2021-01-29T15:18:11-06:00 2020-06-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2019-07-01 237245152 Ocean Conservancy OCEA 2024295609 1300 19th Street NW No 8th Fl Washington DC 200361609 Kenneth Donaldson Chief Financial Officer 2024295609 2021-01-26 1 Lori A Collingsworth P00639819 7038930300 2021-01-26 2019 2022-09-23 18:48:47Z Kenneth Donaldson 1300 19th Street NW No 8th Fl Washington DC 200361609 39744551 0 X www.oceanconservancy.org X 1972 DC Ocean Conservancy is working to protect the ocean from today's greatest global challenges. 17 16 131 943195 0 0 28163632 32994121 0 0 2564841 596849 140029 176334 30868502 33767304 2197363 1530912 0 0 13127817 15304252 443183 326492 4879554 14330680 14932330 30099043 32093986 769459 1673318 49190567 52649926 3201951 3680879 45988616 48969047 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 9170470 153355 Science, policy and outreach: Ocean Conservancy uses the best available knowledge, 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 outreach, and our 7024938 136566 Marine ecosystem protection: Ocean Conservancy works at the local, state, federal and international level to advance conservation solutions, using the best available science 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. 6975221 1217991 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 1643099 23000 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. 1643099 23000 24813728 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 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 1 120 0 1 131 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 16 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY LA MD MA MI MN MS NH NJ NM NY NC OK OR PA RI SC TN UT VA WV WI X X Kenneth Donaldson 2024295609 1300 19th St NW 8th Fl Washington DC 20036 Daniel Oros Chair 2.00 X X 0 0 0 Suzanne Woolsey Vice Chair 2.00 X X 0 0 0 Edward Miller Treasurer 2.00 X X 0 0 0 W Bowman Cutter Secretary 2.00 X X 0 0 0 Thomas Allen Director 2.00 X 0 0 0 Bonnie Crabtree Director 2.00 X 0 0 0 Jenny Flores Director 2.00 X 0 0 0 Colin le Duc Director 2.00 X 0 0 0 William Martin Director 2.00 X 0 0 0 Jeremy Milo Director 2.00 X 0 0 0 Jeanie Nelson Director 2.00 X 0 0 0 Michael Orbach Director 2.00 X 0 0 0 John Sargent Director 2.00 X 0 0 0 Oswald Schmitz 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 425936 0 58092 Emily Woglom EVP 45.00 X 268281 0 27395 Lawrence Amon CFO 24.00 X 158697 0 8657 Kenneth Donaldson VP Finance & Admin/ CFO beg 1/1/2020 45.00 X 196619 0 23423 Sarah Humphries VP, Resource Development 45.00 X 242955 0 39927 Chris Dorsett VP Conservation Policy & Programs 45.00 X 205678 0 50544 Julia Roberson VP Communications 45.00 X 197806 0 23423 Scott Highleyman VP Arctic Programs 45.00 X 165405 0 47847 George Leonard Chief Scientist 45.00 X 153653 0 47092 Teresa Parsons Director Program Development 45.00 X 151916 0 47051 Kelly Luck Director, Foundation & Gov't Support 40.00 X 140312 0 46401 Malissa Lash Sr. Director, Resource Development 40.00 X 140199 0 46507 Jeffrey Watters Sr. Director, Conservation Policy 40.00 X 136109 0 20760 Michelle Frey Sr. Director, Digital Outreach 40.00 X 134408 0 46016 Trishna Gurung Sr. Director, Communications 40.00 X 134188 0 45985 2852162 0 579120 35 0 1 0 Accenture International Limited 1 Grand Canal Square Grand Canal H Dublin EI 662881 Waste collection analysis 467175 Sunshine Sachs 136 Madison Ave 17th Floor New York NY 10016 Marketing 247839 Ocean Wonks LLC 175 Carroll Avenue Newport RI 02840 Policy Counsel 240000 Climate Advisors Inc 1320 19th St NW Suite 300 Washington DC 20036 Policy Counsel 230000 Beacon Red Engine 2300 Clarendon Blvd Suite 925 Arlington VA 22201 Marketing 214721 15 280981 1387500 31325640 268295 32994121 690287 690287 131125 131125 5883809 5977247 -93438 -93438 -93438 CC rebates and rewards 900099 45209 45209 45209 33767304 0 0 773183 X 910970 910970 619942 619942 2629498 2014836 228092 386570 9694152 7426805 842434 1424913 438129 335715 38004 64410 1649236 1263717 143061 242458 893237 684438 77482 131317 98937 98937 99927 99927 393585 393585 326492 326492 89156 89156 4945398 4527701 158027 259670 678606 558809 2098 117699 4595765 2675326 260622 1659817 9418 5886 2403 1129 1285361 957487 162714 165160 1145039 1061494 27265 56280 690457 640079 16441 33937 127574 92255 17619 17700 92230 23 92207 Subscriptions 360155 232584 40524 87047 List rental 320722 231200 1405 88117 Prof. fund allocation 0 180876 2286 -183162 32093986 24813728 2400704 4879554 X 5201051 2881382 36407 2283262 6274899 6531283 200181 200206 9132525 10371276 48763 50394 1152390 497510 1638751 1599493 166832 39258 30620899 33738152 1594078 1221847 49190567 52649926 1979794 1668360 18300 610866 1203857 1401653 3201951 3680879 X 25418354 30425611 20570262 18543436 45988616 48969047 49190567 52649926 X 1673318 1236758 70355 X 0 1 X 1 0 X 18615990 24058239 36557965 28163632 32994121 140389947 18615990 24058239 36557965 28163632 32994121 140389947 24516535 115873412 559032 588022 824503 767978 821412 3560947 143950894 45209 0.80500 0.71710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 109553 664250 773803 30904535 31678338 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 740339 812585 806995 773803 3133722 250000 250000 250000 250000 1000000 1500000 125294 85714 113567 109553 434128 3718250 0 107854 125292 9182 3691630 3655468 1100 184197 115693 6822 3718250 2334417 1246365 192134 111314 6134 3655468 2219747 0 230687 110294 5723 2334417 2277442 0 55704 107866 5533 2219747 0.00000 0.76920 0.23080 0 0 285800 277480 8320 944435 942212 2223 408516 379801 28715 39258 Deferred lease obligations 298026 Gift annuity payment liability 1015471 Deferred compensation liability 88156 1401653 X 35389338 1236758 474432 1711190 33678148 89156 89156 33767304 32408907 474432 474432 31934475 89156 70355 159511 32093986 Part V, Line 4: The donor-restricted endowment fund has no purpose restrictions and was established to provide continuing support for general operations of the organization. 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. Part XII, Line 4b - Other Adjustments: Return of prior year grants 70,355. 1 Central America and the Caribbean 0 0 Grants to recipients located in region 25500 Central America and the Caribbean 0 0 Program Services Consulting services 9654 East Asia and the Pacific 0 0 Grants to recipients located in region 336941 East Asia and the Pacific 0 0 Program Services Consulting services, royalties, meeting expenses 277220 Europe (Including Iceland & Greenland) 0 0 Grants to recipients located in region 48000 Europe (Including Iceland & Greenland) 0 0 Program Services Consulting services, subscriptions, meeting expenses 386589 North America 0 0 Grants to recipients located in region 163760 North America 0 0 Program Services Consulting services 119713 South America 0 0 Grants to recipients located in region 4000 South America 0 0 Program Services Consulting services & meeting expenses 14084 South Asia 0 0 Program Services Consulting services 8500 Sub-Saharan Africa 0 0 Grants to recipients located in region 41741 Sub-Saharan Africa 0 0 Program Services Consulting services 1575 0 0 0 0 0 0 1367377 69900 1437277 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, Plastic Litter Abatement 309941 Wire 0 N/A N/A North America - Canada and Mexico, but not the United States Atlantic Fisheries sustainability 132000 Wire 0 N/A N/A North America - Canada and Mexico, but not the United States Plastics research 31760 Wire 0 N/A N/A Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, Ghost gear retrieval 26741 Wire 0 N/A N/A East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, International Coastal Cleanup 10000 Wire 0 N/A N/A Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium International Coastal Cleanup 10000 Wire 0 N/A N/A Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium International Coastal Cleanup 10000 Wire 0 N/A N/A Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium International Coastal Cleanup 10000 Wire 0 N/A N/A Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, International Coastal Cleanup 10000 Wire 0 N/A N/A East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, International Coastal Cleanup 10000 Wire 0 N/A N/A Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, International Coastal Cleanup 10000 Wire 0 N/A N/A Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, International Coastal Cleanup 9500 Wire 0 N/A N/A Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium International Coastal Cleanup 9000 Wire 0 N/A N/A 13 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 6019468 309553 5709915 Gordon and Schwenkmeyer INC 20300 South Vermont Ave Torrance CA 90502 Telemarketing 0 21759 16939 4820 6041227 326492 5714735 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 University Of Georgia 310 E Campus Rd Athens GA 30602 581353149 501(c)(3) 352049 0 N/A N/A Research Rockefeller Philanthropy 6 West 48th St 10th Floor New York NY 10036 133615533 501(c)(3) 350000 0 N/A N/A Resilient Cities Network Ocean Foundation 1320 19th Street NW 500 Washington DC 20036 710863908 501(c)(3) 73000 0 N/A N/A Plant sea grass Arizona State University PO Box 876011 Tempe AZ 852876011 860196696 115 34921 0 N/A N/A Research Dream In Green 2103 Coral Way 2nd Floor Miami FL 33145 205196010 501(c)(3) 20000 0 N/A N/A Conservation education Native American Rights Fund 1506 Broadway Boulder CO 80302 840611876 501(c)(3) 20000 0 N/A N/A Bering Sea Fisheries Aleut Community Of St Paul 4720 Business Park Blvd Ste G42 Anchorage AK 995037175 920060403 115 15000 0 N/A N/A Preservation of traditional knowledge National Parks Conservation As 777 6th Street NW 700 Washington DC 20001 530225165 501(c)(3) 10000 0 N/A N/A Magnuson-Stevens Reauthorization 8 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 332006 0 90000 0 3930 0 20400 0 37692 0 484028 0 0 0 Emily Woglom EVP 242752 0 23999 0 1530 0 14831 0 12564 0 295676 0 0 0 Lawrence Amon CFO 144282 0 14145 0 270 0 8657 0 0 0 167354 0 0 0 Kenneth Donaldson VP Finance & Admin/ CFO beg 1/1/2020 178649 0 17571 0 399 0 10859 0 12564 0 220042 0 0 0 Sarah Humphries VP, Resource Development 219497 0 21928 0 1530 0 13551 0 26376 0 282882 0 0 0 Chris Dorsett VP Conservation Policy & Programs 203908 0 0 0 1770 0 12852 0 37692 0 256222 0 0 0 Julia Roberson VP Communications 178649 0 17571 0 1586 0 10859 0 12564 0 221229 0 0 0 Scott Highleyman VP Arctic Programs 163033 0 0 0 2372 0 10155 0 37692 0 213252 0 0 0 George Leonard Chief Scientist 151378 0 0 0 2275 0 9400 0 37692 0 200745 0 0 0 Teresa Parsons Director Program Development 150915 0 0 0 1001 0 9359 0 37692 0 198967 0 0 0 Kelly Luck Director, Foundation & Gov't Support 139849 0 0 0 463 0 8709 0 37692 0 186713 0 0 0 Malissa Lash Sr. Director, Resource Development 138915 0 0 0 1284 0 8815 0 37692 0 186706 0 0 0 Jeffrey Watters Sr. Director, Conservation Policy 134862 0 0 0 1247 0 8196 0 12564 0 156869 0 0 0 Michelle Frey Sr. Director, Digital Outreach 133439 0 0 0 969 0 8324 0 37692 0 180424 0 0 0 Trishna Gurung Sr. Director, Communications 132919 0 0 0 1269 0 8293 0 37692 0 180173 0 0 0 X 45 238295 Fair market value X Supplies 1 30000 Purchase 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) own reports and content. Our digital and direct mail audiences regularly take action to advance our conservation priorities. Form 990, Part III, Line 4c, Trash Free Seas: (continued) (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 4,527,701. Management and general expenses 158,027. Fundraising expenses 259,670. Total expenses 4,945,398. Form 990, Part XI, line 9: Return of prior year grant funds 70,355.