE ALSO CHAMPIONING THE FOOD VENDORS WHO ARE MAKING THE TRANSITION TO ENVIRONMENTALLY FRIENDLY ALTERNATIVES AND PRACTICES. BRAZIL: SCIENCE-BASED RECOVERY PLANS THE GOVERNMENT PUBLISHED FOUR RECOVERY PLANS FOR DEPLETED COMMERCIAL FISH SPECIES IN JULY 2018, ALL DUE TO OCEANA'S DIRECT PARTICIPATION. WE THEREFORE DECLARED VICTORY IN OUR SCIENCE-BASED RECOVERY PLANS CAMPAIGN ON JULY 30TH, ACHIEVING THE 2019 GOAL ONE YEAR EARLY. IN JULY, FOUR RECOVERY PLANS TO REGULATE FISHERIES AFFECTING FIVE RED-LISTED SPECIES WERE ADOPTED: THE DUSKY GROUPER (EPINEPHELUS MARGINATUS), THE SOUTHERN RED SNAPPER (LUTJANUS PURPUREUS), THE SNOWY GROUPER (HYPORTHODUS NIVEATUS), THE TILEFISH (LOPHOLATILUS VILLARI) AND THE GILLBACKER SEA CATFISH (SCIADES PARKERI). THIS CAMPAIGN VICTORY WILL RESULT IN A REAL CHANGE FOR THESE SPECIES IN BRAZIL, FINALLY ALLOWING POPULATIONS TO RECOVER. MORE THAN THAT, ACHIEVING THIS GOAL MARKS AN IMPORTANT POLITICAL GAIN FOR OCEANA IN BRAZIL, DEMONSTRATING THAT WE ARE AN ORGANIZATION THAT MAKES REAL CHANGES TO PROTECT MARINE ECOSYSTEMS AND GUARANTEE SUSTAINABLE FISHERIES. TRANSPARENCY AND SCIENCE-BASED DECISIONS ON FISHERIES: OCEANS SEEKS TO RESTORE THE SCIENTIFIC BASIS FOR FISHERIES MANAGEMENT DECISIONS, INCLUDING REINSTATING LANDINGS MONITORING FOR AT LEAST ONE STATE OR FISHERY AND NATIONAL LOGBOOK AND OBSERVER PROGRAMS BY 2020. IN 2018, WE GOT THE TAINHA FISHING SECTOR IN PATOS LAGOON ESTUARY, RIO GRANDE DO SUL STATE, TO VOLUNTARILY REPORT THEIR LANDINGS FOR THE FIRST TIME. PROTECT TAINHA CAMPAIGN: OCEANA WON A HUGE VICTORY FOR THE PROTECT TAINHA CAMPAIGN ON MAY 16TH WHEN THE SPECIAL SECRETARIAT OF FISHING AND MINISTRY OF ENVIRONMENT PUBLISHED THE MANAGEMENT RULES AND QUOTA ADOPTION FOR THE 2018 SEASON. THIS VICTORY WAS AN IMPORTANT STEP FORWARD FOR OCEANA IN BRAZIL, STRENGTHENING OUR PUBLIC IMAGE AS A SCIENCE-BASED ORGANIZATION THAT PROPOSES FEASIBLE MEASURES FOR FISHERIES MANAGEMENT. IT ALSO ESTABLISHES A PRECEDENT TO GET THE GOVERNMENT TO ADOPT CATCH LIMITS FOR OTHER IMPORTANT SPECIES. THE BRAZILIAN MINISTRY OF THE ENVIRONMENT, FOR EXAMPLE, HAS ALREADY SOUGHT OCEANA'S SUPPORT TO DISCUSS CATCH LIMITS AND MONITORING MEASURES FOR OTHER FISHERIES. PROTECT VULNERABLE HABITATS AND SPECIES FROM BOTTOM TRAWLING: ON SEPTEMBER 5TH, THE GOVERNOR OF RIO GRANDE DO SUL SIGNED THE LAW BANNING BOTTOM TRAWLING FROM THE STATE TERRITORIAL SEA. THE LAW PROPOSED BY FISHERS AND OCEANA NOW PROTECTS A 12 NAUTICAL MILE WIDE STRIP ALONG THE STATE'S COASTLINE, WHERE 11 PERCENT OF ALL BRAZILIAN TRAWLING ACTIVITY TAKES PLACE. ROUGHLY 30 PERCENT OF THE RED LISTED ENDANGERED SPECIES OCCUR WITHIN THE NOW-PROTECTED 13,300 KM2 AREA. OCEANA PROVIDED SCIENTIFIC INFORMATION, LEGAL SUPPORT, AND PRESS COVERAGE. BECAUSE OF THIS PROTECTION, SCIENTISTS FORESEE AN INCREASE IN THE YIELDS OF COMMERCIAL FISHERIES IN RIO GRANDE DO SUL (WHICH PRODUCES 15 PERCENT OF THE FISH LANDED IN THE NATION), SINCE THE PROTECTION COVERS THE RANGE OF SEVERAL SPECIES AND THEIR REPRODUCTIVE HABITATS. OCEANA CANADA: IN 2018, OCEANA INC. PROVIDED CHARITABLE CONTRIBUTIONS AND IN-KIND SUPPORT TO OCEANA CANADA, AN INDEPENDENT NONPROFIT ORGANIZATION INCORPORATED UNDER CANADIAN LAW. WITH OUR SUPPORT, OCEANA CANADA ACHIEVED THE FOLLOWING VICTORIES: INCREASE GOVERNMENT TRANSPARENCY: OCEANA WORKED WITH GLOBAL FISHING WATCH TO SECURE A FORMAL STATEMENT OF SUPPORT FROM THE CANADIAN GOVERNMENT. AT THE SEPTEMBER G7 MINISTERIAL MEETINGS HELD IN HALIFAX FISHERIES MINISTER JONATHAN WILKINSON AND ENVIRONMENT MINISTER CATHERINE MCKENNA ANNOUNCED A COMMITMENT OF $11 MILLION CDN TO COMBAT IUU FISHING AND FORMALLY RECOGNIZED GLOBAL FISHING WATCH. REBUILD CANADA'S FISHERIES: THE BRITISH COLUMBIAN FJORDS WERE THE SITE OF A HIGHLY-SUCCESSFUL OCEANA-LED EXPEDITION FROM MARCH 7-14. ACCOMPANIED BY ALEXANDRA COUSTEAU, THE EXPEDITION PARTNERED WITH THE HEILTSUK AND KITASOO/XAI'XAIS FIRST NATIONS, THE CANADIAN DEPARTMENT OF FISHERIES AND OCEANS, AND OTHER RESPECTED RESEARCH PARTNERS. THE FJORDS WERE TARGETED BECAUSE OF THEIR HIGH CONSERVATION VALUE FOR DEPLETED FISH POPULATIONS, AND STRONG FIRST NATIONS SUPPORT FOR PROTECTION. ON JUNE 20, 2018 BILL C-68 (AMENDMENTS TO THE FISHERIES ACT), WAS PASSED BY THE HOUSE OF COMMONS AND INTRODUCED INTO THE SENATE. FOR THE FIRST TIME SINCE THE ACT WAS CREATED 150 YEARS AGO, BILL C-68 REQUIRES THE MINISTER TO MANAGE STOCKS "SUSTAINABLY AND REQUIRES REBUILDING PLANS FOR DEPLETED STOCKS IN THE CRITICAL ZONE. TOGETHER, THESE REQUIREMENTS SET THE EXPECTATION THAT STOCKS WILL BE MANAGED TO HEALTHY LEVELS AND WILL BE RETURNED TO A HEALTHY STATE IF THEY ARE DEPLETED. STOP SEAFOOD FRAUD IN CANADA: BUILDING ON OUR SUCCESS IN FOCUSING PUBLIC ATTENTION ON THE PREVALENCE OF SEAFOOD FRAUD AND MISLABELING, WE COMPLETED SEAFOOD FRAUD TESTING IN VANCOUVER AND VICTORIA, BRITISH COLUMBIA, AND FOUND THAT 30 PERCENT OF SAMPLES WERE MISLABELLED. IN TORONTO, WE FOUND AN ASTOUNDING 58 PERCENT OF SAMPLES WERE MISLABELLED. |
| FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS, CON'T: | CHILE HABITAT PROTECTION: THE NEW MINISTER OF FOREIGN AFFAIRS PUBLICLY ANNOUNCED THAT THE PINERA ADMINISTRATION WILL CARRY THROUGH ON BANNING BOTTOM TRAWLING IN 98 PERCENT OF CHILE'S WATERS. IN 2017, WE ANNOUNCED THIS VICTORY DURING FORMER PRESIDENT BACHELET'S ADMINISTRATION. HOWEVER, THE OFFICIAL RESOLUTION WAS NEVER PUBLISHED, AND THE NEW PINERA ADMINISTRATION DECIDED TO REVIEW ALL RESOLUTIONS ENACTED IN THE LAST MONTH OF THE FORMER GOVERNMENT. THUS, OCEANA STARTED OVER WITH A FOCUS ON EDUCATING PINERA'S FISHERIES UNDERSECRETARY. OUR PERSISTENCE PAID OFF AND, AFTER MANY MEETINGS, HE ASSURED US HE WOULD BE (RE)PUBLISHING THE MEASURE. THIS COMMITMENT WAS MADE PUBLIC WHEN IT WAS ANNOUNCED BY MINISTER OF FOREIGN AFFAIRS, ROBERTO AMPUERO AT THE OUR OCEANS CONFERENCE 2018. IN ADDITION, THE FISHERIES UNDERSECRETARY HAS STATED THAT THE PINERA GOVERNMENT WILL GO EVEN FURTHER THAN THE 98 PERCENT AND WILL CONTINUE REDUCTION OF BOTTOM TRAWLING UNTIL IT IS 100 PERCENT BANNED. THE FINAL DECREES FOR THE CREATION OF THE JUAN FERNANDEZ MPA AND THE TORTEL MPA WERE ISSUED WITHOUT CHANGES IN OCTOBER AND ARE NOW LAW. WE CONTINUE TO PUSH THE GOVERNMENT TO ALLOCATE A BUDGET TO OVERSEE THE MPAS AND TO DEVELOP MANAGEMENT PLANS FOR MPAS AND PROTECTED AREAS, WHICH COVER 44 PERCENT OF CHILE'S EEZ. FISHERIES MANAGEMENT: OCEANA IS SEEKING TO IMPROVE FISHERIES MANAGEMENT IN CHILE WITH A FOCUS ON THE RECOVERY OF THE COMMON HAKE, JACK MACKEREL AND ANCHOVETA FISHERIES, AND CONTROLLING ILLEGAL, UNREPORTED, AND UNREGULATED FISHING. FOLLOWING YEARS OF STRONG ADVOCACY AND IRREFUTABLE SCIENCE, TWO CRUCIAL FISHERIES HAVE OBTAINED SUSTAINABLE STATUS. TRANSPARENCY: OCEANA'S ADVOCACY PERSUADED CONGRESS TO PASS A LAW COMBATTING ILLEGAL FISHING AND STRENGTHENING FISHERIES TRANSPARENCY. OUR CAMPAIGN BEGAN IN 2015 WHEN WE RECOGNIZED THAT AN UNINTENDED CONSEQUENCE OF STRONGER FISHING QUOTAS WAS AN INCREASE IN UNDERREPORTING AND ILLEGAL FISHING. THIS SURGE IN IUU WAS OF CONCERN TO THE GOVERNMENT MONITORING AGENCY AND TOGETHER WE CREATED A PLAN TO COMBAT IUU FISHING. THE RESULT IS LEGISLATION APPROVED UNANIMOUSLY BY A JOINT COMMITTEE OF BOTH LEGISLATIVE HOUSES THAT: -REQUIRES TRACEABILITY FOR ALL FISHERIES FROM THE BOAT TO THE PLATE TO COMBAT ILLEGAL FISHING FOR THE ARTISANAL FLEET AND UNDERREPORTING OF THE INDUSTRIAL FLEET; -MAKES ILLEGAL FISHING A FELONY; -PROVIDES FOR CONFISCATION AND FORFEITURE OF ASSETS USED IN ILLEGAL FISHING (E.G., TRUCKS INVOLVED IN THE TRANSPORT OF ILLEGALLY-CAUGHT FISH); -EXTENDS CRIMINAL LIABILITY TO MIDDLEMEN IN THE ILLEGAL SUPPLY CHAIN; -REQUIRES THAT VMS DATA BE PUBLIC AND THAT IT BE INCLUDED IN GLOBAL FISHING WATCH; -SPECIFIES THAT VMS EVIDENCE IS SUFFICIENT TO PROVE ILLEGAL FISHING; AND -STRENGTHENS THE FISHERIES MONITORING AGENCY BY ADDING MORE PUBLIC FINANCIAL RESOURCES THAT WOULD ALLOW INCREASING THE STAFF BY THREE-FOLD. OCEANA'S ADVOCACY WAS ESPECIALLY IMPORTANT WHEN THE DIRECTOR OF THE FISHERIES MONITORING AGENCY WAS REMOVED IN EARLY APRIL AND NO ONE FROM GOVERNMENT SEEMED TO BE PUSHING FOR THE BILL'S APPROVAL. WE ALSO MADE THIS THE MOST IMPORTANT TOPIC FOR THE NEW FISHERIES UNDERSECRETARY AND MET WITH HIM ON MANY OCCASIONS. OCEANA PUSHED, AMONG OTHER THINGS, FOR A FIRST-IN-THE-WORLD PROVISION MANDATING THAT THE FISHERIES SERVICE PUBLISH MONTHLY THE VMS OF EACH VESSEL LOCATED IN THE CHILEAN EEZ IN OTHER WORDS, PERMANENT VMS TRANSPARENCY. WE ALSO GENERATED A LIST OF UNAUTHORIZED REFRIGERATED CARGO VESSELS TRANSSHIPPING IN THE SOUTH PACIFIC REGIONAL FISHERY MANAGEMENT ORGANIZATION (SPRFMO) OR INTER-AMERICAN TROPICAL TUNA COMMISSION (IATTC) REGIONS. OUR CHILEAN TEAM PRESENTED THESE DATA AT THE SPRFMO MEETING IN JANUARY 2018. WE SUBSEQUENTLY INVESTIGATED THE FLEET OF CHILEAN JACK MACKEREL VESSELS AND BLACKLISTED VESSELS OPERATING IN THE REGION TO HELP OCEANA CHILE ADVOCATE FOR STRONGER ENFORCEMENT AND REGULATION AGAINST UNAUTHORIZED TRANSHIPPERS AND IUU VESSELS. SALMON FARMING: THIS YEAR THE SALMON AQUACULTURE INDUSTRY DECREASED ITS ANTIBIOTIC USE 12.5 PERCENT ACHIEVING THE 2018 GOAL, MOSTLY PUSHED BY TIGHTER DENSITY REGULATION IMPOSED BY THE GOVERNMENT, WHICH DRIVES THE INDUSTRY TO PRODUCE LESS WHEN DISEASE PREVALENCE IS HIGH. EUROPE TRANSPARENCY: OCEANA AIMS TO IMPROVE TRANSPARENCY AND ACCOUNTABILITY IN THE FISHERIES SECTOR IN EUROPE. WE USED GFW DATA AND ANALYSES TO PROVIDE EVIDENCE OF BOTTOM TRAWLING IN PROTECTED MARINE HABITATS IN THE BALEARIC ISLANDS, SPAIN. OCEANA EUROPE SENT TWO LETTERS HIGHLIGHTING CASES OF POTENTIAL NON-COMPLIANCE TO LOCAL AND NATIONAL FISHERIES ADMINISTRATIONS OF THE BALEARIC ISLANDS AND SPAIN FOR FURTHER INVESTIGATION. WORKING WITH OUR EUROPEAN TEAM, WE ANALYZED THE 2017 FISHING BEHAVIOR OF TRAWLERS AND DREDGERS ENTERING 28 DESIGNATED HARBORS IN THE WESTERN MEDITERRANEAN. WE ALSO CREATED MAPS SHOWING THE FISHING FOOTPRINT FOR THESE HARBORS TO HELP ESTIMATE THE IMPACTS OF FUTURE SPATIAL RESTRICTIONS. OCEANA EUROPE WILL USE THESE DATA TO ADVOCATE FOR EXPANDING THE BAN ON BOTTOM TRAWLING WITHIN THE WESTERN MEDITERRANEAN MULTIANNUAL MANAGEMENT PLAN. IN JULY, OCEANA EUROPE RELEASED A REPORT EXPOSING 41 POTENTIAL CASES OF ILLEGAL FISHING IN THE MEDITERRANEAN SEA, SHOWING MORE THAN 20 ITALIAN BOTTOM-TRAWLERS FISHING IN A CLOSED AREA AND UNCOVERING POSSIBLE ILLEGAL INTRUSIONS OF FOREIGN VESSELS INTO THE WATERS OF SEVEN MEDITERRANEAN COUNTRIES. THE FINDINGS WERE SHARED AT THE GENERAL FISHERIES COMMISSION FOR THE MEDITERRANEAN (GFCM). RESTORING FISHERIES: THE ANNUAL DECISIONS ON TOTAL ALLOWABLE CATCHES (TACS) FOR 2018 LOWERED THE RATE OF OVERFISHING IN EUROPEAN WATERS. WE ARE LOOKING FORWARD TO SEEING THIS TREND CONTINUE IN 2019. THE EU CATCHES 16 PERCENT OF ITS TOTAL LANDINGS IN THE BALTIC (AROUND 0.6MT) AND 84 PERCENT OF ITS LANDINGS (AROUND 3 MT) IN THE NE ATLANTIC (EXCLUDING BALTIC). EIGHTY PERCENT OF THE FISH STOCKS IN THE BALTIC SEA ARE NOW FISHED FOLLOWING THE SCIENTIFIC RECOMMENDATIONS FROM ICES, AN INCREASE OF 20 PERCENT OVER LAST YEAR. IN TOTAL FOR 2019, 94 PERCENT OF THE CATCHES IN THE BALTIC WILL BE TAKEN FROM STOCKS SUSTAINABLY EXPLOITED. THIS IS IMPORTANT PROGRESS TOWARDS THE ACHIEVEMENT OF OUR LONG-TERM GOAL OF 100 PERCENT. IN DECEMBER 2018, EU MINISTERS INCREASED THE NUMBER OF SUSTAINABLE TOTAL CATCHES (TACS) FROM 53 IN 2017 TO 59. PARLIAMENT VOTED FOR A MULTIANNUAL MANAGEMENT PLAN FOR THE NORTH SEA THAT INCLUDED ALL OF OCEANA'S RECOMMENDATIONS, INCLUDING PROTECTING ESSENTIAL FISH HABITATS BY ESTABLISHING FISH STOCK RECOVERY AREAS. HABITAT CAMPAIGN: WE HELPED TO STRENGTHEN THE MALTESE NETWORK OF MPAS BY SUPPORTING THE GOVERNMENT OF MALTA IN EXTENDING EXISTING MPAS AND DESIGNATING NEW MPAS UNDER THE NATURA 2000 NETWORK. THE FOUR-YEAR EU-FUNDED LIFE BAAR FOR N2K (NATURA 2000) PROJECT CONCLUDED IN JUNE, AND ON JUNE 5 THE MALTESE GOVERNMENT ANNOUNCED THE DESIGNATION OF EIGHT NEW MPAS TO PROTECT REEF AND CAVE HABITATS. WITH THE ADDITION OF THESE MPAS, MALTA HAS NOW PROTECTED MORE THAN 35 PERCENT OF ITS WATERS. ALL AREAS PROPOSED FOR PROTECTION BY OCEANA WERE APPROVED AND INCLUDED IN THE FINAL AREAS THAT WILL BE OFFICIALLY DESIGNATED FOLLOWING THEIR APPROVAL BY THE EUROPEAN COMMISSION. THIS VICTORY IS THE RESULT OF OCEANA EFFORTS THAT BEGAN IN 2013, AND THE PROTECTIONS ARE BASED ON THE FINDINGS OF TWO OCEANA EXPEDITIONS (2015 AND 2016 LIFE BAAR EXPEDITIONS). |
| FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS, CON'T: | MEXICO OCEANA'S LONG-TERM GOALS IN MEXICO ARE TO STRENGTHEN THE MARINE ECOSYSTEMS AND REBUILD OCEAN ABUNDANCE BY ACHIEVING KEY POLICY CHANGES THAT WILL RESTORE PRODUCTIVE AND SUSTAINABLE FISHERIES ACROSS THE COUNTRY, WITH A FOCUS ON REGIONS THAT ARE CURRENTLY UNPROTECTED AND SPECIES THAT PROVIDE FOOD AND JOBS. OCEANA WILL FILL A NICHE IN THE NGO LANDSCAPE FOR MEXICO, BRINGING OUR EXPERTISE AND FOCUS ON NATIONAL-LEVEL POLICY REFORMS AND OUR STRONG SCIENTIFIC CAPACITY. WE ARE HAPPY TO REPORT THAT OCEANA MEXICO WAS FORMALLY ESTABLISHED IN THE FIRST QUARTER OF 2018 WITH THE HIRING OF A VICE PRESIDENT AND THE OPENING OF AN OFFICE IN MEXICO CITY. WE HAVE SINCE HIRED A DIRECTOR OF FINANCE AND ADMINISTRATION, A TRANSPARENCY CAMPAIGN DIRECTOR, A FISHERIES REBUILDING CAMPAIGN DIRECTOR AND A DIRECTOR OF COMMUNICATIONS. WE COLLABORATED WITH OTHER NGOS IN MEXICO TO DEVELOP A BROAD POLICY AGENDA THAT WILL GUIDE OUR INDIVIDUAL AND COLLECTIVE EFFORTS TO STRENGTHEN POLICY AND REGULATIONS FOR SUSTAINABLE FISHERIES IN MEXICO. THE AGENDA INCLUDES A GENERAL STRATEGY, POLICY PRIORITIES, A SUITE OF NEEDED REFORMS AND AN ESTIMATED BUDGET, AND WAS DEVELOPED TOGETHER WITH EDF AND WITH INPUT FROM OTHER MEMBERS OF THE COLLECTIVE IMPACT INITIATIVE PUBLIC POLICY WORKING GROUP. TRANSPARENCY: OCEANA GAINED ACCESS TO MEXICO'S VESSEL MONITORING SYSTEMS (VMS) DATA THROUGH JULY 2018, WINNING ITS APPEAL OF THE GOVERNMENT/CONAPESCA'S DECISION TO DENY OCEANA ACCESS. THE DATA IS NOW BEING UPLOADED INTO GLOBAL FISHING WATCH, AS PART OF THE TRANSPARENCY CAMPAIGN, AND OCEANA IS PURSUING A PERMANENT AGREEMENT WITH THE GOVERNMENT TO MAKE THE DATA AVAILABLE ON A DAILY BASIS. WE RECEIVED VERBAL SUPPORT FOR THIS GOAL IN A MEETING WITH THE NEW ADMINISTRATION. PERU TRANSPARENCY: OCEANA ANALYSTS DEVELOPED AN AUTOMATED ALERT SYSTEM FOR PERU THAT SENDS A REPORT TO THE NATIONAL GOVERNMENT WHEN A FOREIGN-FLAGGED VESSEL ENTERS PERUVIAN WATERS. DATA ON THE VESSEL'S ACTIVITY (I.E., FISHING, RENDEZVOUS, AIS GAPS, PORT VISITS) ARE SHARED, INCLUDING A MAP AND TABLE OF EVENTS. WE DEVELOPED THE ALERT TO HELP THE GOVERNMENT FIGHT IUU FISHING AND WE PLAN TO MAKE SIMILAR ALERTS AVAILABLE TO OTHER GOVERNMENTS FOR OCEANA COUNTRY OFFICES. PERU MADE ALL ITS NATIONAL VESSEL MONITORING SYSTEM (VMS) TRACKING DATA PUBLICLY AVAILABLE THROUGH GLOBAL FISHING WATCH AT THE END OF OCTOBER 2018. THE ANNOUNCEMENT WAS MADE BY THE PERUVIAN GOVERNMENT AT THE OUR OCEANS 2018 CONFERENCE, A LITTLE MORE THAN A YEAR AFTER IT MADE THE ORIGINAL COMMITMENT IN 2017. PRODUCE IS ALSO PROVIDING PUBLIC ACCESS TO THEIR VMS INFORMATION THROUGH THEIR OWN ONLINE PLATFORM, TRASAT, WITH A 10-DAY DELAY. OCEANA CONDUCTED AN ASSESSMENT OF THE MAGNITUDE AND EXTENT OF ILLEGAL FISHMEAL PROCESSING PLANTS THROUGHOUT THE COUNTRY. WE ALREADY KNOW THAT THE INCREASE IN THE VOLUME OF ILLEGALLY PROCESSED FISHMEAL IS A SIGNIFICANT COMPONENT OF THE RISE IN ILLEGAL FISHING. WE ARE NOW USING THIS ANALYSIS TO PUSH THE GOVERNMENT AND THE PRIVATE SECTOR TO IDENTIFY WAYS TO PROVIDE ADDITIONAL RESOURCES FOR INTERDICTION MEASURES TO SHUT DOWN ILLEGAL PLANTS AND ALSO TO INCREASE TRANSPARENCY IN THE SECTOR. HABITAT PROTECTION: IMPROVED CONTROL OF TOURISM AND ILLEGAL FISHING IN THE WATERS OF ALL OF PERU'S MPAS HAS BEGUN. OCEANA HAS BEEN WORKING FOR OVER A YEAR TO DEVELOP THE FIRST SHARED PROTOCOLS FOR MONITORING AND ENFORCEMENT IN PERU'S MPAS AMONG THE MANY RESPONSIBLE GOVERNMENT AGENCIES AND DEPARTMENTS. THE PROTOCOLS ARE NOW COMPLETE, A BOOKLET HAS BEEN PUBLISHED BY THE PERUVIAN PROTECTED AREA SERVICE (SERNANP) AND PRESENTED TO THE MINISTRY OF ENVIRONMENT AND A LAMINATED ONE-PAGER HAS BEEN CREATED AND PATROLS ARE STARTING TO USE IT. PLASTIC POLLUTION: A PROPOSAL TO LIMIT SYTROFOAM AND OTHER PLASTICS HAS BEEN APPROVED BY CONGRESS. OCEANA WORKED CLOSELY WITH MEMBERS OF CONGRESS ON THIS LEGISLATION-- INDEED OCEANA DRAFTED PORTIONS OF IT. THE NEW LAW STILL HAS AMPLE ROOM FOR IMPROVEMENT BUT IT IS GREAT STARTING POINT TO EDUCATE THE FINAL CONSUMERS ABOUT THE SUBJECT AND AS A CRITICAL LEVERAGE TO INTERACT WITH THE PRIVATE SECTOR. PHILIPPINES END COMMERCIAL FISHING IN TANON STRAIT: OUR EFFORTS TO PROTECT TANON STRAIT FROM ILLEGAL COMMERCIAL FISHING HAVE BEEN LARGELY SUCCESSFUL. AS A RESULT OF OCEANA'S CAMPAIGN, THE SITUATION IN TANON IS DRAMATICALLY DIFFERENT THAN IT WAS WHEN OCEANA LAUNCHED ITS CAMPAIGN IN 2015. SPECIFIC CHANGES IN THE REGION, WHICH GIVE US CONFIDENCE THAT OUR POLICY VICTORIES WILL BE DURABLE, INCLUDE: A FUNCTIONAL MANAGEMENT BODY AND SMALL MANAGEMENT UNITS TO IMPLEMENT THE MANAGEMENT PLAN, A CLEAR RECOGNITION BY BOTH NATIONAL AGENCIES AND THE LOCAL AUTHORITIES FOR CO-MANAGEMENT IN TANON STRAIT TO PROTECT ITS FISHERIES, RESOURCES AND LIVELIHOODS OF THE PEOPLE. JOINT ENFORCEMENT COLLABORATION AMONG NATIONAL AND LOCAL ENFORCEMENT AGENCIES, WHICH CONTINUE TO PERFORM SEA-BORNE PATROL OPERATIONS DESPITE POLITICAL PRESSURE. FORMAL FEDERATION OF THE ARTISANAL FISHERFOLKS IN THE THREE PROVINCES IN TANON STRAIT AS ENGAGED FRONTLINE ADVOCATES FIGHTING COMMERCIAL FISHING IN THEIR MUNICIPAL WATERS. THE COMMITMENT TO ENFORCE THE LAW BY THE CEBU PROVINCIAL GOVERNMENT, WHICH REJECTED THE ORDINANCE ALLOWING COMMERCIAL FISHING IN TANON STRAIT BY ONE OF ITS COMPONENT LOCAL GOVERNMENTS. A NETWORK OF CIVIL SOCIETY ORGANIZATION, WHICH HAS FORMED TO PROTECT TANON STRAIT, LED BY THE ARCHDIOCESE OF CEBU, THE INTEGRATED BAR OF THE PHILIPPINES, FOUNDATION FOR PHILIPPINE ENVIRONMENT AND NGOS. PROTECT BENHAM RISE SEAFLOOR HABITAT: ON MAY 15TH, 2018, OCEANA DECLARED VICTORY IN OUR CAMPAIGN TO PROTECT THE BENHAM BANK SEAFLOOR HABITAT WHEN PRESIDENT RODRIGO DUTERTE SIGNED PROCLAMATION NO. 489, DECLARING 50,000 HECTARES OF THE PHILIPPINE RISE, INCLUDING BENHAM BANK, AS A MARINE RESERVE WITH RESEARCH BEING THE ONLY ACTIVITY ALLOWED. A TOTAL OF 300,000 HECTARES OF THE RISE WERE DECLARED A FISHERIES MANAGEMENT AREA, WHERE FISHING USING ACTIVE GEAR IS PROHIBITED. THIS IS THE MOST SIGNIFICANT POLICY VICTORY FOR OCEANA SINCE OUR INCEPTION IN THE COUNTRY AND WAS THE CULMINATION OF OUR MULTI-FACETED APPROACH TO THIS CAMPAIGN INVOLVING BOTH PUBLIC AND GOVERNMENT-FACING ACTIVITIES. BAN BOTTOM TRAWLING: OCEANA DECLARED VICTORY IN ITS CAMPAIGN TO BAN BOTTOM TRAWLING AFTER THE DEPARTMENT OF INTERIOR AND LOCAL GOVERNMENT (DILG) AND THE DEPARTMENT OF AGRICULTURE (DA) SIGNED THE JOINT MEMORANDUM CIRCULAR BANNING BOTTOM TRAWLING WITHIN MUNICIPAL WATERS NATIONWIDE ON NOVEMBER 28TH. THIS MEANS PROTECTION FOR 226,000 SQUARE KILOMETERS OF THE OCEAN FROM THE DESTRUCTIVE IMPACTS OF THIS FISHING GEAR ON THE SEABED, MARINE HABITATS, AND LIVELIHOODS OF ARTISANAL FISHERFOLKS. OCEANA INITIATED AND FACILITATED THE DRAFTING OF THIS POLICY, WHICH SEEKS TO ENSURE FOOD SECURITY AND SUSTAINABILITY WITHIN MUNICIPAL WATERS. |
| 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; PRESIDENT AND GENERAL COUNSEL; CFO; OR GLOBAL 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 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 THIS CODE. 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. SUCH RELATIONSHIPS WILL BE ADDRESSED BY OCEANA AS DESCRIBED BELOW (SEE "ROMANCE AT WORK"). WHISTLEBLOWING AND REPORTING VIOLATIONS: OCEANA NEEDS AND EXPECTS THE SUPPORT AND COOPERATION OF ITS EMPLOYEES TO ENFORCE ITS POLICIES. EMPLOYEES WHO HAVE EXPERIENCED, OBSERVED, OR LEARNED ABOUT CONDUCT THEY BELIEVE IS CONTRARY TO OCEANA'S POLICES OR CODE OF ETHICS MUST REPORT SUCH VIOLATIONS (OR POTENTIAL OR SUSPECTED VIOLATIONS). OCEANA PROVIDES TWO WAYS TO REPORT VIOLATIONS. FIRST, VIOLATIONS MAY BE REPORTED THROUGH A REPORTING SYSTEM THAT OCEANA HAS SET UP THROUGH AN ONLINE WEBSITE OR BY CALLING THE PHONE NUMBER LISTED FOR EACH COUNTRY ON THAT WEBSITE. THE SITE IS CONFIDENTIAL, EASY TO USE, AND ALWAYS AVAILABLE. EMPLOYEES HAVE THE OPTION TO DISCLOSE THEIR IDENTITY OR MAKE A REPORT ANONYMOUSLY; HOWEVER, DISCLOSING IDENTITY IS STONGLY ENCOURAGED TO ENABLE OCEANA TO CONDUCT A THOROUGH INVESTIGATION, ESPECIALLY IN THE CASE OF A POLICY THAT PROTECTS INDIVIDUALS (FOR EXAMPLE, CONCERNING SEXUAL HARASSMENT OR DISCRIMINATION). ANY REPORT THAT IMPLICATES THE CEO; PRESIDENT AND GENERAL COUNSEL; OR CFO WILL BE FORWARDED BY THE THIRD PARTY ADMINISTRATOR OF THE WEBSITE TO THE CHAIR, VICE CHAIR AND TREASURER OF OCEANA'S BOARD OF DIRECTORS. SECOND, VIOLATIONS MAY BE REPORTED TO THE APPROPRIATE STAFF PERSON, AS FOLLOWS. THE VIOLATION MUST BE REPORTED TO THE CEO; PRESIDENT AND GENERAL COUNSEL; CFO; OR GLOBAL DIRECTOR OF HUMAN RESOURCES, IF THE VIOLATION INVOLVES ONE OF THE FOLLOWING ISSUES: -SEXUAL OR OTHER HARASSMENT -UNLAWFUL DISCRIMINATION -FINANCIAL MISCONDUCT OR MISREPORTING -BRIBERY OR CORRUPTION -RETALIATION FOR REPORTING ANY VIOLATION OF THIS CODE IF THE VIOLATION INVOLVES ANY OTHER ISSUE, THE REPORT MUST BE MADE TO ANY OF THE FOLLOWING: CEO; PRESIDENT AND GENERAL COUNSEL; CFO; OR GLOBAL DIRECTOR OF HUMAN RESOURCES; THE EXECUTIVE COMMITTEE MEMBER IN CHARGE OF THE COUNTRY OFFICE OR DEPARTMENT; OR THE OFFICE ADMINISTRATOR FOR THE COUNTRY OFFICE. INVESTIGATION: WHEN AN EMPLOYEE REPORTS A VIOLATION OF THIS CODE, OCEANA WILL INVESTIGATE AND TAKE CORRECTIVE ACTION AS WARRANTED UNDER THE CIRCUMSTANCES. THE STEPS TO BE TAKEN DURING THE INVESTIGATION ARE NOT FIXED IN ADVANCE (EXCEPT AS REQUIRED BY APPLICABLE LAW), BUT INSTEAD WILL VARY DEPENDING UPON THE NATURE OF THE ALLEGATIONS. SUCH INVESTIGATION WILL REMAIN CONFIDENTIAL TO THE EXTENT CONSISTENT WITH EFFECTIVELY UNDERSTANDING THE FACTS AND TAKING CORRECTIVE MEASURES. RESOLVING THE MATTER: IF OCEANA DETERMINES THAT A VIOLATION HAS OCCURRED, THE COMPANY WILL TAKE APPROPRIATE REMEDIAL ACTION TO CORRECT THE SITUATION. ANY EMPLOYEE DETERMINED BY OCEANA TO BE RESPONSIBLE FOR A VIOLATION OF THIS CODE WILL BE SUBJECT TO APPROPRIATE DISCIPLINARY ACTION, SUBJECT TO APPLICABLE LAW, UP TO AND INCLUDING TERMINATION. IT IS A CONDITION OF EMPLOYMENT THAT EMPLOYEES COOPERATE WITH ALL OCEANA INVESTIGATIONS. IN ADDITION, OCEANA MAY CHOOSE TO TAKE ACTION EVEN IF IT CONCLUDES THAT THE ALLEGED CONDUCT NEITHER VIOLATES THIS POLICY NOR THE LAW, BUT SUCH CONDUCT WAS IMPERMISSIBLY INTERFERING WITH THE WORK ENVIRONMENT. NO RETALIATION: IT IS A VIOLATION OF THIS CODE TO RETALIATE AGAINST AN INDIVIDUAL WHO REPORTS INCIDENTS THAT HE OR SHE BELIEVES TO BE VIOLATIONS OF THIS CODE, OR WHO COOPERATES IN AN INVESTIGATION OF A VIOLATION OF THIS CODE. RETALIATION IS A SERIOUS VIOLATION OF THIS CODE AND SHOULD BE REPORTED IMMEDIATELY. THE REPORT AND INVESTIGATION OF ALLEGATIONS OF RETALIATION WILL FOLLOW THE PROCEDURES SET FORTH IN THIS CODE. ANY PERSON FOUND TO HAVE RETALIATED AGAINST AN INDIVIDUAL FOR REPORTING DISCRIMINATORY HARASSMENT OR PARTICIPATING IN AN INVESTIGATION OF ALLEGATIONS OF SUCH CONDUCT WILL BE SUBJECT TO APPROPRIATE DISCIPLINARY ACTION. |
| 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 DECEMBER 2018. |
| 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, BY-LAWS AND FORM 1023 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 FIELD OFFICES IN SPAIN, BRAZIL, DENMARK, BELGIUM, MEXICO, PHILIPPINES, BELIZE, 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, AND THE UNITED KINGDOM FOLLOW THE HOST COUNTRY'S REGULATIONS AND, AS A RESULT, WERE INCORPORATED AS INDEPENDENT ENTITIES. 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 ADVOCACY RESOURCES INC | ||||||||||||||||
| 1025 CONNECTICUT AVENUE NW 200 | WASHINGTON | DC | 20036 | 311814181 | LOBBYING | 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 59 9TH FLOOR | 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) | 2-6 CANNON STREET EC4M 6YH | LONDON | UK | EC4M 6YH | UK | |||||||
| OCEANA IN BELIZE | ||||||||||||||||
| PROTECTING THE WORLD'S OCEANS TO SUSTAIN THE CIRCLE OF LIFE. | N/A | N/A | OCEANA INC | Yes (1) | 2385 HIBISCUS STREET | 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) | 58 AVENUE LOUIS-CASI | CASE POSTALE | SZ | SZ | GENEVA | |||||||
| OCEANA BRASIL | ||||||||||||||||
| 1025 CONNECTICUT AVENUE NW 200 | WASHINGTON | DC | 20036 | PROTECTING THE WORLD'S OCEANS TO SUSTAIN THE CIRCLE OF LIFE | N/A | N/A | OCEANA INC | Yes (1) | BR | |||||||
| OCEANA MEXICO | ||||||||||||||||
| PROTECTING THE WORLD'S OCEANS TO SUSTAIN THE CIRCLE OF LIFE. | N/A | N/A | OCEANA INC | Yes (1) | POSEIDON 39 COL CRDITO CONSTRUCTO | MX | 3940 | 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FUNDACION OCEANA | ||
| B | $3,888,296 | COST |
| OCEANA BRASIL | ||
| B | $2,253,496 | COST |
| OCEANA IN BELIZE | ||
| B | $593,422 | COST |
| OCEANA MEXICO | ||
| B | $427,484 | COST |