HEAL THE OCEAN: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: HEAL THE OCEAN (EIN 77-0565183)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-07-22
IRS object ID: 202412049349301036
Schema version: 2023v5.1
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 D
Schedule G
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-07-22T16:02:49-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	952835976	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MACFARLANE FALETTI & CO LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3757 STATE STREET SUITE 3B	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93105	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	770565183	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HEAL THE OCEAN INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HEAL	BusinessNameControlTxt
Phone	8059657570	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 90106	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93190	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	HILLARY HAUSER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8059657570	PhoneNum
Signature	2024-07-16	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	HILLARY	PersonFirstNm
Person Last	HAUSER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ANDREW J TRICERRI	PreparerPersonNm
PTIN	P01729292	PTIN
Phone	8059664157	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	HILLARY HAUSER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 90106	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93190	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,836,081	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.HEALTHEOCEAN.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1998	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	HEAL THE OCEAN FOCUSES ON WASTEWATER INFRASTRUCTURE - WASTEWATER TREATMENT PLANTS (WWTPS) AND SEPTIC SYSTEMS AS A PRIME SUBJECT FOR IMPROVEMENT, TO PROTECT THE OCEAN. THIS WORK INVOLVES HOOKING UP SEPTIC SYSTEMS TO PUBLIC SEWER, AND ACCESSING STATE GRANTS TO HELP WWTSS UPGRADE TO RECYCLED WATER. OUR ORGANIZATION FOCUSES ON A WIDE RANGE OF OCEAN POLLUTION SOURCES: ABANDONED HOMELESS CAMPS, STYROFOAM, WRECKED BOATS ON THE BEACH, LEAKING OIL WELLS IN NEARSHORE AREAS - AND FINALLY, SEA LEVEL RISE, WHICH IS IMPACTING THE COASTLINE IN SANTA BARBARA COUNTY BUT ALSO THE ENTIRE STATE.	ActivityOrMissionDesc
Voting Members Governing Body	7	VotingMembersGoverningBodyCnt
Voting Members Independent	6	VotingMembersIndependentCnt
Total Employee	8	TotalEmployeeCnt
Total Volunteers	100	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$939,705	PYContributionsGrantsAmt
CY Contributions Grants	$1,553,809	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$7,257	PYInvestmentIncomeAmt
CY Investment Income	$18,358	CYInvestmentIncomeAmt
PY Other Revenue	-$5,713	PYOtherRevenueAmt
CY Other Revenue	-$3,897	CYOtherRevenueAmt
PY Total Revenue	$941,249	PYTotalRevenueAmt
CY Total Revenue	$1,568,270	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,000	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$329,827	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$359,922	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$117,522	CYTotalFundraisingExpenseAmt
PY Other Expenses	$343,802	PYOtherExpensesAmt
CY Other Expenses	$487,367	CYOtherExpensesAmt
PY Total Expenses	$674,629	PYTotalExpensesAmt
CY Total Expenses	$847,289	CYTotalExpensesAmt
PY Revenues Less Expenses	$266,620	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$720,981	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,413,614	TotalAssetsBOYAmt
Total Assets EOY	$2,106,124	TotalAssetsEOYAmt
Total Liabilities BOY	$38,020	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$42,196	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,375,594	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,063,928	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	HEAL THE OCEAN IS FOCUSED ON WASTEWATER INFRASTRUCTURE IMPROVEMENT AND THE PREVENTION OF ONSHORE AND OFFSHORE OCEAN POLLUTION. THE ORGANIZATION'S PROGRAMS ARE DEDICATED TO PREVENTION STRATEGIES, REMEDIATION, AND PUBLIC EDUCATION. WE ARE FOCUSED ON SANTA BARBARA COUNTY, BUT OUR METHODS NOW SERVE AS A MODEL FOR OTHER COASTAL COMMUNITIES ACROSS THE COUNTRY.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$537,011	ExpenseAmt
Desc	HEAL THE OCEAN IS ENGAGED IN SEVERAL CRITICAL INITIATIVES AIMED AT ADDRESSING ENVIRONMENTAL ISSUES IN OUR COMMUNITY. THESE INITIATIVES INCLUDE: -PROTECTING GROUNDWATER FROM SEPTIC SYSTEMS AND OTHER POLLUTANTS. -ALIGNING WITH STATE AND FEDERAL FUNDING MECHANISMS TO INCREASE RECYCLEDWATER PRODUCTION IN SANTA BARBARA COUNTY AND THE STATE. -PRODUCING UPDATES ON SEA LEVEL RISE (SLR) AS CLIMATE CHANGE THREATS INCREASE, BY PROVIDING PRESSURING AGENCIES TO START ACTING ON RECOMMENDATIONS MADE IN SEA LEVEL RISE PLANNING DOCUMENTS. -BRINGING ATTENTION TO SLR MIXING WITH CONTAMINATED GROUNDWATER AND RAISING THE CONTAMINATION TO THE SURFACE, TO IMPACT PUBLIC HEALTH. -COLLABORATING WITH THE STATE LANDS COMMISSION ON CAPPING LEAKING OIL WELLS IN SUMMERLAND. -PARTNERING WITH MARBORG INDUSTRIES IN AN ONGOING PROJECT FOR STYROFOAM REPURPOSING IN SANTA BARBARA, TO DIVERT STYROFOAM FROM THE LANDFILL. -ORGANIZING AND FACILITATING THE PROPER REMOVAL OF BOAT WRECKS THAT HIT THE BEACH, THREATENING PUBLIC HEALTH AND SAFETY. -PROVIDING DOG WASTE BAGS AT COUNTY AND CITY PARKS, BEACHES AND TRAILS PROTECT THE ENVIRONMENT FROM THE NEGATIVE IMPACT OF PET WASTE.I. SEPTIC SYSTEMS:A) SEPTIC SYSTEM POLLUTION OF GROUNDWATER. HTO ACTIVELY WORKS ON THE ISSUE OF SEPTIC SYSTEMS POLLUTING BOTH GROUNDWATER BASINS AND SURFACE WATER. A PARTICULAR TARGET AT PRESENT IS LOS OLIVOS, WHERE AN ENTIRE TOWN IS USING SEPTIC SYSTEMS OVERLYING A CRUCIAL GROUNDWATER BASIN THAT IS A CRUCIAL SOURCE OF POTABLE WATER IN THE AREA.B) SEPTIC TO SEWER. HTO AIDS IN TRANSITIONING HOMEOWNER GROUPS ON SEPTIC SYSTEMS, TO HOOK UP TO PUBLIC, AND WHERE FEASIBLE LOCAL STATE FUNDING TO HELP SUCH PROJECTS. IN 2023, WE FOCUSED ON LOS OLIVOS (INLAND) AND BEACH CLUB ROAD (COASTAL). ONGOING WORK WITH SANTA BARBARA CITY AGENCIES TO TRANSITION SEPTIC SYSTEMS TO SEWER IN CITY "POCKETS" IDENTIFIED IN THE SANTA BARBARA CITY WEST END MASTER PLAN.II. UPGRADING WASTEWATER TO RECYCLED WATER:HEAL THE OCEAN CONTINUES TO EDUCATE, RESEARCH, ADVOCATE FOR, AND FACILITATE THE UPGRADING OF WASTE(D) WATER TO RECYCLED WATER THAT CAN BE USED FOR IRRIGATION, AND IN SOME CASES FOR PREVENTING SALT-WATER INTRUSION INTO GROUNDWATER BASINS. WE CONTINUE TO MONITOR THE PROGRESS OF WWTP DISTRICTS GOING THROUGH THE PROCESS, KEEPING AN EYE OUT FOR HOW WE MIGHT HELP WITH AUGMENTED STUDIES AND/OR FINANCING. III. OCEAN POLLUTION:A) SCOPE THE COAST. HTO HAS CREATED A MAP OF CONTAMINATED COASTAL AREAS, TO ANALYZE RISING SEA LEVEL IMPACT IN THESE AREAS, SINCE INCOMING OCEAN WILL CAUSE GROUNDWATER TO RISE, THEREBY RELEASING CONTAMINANTS INTO THE ATMOSPHERE - A DIRECT IMPACT TO PUBLIC HEALTH. OUR "SCOPE THE COAST" PROJECT BUILDS ON PREVIOUS HTO WORK, TO PRESENT LEGISLATORS WITH IDEAS FOR REMEDIATION. THE SOCIAL JUSTICE ASPECT OF THIS WORK: RISING CONTAMINATED GROUNDWATER PRESENT A THREAT TO COASTAL AREAS WITH LOW-INCOME POPULATIONS.B) CONTAMINATED GROUNDWATER CLEANUP - CITY OF SANTA BARBARA. HTO HAS WORKED WITH THE REGIONAL WATER QUALITY CONTROL BOARD TO IDENTIFY COASTAL CONTAMINATED AREAS, INFORMATION HTO HAS ASSEMBLED FROM MONITORING WELLS, AND COMBINED WITH INFORMATION FROM THE REGIONAL BOARD SITE MITIGATION UNIT (SMU), TO GREATLY EXPAND THE STATE'S GEOTRACKER PROGRAM. BEFORE A DEVELOPMENT IS APPROVED BY CITY OR COUNTY PLANNING COMMISSIONS, HTO ENSURES THAT SUCH SITES ARE CLEANED UP AS PART OF THE PERMITTING PROCESS. C) SEA LEVEL RISE. WITH SLR BEING AN INCREASING THREAT TO THE CALIFORNIA COAST, HEAL THE OCEAN IS WORKING WITH OTHER POLITICAL ENTITIES TO FORMULATE A PLAN TO PROJECT COASTAL COMMUNITIES - AND ALSO TO PREVENT BUILDING IN A COASTAL ZONE THAT WILL BE FLOODED WITH 30 YEARS. IV. ONSHORE POLLUTION:OIL POLLUTION OF SUMMERLAND BEACH. HTO HAS BEEN PRINCIPAL LOBBYIST FOR STATE FUNDS (SB44 - JACKSON) TO PROVIDE THE CALIFORNIA STATE LANDS COMMISSION WITH THE MONEY IT NEEDS TO ADDRESSING THE LEAKING WELLS OFF SUMMERLAND BEACH. IN 2023, HTO LAUNCHED ITS SUMMERLAND OIL MITIGATION STUDY (SOMS) TO PRODUCE A GEOLOGICAL MAP OF THE OCEAN FLOOR (WHICH HAS NOT BEEN DONE SINCE 1908) TO HELP CREATE A BETTER PLAN FOR CAPPING OPERATIONS. B) STYROFOAM AND SINGLE-USE PLASTIC POLLUTION. HTO CONTINUES ITS SUCCESSFUL STYROFOAM RECYCLING PROGRAM WITH MARBORG INDUSTRIES. IN TOTAL, 42,000 LBS OF STYROFOAM HAS BEEN DIVERTED FROM THE LANDFILL SINCE JULY 2021. C) CLEANUP OF ABANDONED HOMELESS CAMPS. HTO TACKLES WATER POLLUTION CAUSED BY HOMELESS CAMPS, CREATING GIS MAPS TO IDENTIFY AND LOCATE THE CAMPS, THEN COLLABORATING WITH FIRE AND SHERIFF DEPARTMENTS TO REMOVE ABANDONED CAMPS, PREVENTING DEBRIS FROM REACHING THE OCEAN.V. BEACH CLEANUPS:A) COMMUNITY VOLUNTEER CLEANUPS. HEAL THE OCEAN CONTINUES ITS SUCCESSFUL PROGRAM OF FACILITATING LARGE BEACH CLEANUPS ON THE SANTA BARBARA COASTLINE BY PROVIDING CLEANUP EQUIPMENT TO GROUPS THAT WANT TO CONDUCT BEACH CLEANUPS. B) BOAT WRECKAGE CLEANUP. WHEN A BOAT CRASHES ON THE COASTLINE IN SOUTH SANTA BARBARA COUNTY, HTO ENSURES THAT NO TOXIC WASTE OR LIQUIDS LEAK, AND HTO FACILITATES THE PROPER REMOVAL OF EACH BOAT. HTO CONTINUES TO FACILITATE THE DERELICT BOAT TASK FORCE, COMPOSED OF LOCAL OFFICIALS, WATERFRONT, COAST GUARD AND OTHER ENTITIES, TO CREATE A PROGRAM AIMED AT ESTABLISHING A PROTOCOL FOR PREVENTING FUTURE BOAT WRECKS.VI. DOG BAG PROGRAM:A) DOG BAG SPONSORSHIP PROGRAM. HTO ANNUALLY RAISES OVER $20,000 TO SEND TO BOTH THE COUNTY AND CITY OF SANTA BARBARA TO PAY FOR COMPOSTABLE DOG BAGS THAT ARE DISPENSED IN COUNTY/CITY DOG BAG DISPENSERS. WE COLLABORATE WITH COUNTY AND CITY PARK OFFICIALS TO INSTALL THE DISPENSERS, AND WE PRODUCE THE STICKERS THAT ARE ADVERTISING VEHICLES FOR SPONSORS.	Desc
Total Program Service Expenses	$537,011	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	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	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	13	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	8	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	7	GoverningBodyVotingMembersCnt
Independent Voting Member	6	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	0	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	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	HILLARY HAUSER	PersonNm
Phone	8059657570	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1430 CHAPALA ST	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93101	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
JEAN-MICHEL COUSTEAU
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
CHARLES VINICK
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
HEATHER HUDSON
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
TOM WHITE
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
THOMAS DABNEY
TREASURER	1.00	Yes (X)	$0	$0	$0	Yes (X)
JONATHAN WYGANT
SECRETARY	1.00	Yes (X)	$0	$0	$0	Yes (X)
HILLARY HAUSER
PRESIDENT	40.00	Yes (X)	$120,000	$0	$36,199	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$120,000	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$36,199	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Fundraising	$371,857	FundraisingAmt
Government Grants	$500,000	GovernmentGrantsAmt
All Other Contributions	$681,952	AllOtherContributionsAmt
Noncash Contributions	$13,951	NoncashContributionsAmt
Total Contributions	$1,553,809	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$12,135	TotalRevenueColumnAmt
Exclusion	$12,135	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$264,299	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$258,076	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$6,223	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,223	TotalRevenueColumnAmt
Exclusion	$6,223	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$371,857	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$9,735	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$9,735	TotalRevenueColumnAmt
Exclusion	-$9,735	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$5,838	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,838	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,838	RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,568,270	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,838	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$8,623	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$156,199	TotalAmt
Program Services	$72,000	ProgramServicesAmt
Management And General	$48,199	ManagementAndGeneralAmt
Fundraising	$36,000	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$163,962	TotalAmt
Program Services	$95,048	ProgramServicesAmt
Management And General	$37,355	ManagementAndGeneralAmt
Fundraising	$31,559	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$6,286	TotalAmt
Program Services	$3,644	ProgramServicesAmt
Management And General	$1,432	ManagementAndGeneralAmt
Fundraising	$1,210	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$4,557	TotalAmt
Program Services	$2,642	ProgramServicesAmt
Management And General	$1,038	ManagementAndGeneralAmt
Fundraising	$877	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$28,918	TotalAmt
Program Services	$19,222	ProgramServicesAmt
Management And General	$4,020	ManagementAndGeneralAmt
Fundraising	$5,676	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$98	TotalAmt
Program Services	$98	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$18,598	TotalAmt
Program Services	$2,289	ProgramServicesAmt
Management And General	$15,378	ManagementAndGeneralAmt
Fundraising	$931	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$231,878	TotalAmt
Program Services	$186,419	ProgramServicesAmt
Management And General	$40,303	ManagementAndGeneralAmt
Fundraising	$5,156	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$49,753	TotalAmt
Program Services	$21,614	ProgramServicesAmt
Management And General	$8,930	ManagementAndGeneralAmt
Fundraising	$19,209	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$39,592	TotalAmt
Program Services	$14,136	ProgramServicesAmt
Management And General	$19,592	ManagementAndGeneralAmt
Fundraising	$5,864	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$62,885	TotalAmt
Program Services	$42,254	ProgramServicesAmt
Management And General	$10,237	ManagementAndGeneralAmt
Fundraising	$10,394	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,474	TotalAmt
Program Services	$439	ProgramServicesAmt
Management And General	$1,035	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$4,103	TotalAmt
Program Services	$2,114	ProgramServicesAmt
Management And General	$1,989	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
DIRECT PROGRAM MATERIAL	$51,840	$51,840
PRINTING, POSTAGE, AND	$20,564	$19,965	$80	$519
DUES, FEES, SUBSCRIPTIO	$6,582	$3,287	$3,168	$127

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$847,289	TotalAmt
Program Services	$537,011	ProgramServicesAmt
Management And General	$192,756	ManagementAndGeneralAmt
Fundraising	$117,522	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$876,353	BOYAmt
EOY	$586,419	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$441,509	BOYAmt
EOY	$162,855	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$78,105	BOYAmt
EOY	$500,000	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,093	BOYAmt
EOY	$28	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$8,158	BOYAmt
EOY	$8,158	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$5,270	BOYAmt
EOY	$7,119	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$32,898	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$15,284	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$3,126	BOYAmt
EOY	$17,614	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
EOY	$823,931	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,413,614	BOYAmt
EOY	$2,106,124	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$38,020	BOYAmt
EOY	$42,196	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$38,020	BOYAmt
EOY	$42,196	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,375,594	BOYAmt
EOY	$1,563,928	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
EOY	$500,000	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,375,594	BOYAmt
EOY	$2,063,928	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,413,614	BOYAmt
EOY	$2,106,124	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$720,981	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$6,733	NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments	-$380	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	-$39,000	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	0	FSAuditedInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$500,079	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,015,157	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$755,623	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$928,053	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,053,809	CurrentTaxYearAmt
Total	$4,252,721	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$83,682	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,024	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,093	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,776	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,838	CurrentTaxYearAmt
Total	$95,413	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$583,761	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,016,181	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$756,716	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$931,829	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,059,647	CurrentTaxYearAmt
Total	$4,348,134	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,000	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$10,000	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$150,000	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$150,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$150,000	CurrentTaxYearAmt
Total	$467,000	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,000	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$10,000	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$150,000	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$150,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$150,000	CurrentTaxYearAmt
Total	$467,000	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$3,881,134	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,692	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,275	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$456	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,122	CurrentTaxYearMinus1YearAmt
Current Tax Year	$12,135	CurrentTaxYearAmt
Total	$17,680	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,692	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,275	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$456	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,122	CurrentTaxYearMinus1YearAmt
Current Tax Year	$12,135	CurrentTaxYearAmt
Total	$17,680	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$585,453	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,017,456	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$757,172	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$933,951	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,071,782	CurrentTaxYearAmt
Total	$4,365,814	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.88900	PublicSupportCY509Pct
Public Support PY509	0.91330	PublicSupportPY509Pct
Investment Income CY	0.00400	InvestmentIncomeCYPct
Investment Income PY	0.00160	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$10,884	OtherCostOrOtherBasisAmt
Depreciation	$9,290	DepreciationAmt
Book Value	$1,594	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$22,014	OtherCostOrOtherBasisAmt
Depreciation	$5,994	DepreciationAmt
Book Value	$16,020	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$17,614	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	LPL 1529	Desc
Book Value	$823,931	BookValueAmt
Method Valuation	C	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$823,931	TotalBookValueSecuritiesAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	ANNUAL EVENT	Event1Nm
Gross Receipts Event1	$371,857	GrossReceiptsEvent1Amt
Charitable Contri Event1	$371,857	CharitableContriEvent1Amt
Other Direct Expenses Event1	$9,735	OtherDirectExpensesEvent1Amt
Gross Receipts Total	$371,857	GrossReceiptsTotalAmt
Charitable Contributions Tot	$371,857	CharitableContributionsTotAmt
Oth Direct Expnss Total Events	$9,735	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$9,735	DirectExpenseSummaryEventsAmt
Net Income Summary	-$9,735	NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
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

Field	Value	IRS element (for citing)
Person	HILLARY HAUSER	PersonNm
Title	PRESIDENT	TitleTxt
Base Compensation Filing Org	$120,000	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$30,000	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$6,199	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$156,199	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	THE HEAL THE OCEAN BOARD OF DIRECTORS REVIEWS A DRAFT OF FORM 990 BEFORE FINALIZED FOR SUBMITTAL.
FORM 990, PART VI, SECTION B, LINE 12C	CONFLICT OF INTEREST POLICY AND CONFIDENTIALITY POLICY - IF THERE IS CONCERN ABOUT A CONFLICT OF INTEREST OR THE POSSIBILITY OF A CONFLICT, THE BOARD INVESTIGATES THE ISSUE AND TAKES APPROPRIATE CORRECTIVE ACTION, UP TO AND INCLUDING A REQUEST TO RESIGN OR DISMISSAL FROM THE BOARD.
FORM 990, PART VI, SECTION B, LINE 15	THE FULL BOARD OF DIRECTORS REVIEWS AND APPROVES EXECUTIVE COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS, 990 AND FINANCIAL STATEMENTS ARE ALL AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11G	CONSULTANTS AND RESEARCHERS: PROGRAM SERVICE EXPENSES 186,419. MANAGEMENT AND GENERAL EXPENSES 23,780. FUNDRAISING EXPENSES 5,156. TOTAL EXPENSES 215,355. ADMIN FEES - 401(K): PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,695. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,695. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 14,828. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,828.
FORM 990, PART XI, LINE 9:	FRAUDULENT TRANSFER -39,000.
FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS	DURING 2023, A TOTAL OF $39,000 WAS FRAUDENTLY TRANSFERRED FROM THE ORGANIZATIONS INVESTMENT ACCOUNT TO AN OVERSEAS ACCOUNT IN CHINA. THE INVESTMENT COMPANY DID NOT PROVIDE ADEQUATE CUSTOMER SERVICE TO THE ORGANIZATION TO RECOVER THE FUNDS, THEREFORE THE ORGANIZATION HAS CLOSED THE ACCOUNT AND TRANSFERRED THE REMAINING ASSETS INTO A NEW INVESTMENT ACCOUNT WITH A DIFFERENT COMPANY TO PREVENT THIS TYPE OF FRAUD FROM OCCURRING AGAIN.