RARE INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- RARE INC (EIN 23-7380563)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-05-31
- IRS object ID
- 201921519349300707
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-31T14:38:43-05:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 INTERNATIONAL DRIVE SUITE 400 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237380563 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RARE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RARE | BusinessNameControlTxt |
| Phone | 7035225070 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1310 NORTH COURTHOUSE RD NO 110 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NIELS CRONE | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 7035225070 | PhoneNum |
| Signature | 2019-05-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN BARNETT CPA | PreparerPersonNm |
| PTIN | P01234578 | PTIN |
| Phone | 7033366400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.9 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-31 | IPDt |
| IP Tm | 08:50:27 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9C094809E1B7091F026DF4A8AB44F39DF27D1C5E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRETT JENKS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1310 NORTH COURTHOUSE RD NO 110 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,761,461 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RARE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | RARE INSPIRES CHANGE SO PEOPLE AND NATURE THRIVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 104 | TotalEmployeeCnt |
| Total Volunteers | 2444 | TotalVolunteersCnt |
| Total Gross UBI | $277,954 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$331,004 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $32,748,015 | PYContributionsGrantsAmt |
| CY Contributions Grants | $21,394,396 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $176,832 | PYInvestmentIncomeAmt |
| CY Investment Income | $233,881 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $319,230 | CYOtherRevenueAmt |
| PY Total Revenue | $32,924,847 | PYTotalRevenueAmt |
| CY Total Revenue | $21,947,507 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,152,245 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,419,471 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,645,129 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,846,617 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,161,120 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,309,061 | PYOtherExpensesAmt |
| CY Other Expenses | $9,250,640 | CYOtherExpensesAmt |
| PY Total Expenses | $25,106,435 | PYTotalExpensesAmt |
| CY Total Expenses | $24,516,728 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,818,412 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,569,221 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,404,430 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,181,516 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,913,886 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,440,811 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,490,544 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,740,705 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | RARE INSPIRES CHANGE SO PEOPLE AND NATURE THRIVE. WE BELIEVE THAT FOR EVERY ENVIRONMENTAL CHALLENGE ON THE PLANET TODAY, PEOPLE ARE BOTH THE PROBLEM AND THE SOLUTION. TO SOLVE THESE CHALLENGES, WE MUST START BEHAVING DIFFERENTLY. THE LIVES AND LIVELIHOODS OF THE WORLD'S MOST | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,613,443 | ExpenseAmt |
| Grant | $659,614 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | FISH FOREVER:FISH FOREVER IS RARE'S COMPREHENSIVE AND COMMUNITY-LED SOLUTION FOR REVITALIZING COASTAL MARINE HABITATS, SUCH AS CORAL REEFS, MANGROVES AND SEAGRASSES, PROTECTING BIODIVERSITY, AND SECURING THE LIVELIHOODS OF FISHER HOUSEHOLDS AND THEIR COMMUNITIES. IT USES AN INNOVATIVE APPROACH TO ADDRESS COASTAL OVERFISHING- BY EMPOWERING COMMUNITIES THROUGH CLEAR RIGHTS, STRONG GOVERNANCE, LOCAL LEADERSHIP, AND PARTICIPATORY MANAGEMENT- THAT PROTECTS ESSENTIAL FISH HABITAT AND REGULATES FISHING ACTIVITIES.RARE'S VISION IS TO TRANSFORM THE MANAGEMENT OF COASTAL FISHERIES BY PAIRING A PROVEN LOCAL SOLUTION, COMMUNITY-BASED MANAGEMENT, WITH A UNIQUE DELIVERY METHOD BASED ON BEHAVIORAL INSIGHTS AND SOCIAL MARKETING PRINCIPLES TO ENGAGE AND MOBILIZE THOSE COMMUNITIES. OUR WORK LEADS TO MORE ABUNDANT MARINE LIFE AND HEALTHIER COASTAL HABITATS. FOR THE COMMUNITIES WE SERVE, OUR WORK HELPS ENSURE MORE SUSTAINABLE FOOD SUPPLY, IMPROVED SOCIAL EQUITY, AND GREATER RESILIENCE TO EXTERNAL IMPACTS-ESPECIALLY THOSE RELATED TO CLIMATE CHANGE.IN 2018, RARE, THROUGH FISH FOREVER, UNDERTOOK A COMPREHENSIVE PROGRAM REVIEW OF 41 PROJECT SITES IN BRAZIL, INDONESIA, AND THE PHILIPPINES ENCOMPASSING 260 COMMUNITIES, 35,000 FISHERS, AND 570,000 PEOPLE, AND SYNTHESIZING SYNTHESIZED DATA FROM 2,400 IN-WATER SURVEYS OF CORAL REEFS, 15,000 INDIVIDUAL AND HOUSEHOLD SURVEYS, AND THE LANDING RECORDS FROM NEARLY 56,000 FISHING TRIPS. THE PROGRAM RESULTED IN 60 MANAGED ACCESS WITH RESERVE AREAS REPRESENTING 600,000 HECTARES OF COASTAL WATERS AND 27,000 HECTARES OF FULLY-PROTECTED RESERVES. AT 97% OF THE SITES, THE AMOUNT OF FISH REMAINED STABLE OR INCREASED. CORAL COVER REMAINED STABLE OR INCREASED INSIDE RESERVES AT 80% OF THE SITES. FIFTY-ONE LEGALLY-RECOGNIZED DECISION-MAKING BODIES REPRESENTING 259 COMMUNITIES WERE STRENGTHENED OR ESTABLISHED TO OVERSEE MANAGED ACCESS WATERS, RESERVES, AND FISHING ACTIVITIES. THE PROGRAM INCREASED PARTICIPATION IN FISHERIES MANAGEMENT AND CONFIDENCE IN FOOD AND ECONOMIC SECURITY; STRENGTHENED POLICIES AND GOVERNANCE TO PROVIDE A CLEAR PATH TO SCALE; AND BUILT RECOGNITION THAT SUSTAINABLE SMALL-SCALE FISHERIES ADDRESS AT LEAST SIX OF THE UN'S SUSTAINABLE DEVELOPMENT GOALS.IN 2018, FISH FOREVER ALSO EXPANDED TO GUATEMALA, BELIZE, MEXICO, AND HONDURAS, BRINGING OUR COMPREHENSIVE APPROACH TO THE COMMUNITIES ALONG THE MESOAMERICAN REEF. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,426,516 | ExpenseAmt |
| Grant | $759,857 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CENTER FOR BEHAVIOR AND THE ENVIRONMENT:THE CENTER FOR BEHAVIOR & THE ENVIRONMENT IS TRANSLATING SCIENCE INTO PRACTICE AND LEVERAGING THE BEST BEHAVIORAL SCIENCE INSIGHTS AND DESIGN THINKING APPROACHES TO TACKLE SOME OF THE MOST CHALLENGING ENVIRONMENTAL ISSUES. GLOBAL UNDERSTANDING OF HUMAN BEHAVIOR IS EVOLVING QUICKLY. NEW INSIGHTS ACROSS ECONOMICS, PSYCHOLOGY, EVOLUTIONARY BIOLOGY, NEUROSCIENCE, AND MORE HAVE TRANSFORMED OUR UNDERSTANDING OF HOW PEOPLE MAKE DECISIONS. THROUGH PARTNERSHIPS WITH LEADING ACADEMIC AND RESEARCH INSTITUTIONS, WE ARE BRINGING THE RESEARCH INTO THE FIELD TO CONNECT THE NEXT GENERATION OF BEHAVIORAL SCIENTISTS WITH PRACTITIONERS ON THE FRONT LINES OF OUR GREATEST ENVIRONMENTAL CHALLENGES.IN 2018, THE CENTER INITIATIVE "SOLUTION SEARCH" (A WORLDWIDE CONTEST DESIGNED TO SOURCE, REWARD, AND PROMOTE INNOVATIVE CONSERVATION SOLUTIONS BUILT ON BEHAVIORAL SCIENCE) LAUNCHED ITS LATEST CONTEST, "CLIMATE CHANGE NEEDS BEHAVIOR CHANGE," WHICH HAD 200 ENTRIES FROM OVER 40 COUNTRIES. THE CENTER PUBLISHED A NEW REPORT, "MAKING THE CASE FOR BEHAVIORAL SOLUTIONS TO REDUCE GLOBAL WARMING." FURTHER, THE CENTER INITIATIVE "CAMPAIGNING FOR CONSERVATION" TRAINED 326 CONSERVATION PROFESSIONALS THROUGH 16 WORKSHOPS IN 11 COUNTRIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,801,451 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | INNOVATIVE FINANCE:RARE'S SUSTAINABLE MARKETS AND INNOVATIVE FINANCE GROUP OFFERS A SUITE OF INVESTMENT VEHICLES THAT DEPLOY PRIVATE CAPITAL AND PUBLIC FINANCE TOWARDS MANAGING UNDERSERVED NATURAL RESOURCES, CONVERTING ENTERPRISES TO SUSTAINABLE BUSINESS MODELS, AND FINANCING STAKEHOLDERS WILLING TO PARTICIPATE IN RELEVANT VALUE CHAINS. THESE INVESTMENTS CREATE VALUE FOR COMMUNITIES THAT TRANSITION TO SUSTAINABLE BEHAVIORS, PRODUCE MEASURABLE CONSERVATION IMPACTS, AND GENERATE COMMERCIAL FINANCIAL RETURNS FOR INVESTORS.BY COMBINING INNOVATIVE FINANCE WITH OUR COMMUNITY ENGAGEMENT EXPERTISE, RARE IS UNIQUELY POSITIONED TO SCALE CONSERVATION SOLUTIONS IN THE KEY AREAS OF COASTAL FISHERIES, WATERSHED CONSERVATION, AND SUSTAINABLE AGRICULTURE- AND AS A RESULT, CONTRIBUTE TO OUR LONG-TERM GOALS OF IMPROVING ECOSYSTEM HEALTH, CLIMATE RESILIENCE, FOOD SECURITY, AND THE INCOMES OF VULNERABLE COMMUNITIES IN THE DEVELOPING TROPICS.IN 2018, RARE CLOSED THE MELOY FUND, THE FIRST-OF-ITS-KIND IMPACT FUND INVESTING IN FISHING-RELATED ENTERPRISES THAT SUPPORT SUSTAINABLE COASTAL FISHERIES IN THE PHILIPPINES AND INDONESIA. THE MELOY FUND REPRESENTS A PORTFOLIO OF INVESTMENTS THAT OFFERS SIGNIFICANT CONSERVATION IMPACTS WHILE GENERATING FINANCIAL RETURNS. THE FUND CLOSED WITH $22M IN INVESTMENTS. RARE IS ALSO RARE IS WORKING WITH PRIVATE-SECTOR PARTNERS AND LOCAL ORGANIZATIONS TO DESIGN, TEST, AND SCALE MULTI-LOCAL INTERVENTIONS IN THE AGRICULTURE AND FISHERIES SECTORS. IN THE PHILIPPINES, FOR EXAMPLE, FISHERS RECEIVED A 20 PERCENT PREMIUM FROM TOP HOTELS AND RESTAURANTS FOR HARVESTING THEIR CATCH RESPONSIBLY. IN INDONESIA, RARE HELPED SEAWEED FARMERS IMPROVE QUALITY AND YIELDS, LEADING TO A DOUBLING OF INCOMES IN LESS THAN A YEAR. IN CHINA, RARE HAS DEVELOPED AN INNOVATIVE ECONOMIC MODEL TO HELP FARMERS ACHIEVE FINANCIAL SUSTAINABILITY AND INCREASE THEIR NET INCOMES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,181,483 | ExpenseAmt |
| Desc | WATERSHED CONSERVATION PROGRAM:THE WATERSHED CONSERVATION PROGRAM IN COLOMBIA AIMS TO MANAGE AND PROTECT LOCAL WATERSHEDS, WHICH IS CRITICAL TO THE COUNTRY'S SUSTAINABLE DEVELOPMENT. AND, WITH THE BROKERING OF PEACE BETWEEN THE FARC AND THE COLOMBIAN GOVERNMENT, THIS IS AN OPPORTUNE TIME TO INSPIRE A CONSERVATION ETHIC. FOR ITS SIZE, COLOMBIA IS THE MOST BIODIVERSE COUNTRY IN THE WORLD. WITH MORE THAN 54,000 REGISTERED SPECIES, COLOMBIA SHARES WITH BRAZIL THE FIRST PLACE IN THE MEGADIVERSE NATIONS OF THE PLANET AND RANKS FIRST IN NUMBER OF AMPHIBIAN AND BIRD SPECIES. COLOMBIA IS ALSO HOME TO HALF OF THE PLANET'S EXISTING CLOUD FORESTS, WHICH PRODUCE MORE FRESH WATER THAN ALMOST ANY OTHER ENVIRONMENT ON EARTH. RARE SEEKS TO INSPIRE COLOMBIANS TO PROTECT ANDEAN FORESTS TO ENSURE WATER QUALITY AND RELIABILITY, AND MAINTAIN THE NATURAL FUNCTION OF WATER-REGULATING ECOSYSTEMS. ACHIEVEMENTS INCLUDE: SINCE THE LAUNCH OF THE PROGRAM IN COLOMBIA IN 2016, A TOTAL OF 36 WATERSHED CONSERVATION CONTRACTS HAVE BEEN SIGNED, PLACING UNDER PROTECTION AND IMPROVED MANAGEMENT 1,811 HECTARES OF WATER-REGULATING FOREST IN 14 WATERSHEDS IN VALLE DEL CAUCA. THESE SITES WERE SELECTED FOR BEING PRIORITY AREAS FOR WATER REGULATION AS WELL AS KEY AREAS FOR BIODIVERSITY CONSERVATION. THE TOTAL COST OF THE BENEFITS PACKAGES AT 32 FARMS IS US$ 1,441.6 /HA/YEAR (US$ 45 ON AVERAGE PER CONTRACT). | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,181,483 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $20,022,893 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | 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 | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 28 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 104 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | MX | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | RP | ForeignCountryCd |
| Foreign Country | ID | ForeignCountryCd |
| Foreign Country | BR | ForeignCountryCd |
| Foreign Country | MZ | ForeignCountryCd |
| Foreign Country | CO | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE STEWART | PersonNm |
| Phone | 7035225070 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1310 NORTH COURTHOUSE RD NO 110 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SCOTT AMERO | ||||||||
| CHAIRMAN | 3.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NANCY MACKINNON | ||||||||
| VICE CHAIRMAN | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TOM PATTERSON | ||||||||
| TREASURER | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEVE GAINES | ||||||||
| SECRETARY | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BARBARA HERNANDEZ | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| DAVID MCCORMICK | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| ALICE FARMER | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD SOULE | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| SARAH STEIN GREENBERG | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| RANDY BROWN | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| LIZANNE GALBREATH | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| AVI GARBOW | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| DUNCAN MCFARLAND | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| VADIM NIKITINE | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| AMANDA PAULSON | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| DOROTHY BATTEN | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| SVEN LINDBLAD | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| JOSE ROBERTO MARINHO | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| JAN PORTMAN | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| ANNIE MARTIN SIMONDS | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| PAUL BUTLER | ||||||||
| TRUSTEE | 55.00 | Yes (X) | $72,276 | $0 | $0 | |||
| BRETT JENKS | ||||||||
| PRESIDENT & CEO | 75.00 | Yes (X) | Yes (X) | $431,635 | $0 | $73,852 | ||
| TIMOTHY CHILDRESS | ||||||||
| CHIEF FINANCIAL OFFICER | 60.00 | Yes (X) | $253,650 | $0 | $37,838 | |||
| DALE GALVIN | ||||||||
| MANAGING DIR., SUSTAINABLE | 60.00 | $309,181 | $0 | $70,576 | Yes (X) | |||
| KAREN ZIFFER | ||||||||
| CHIEF DEVELOPMENT OFFICER | 60.00 | $277,472 | $0 | $44,837 | Yes (X) | |||
| MARTHA PIPER | ||||||||
| MANAGING DIR., GLOBAL SOLUTIONS | 60.00 | $262,048 | $0 | $45,069 | Yes (X) | |||
| GERALD MILES | ||||||||
| VP GLOBAL DEVELOPMENT | 60.00 | $244,471 | $0 | $56,228 | Yes (X) | |||
| STEPHEN JAMES BOX | ||||||||
| SENIOR VICE PRESIDENT | 60.00 | $176,643 | $0 | $34,062 | Yes (X) | |||
| CARYN PERRELLI | ||||||||
| VICE PRESIDENT | 60.00 | $168,118 | $0 | $5,735 | Yes (X) | |||
| CARL DAVIS | ||||||||
| VICE PRESIDENT | 60.00 | $165,469 | $0 | $19,870 | Yes (X) | |||
| KERRI HANNIGAN | ||||||||
| VP, MARKETING AND COMMUNICATION | 60.00 | $165,326 | $0 | $12,019 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,526,289 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $400,086 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 24 | 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 | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| LINDBLAD MARITIME ENTERPRISES LLTD | |||||||||
| 96 MORTON STREET 9TH FLOOR | NEW YORK | NY | 10014 | SPECIAL EVENT BOAT TRIP | $421,875 | ||||
| MARINE ENVIRONMENT RESOURCES FND | |||||||||
| MONITORING AND EVALUATION | $275,396 | UP MARINE SCIENCE INSTITUE BLDG | QUEZON CITY | 1101 | RP | ||||
| ORRICK HERRINGTON & SUTCLIFFE LLP | |||||||||
| 4619 SOLUTIONS CENTER | CHICAGO | IL | 60677 | LEGAL SERVICES | $164,837 | ||||
| CARYN PERRELLI CONSULTING LLC | |||||||||
| 10111 RATCLIFFE MANOR DRIVE | FAIRFAX | VA | 22030 | TALENT ACQ. & HUMAN RESOURCE MANAGEMENT | $151,813 | ||||
| UNIVERSITY OF TEXAS EL PASO | |||||||||
| 500 W UNIVERSITY AVE | EL PASA | TX | 79968 | UNIVERSITY TUITION | $147,439 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,443,070 | GovernmentGrantsAmt |
| All Other Contributions | $19,951,326 | AllOtherContributionsAmt |
| Total Contributions | $21,394,396 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $230,367 | TotalRevenueColumnAmt |
| Exclusion | $230,367 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $817,468 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $813,954 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,514 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,514 | TotalRevenueColumnAmt |
| Exclusion | $3,514 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| MANAGEMENT FEE REVENUE | 541610 | $277,954 | $277,954 | |
| OTHER REVENUE | 900099 | $41,276 | $41,276 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $319,230 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,947,507 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $277,954 | UnrelatedBusinessRevenueAmt |
| Exclusion | $275,157 | 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 | $237,184 | TotalAmt |
| Program Services | $237,184 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
| Program Services | $5,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,177,287 | TotalAmt |
| Program Services | $1,177,287 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,769,503 | TotalAmt |
| Program Services | $489,068 | ProgramServicesAmt |
| Management And General | $597,135 | ManagementAndGeneralAmt |
| Fundraising | $683,300 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,273,677 | TotalAmt |
| Program Services | $7,347,329 | ProgramServicesAmt |
| Management And General | $450,861 | ManagementAndGeneralAmt |
| Fundraising | $475,487 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,052 | TotalAmt |
| Program Services | $328,587 | ProgramServicesAmt |
| Management And General | $43,962 | ManagementAndGeneralAmt |
| Fundraising | $48,503 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,291,830 | TotalAmt |
| Program Services | $1,788,531 | ProgramServicesAmt |
| Management And General | $239,292 | ManagementAndGeneralAmt |
| Fundraising | $264,007 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,090,555 | TotalAmt |
| Program Services | $851,063 | ProgramServicesAmt |
| Management And General | $113,866 | ManagementAndGeneralAmt |
| Fundraising | $125,626 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,560 | TotalAmt |
| Management And General | $255,560 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,155 | TotalAmt |
| Management And General | $139,155 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,632,699 | TotalAmt |
| Program Services | $2,523,549 | ProgramServicesAmt |
| Fundraising | $109,150 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,644 | TotalAmt |
| Program Services | $31,644 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,614 | TotalAmt |
| Program Services | $124,098 | ProgramServicesAmt |
| Management And General | $59,569 | ManagementAndGeneralAmt |
| Fundraising | $25,947 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $641,793 | TotalAmt |
| Program Services | $544,932 | ProgramServicesAmt |
| Management And General | $86,020 | ManagementAndGeneralAmt |
| Fundraising | $10,841 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,521,017 | TotalAmt |
| Program Services | $1,120,728 | ProgramServicesAmt |
| Management And General | $129,013 | ManagementAndGeneralAmt |
| Fundraising | $271,276 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,979,162 | TotalAmt |
| Program Services | $1,791,494 | ProgramServicesAmt |
| Management And General | $40,952 | ManagementAndGeneralAmt |
| Fundraising | $146,716 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,239,768 | TotalAmt |
| Program Services | $1,239,768 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,395 | TotalAmt |
| Program Services | $14,395 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,220 | TotalAmt |
| Management And General | $138,220 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,537 | TotalAmt |
| Program Services | $37,305 | ProgramServicesAmt |
| Management And General | $24,232 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CUMULATIVE TRANSLATION | $211,381 | $211,381 | ||
| PROF. TRAINING & DEVELO | $76,014 | $76,014 | ||
| PERMITS AND TRAVEL FEES | $66,148 | $66,148 | ||
| BANK FEES | $32,533 | $17,388 | $14,878 | $267 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,516,728 | TotalAmt |
| Program Services | $20,022,893 | ProgramServicesAmt |
| Management And General | $2,332,715 | ManagementAndGeneralAmt |
| Fundraising | $2,161,120 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $912,296 | BOYAmt |
| EOY | $6,018,906 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,412,176 | BOYAmt |
| EOY | $2,307,850 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,274,497 | BOYAmt |
| EOY | $11,470,419 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $637,416 | BOYAmt |
| EOY | $575,305 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,380,453 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,094,353 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $343,121 | BOYAmt |
| EOY | $286,100 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,187,370 | BOYAmt |
| EOY | $13,726,332 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,637,554 | BOYAmt |
| EOY | $1,796,604 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,404,430 | BOYAmt |
| EOY | $36,181,516 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,642,022 | BOYAmt |
| EOY | $3,242,235 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,678,452 | BOYAmt |
| EOY | $8,304,591 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,593,412 | BOYAmt |
| EOY | $6,893,985 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,913,886 | BOYAmt |
| EOY | $18,440,811 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,374,386 | BOYAmt |
| EOY | $8,771,524 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,116,158 | BOYAmt |
| EOY | $8,969,181 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,490,544 | BOYAmt |
| EOY | $17,740,705 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,404,430 | BOYAmt |
| EOY | $36,181,516 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,569,221 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$180,618 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $16,292,948 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,190,469 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,744,535 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,487,459 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,394,396 | CurrentTaxYearAmt |
| Total | $109,109,807 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,292,948 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,190,469 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,744,535 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,487,459 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,394,396 | CurrentTaxYearAmt |
| Total | $109,109,807 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $46,876,043 | SubstantialContributorsTotAmt |
| Public Support Total170 | $62,233,764 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $218,207 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $230,845 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $189,649 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $176,985 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $230,367 | CurrentTaxYearAmt |
| Total | $1,046,053 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $39,491 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $319,230 | CurrentTaxYearAmt |
| Total | $358,721 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $110,514,581 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $326,936 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.56310 | PublicSupportCY170Pct |
| Public Support PY170 | 0.54460 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | AMOUNT BILLED TO INSURANCE COMPANY FOR FIRE DAMAGE - 2014 AMOUNT: $ 39,491. MANAGEMENT FEE REVENUE - 2017 AMOUNT: $ 277,954. OTHER REVENUE - 2017 AMOUNT: $ 41,276. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $258,515 | OtherCostOrOtherBasisAmt |
| Depreciation | $204,938 | DepreciationAmt |
| Book Value | $53,577 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $761,438 | OtherCostOrOtherBasisAmt |
| Depreciation | $603,629 | DepreciationAmt |
| Book Value | $157,809 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $360,500 | OtherCostOrOtherBasisAmt |
| Depreciation | $285,786 | DepreciationAmt |
| Book Value | $74,714 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $286,100 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION LIABILITY | $1,565,235 |
| INVESTED FUNDS DUE TO RELATED PARTY | $5,328,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,893,985 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $23,816,270 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$180,618 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $789,026 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,260,355 | OtherRevenueAmt |
| Revenue Not Reported | $1,868,763 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,947,507 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,947,507 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,607,760 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $789,026 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $302,006 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,091,032 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,516,728 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,516,728 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | RARE IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). RARE IS SUBJECT TO UNRELATED BUSINESS INCOME TAXES UNDER SECTION 511 OF THE IRC; HOWEVER, IN THE OPINION OF MANAGEMENT, NO PROVISION FOR INCOME TAXES IS REQUIRED TO BE MADE. RARE FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, RARE MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED RARE'S TAX POSITIONS AND CONCLUDED THAT RARE HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, RARE IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2015. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | PORTFOLIO INTEREST MELOY FUND I LP INCLUDED IN CONSOL. FINANCIAL STATEMENT 106,381. CONTRIBUTION BY LIMITED PARTNERS TO MELOY FUND I LP INCLUDED IN CONSOL. FS 1,615,250. CHANGE IN UNREALIZED LOSS ON PRIVATELY HELD SECURITIES -142,046. ELIMINATION ENTRY INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS -319,230. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES OF MELOY FUND I LP INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 621,236. ELIMINATION ENTRY INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS -319,230. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (15 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | GRANTS TO RECIPIENTS | $264,124 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS TO RECIPIENTS | $100,876 | |
| NORTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS | $52,429 | |
| SOUTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS | $510,379 | |
| SOUTH ASIA | 0 | 0 | GRANTS TO RECIPIENTS | $97,040 | |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTS TO RECIPIENTS | $152,439 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 1 | 5 | FUNDRAISING | $569,502 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 1 | 5 | PROGRAM SERVICES | $201,993 | TRAINING WORKSHOPS ON LOCAL CONSERVATION METHODS |
| EAST ASIA AND THE PACIFIC | 4 | 57 | FUNDRAISING | $462,062 | |
| EAST ASIA AND THE PACIFIC | 4 | 57 | PROGRAM SERVICES | $3,468,531 | SMALL SCALE FISHERIES PROGRAM DESIGN AND COMMUNITY EDUCATION ON BEHAVIOR CHANGE |
| EAST ASIA AND THE PACIFIC | 4 | 57 | PROGRAM SERVICES | $986,077 | SUSTAINABLE AGRICULTURE PROGRAM |
| SOUTH AMERICA | 3 | 18 | PROGRAM SERVICES | $2,592,600 | WATERSHED PROTECTION AND FISHERIES CONSERVATION |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | $36,780 | CAMPAIGNING FOR CONSERVATION TRAINING EVENT |
| SUB-SAHARAN AFRICA | 1 | 6 | PROGRAM SERVICES | $728,895 | SMALL SCALE FISHERIES PROGRAM DESIGN AND COMMUNITY EDUCATION ON BEHAVIOR CHANGE |
| NORTH AMERICA | 1 | 3 | PROGRAM SERVICES | $267,796 | COMMUNITY EDUCATION ON CONSERVATION BEHAVIOR CHANGE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 10 | SubtotalEmployeesCnt |
| Continuation Total Office | 17 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 198 | ContinuationTotalEmployeeCnt |
| Total Office | 19 | TotalOfficeCnt |
| Total Employee | 208 | TotalEmployeeCnt |
| Subtotal Spent | $1,948,782 | SubtotalSpentAmt |
| Continuation Spent | $8,542,741 | ContinuationSpentAmt |
| Total Spent | $10,491,523 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (28 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | DESIGN AND IMPLEMENTATION OF FISHERIES MANAGEMENT | $264,124 | WIRE |
| EAST ASIA AND THE PACIFIC | SOLUTION SEARCH DESIGN AWARD | $15,000 | WIRE |
| EAST ASIA AND THE PACIFIC | CAMPAIGNING FOR CONSERVATION WORKSHOP | $47,699 | WIRE |
| EAST ASIA AND THE PACIFIC | MONITORING AND EVALUATION CONSERVATION TRAINING OUTCOMES | $20,120 | WIRE |
| EAST ASIA AND THE PACIFIC | SOCIAL MARKETING AND COMMUNITY DEVELOPMENT | $5,750 | WIRE |
| EAST ASIA AND THE PACIFIC | SOCIAL MARKETING AND COMMUNITY DEVELOPMENT | $7,281 | WIRE |
| SOUTH AMERICA | SOCIAL MARKETING AND COMMUNITY DEVELOPMENT | $56,989 | WIRE |
| SOUTH AMERICA | CAMPAIGNING FOR CONSERVATION TRAINING EVENT | $41,320 | WIRE |
| SOUTH AMERICA | SOLUTION SEARCH DESIGN AWARD | $7,500 | WIRE |
| SOUTH AMERICA | CAMPAIGNING FOR CONSERVATION TRAINING EVENT | $39,908 | WIRE |
| SOUTH AMERICA | SOLUTION SEARCH DESIGN AWARD | $7,500 | WIRE |
| SOUTH AMERICA | MONITORING VEGETATION AND LANDOWNERS LIVIHOODS | $9,092 | WIRE |
| SOUTH AMERICA | SOCIAL MARKETING AND COMMUNITY DEVELOPMENT | $21,152 | WIRE |
| SOUTH AMERICA | SOCIAL MARKETING AND COMMUNITY DEVELOPMENT | $62,819 | WIRE |
| SOUTH AMERICA | MONITORING AND EVALUATION COMMUNITY FISHERIES | $163,619 | WIRE |
| SOUTH AMERICA | SOCIAL MARKETING AND COMMUNITY DEVELOPMENT | $11,084 | WIRE |
| SOUTH AMERICA | SOCIAL MARKETING AND COMMUNITY DEVELOPMENT | $10,087 | WIRE |
| SOUTH AMERICA | SOCIAL MARKETING AND COMMUNITY DEVELOPMENT | $11,815 | WIRE |
| SOUTH AMERICA | MONITORING AND EVALUATION COMMUNITY FISHERIES | $18,465 | WIRE |
| SOUTH AMERICA | MONITORING AND EVALUATION CONSERVATION TRAINING OUTCOMES | $20,120 | WIRE |
| SOUTH AMERICA | SOCIAL MARKETING AND COMMUNITY DEVELOPMENT | $10,772 | WIRE |
| SOUTH ASIA | MONITORING AND EVALUATION CONSERVATION TRAINING OUTCOMES | $20,120 | WIRE |
| SOUTH ASIA | CAMPAIGNING FOR CONSERVATION TRAINING EVENT | $64,420 | WIRE |
| SOUTH ASIA | CAMPAIGNING FOR CONSERVATION MINIGRANTS | $12,500 | WIRE |
| SUB-SAHARAN AFRICA | SOLUTION SEARCH DESIGN AWARD | $36,000 | WIRE |
| SUB-SAHARAN AFRICA | MONITORING AND EVALUATION CONSERVATION TRAINING OUTCOMES | $20,120 | WIRE |
| SUB-SAHARAN AFRICA | CAMPAIGNING FOR CONSERVATION TRAINING EVENT | $63,876 | WIRE |
| SUB-SAHARAN AFRICA | CAMPAIGNING FOR CONSERVATION TRAINING EVENT | $31,025 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
| Total Other Org | 10 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| CONSERVATION SOLUTION SEARCH AWARD | NORTH AMERICA | 1 | $15,000 | WIRE |
| WORKSHOP ON CAMPAIGN FOR CONSERVATION | NORTH AMERICA | 1 | $37,429 | WIRE |
| SCHOLARSHIPS FOR CONSERVATION CAMPAIGN MANAGERS | SOUTH AMERICA | 10 | $14,585 | WIRE |
| TRAVEL STIPENDS FOR CONSERVATION SITE VISITS | SUB-SAHARAN AFRICA | 2 | $1,418 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE PROCESS FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE OF THE UNITED STATES INVOLVES SITE VISITS, FREQUENT CORRESPONDENCE WITH GRANTEE, MONTHLY FINANCIAL AND NARRATIVE PROGRESS REPORTS THAT SUPPORTS THE CONTRACT AGREEMENT, AND EXAMINATION OF INVOICES AND EXPENSE RECEIPTS. |
| PART I, LINE 3: | THE ORGANIZATION USES GAAP TO REPORT EXPENDITURES IN FOREIGN REGIONS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVE | NEW YORK | NY | 10010 | 116107128 | 501(C)(3) | $100,000 | FISHERIES TURF RESERVE PROGRAM DESIGN |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| SAASB BUILDING | SANTA BARBARA | CA | 931062003 | 956006145 | 501(C)(3) | $100,000 | DESIGN TOOLS TO MEASURE FISHERIES PROGRAMS |
| SMITHSONIAN INSTITUTION | |||||||
| 2011 CRYSTAL DRIVE SUITE 352 | ARLINGTON | VA | 22202 | 530206027 | 501(C)(3) | $37,184 | TURF RESERVE DESIGN FOR MESOAMERICAN REEF AND DATA ANALYSIS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | HONORARIUM | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $5,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE PROCESS FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE OF THE UNITED STATES INCUDES SITE VISITS, FREQUENT CORRESPONDENCE WITH GRANTEES, EXAMINATION OF EXPENDITURES, PERIODIC FINANCIAL AND NARRATIVE PROGRESS REPORTS THAT SUPPORTS THE CONTRACT AGREEMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRETT JENKS | ||||||||||||||
| PRESIDENT & CEO | $380,393 | $0 | $50,000 | $0 | $1,242 | $0 | $49,382 | $0 | $24,470 | $0 | $505,487 | $0 | $0 | $0 |
| TIMOTHY CHILDRESS | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $228,654 | $0 | $22,867 | $0 | $2,129 | $0 | $16,292 | $0 | $21,546 | $0 | $291,488 | $0 | $0 | $0 |
| DALE GALVIN | ||||||||||||||
| MANAGING DIR., SUSTAINABLE | $277,238 | $0 | $31,133 | $0 | $810 | $0 | $44,726 | $0 | $25,850 | $0 | $379,757 | $0 | $0 | $0 |
| KAREN ZIFFER | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $247,913 | $0 | $28,959 | $0 | $600 | $0 | $17,805 | $0 | $27,032 | $0 | $322,309 | $0 | $0 | $0 |
| MARTHA PIPER | ||||||||||||||
| MANAGING DIR., GLOBAL SOLUTIONS | $230,114 | $0 | $30,901 | $0 | $1,033 | $0 | $35,974 | $0 | $9,095 | $0 | $307,117 | $0 | $0 | $0 |
| GERALD MILES | ||||||||||||||
| VP GLOBAL DEVELOPMENT | $205,709 | $0 | $38,762 | $0 | $0 | $0 | $56,228 | $0 | $0 | $0 | $300,699 | $0 | $0 | $0 |
| STEPHEN JAMES BOX | ||||||||||||||
| SENIOR VICE PRESIDENT | $163,519 | $0 | $12,814 | $0 | $310 | $0 | $8,951 | $0 | $25,111 | $0 | $210,705 | $0 | $0 | $0 |
| CARYN PERRELLI | ||||||||||||||
| VICE PRESIDENT | $168,040 | $0 | $0 | $0 | $78 | $0 | $0 | $0 | $5,735 | $0 | $173,853 | $0 | $0 | $0 |
| CARL DAVIS | ||||||||||||||
| VICE PRESIDENT | $150,134 | $0 | $14,880 | $0 | $455 | $0 | $10,602 | $0 | $9,268 | $0 | $185,339 | $0 | $0 | $0 |
| KERRI HANNIGAN | ||||||||||||||
| VP, MARKETING AND COMMUNICATION | $144,901 | $0 | $20,142 | $0 | $283 | $0 | $6,929 | $0 | $5,090 | $0 | $177,345 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | DURING 2011, UPON BOARD APPROVAL, RARE ESTABLISHED A NON-QUALIFIED DEFERRED COMPENSATION PLAN, A 457(F) PLAN FOR CERTAIN KEY EMPLOYEES. THE AMOUNTS CONTRIBUTED FOR THE YEAR ENDING DECEMBER 31, 2017 WERE AS FOLLOWS: MARTHA PIPER- $23,073 BRETT JENKS- $29,100 DALE GALVIN- $27,115 THESE AMOUNTS HAVE BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (C), RETIREMENT AND OTHER DEFERRED COMPENSATION AMOUNTS. |
| PART I, LINE 7 | THE PAYMENT STRUCTURE IS BASED ON ANNUAL INDIVIDUAL PERFORMACE GOALS. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDBLAD EXPEDITIONS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | ENTITY MORE THAN 35% OWNED BY SVEN LINDBLAD, TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $421,875 | TransactionAmt |
| Transaction | INDEPENDENT CONTRACTOR ARRANGEMENT | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | VULNERABLE PEOPLE DEPEND ON THE REMAINING FORESTS, WETLANDS AND CORAL REEFS- AND BALANCING HOW WE USE AND PRESERVE THESE RESOURCES REQUIRES US TO CHANGE OUR RELATIONSHIP WITH NATURE. RARE IS THE LEADING BEHAVIOR CHANGE ORGANIZATION IN CONSERVATION. WE SPECIALIZE IN PROVEN LOCALLY-LED SOLUTIONS WHICH WE BRING TO REGIONAL AND NATIONAL SCALE AROUND THE WORLD. FOR MORE THAN 40 YEARS, RARE HAS LAUNCHED OVER 450 BEHAVIOR CHANGE CAMPAIGNS (KNOWN AS "PRIDE") IN MORE THAN 50 COUNTRIES, INSPIRING LOCAL COMMUNITIES TO ADOPT MORE SUSTAINABLE FISHING HABITS, END DEFORESTATION, PRESERVE HABITAT, AND SAVE SPECIES. PRIDE INCREASES AND ACCELERATES THE ADOPTION OF CONSERVATION SOLUTIONS- AND THE CHANGE LASTS. RARE'S PEOPLE-CENTERED, PARTICIPATORY APPROACH TO CONSERVATION EMPOWERS LOCAL LEADERS AND ELEVATES THE ROLE OF FISHERS, FARMERS, AND OTHER PEOPLE WHO DEPEND ON NATURE IN LOCAL DECISION-MAKING AND GOVERNANCE. THIS COMMUNITY-LED APPROACH IS BUOYED BY PARTNERSHIPS WITH OFFICIALS AT ALL LEVELS OF GOVERNMENTFROM MAYORS TO MINISTERSAND WITH PUBLIC AND PRIVATE INSTITUTIONS, UNIVERSITIES AND OTHER ORGANIZATIONS CAPABLE OF REMOVING BARRIERS AND PAVING THE WAY FOR ENDURING SOLUTIONS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD MEMBERS WERE GIVEN A COPY OF THE RETURN TO REVIEW AND APPROVE BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | UPON JOINING, STAFF AND BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT INDICATING THE CAPACITY IN WHICH YOU ARE SERVING THE ORGANIZATION, ANY AFFILIATIONS WITH RARE'S BUSINESS PARTNERS, OR ANY BENEFIT GAINED THROUGH A RARE BUSINESS TRANSACTION. DETAILED INFORMATION ON ANY SUCH POTENTIAL CONFLICT MUST BE FULLY DISCLOSED ON THE FORM. ANNUALLY, STAFF AND BOARD MEMBERS ARE REQUIRED TO PROVIDE ANY UPDATES. |
| FORM 990, PART VI, SECTION B, LINE 15 | ANNUALLY, RARE STAFF COMPILES DATA FROM CURRENT MARKET COMPENSATION SURVEYS AND OTHER RELEVANT RESEARCH IN ADDITION TO A SELF EVALUATION OF THE CEO AND COO TO BE SUBMITTED TO THE FINANCE AND HR COMMITTEE FOR REVIEW. THE FINANCE AND HR COMMITTEE, BASED ON THE INFORMATION RECEIVED, RECOMMENDS COMPENSATION ADJUSTMENTS FOR THE CEO AND COO TO THE FULL BOARD OF TRUSTEES FOR FINAL APPROVAL. RARE HIRES A FIRM TO REVIEW THE COMPENSATION OF THOSE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE WITH RESPECT TO RARE'S AFFAIRS TO PROVIDE AN OPINION ON THE REASONABLENESS OF THEIR COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | RARE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 2,523,549. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 109,150. TOTAL EXPENSES 2,632,699. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. |
| FORM 990, PART I, LINE 5: | PART I, LINE 5 ONLY REFLECTS THE NUMBER OF EMPLOYEES RECEIVING FORM W-2 (80). THE TOTAL NUMBER OF WORLDWIDE EMPLOYEES IS 156. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd | EINEIN |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSOCIACAO RARE DO BRASIL | |||||||||||||||
| RUA VISCONDE DE PIRAJA 177- SALA 8 | RIO DE JANEIRO | RIO DE JANEIRO | BR | 22410 | SOCIAL WELFARE, ENVIRONMENT, FISHERIES, FUNDRAISING | BR | $0 | $0 | RARE | ||||||
| RARE VENTURES LLC | |||||||||||||||
| IMPACT INVESTING | $0 | $0 | RARE | 1310 NORTH COURTHOUSE ROAD STE 110 | ARLINGTON | VA | 22201 | DE | |||||||
| THE MELOY FUND I GP LLC | |||||||||||||||
| IMPACT INVESTING | $319,230 | $5,566,104 | RARE | 1310 NORTH COURTHOUSE ROAD STE 110 | ARLINGTON | VA | 22201 | DE | 824210549 | ||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MELOY FUND I LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1310 NORTH COURTHOUSE ROAD STE 110 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814201883 | EIN |
| Primary Activities | IMPACT INVESTING | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MELOY FUND I GP LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MELOY FUND I GP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionTypeTxt |
| Involved | $277,954 | InvolvedAmt |
| Method Of Amount Determination | EXPENSES INCURRED | MethodOfAmountDeterminationTxt |
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