2022-02-14T16:44:21-06:00 2021-06-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2020-07-01 237245152 Ocean Conservancy OCEA 2024295609 1300 19th ST NW No 800 Washington DC 20036 Kenneth Donaldson Chief Financial Officer 2024295609 2022-02-11 1 Kenneth Donaldson XXX-XX-XXXX Lori A Collingsworth P00639819 7038930300 2022-02-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Kenneth Donaldson 1300 19th ST NW No 800 Washington DC 20036 63914932 0 X www.oceanconservancy.org X 1972 DC Ocean Conservancy is working to protect the ocean from today's greatest global challenges. 15 14 130 221589 0 0 32994121 53132508 0 0 596849 1602958 176334 552364 33767304 55287830 1530912 2214771 0 0 15304252 16173474 326492 332033 4860283 14932330 12830536 32093986 31550814 1673318 23737016 52649926 84154444 3680879 4385407 48969047 79769037 X Ocean Conservancy is working to protect the ocean from today's greatest global challenges. Together with our partners, we create science-based solutions for a healthy ocean and the wildlife and communities that depend on it. 0 0 9306798 187000 Science, policy and outreach: Ocean Conservancy uses the best available knowledge, evidence and science, public opinion polling and political science to inform our conservation, advocacy and outreach to advance conservation solutions that benefit the ocean and the people and communities that depend on it. Truly durable conservation solutions are possible when we have a foundation of justice and equity across our conservation, advocacy and outreach priorities and that real leadership and durable conservation change requires meaningful partnerships with citizens, businesses, scientists, decision-makers and governments - at the local, state, national and international level. We reach our members, supporters, partners and the ocean and coastal-concerned through our website, email, direct mail, social media, reporter 6136084 1070359 Trash Free Seas: Ocean Conservancy empowers citizens, businesses, governments and NGOs at the local, state, national and international level to reduce the global plastic footprint and to stop the flow of 11 million tons of trash and plastic flowing into the ocean annually. We implement and organize the International Coastal Cleanup, one of the largest single day volunteer events on behalf of the ocean, responsible for preventing and removing more than 300 million pounds of trash and plastic from our ocean, coasts and waterways, and engaging millions of volunteers on behalf of the ocean. We partner with cities and municipalities to implement innovative ocean plastic reduction efforts and are spearheading an ocean plastic river capture project in Vietnam. We work with and enable the private sector, through our Trash Free Seas 5163901 748549 Marine ecosystem protection: Ocean Conservancy works at the local, state, federal and international level to advance conservation solutions, using the best available evidence and community knowledge, to protect ecosystems and the communities that depend on them. We advance protections for culturally and ecologically important Arctic ecosystems, working in partnership with Indigenous communities. We work at the regional, national and international level to rebuild ecologically important fisheries, partnering with fishermen and local communities to advance durable protections through meaningful, innovative approaches to management and policy outcomes in the face of the biodiversity and climate crisis. 3432597 208863 Climate: Ocean Conservancy is working to advance solutions to address one of the greatest challenges facing the ocean: climate change. We work with key partners and decision-makers at the local, state, national and international level to develop, inform and advocate for ocean-specific solutions to the climate crisis. Our state-based work engages people at all levels: citizens, businesses, NGO partners, local governments and the state government to advance meaningful solutions that directly address the concerns of coastal citizens, show that ocean and climate-related actions are possible to protect our incredible ocean, coastal environments and wildlife - and the people, businesses and communities that depend on them. Ocean Conservancy's shipping program targets the sixth-largest source of global greenhouse gas emissions, with the aim of making the global shipping industry a zero-emissions sector by 2050. 3432597 208863 24039380 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 101 0 1 130 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 14 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X Kenneth Donaldson 2024295609 1300 19th ST NW Ste 800 Washington DC 20036 Suzanne H Woolsey Chair 2.00 X X 0 0 0 Jenny Flores Vce Chair 2.00 X X 0 0 0 W Bowman Cutter Secretary 2.00 X X 0 0 0 Edward M Miller Treasurer 2.00 X X 0 0 0 Bonnie M Crabtree Director 2.00 X 0 0 0 Colin le Duc Director 2.00 X 0 0 0 William E Martin Director 2.00 X 0 0 0 Jeremy Milo Director 2.00 X 0 0 0 Jeanie C Nelson Director 2.00 X 0 0 0 Michael Orbach Director 2.00 X 0 0 0 Daniel Oros Director 2.00 X 0 0 0 John Sargent Director 2.00 X 0 0 0 Lawrence Wagenberg Director 2.00 X 0 0 0 Tom Weaver Director 2.00 X 0 0 0 Janis Searles Jones CEO 50.00 X X 478693 0 52862 Emily Woglom EVP 45.00 X 246908 0 32560 Kenneth Donaldson CFO 45.00 X 215314 0 23781 Katherine Andrews Chief of Strategy 45.00 X 230799 0 11733 Sarah Humphries VP, Resource Development 45.00 X 229880 0 36121 Chris Dorsett VP Conservation Policy & Programs 45.00 X 212995 0 44760 Julia Roberson VP Communications 45.00 X 205311 0 22839 Scott Highleyman VP Arctic Programs 45.00 X 170021 0 42001 Anne Merwin VP Conservation 45.00 X 161481 0 41775 George Leonard Chief Scientist 45.00 X 158676 0 41229 Teresa Parsons Director Program Development 45.00 X 156781 0 41276 Jeffrey Watters Sr. Director, Conservation Policy 40.00 X 152320 0 21746 Kelly Luck Director, Foundation & Gov't Support 40.00 X 146556 0 40604 Malissa Lash Sr. Director, Resource Development 40.00 X 145797 0 40714 Michelle Frey Sr. Director, Digital Outreach 40.00 X 139127 0 46208 Richard Sheard Sr. Director, Shipping Emissions 40.00 X 138924 0 18814 3189583 0 559023 39 0 1 0 Newport One Inc 21 Railroad Duxbury MA 02332 Fundraising Consulting 304550 Silverback Strategies Inc 1310 N Courthouse Rd Suite 870 Arlington VA 22201 Advertising Services 294938 University of Georgia Research Foundatio 210 S Jackson St Athens GA 30602 Research 261427 Ocean Wonks LLC 175 Carroll Avenue Newport RI 02840 Policy Counsel 221854 Alaska Strategies 5116 A West 80th Anchorage AK 995028079 Policy Counsel 150021 9 28450 1037224 52066834 523665 53132508 736589 736589 552338 552338 9493471 8627102 866369 866369 866369 CC rebates and rewards 900099 26 26 26 55287830 0 0 2155322 X 987811 987811 1226960 1226960 3017167 2348988 248804 419375 10338459 7984316 928742 1425401 502553 391258 41442 69853 1371988 1068148 113139 190701 943307 734403 77788 131116 113522 78925 7492 27105 106829 106829 332033 332033 111765 111765 4856101 4150675 400327 305099 640978 518615 2356 120007 4754653 2788539 282443 1683671 8584 6248 1269 1067 1211891 908198 157057 146636 2273 2120 116 37 82270 76749 4169 1352 39197 28579 5516 5102 100719 100719 Subscriptions 464072 301599 57699 104774 List rental 337682 238362 1486 97834 Prof. fund allocation 0 198887 1993 -200880 31550814 24039380 2651151 4860283 X 5840448 3498428 35043 2306977 6531283 10919387 200206 200211 10371276 21851215 50394 339164 497510 154319 1603716 1594015 39258 9701 33738152 48877654 1221847 1802793 52649926 84154444 1668360 2128467 610866 656383 1401653 1600557 3680879 4385407 X 30425611 48615060 18543436 31153977 48969047 79769037 52649926 84154444 23737016 7062974 0 X 0 1 X 1 0 X 24058239 36557965 28163632 32994121 53132508 174906465 24058239 36557965 28163632 32994121 53132508 174906465 28534823 146371642 588022 824503 767978 821412 1288927 4290842 179197307 45235 0.81680 0.80500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 81148 583013 664161 30442855 31107016 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 812585 806995 773803 664161 3057544 250000 250000 250000 250000 1000000 1500000 85714 113567 109553 81148 389982 3691630 500000 989153 0 5180783 3718250 107854 125292 9182 3691630 3655468 1100 184197 115693 6822 3718250 2334417 1246365 192134 111314 6134 3655468 2219747 230687 110294 5723 2334417 0.00000 0.64460 0.35540 0 0 295440 287567 7873 899760 899760 0 408516 406688 1828 9701 Deferred lease obligations 377591 Gift annuity payment liability 1038682 Deferred compensation liability 184284 1600557 X 62735924 7062974 496885 7559859 55176065 111765 111765 55287830 31935934 496885 496885 31439049 111765 111765 31550814 Part V, Line 4: Ocean Conservancy's permanently restricted gifts are intended to be held in perpetuity and remain invested in order to generate income that will support either general operations or a donor supported fellowship position. Annual appropriations for expenditure are reviewed and approved by the Board of Directors. Part X, Line 2: Management evaluated OC's tax positions and has concluded that OC has taken no uncertain tax positions that require either recognition or disclosure in the accompanying financial statements. 1 Central America and the Caribbean 0 0 Grants to recipients located in region 28000 Central America and the Caribbean 0 0 Program Services Consulting services 72650 East Asia and the Pacific 0 0 Grants to recipients located in region 72743 East Asia and the Pacific 0 0 Program Services Consulting, photography and videography 21086 East Asia and the Pacific 0 0 Program Services Consulting services, photography and videography 83883 Europe (Including Iceland & Greenland) 0 0 Grants to recipients located in region 460869 Europe (Including Iceland & Greenland) 0 0 Program Services Consulting services, photography and videography, supplies, subscription 408916 North America 0 0 Grants to recipients located in region 128472 Middle East and North Africa 0 0 Program Services Consulting services 1000 North America 1 1 Program Services Consulting services, photography and videography, program services 159013 South America 0 0 Grants to recipients located in region 135000 South America 0 0 Program Services Consulting services 105940 South Asia 0 0 Grants to recipients located in region 347876 Sub-Saharan Africa 0 0 Grants to recipients located in region 54000 Sub-Saharan Africa 0 0 Program Services Consulting services, supplies, shipping cutoms tax 34700 0 0 1 1 1 1 1276619 837529 2114148 Central America and the Caribbean International Coastal Cleanup 10000 Wire transfer 0 N/A N/A Central America and the Caribbean International Coastal Cleanup 9000 Wire transfer 0 N/A N/A East Asia and the Pacific Ghost gear retrieval 40743 Wire transfer 0 N/A N/A East Asia and the Pacific International Coastal Cleanup 10000 Wire transfer 0 N/A N/A East Asia and the Pacific International Coastal Cleanup 10000 Wire transfer 0 N/A N/A East Asia and the Pacific International Coastal Cleanup 10000 Wire transfer 0 N/A N/A Europe (Including Iceland & Greenland) Advancement of tuna sustainability 346869 Wire transfer 0 N/A N/A Europe (Including Iceland & Greenland) Mediterranean Cleanup - Ghost gear retrieval 25000 Wire transfer 0 N/A N/A Europe (Including Iceland & Greenland) Ghost gear retrieval 20000 Wire transfer 0 N/A N/A Europe (Including Iceland & Greenland) International Coastal Cleanup 10000 Wire transfer 0 N/A N/A Europe (Including Iceland & Greenland) International Coastal Cleanup 10000 Wire transfer 0 N/A N/A Europe (Including Iceland & Greenland) International Coastal Cleanup 10000 Wire transfer 0 N/A N/A Europe (Including Iceland & Greenland) International Coastal Cleanup 10000 Wire transfer 0 N/A N/A Europe (Including Iceland & Greenland) Ghost gear retrieval 10000 Wire transfer 0 N/A N/A Europe (Including Iceland & Greenland) International Coastal Cleanup 8000 Wire transfer 0 N/A N/A North America Plastics research 68472 Wire transfer 0 N/A N/A North America Atlantic Fisheries sustainability 60000 Wire transfer 0 N/A N/A South America Development of new models to collect low-value plastics 125000 Wire transfer 0 N/A N/A South America International Coastal Cleanup 10000 Wire transfer 0 N/A N/A South America International Coastal Cleanup 9000 Wire transfer 0 N/A N/A South Asia Improving Solid Waste Management 206656 Wire transfer 0 N/A N/A South Asia Development of new models to collect low-value plastics 122220 Wire transfer 0 N/A N/A South Asia International Coastal Cleanup 10000 Wire transfer 0 N/A N/A Sub-Saharan Africa Ghost gear retrieval 27000 Wire transfer 0 N/A N/A Sub-Saharan Africa International Coastal Cleanup 10000 Wire transfer 0 N/A N/A 24 0 0 0 0 0 0 0 Part I, Line 2: For research grants, Ocean Conservancy requires semiannual financial reports along with project, progression discussions and reports. For cleanup grants (typically $5,000 or less) Ocean Conservancy requires a basic financial report certifying the funds were used for the purpose of the grant. Part I, line 3: Cash value paid in US dollars. Part III Accounting Method: X X X X X X 1 Newport One 21 Railroad Ave Duxbury MA 02332 Direct Mail Consulting 0 7388238 304550 7083688 SD&A Teleservices 5757 West Century Blvd Los Angeles CA 90045 Telemarketing 0 25366 27483 -2117 7413604 332033 7081571 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC Schedule G, Part I, Line 2b, Column (v) Amounts listed in Part I, Column V include a portion of non-fundraising professional fees. 1 Arizona State University PO Box 876011 Tempe AZ 85287 860196696 115 361680 0 N/A N/A Research Gulf On Maine Lobster Foundation PO Box 513 Kennebunk ME 04043 010535494 501(c)(3) 121945 0 N/A N/A Ghost gear retrieval First Alaskans Institute 606 E Street Ste 200 Anchorage AK 99501 920174854 501(c)(3) 85000 0 N/A N/A Indigenous Stewardship Fellowship Ocean Foundation 1320 19th Street NW 500 Washington DC 20036 710863908 501(c)(3) 80000 0 N/A N/A Plant sea grass University Of Georgia Research Foundation Inc 310 E Campus Road Ahtens GA 30602 581353149 501(c)(3) 72336 0 N/A N/A Circularity Assessment Protocol University Of California Santa Cruz 1156 High Street Santa Cruz CA 95064 943067788 501(c)(3) 32000 0 N/A N/A Fellowship support - Capstone Project Green Diversity Initiative Dba Green 20 6218 Georgia Avenue NW Ste 1-629 Washington DC 20011 465220283 501(c)(3) 25000 0 N/A N/A Green 2.0 Support University Of Florida PO Box 113201 Ste 1250 East Campus Office Bldg Gainesville FL 32611 596002052 115 24000 0 N/A N/A Research Big Blue & You Inc 212 Ne 154th Street Miami FL 33162 800249204 501(c)(3) 22500 0 N/A N/A Shores Forward Initiative Dream In Green 2103 Coral Way Miami FL 33145 205196010 501(c)(3) 20000 0 N/A N/A Green schools challenge Puget Soundkeeper Alliance 130 Nickerson Street Ste 107 Seattle WA 98109 911285783 501(c)(3) 20000 0 N/A N/A ICC cleanup event Hawaii Pacific University 500 Ala Moana Blvd Suite 6420 Hoholulu HI 96813 990113930 501(c)(3) 15000 0 Ghost gear retrieval West Oakland Environmental Indicators Project 349 Mandela Pkwy Oakland CA 97607 202384563 501(c)(3) 10000 0 N/A N/A Programming for the Oakland Shoreline Leadership Academy Mariposa Dr Foundation PO Box 425 Ithaca NY 14851 270726866 501(c)(3) 10000 0 N/A N/A ICC cleanup event Save The Bay 100 Save The Bay Drive Providence RI 02905 050346046 501(c)(3) 10000 0 N/A N/A ICC cleanup event Friends Of The Environment 6401 Lyons Road Coconut Creek FL 33073 352283352 501(c)(3) 10000 0 N/A N/A ICC cleanup event Loggerhead Marinelife Center 14200 US Highway One Juno Beach FL 33408 592445926 501(c)(3) 10000 0 N/A N/A ICC cleanup event Community PartnersMove La 1000 North Alameda Street Suite 240 240 Los Angeles CA 90012 954302067 501(c)(3) 10000 0 N/A N/A Research and webinar support Ecology Center 2530 San Pablo Ave Berkeley CA 94702 941703351 501(c)(3) 10000 0 N/A N/A Ecology Center's Education and Engagement Program - Resource Center Occidental College 1600 Campus Rd Los Angeles CA 90041 951667177 501(c)(3) 10000 0 N/A N/A Moving Forward Network Survey programming Keep America Beautiful System 617 Surry Street Wilmington NC 28401 581379462 501(c)(3) 6350 0 N/A N/A ICC cleanup event 21 0 Part I, Line 2: For research grants, Ocean Conservancy requires semiannual financial reports along with project, progression discussions and reports. For cleanup grants (typically less than $5,000) Ocean Conservancy requires a basic financial report certifying the funds were used for the purpose of the grant. X X X X X 0 0 0 0 0 0 0 0 0 Janis Searles Jones CEO 353003 0 125000 0 690 0 21250 0 31612 0 531555 0 0 0 Emily Woglom EVP 244967 0 1500 0 441 0 14910 0 17650 0 279468 0 0 0 Sarah Humphries VP, Resource Development 227930 0 1500 0 450 0 13993 0 22128 0 266001 0 0 0 Chris Dorsett VP Conservation Policy & Programs 211045 0 1500 0 450 0 13148 0 31612 0 257755 0 0 0 Katherine Andrews Chief of Strategy 230109 0 0 0 690 0 1196 0 10537 0 242532 0 0 0 Kenneth Donaldson CFO 214624 0 0 0 690 0 13244 0 10537 0 239095 0 0 0 Julia Roberson VP Communications 203513 0 1500 0 298 0 12302 0 10537 0 228150 0 0 0 Scott Highleyman VP Arctic Programs 166860 0 1500 0 1661 0 10389 0 31612 0 212022 0 0 0 Anne Merwin VP Conservation 159736 0 1500 0 245 0 10163 0 31612 0 203256 0 0 0 George Leonard Chief Scientist 156193 0 1500 0 983 0 9617 0 31612 0 199905 0 0 0 Teresa Parsons Director Program Development 156551 0 0 0 230 0 9664 0 31612 0 198057 0 0 0 Kelly Luck Director, Foundation & Gov't Support 144574 0 1500 0 482 0 8992 0 31612 0 187160 0 0 0 Malissa Lash Sr. Director, Resource Development 143978 0 1500 0 319 0 9102 0 31612 0 186511 0 0 0 Michelle Frey Sr. Director, Digital Outreach 137432 0 1500 0 195 0 8516 0 37692 0 185335 0 0 0 Jeffrey Watters Sr. Director, Conservation Policy 150605 0 1500 0 215 0 9182 0 12564 0 174066 0 0 0 Richard Sheard Sr. Director, Shipping Emissions 137143 0 1500 0 281 0 8277 0 10537 0 157738 0 0 0 X 58 523665 Fair market value 0 1 0 Part I, Line 32b: All non-standard contributions are reviewed by the VP, Resource Development. In consultation with the CFO, the VP, Resource Development will determine if it is in the best interest of the organization to accept the gift. Form 990, Part I, Line 1, Description of Organization Mission: Together with our partners, we create science-based solutions for a healthy ocean and the wildlife and communities that depend on it. Form 990, Part III, Line 4a, Science, policy and outreach: (continued) outreach, and our own reports and content. Our digital and direct mail audiences regularly take action to advance our conservation priorities. Form 990, Part III, Line 4b, Trash Free Seas: (continued) Alliance, to implement more effective international policy and financing solutions to reduce ocean plastic. We advocate, informed by the best available science and more than 30 years of our International Coastal Cleanup data, to eliminate the most problematic forms of single use plastic packaging and products. We foster best practices among key stakeholders to create new, innovative approaches to prevent and remove ghost fishing gear - the single deadliest form of plastic in the ocean. Form 990, Part VI, Section A, line 2 Directors Jean Nelson and Will Martin are married. Form 990, Part VI, Section B, line 11b The 990 is prepared by an outside firm. The CFO performs a detailed review of the 990, reconciles any questions and modifies the return if necessary. The 990 is then forwarded to the Finance Committee for further questions. After their review and any adjustments if necessary, the 990 is forwarded to the entire Board and then filed with IRS. Form 990, Part VI, Section B, line 12c Conflict of interest policy disclosure statements are to be prepared at least annually. In the case where a possible conflict by an employee other than the CEO of the organization is identified, the CEO shall determine whether an actual or potential conflict of interest exists or can be reasonably construed to exist and how the conflict of interest should be resolved. When a conflict of interest is disclosed by a covered person other than a covered employee or by the CEO, the Chair shall disclose the conflict of interest to the Board of Directors or a designated committee. Then by majority vote of the disinterested Directors (even if the disinterested Directors constitute less than a quorum) it will be decided whether an actual or potential conflict of interest exists or can be reasonably construed to exist. Proposals to the full Board of Directors as to how the conflict of interest should be resolved will then be provided. Form 990, Part VI, Section B, line 15 The Board sets the President & CEO's salary based on its evaluation of their performance. The Board takes into account market surveys and the organization's performance and financial position. The Executive Committee of the Board of Directors reviews and approves the compensation of other officers and key employees using externally prepared comparability data. Form 990, Part VI, Section C, line 19 Ocean Conservancy's audited financial statements, governing documents and conflict of interest policy are available upon request. Form 990, Part IX, line 11g Consultants, contractors, temporary help, and other professional fees: Program service expenses 4,150,675. Management and general expenses 400,327. Fundraising expenses 305,099. Total expenses 4,856,101.