CONSORTIUM FOR OCEAN LEADERSHIP: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CONSORTIUM FOR OCEAN LEADERSHIP (EIN 52-1892964)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-08-11
- IRS object ID
- 202032249349301603
- Schema version
- 2018v3.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-11T10:35:49-05:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521186096 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINO AND COMPANY CHARTERED | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6903 ROCKLEDGE DRIVE SUITE 1200 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208171818 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521892964 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSORTIUM FOR OCEAN LEADERSHIP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONS | BusinessNameControlTxt |
| Phone | 2022323900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 NEW YORK AVENUE NW NO 420 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YAN XING | PersonNm |
| Person Title | VP & CFO | PersonTitleTxt |
| Phone | 2022323900 | PhoneNum |
| Signature | 2020-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAY THIES CPA | PreparerPersonNm |
| PTIN | P01404047 | PTIN |
| Phone | 3015643636 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.100.156.80 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-10 | IPDt |
| IP Tm | 13:09:26 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8E10895808A1E7D35F48195E7112756A0A6DBAF9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JONATHAN WHITE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 NEW YORK AVENUE NW NO 420 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,656,926 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OCEANLEADERSHIP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | TO SHAPE THE FUTURE OF OCEAN SCIENCE AND TECHNOLOGY THROUGH DISCOVERY, UNDERSTANDING AND ACTION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 39 | TotalEmployeeCnt |
| Total Volunteers | 1617 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $102,711,656 | PYContributionsGrantsAmt |
| CY Contributions Grants | $36,059,418 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $602,375 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $596,625 | CYProgramServiceRevenueAmt |
| PY Investment Income | $110,603 | PYInvestmentIncomeAmt |
| CY Investment Income | $883 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $103,424,634 | PYTotalRevenueAmt |
| CY Total Revenue | $36,656,926 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $459,622 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $258,536 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,512,486 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,016,820 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $19,915 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,499 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $98,678,869 | PYOtherExpensesAmt |
| CY Other Expenses | $32,635,869 | CYOtherExpensesAmt |
| PY Total Expenses | $103,670,892 | PYTotalExpensesAmt |
| CY Total Expenses | $36,911,225 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$246,258 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$254,299 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $37,479,919 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,977,459 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $35,230,525 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,982,364 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,249,394 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,995,095 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OCEAN LEADERSHIP SHAPES THE FUTURE OF OCEAN SCIENCE AND TECHNOLOGY THROUGH DISCOVERY, UNDERSTANDING AND ACTION. OCEAN LEADERSHIP PROVIDES EXPERTISE IN MANAGING, COORDINATING, AND FACILITATING SCIENTIFIC PROGRAMS AND PARTNERSHIPS; INFLUENCING SOUND OCEAN POLICY; AND EDUCATING THE NEXT GENERATION OF OCEAN LEADERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $23,763,294 | ExpenseAmt |
| Desc | THE GULF OF MEXICO RESEARCH INITIATIVE (GOMRI) WILL INVESTIGATE THE IMPACTS OF THE OIL, DISPERSED OIL, AND DISPERSANT ON THE ECOSYSTEMS OF THE GULF OF MEXICO AND AFFECTED COASTAL STATES IN A BROAD CONTEXT OF IMPROVING FUNDAMENTAL UNDERSTANDING OF THE DYNAMICS OF SUCH EVENTS AND THEIR ENVIRONMENTAL STRESSES AND PUBLIC HEALTH IMPLICATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,187,909 | ExpenseAmt |
| Desc | THE OCEAN OBSERVATORIES INITIATIVE (OOI) WILL CONSTRUCT A NETWORKED INFRASTRUCTURE OF SCIENCE-DRIVEN SENSOR SYSTEMS TO MEASURE THE PHYSICAL, CHEMICAL, GEOLOGICAL AND BIOLOGICAL VARIABLES IN THE OCEAN AND SEAFLOOR. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $897,230 | ExpenseAmt |
| Desc | THE NOSB IS AN ACADEMIC COMPETITION AND PROGRAM THAT ADDRESSES A NATIONAL GAP IN ENVIRONMENTAL AND EARTH SCIENCES IN THE PUBLIC EDUCATION BY INTRODUCING HIGH SCHOOL STUDENTS TO AND ENGAGING THEM IN OCEAN SCIENCE, PREPARING THEM FOR OCEAN SCIENCE-RELATED AND OTHER STEM CAREERS, AND HELPING THEM BECOME KNOWLEDGEABLE CITIZENS AND ENVIRONMENTAL STEWARDS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,173,377 | ExpenseAmt |
| Grant | $258,536 | GrantAmt |
| Revenue | $596,625 | RevenueAmt |
| Desc | OTHER RESEARCH & EDUCATION | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,173,377 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $258,536 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $596,625 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $34,021,810 | 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 | Yes (1) | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 47 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 39 | 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YAN XING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022323900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 NEW YORK AVE 4TH FL | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DR CHRISTOPHER D'ELIA | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR CHRIS SCHOLIN | ||||||||
| BOARD OF TRUSTEE VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DR S BRADLEY MORAN | ||||||||
| BOARD OF TRUSTEES TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MR RICHARD WEST | ||||||||
| AT-LARGE TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR JENNIFER MIKSIS-OLDS | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR WILLIAM GRAHAM | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR ROBERT DUNBAR | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR JACQUELINE DIXON | ||||||||
| BOARD OF TRUSTEES CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DR BRUCE CORLISS | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR MEGAN DAVIS | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MR HANK LOBE | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR MARCIA MCNUTT | ||||||||
| AT-LARGE TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MS MOLLY MCCAMMON | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RADM JONATHAN WHITE | ||||||||
| PRESIDENT & CEO | 40.00 | $393,333 | $0 | $32,086 | Yes (X) | |||
| AMY CASTNER | ||||||||
| SEC/DIR OF BOARD RELATIONS | 40.00 | $124,839 | $0 | $31,317 | Yes (X) | |||
| YAN XING | ||||||||
| VP AND CFO | 40.00 | $227,781 | $0 | $62,340 | Yes (X) | |||
| KRISTEN YARINCIK | ||||||||
| VP RESEARCH AND EDUCATION | 40.00 | $179,300 | $0 | $47,812 | Yes (X) | |||
| PATRICK DONAHUE | ||||||||
| DIRECTOR, CONTRACTS AND CO | 40.00 | $166,341 | $0 | $42,494 | Yes (X) | |||
| YIN YIN | ||||||||
| OOI COMPTROLLER | 40.00 | $153,490 | $0 | $29,535 | Yes (X) | |||
| DOUGLAS FILS | ||||||||
| DATA MANAGEMENT TECHNICAL EXPERT | 40.00 | $138,294 | $0 | $33,166 | Yes (X) | |||
| VIKTORIYA SHEK | ||||||||
| MANAGER, OOI BUSINESS OPERATIONS | 40.00 | $124,907 | $0 | $22,397 | Yes (X) | |||
| LEIGH ZIMMERMAN | ||||||||
| SR. MANAGER, GOMRI AND ASSISTANT DIRECTOR, R&E | 40.00 | $121,948 | $0 | $18,290 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,630,233 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $319,437 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | 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 |
|---|---|---|---|---|---|
| UNIVERSITY OF MIAMI | |||||
| 4600 RICKENBACKER CSWY RM111 | MIAMI | FL | 33149 | SEE SCHEDULE O | $6,317,659 |
| UNIVERSITY OF SOUTH FLORIDA | |||||
| PO BOX 864568 | ORLANDO | FL | 328864568 | SEE SCHEDULE O | $3,168,208 |
| LOUISIANA UNIVERSITIES MARINE CONSORTIUM | |||||
| 8124 HWY56 | CHAUVIN | LA | 70344 | SEE SCHEDULE O | $3,043,181 |
| WOODS HOLE OCEANOGRAPHIC INSTITUTE | |||||
| 569 WOODS HOLE RD | WOODS HOLE | MA | 02543 | IMPLEMENTATION OF OCEAN OBSERVING | $2,747,680 |
| NATIONAL MARINE MAMMAL FOUNDATION | |||||
| 2240 SHELTER ISLAND DR STE 200 | SAN DIEGO | CA | 92106 | SEE SCHEDULE O | $2,320,438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 25 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $9,912,131 | GovernmentGrantsAmt |
| All Other Contributions | $26,147,287 | AllOtherContributionsAmt |
| Total Contributions | $36,059,418 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP DUES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $596,625 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $596,625 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $596,625 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $883 | TotalRevenueColumnAmt |
| Exclusion | $883 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,656,926 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $596,625 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $883 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,349 | TotalAmt |
| Program Services | $187,349 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,187 | TotalAmt |
| Program Services | $71,187 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,035,573 | TotalAmt |
| Program Services | $555,458 | ProgramServicesAmt |
| Management And General | $480,115 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,169,292 | TotalAmt |
| Program Services | $1,523,121 | ProgramServicesAmt |
| Management And General | $646,171 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,119 | TotalAmt |
| Program Services | $160,511 | ProgramServicesAmt |
| Management And General | $65,608 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,059 | TotalAmt |
| Program Services | $223,904 | ProgramServicesAmt |
| Management And General | $113,155 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,777 | TotalAmt |
| Program Services | $162,925 | ProgramServicesAmt |
| Management And General | $85,852 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,304 | TotalAmt |
| Program Services | $7,077 | ProgramServicesAmt |
| Management And General | $59,227 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,498 | TotalAmt |
| Management And General | $54,498 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,472,063 | TotalAmt |
| Program Services | $30,131,672 | ProgramServicesAmt |
| Management And General | $340,391 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,584 | TotalAmt |
| Program Services | $4,584 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,374 | TotalAmt |
| Program Services | $144,084 | ProgramServicesAmt |
| Management And General | $142,791 | ManagementAndGeneralAmt |
| Fundraising | $1,499 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,976 | TotalAmt |
| Program Services | $36,529 | ProgramServicesAmt |
| Management And General | $126,447 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $652,379 | TotalAmt |
| Management And General | $652,379 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $686,942 | TotalAmt |
| Program Services | $654,834 | ProgramServicesAmt |
| Management And General | $32,108 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,480 | TotalAmt |
| Program Services | $158,575 | ProgramServicesAmt |
| Management And General | $4,905 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,058 | TotalAmt |
| Management And General | $21,058 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,211 | TotalAmt |
| Management And General | $63,211 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,911,225 | TotalAmt |
| Program Services | $34,021,810 | ProgramServicesAmt |
| Management And General | $2,887,916 | ManagementAndGeneralAmt |
| Fundraising | $1,499 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,312,416 | BOYAmt |
| EOY | $911,346 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,133,529 | BOYAmt |
| EOY | $2,186,892 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,981,705 | BOYAmt |
| EOY | $801,772 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,704,029 | BOYAmt |
| EOY | $20,422,712 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,006 | BOYAmt |
| EOY | $154,540 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,664,329 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,651,907 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,482 | BOYAmt |
| EOY | $12,422 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,155,287 | BOYAmt |
| EOY | $459,310 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,465 | BOYAmt |
| EOY | $28,465 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,479,919 | BOYAmt |
| EOY | $24,977,459 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,896,780 | BOYAmt |
| EOY | $4,459,323 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,704,499 | BOYAmt |
| EOY | $16,999,430 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,629,246 | BOYAmt |
| EOY | $1,523,611 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,230,525 | BOYAmt |
| EOY | $22,982,364 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,249,394 | BOYAmt |
| EOY | $1,995,095 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,249,394 | BOYAmt |
| EOY | $1,995,095 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,479,919 | BOYAmt |
| EOY | $24,977,459 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$254,299 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $142,902,095 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $113,562,148 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $101,125,408 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $102,711,656 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,059,418 | CurrentTaxYearAmt |
| Total | $496,360,725 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $142,902,095 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $113,562,148 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $101,125,408 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $102,711,656 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,059,418 | CurrentTaxYearAmt |
| Total | $496,360,725 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $166,077,062 | SubstantialContributorsTotAmt |
| Public Support Total170 | $330,283,663 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $136,167 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $119,979 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $78,603 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,669 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $883 | CurrentTaxYearAmt |
| Total | $372,301 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $496,733,026 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,061,228 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.66490 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73300 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $89,211 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $89,211 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $36,822,014 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $36,911,225 | 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 | $29,812 | CurrentYearMinus3Amt |
| Current Year Minus2 | $68,874 | CurrentYearMinus2Amt |
| Current Year Minus1 | $34,443 | CurrentYearMinus1Amt |
| Current Year | $89,211 | CurrentYearAmt |
| Total | $222,340 | 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 |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $496,313 | OtherCostOrOtherBasisAmt |
| Depreciation | $494,918 | DepreciationAmt |
| Book Value | $1,395 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $635,907 | OtherCostOrOtherBasisAmt |
| Depreciation | $624,880 | DepreciationAmt |
| Book Value | $11,027 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $532,109 | OtherCostOrOtherBasisAmt |
| Depreciation | $532,109 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,422 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $1,064,301 |
| DEFERRED COMPENSATION | $459,310 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,523,611 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $36,656,926 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $36,656,926 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $36,656,926 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $36,911,225 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $36,911,225 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $36,911,225 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | OCEAN LEADERSHIP IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS SUCH, IT IS EXEMPT FROM FEDERAL INCOME TAXES ON ALL BUT UNRELATED BUSINESS INCOME, IF ANY. THERE WAS NO NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED SEPTEMBER 30, 2019 AND 2018. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN MILWAUKEE | ||||||||
| PO BOX 500 | MILWAUKEE | WI | 53201 | 391805963 | STATE OF WI | $9,000 | NOSB REGIONAL AWARD | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY SEA GRANT COLLEGE PROGRAM | ||||||||
| 77 MASSACHUSETTS AVENUE NE | CAMBRIDGE | MA | 02139 | 042103594 | 501C3 | $9,000 | NOSB REGIONAL AWARD | |
| OREGON STATE UNIVERSITY | ||||||||
| 104 COAS ADMIN BUILDING | CORVALLIS | OR | 97331 | 481278540 | STATE OF OR | $9,000 | NOSB REGIONAL AWARD | |
| REGENTS UNIVERSITY OF MICHIGAN | ||||||||
| BOX 223131 | PITTSBURGH | PA | 15251 | 386006309 | 501C3 | $9,000 | NOSB REGIONAL AWARD | |
| RUTGERS THE STATE UNIVERSITY OF NEW JERSEY | ||||||||
| 33 KNIGHTSBRIDGE ROAD 2ND FLOOR | PISCATAWAY | NJ | 088543925 | 226001086 | STATE OF NJ | $9,000 | NOSB REGIONAL AWARD | |
| STONY BROOK FOUNDATION INC | ||||||||
| PO BOX 1511 | STONY BROOK | NY | 11790 | 146013200 | STATE OF NY | $9,000 | NOSB REGIONAL AWARD | |
| UNIVERSITY OF NORTH CAROLINA WILMINGTON | ||||||||
| 601 S COLLEGE ROAD - H0155 | WILMINGTON | NC | 28403 | 561258660 | STATE OF NC | $7,376 | NOSB REGIONAL AWARD | |
| UNIVERSITY OF SAN DIEGO | ||||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | 952544535 | 501C3 | $9,000 | NOSB REGIONAL AWARD | |
| UNIVERSITY OF SOUTHERN MISSISSIPPI | ||||||||
| 703 OCEAN BEACH DR | OCEAN SPRINGS | MS | 39564 | 646000818 | STATE OF MS | $8,973 | NOSB REGIONAL AWARD | |
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||||
| 3716 BROOKLYN AVE NE PO BOX 355060 | SEATTLE | WA | 98105 | 916001537 | IRC 115 | $9,000 | NOSB REGIONAL AWARD | |
| YOUNGSTOWN STATE UNIVERSITY | ||||||||
| ONE UNIVERSITY PLAZA | YOUNGSTOWN | OH | 44555 | 341011998 | STATE OF OH | $9,000 | NOSB REGIONAL AWARD | |
| UNIVERSITY OF COLORADO FOUNDATION | ||||||||
| 216 UCB ROOM 302 CIRIES | BOULDER | CO | 803090216 | 846000555 | STATE OF CO | $9,000 | NOSB REGIONAL AWARD/ NOSB HOST | |
| UNIVERSITY OF HAWAII | ||||||||
| SEA GRANT COLLEGE PROGRAM 2525 | HONOLULU | HI | 96822 | 990115254 | STATE OF HI | $9,000 | NOSB REGIONAL AWARD | CORREA RD HG 238 |
| FOUNDATION OF CALIFORNIA STATE MONTEREY BAY | ||||||||
| ALUMNI AND VISITORS CENTER 97-133 | SEASIDE | CA | 93933 | 800494808 | 501C3 | $9,000 | NOSB REGIONAL AWARD | |
| UNIVERSITY OF SOUTH FLORIDA FOUNDATION MARINE SCIENCE | ||||||||
| 140 SEVENTH AVE SOUTH | ST PETERSBURG | FL | 33701 | 593102112 | STATE OF FL | $9,000 | NOSB REGIONAL AWARD | |
| UNIVERSITY OF ALASKA | ||||||||
| PO BOX 755080 | FAIRBANKS | AK | 99775 | 926000147 | STATE OF AK | $9,000 | NOSB REGIONAL AWARD | |
| UNIVERSITY OF NEW ENGLAND | ||||||||
| 11 HILLS BEACH OFFICE OF FINANCE | BIDDEFORD | ME | 040059599 | 010211810 | 501C3 | $9,000 | NOSB REGIONAL AWARD | ADMINISTRATION |
| GEORGE MASON UNIVERSITY | ||||||||
| 4400 UNIVERSITY DRIVE CASHIERS | FAIRFAX | VA | 20030 | 540836354 | STATE OF VA | $9,000 | NOSB REGIONAL AWARD | OFFICE MAIL STOP 2E1 |
| FLORIDA ATLANTIC UNIVERSITY | ||||||||
| 5600 1 NORTH | FORT PIERCE | FL | 34946 | 650385507 | STATE OF FL | $9,000 | NOSB REGIONAL AWARD | |
| VIRGINIA INSTITUTE OF MARINE SCIENCES | ||||||||
| PO BOX 1346 | GLUOUCESTER POINT | VA | 23062 | 546001802 | STATE OF VA | $9,000 | NOSB REGIONAL AWARD | |
| GALVESTON BAY AREA CHAPTER | ||||||||
| 4102 B MAIN STREETFM 519 | LA MARQUE | TX | 77568 | 331025662 | 501C3 | $9,000 | NOSB REGIONAL AWARD | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 21 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| TEMPORARY HELP TRAVEL AND CONTRACTS | 3 | $45,761 | FMV |
| POP-UP EXHIBIT STIPEND, AND NOSB SCHOLARSHIP | 26 | $25,426 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | OCEAN LEADERSHIP MAINTAINS RECORDS THAT INCLUDE: PURCHASE REQUEST WITH AUTHORIZED SIGNATURE, COPY OF AWARD AND CERTIFICATIONS, EPLS PRINT OUT AS EVIDENCE OF ELIGIBILITY, AND SELECTION CRITERIA IF AWARD EXCEEDS THE MICRO PURCHASE THRESHOLD OF $10,000 AS PER OCEAN LEADERSHIP'S POLICIES. OCEAN LEADERSHIP HAS PROVIDED A LEVEL OF OVERSIGHT AND MONITORING THAT WILL ALLOW ADEQUATE AND ACCURATE COLLECTION OF DATA ON PERFORMANCE THROUGHOUT THE LIFE OF A PROGRAM. MONITORING PROCESS FOR THE GRANTS AND SUBCONTRACTS: THE OVERALL PURPOSE OF MONITORING AND EVALUATION IS THE MEASUREMENT AND ASSESSMENT OF PERFORMANCE IN ORDER TO MORE EFFECTIVELY MANAGE THE OUTPUTS AND OUTCOMES OF EXPENDITURES. OCEAN LEADERSHIP MONITORS AWARDS AT SEVERAL KEY PHASES OF THE AWARD'S LIFE CYCLE. 1)PRE-AWARD ASSESSMENT: THE INITIAL MONITORING BEGINS WITH A PRE-AWARD ASSESSMENT OF THE PROSPECTIVE RECIPIENT'S ABILITIES AND RESOURCES TO BE APPLIED TO THE AWARD FOR THE PURPOSE OF DETERMINING WHETHER THE RECIPIENT CAN ADEQUATELY PROVIDE THE SERVICES DEMANDED BY THE AWARD. 2)PERIODIC MONITORING: ON-GOING MONITORING IS CONDUCTED DURING THE LIFE OF THE AWARD. PERIODIC MONITORING INCLUDES REVIEW OF THE QUARTERLY AND ANNUAL REPORTING REQUIRED UNDER THE AWARD AND ANY OTHER REPORTS AS SPECIFIED IN THE AWARD. 3)COMPLETION OF GRANT: A FINAL REVIEW OF THE AWARD'S ACTIVITY AND ACCOMPLISHMENTS AND SPENDING IS CONDUCTED AT THE COMPLETION OF THE AWARD. 4)THE ABOVE MONITORING IS ACCOMPLISHED THROUGH VARIOUS MEANS BASED ON THE NEEDS OF THE INDIVIDUAL AWARD. TECHNIQUES USED WILL CONSIST OF PERIODIC WRITTEN REPORTS FROM THE RECIPIENT, ON-SITE VISITS (ANNOUNCED AND UNANNOUNCED), TELEPHONE CONTACTS, AND, IF APPLICABLE ON-LINE REVIEW OF AWARD DATA. 5)REPORTING FORMAT: THE RECIPIENT IS EXPECTED TO PROVIDE THE REPORTS IDENTIFIED IN THE AGREEMENT SIGNED BETWEEN OCEAN LEADERSHIP AND THE RECIPIENT. THE ANNUAL REPORTS REQUIRED ARE COMPLETED USING THE REPORTING FORMAT PROVIDED FOR BY OCEAN LEADERSHIP. 6)PROGRAM DIRECTORS WILL REVIEW THE SUBCONTRACTOR'S REPORTS TO MAKE SURE THEY ARE COMPLETE AND THAT THE INFORMATION AGREES WITH ANY PERIODIC REPORTING. 7)MONITORING RECORDS: PROGRAM STAFF FULLY AND ACCURATELY DOCUMENT ALL MONITORING EFFORTS. 8) SITE VISITS: OCEAN LEADERSHIP MAY UNDERTAKE ADDITIONAL RECIPIENT MONITORING BY MAKING PERIODIC SITE VISITS. BASED ON THE LEVEL OF RISK ASSIGNED TO EACH RECIPIENT, ONE TO SEVERAL SITE VISITS MAY BE SCHEDULED DURING THE TERM OF THE AWARD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RADM JONATHAN WHITE | ||||||||||||||
| PRESIDENT & CEO | $382,723 | $0 | $10,610 | $0 | $0 | $0 | $27,500 | $0 | $4,586 | $0 | $425,419 | $0 | $0 | $0 |
| AMY CASTNER | ||||||||||||||
| SEC/DIR OF BOARD RELATIONS | $124,839 | $0 | $0 | $0 | $0 | $0 | $20,400 | $0 | $10,917 | $0 | $156,156 | $0 | $0 | $0 |
| YAN XING | ||||||||||||||
| VP AND CFO | $227,781 | $0 | $0 | $0 | $0 | $0 | $35,051 | $0 | $27,289 | $0 | $290,121 | $0 | $0 | $0 |
| KRISTEN YARINCIK | ||||||||||||||
| VP RESEARCH AND EDUCATION | $179,300 | $0 | $0 | $0 | $0 | $0 | $28,500 | $0 | $19,312 | $0 | $227,112 | $0 | $0 | $0 |
| PATRICK DONAHUE | ||||||||||||||
| DIRECTOR, CONTRACTS AND CO | $164,341 | $0 | $2,000 | $0 | $0 | $0 | $16,720 | $0 | $25,774 | $0 | $208,835 | $0 | $0 | $0 |
| YIN YIN | ||||||||||||||
| OOI COMPTROLLER | $151,490 | $0 | $2,000 | $0 | $0 | $0 | $15,470 | $0 | $14,065 | $0 | $183,025 | $0 | $0 | $0 |
| DOUGLAS FILS | ||||||||||||||
| DATA MANAGEMENT TECHNICAL EXPERT | $138,294 | $0 | $0 | $0 | $0 | $0 | $14,284 | $0 | $18,882 | $0 | $171,460 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT/CEO'S BONUS IS DETERMINED BY THE EXECUTIVE COMMITTEE AS PART OF THE PRESIDENT'S EMPLOYMENT CONTRACT. PERFORMANCE BONUSES MAY BE AWARDED TO STAFF EACH YEAR BASED ON THE ORGANIZATION'S BUDGET AND CALCULATED AS A PERCENT OF THE TOTAL SALARY BUDGET. THE PRESIDENT/CEO REVIEWS THE SUBMITTED BONUS RECOMMENDATIONS AND APPROVES THE FINAL BONUS AMOUNTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS THIRTEEN VOTING MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION'S THIRTEEN VOTING MEMBERS ELECT INDIVIDUALS TO THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BYLAWS OF THE CORPORATION MAY BE AMENDED ONLY BY A VOTE OF THE VOTING MEMBERS. IN ADDITION, VOTING MEMBERS ELECT TRUSTEES TO SERVICE ON THE BOARD OF TRUSTEES AND ADMIT NEW MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS FIRST PROVIDED TO THE FINANCE COMMITTEE OF THE BOARD FOR REVIEW AND THEN MADE AVAILABLE TO ALL MEMBERS OF THE BOARD PRIOR TO ITS FILING WITH THE IRS. IN ADDITION, FORM 990 IS PROVIDED TO OCEAN LEADERSHIP'S COGNIZANT AGENCY. |
| FORM 990, PART VI, SECTION B, LINE 12C | OCEAN LEADERSHIP MAINTAINS A CONFLICT OF INTEREST POLICY. THE POLICY IS PART OF THE EMPLOYEE HANDBOOK WHICH NEW HIRES RECEIVE AS PART OF THE ORIENTATION PROCESS. THE HUMAN RESOURCES CONSULTANT DISCUSSES THE CONFLICT OF INTEREST POLICY AS WELL AS ALL OTHER KEY OCEAN LEADERSHIP POLICIES WITH ALL NEW HIRES DURING NEW HIRE ORIENTATION. ALL EMPLOYEES ARE REQUIRED TO SIGN A RECEIPT OF THE EMPLOYEE HANDBOOK AS WELL AS A CONFLICT OF INTEREST DISCLOSURE FORM. AN EMPLOYEE WHO VIOLATES THE CONFLICT OF INTEREST POLICY WOULD BE SUBJECT TO DISCIPLINARY ACTION PER THE ORGANIZATION'S DISCIPLINARY ACTION POLICY. SUCH DISCIPLINARY ACTION COULD INCLUDE TERMINATION OF EMPLOYMENT, DEPENDING ON THE NATURE OF THE SITUATION. OCEAN LEADERSHIP MAINTAINS TWO CONFLICT OF INTEREST POLICIES FOR THE MEMBERSHIP AND THE BOARD OF TRUSTEES. EACH MEMBER AND TRUSTEE IS REQUIRED TO SUBMIT AN ANNUAL DISCLOSURE STATEMENT TO THE BOARD SECRETARY, AS WELL AS TO DISCLOSE IMMEDIATELY AND IN WRITING ANY POSSIBLE CONFLICTS AT SUCH TIME HE OR SHE BECOMES AWARE THAT ONE MIGHT EXIST. THE COLLECTION OF THE ANNUAL STATEMENTS BEGINS WITH THE MARCH MEMBERS MEETING AND CONTINUES UNTIL ALL MEMBER REPRESENTATIVES AND TRUSTEES HAVE A FORM ON FILE. ONCE ALL FORMS ARE ON FILE, THEY ARE REVIEWED BY THE EXECUTIVE COMMITTE AND ALL POSSIBLE CONFLICTS ARE DISCUSSED AND ACTED UPON, AS APPROPRIATE. ADDITIONALLY, ALL MEMBERS AND TRUSTEES ARE REMINDED OF THESE POLICIES AND THEIR NEED TO DISCLOSE AT EACH MEMBER AND BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15A | FOR THE PRESIDENT/CEO - AN ASSESSMENT IS CONDUCTED AT THE REQUEST OF THE CONSORTIUM FOR OCEAN LEADERSHIP 52-1892964 EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AS NEEDED. THE ASSESSMENT INCLUDES A COMPREHENSIVE MARKET SALARY REVIEW CONDUCTED BY NONPROFIT HR, AN INDEPENDENT HUMAN RESOURCES CONSULTING FIRM. THE INDEPENDENT STUDY ALSO INCLUDES A REVIEW OF BENEFITS PROVIDED TO OTHER NON-PROFIT CHIEF EXECUTIVES WITH COMPARABLE BUDGET, STAFF SIZE, SCOPE AND MISSION. IN SOME YEARS THE ASSESSMENT INCLUDES A REVIEW OF MARKET INCREASE DATA. RESULTS OF THESE MARKET REVIEWS ARE PRESENTED BY NPHR TO THE EXECUTIVE COMMITTEE, WHICH DISCUSSES THE DATA COLLECTED, CONSIDERS THE PERFORMANCE OF THE PRESIDENT/CEO, AND SETS A SALARY ALIGNED TO A FIGURE THEY DEEM TO BE REASONABLE AND APPROPRIATE, TAKING INTO CONSIDERATION THE REPORTED MEAN OF THE MARKET. EXECUTIVE COMPENSATION BETWEEN THE EXECUTIVE COMMITTEE AND THE PRESIDENT/CEO IS ESTABLISHED BY CONTRACT BETWEEN THE EXECUTIVE COMMITTEE AND THE PRESIDENT/CEO. THE PROCESS FOR DETERMINING COMPENSATION FOR VICE PRESIDENTS INCLUDES COMPREHENSIVE MARKET SALARY REVIEWS FOR VICE PRESIDENT LEVEL POSITIONS AS NECESSARY TO ENSURE THAT SALARIES ARE APPROPRIATELY ALIGNED WITH THE MEAN OF THE MARKET. SALARY ADJUSTMENTS ARE APPROVED BY THE PRESIDENT/CEO. ALL DATA USED IN DETERMINING COMPENSATION IS REVIEWED AND RANGES ARE SHIFTED EVERY TWO TO THREE YEARS. DATA IS GATHERED FROM COMPENSATION SURVEYS USING DATA FROM ORGANIZATIONS OF SIMILAR SIZE, BUDGET, SCOPE, AND MISSION. DATA WAS LAST GATHERED IN 2015. COMPENSATION DECISIONS ARE DOCUMENTED IN OFFER LETTERS, PERSONNEL ACTION FORMS AND SALARY NOTIFICATIONS TO EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND GOVERNANCE-RELATED CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON GUIDESTAR AND AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | SUBCONTRACT EXPENSES: PROGRAM SERVICE EXPENSES 29,869,138. MANAGEMENT AND GENERAL EXPENSES 4,425. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,873,563. STIPENDS: PROGRAM SERVICE EXPENSES 52,198. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 52,198. CONSULTANT FEES: PROGRAM SERVICE EXPENSES 197,430. MANAGEMENT AND GENERAL EXPENSES 300,916. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 498,346. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 12,906. MANAGEMENT AND GENERAL EXPENSES 35,050. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,956. |
| FORM 990, PART XII, LINE 2C | THE AUDIT COMMITTEE SELECTS THE AUDIT FIRM AND OVERSEES THE AUDIT PROCESS. THIS PROCESS HAS NOT CHANGED SINCE OCEAN LEADERSHIP'S CREATION IN 2007. |
| FORM 990, PAGE 6, PART VI, LINE 1A | THE EXECUTIVE COMMITTEE INCLUDES THE BOARD CHAIR, THE VICE CHAIR, THE TREASURER AND THE CHAIRS OF THE OTHER STANDING BOARD COMMITTEES: AUDIT AND BOARD NOMINATING - AND A "CHAIR'S CHOICE" WHICH IS FILLED BY A TRUSTEE AT THE PREFERENCE OF THE BOARD CHAIR. THE PRESIDENT AND SECRETARY OF THE BOARD ARE NON-VOTING MEMBERS OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE IS CHARGED WITH EXERCISING ALL THE POWERS VESTED IN THE BOARD OF TRUSTEES DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD AND MAKING NOMINATIONS OF AT-LARGE TRUSTEES. |
| 990, PART VII, SECTION B, COLUMN (B) - DESCRIPTION OF SERVICES | UNIVERSITY OF MIAMI - IMPLEMENTATION OF RESEARCH PROGRAM AND GULF OF MEXICO RESEARCH INITIATIVE UNIVERSITY OF SOUTH FLORIDA - IMPLEMENTATION OF RESEARCH PROGRAM AND GULF OF MEXICO RESEARCH INITIATIVE LOUISIANA UNIVERSITIES MARINE CONSORTIUM - IMPLEMENTATION OF RESEARCH PROGRAM AND GULF OF MEXICO RESEARCH INITIATIVE NATIONAL MARINE MAMMAL FOUNDATION - IMPLEMENTATION OF RESEARCH PROGRAM AND GULF OF MEXICO RESEARCH INITIATIVE |
| FORM 990, PAGE 1, PART I, LINE 2 | OCEAN LEADERSHIP MAINTAINS RECORDS THAT INCLUDE: PURCHASE REQUEST WITH AUTHORIZED SIGNATURE, COPY OF AWARD AND CERTIFICATIONS, EPLS PRINT OUT AS EVIDENCE OF ELIGIBILITY, AND SELECTION CRITERIA IF AWARD EXCEEDS THE MICRO PURCHASE THRESHOLD OF $10,000 AS PER OCEAN LEADERSHIP'S POLICIES. OCEAN LEADERSHIP HAS PROVIDED A LEVEL OF OVERSIGHT AND MONITORING THAT WILL ALLOW ADEQUATE AND ACCURATE COLLECTION OF DATA ON PERFORMANCE THROUGHOUT THE LIFE OF A PROGRAM. MONITORING PROCESS FOR THE GRANTS AND SUBCONTRACTS: THE OVERALL PURPOSE OF MONITORING AND EVALUATION IS THE MEASUREMENT AND ASSESSMENT OF PERFORMANCE IN ORDER TO MORE EFFECTIVELY MANAGE THE OUTPUTS AND OUTCOMES OF EXPENDITURES. OCEAN LEADERSHIP MONITORS AWARDS AT SEVERAL KEY PHASES OF THE AWARD'S LIFE CYCLE. 1)PRE-AWARD ASSESSMENT: THE INITIAL MONITORING BEGINS WITH A PRE-AWARD ASSESSMENT OF THE PROSPECTIVE RECIPIENT'S ABILITIES AND RESOURCES TO BE APPLIED TO THE AWARD FOR THE PURPOSE OF DETERMINING WHETHER THE RECIPIENT CAN ADEQUATELY PROVIDE THE SERVICES DEMANDED BY THE AWARD. 2)PERIODIC MONITORING: ON-GOING MONITORING IS CONDUCTED DURING THE LIFE OF THE AWARD. PERIODIC MONITORING INCLUDES REVIEW OF THE QUARTERLY AND ANNUAL REPORTING REQUIRED UNDER THE AWARD AND ANY OTHER REPORTS AS SPECIFIED IN THE AWARD. 3)COMPLETION OF GRANT: A FINAL REVIEW OF THE AWARD'S ACTIVITY AND ACCOMPLISHMENTS AND SPENDING IS CONDUCTED AT THE COMPLETION OF THE AWARD. 4)THE ABOVE MONITORING IS ACCOMPLISHED THROUGH VARIOUS MEANS BASED ON THE NEEDS OF THE INDIVIDUAL AWARD. TECHNIQUES USED WILL CONSIST OF PERIODIC WRITTEN REPORTS FROM THE RECIPIENT, ON-SITE VISITS (ANNOUNCED AND UNANNOUNCED), TELEPHONE CONTACTS, AND, IF APPLICABLE ON-LINE REVIEW OF AWARD DATA. 5)REPORTING FORMAT: THE RECIPIENT IS EXPECTED TO PROVIDE THE REPORTS IDENTIFIED IN THE AGREEMENT SIGNED BETWEEN OCEAN LEADERSHIP AND THE RECIPIENT. THE ANNUAL REPORTS REQUIRED ARE COMPLETED USING THE REPORTING FORMAT PROVIDED FOR BY OCEAN LEADERSHIP. 6)PROGRAM DIRECTORS WILL REVIEW THE SUBCONTRACTOR'S REPORTS TO MAKE SURE THEY ARE COMPLETE AND THAT THE INFORMATION AGREES WITH ANY PERIODIC REPORTING. 7)MONITORING RECORDS: PROGRAM STAFF FULLY AND ACCURATELY DOCUMENT ALL MONITORING EFFORTS. 8) SITE VISITS: OCEAN LEADERSHIP MAY UNDERTAKE ADDITIONAL RECIPIENT MONITORING BY MAKING PERIODIC SITE VISITS. BASED ON THE LEVEL OF RISK ASSIGNED TO EACH RECIPIENT, ONE TO SEVERAL SITE VISITS MAY BE SCHEDULED DURING THE TERM OF THE AWARD. |