SUSTAINABLE OCEAN ALLIANCE INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SUSTAINABLE OCEAN ALLIANCE INC (EIN 82-4972091)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-03
- IRS object ID
- 202543079349301549
- Schema version
- 2024v5.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-03T11:45:20-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 824972091 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSTAINABLE OCEAN ALLIANCE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUST | BusinessNameControlTxt |
| Phone | 7735579137 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1160 BATTERY ST 100 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE PARK | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7735579137 | PhoneNum |
| Signature | 2025-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J LOCASTRO CPA | PreparerPersonNm |
| PTIN | P00288314 | PTIN |
| Phone | 3019519090 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANNE PARK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1160 BATTERY ST 100 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,897,663 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SOALLIANCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2018 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 24 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,786,743 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,696,895 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $172,484 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $171,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $371,322 | PYInvestmentIncomeAmt |
| CY Investment Income | $29,768 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,330,549 | PYTotalRevenueAmt |
| CY Total Revenue | $4,897,663 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $658,250 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $381,441 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,811,185 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,041,149 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $120,729 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $248,628 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $771,575 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,508,334 | PYOtherExpensesAmt |
| CY Other Expenses | $4,127,792 | CYOtherExpensesAmt |
| PY Total Expenses | $7,098,498 | PYTotalExpensesAmt |
| CY Total Expenses | $7,799,010 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,767,949 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,901,347 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,038,233 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,969,597 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $345,747 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $178,458 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,692,486 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,791,139 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SUSTAINABLE OCEAN ALLIANCE EMPOWERS THE NEXT GENERATION TO BECOME LEADERS IN PRESERVING THE HEALTH AND SUSTAINABILITY OF OUR OCEAN. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,295,593 | ExpenseAmt |
| Grant | $142,798 | GrantAmt |
| Desc | THE OCEAN LEADERSHIP PROGRAM SUPPORTS OCEAN LEADERS WHO ARE ACTIVELY RAISING AWARENESS OF OCEAN CHALLENGES IN THEIR COMMUNITIES, CREATING OCEAN SOLUTIONS, AND INFLUENCING OTHERS TO TAKE OCEAN ACTION. YOUNG OCEAN LEADERS ARE MEMBERS OF THE SOA COMMUNITY WHO ARE UNDER 35 YEARS OF AGE AND HAVE DEMONSTRATED A CONCRETE COMMITMENT TO UN SDG14: LIFE BELOW WATER. OVERALL, SOA'S GLOBAL NETWORK OF YOUNG OCEAN LEADERS ARE SPEARHEADING PROJECTS THAT ADDRESS THE CAUSES OF OCEAN HARM SUCH AS UNSUSTAINABLE FISHING, MARINE POLLUTION, AND HABITAT DESTRUCTION IN OVER 150 COUNTRIES WORLDWIDE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,824,395 | ExpenseAmt |
| Grant | $237,643 | GrantAmt |
| Revenue | $81,000 | RevenueAmt |
| Desc | THE OCEAN SOLUTIONS PROGRAM PROVIDES FINANCIAL GRANTS, FELLOWSHIPS AND MENTORSHIP TO PROJECT LEADERS WHO ARE UNDER 36 AND ADDRESSING CRITICAL OCEAN ISSUES WITH GRASSROOTS, COLLABORATIVE APPROACHES. THE OCEAN SOLUTION PROGRAM ALSO INVESTS IN EARLY STAGE STARTUP COMPANIES DEVELOPING INNOVATIVE SOLUTIONS TO SUSTAIN AND RESTORE THE HEALTH OF OUR OCEAN. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $845,046 | ExpenseAmt |
| Desc | PROGRAM MARKETING: STRATEGIC PROMOTION AND COMMUNICATION AIMED SPECIFICALLY TO INCREASE AWARENESS OF THE GLOBAL MOVEMENT TO SAVE OUR OCEAN. THIS INCLUDES EDUCATION PROGRAMS, PROGRAM LAUNCHES, AND TARGETED MARKETING TO DRIVE PARTICIPATION AND ENGAGEMENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $499,776 | ExpenseAmt |
| Grant | $1,000 | GrantAmt |
| Revenue | $90,000 | RevenueAmt |
| Desc | ECOPRENEUR NETWORK : A PROGRAM OF LIFETIME SUPPORT THAT ASSEMBLES THE WORLD'S MOST AMBITIOUS OCEAN VENTURES, AND AMPLIFIES THEIR EFFORTS TO ACHIEVE TRANSFORMATIVE PLANETARY IMPACT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $499,776 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,000 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $90,000 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,464,810 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 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 | Yes (1) | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 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 |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 24 | 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 | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE PARK | PersonNm |
| Phone | 7735579137 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1160 BATTERY ST 100 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DANIELA FERNANDEZ | |||||||
| PRESIDENT / CEO | 40.00 | Yes (X) | Yes (X) | $361,200 | $0 | $33,323 | |
| KIM KOLT | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TROND WUELLNER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EVA ZLOTNICKA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID BREKKE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JITENDRA KAVATHEKAR | |||||||
| BOARD MEMBER (UNTIL 05/24) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINA OCHOA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CRAIG DUDENHOEFFER | |||||||
| CHIEF IMPACT & INV. OFFICE | 40.00 | $227,040 | $0 | $51,130 | Yes (X) | ||
| MELISSA MURRAY | |||||||
| DIR OF FINANCE & OPERATION | 40.00 | $190,000 | $0 | $39,125 | Yes (X) | ||
| BRANDON LEVY | |||||||
| HEAD OF GLOBAL ENGAGEMENT | 40.00 | $170,280 | $0 | $21,364 | Yes (X) | ||
| TAYLOR GARRETT | |||||||
| ASSOCIATE DIR. OF GRANT | 40.00 | $123,840 | $0 | $50,907 | Yes (X) | ||
| KIMBERLY VALLEE | |||||||
| ADO. OF CEO (UNTIL 08/24) | 40.00 | $140,285 | $0 | $27,465 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,212,645 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $223,314 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | 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 |
|---|---|---|---|---|---|
| GLOBAL STRATEGY GROUP | |||||
| 215 PARK AVE S FL 15 | NEW YORK | NY | 100031612 | PUBLIC RELATIONS | $342,000 |
| KORN FERRY | |||||
| 1900 AVENUE OF THE STARTS STE 1500 | LOS ANGELES | CA | 90067 | RECRUITMENT & GOVERANCE | $336,977 |
| GEIGSEN LLC | |||||
| 3157 31ST ST APT 412 | ASTORIA | NY | 111062788 | STRATEGY CONSULTANT | $290,000 |
| IN GOOD TASTE | |||||
| PO BOX 837 | SAUSALITO | CA | 94966 | WEBSITE DEVELEOPMENT AND REBRAND | $216,931 |
| DEBRA ANNE BURKE | |||||
| 3 LATIMER LN | SANDWICH | MA | 02563 | DEVELOPMENT CONSULTANT | $209,628 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,696,895 | AllOtherContributionsAmt |
| Total Contributions | $4,696,895 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROFESSIONAL DEVELOPME | 900099 | $90,000 | $90,000 |
| MANAGEMENT FEE | 900099 | $81,000 | $81,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $171,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,768 | TotalRevenueColumnAmt |
| Exclusion | $29,768 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,897,663 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $171,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $29,768 | 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 | $36,604 | TotalAmt |
| Program Services | $36,604 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,047 | TotalAmt |
| Program Services | $32,047 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,790 | TotalAmt |
| Program Services | $312,790 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,523 | TotalAmt |
| Program Services | $71,014 | ProgramServicesAmt |
| Management And General | $67,069 | ManagementAndGeneralAmt |
| Fundraising | $256,440 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,034,810 | TotalAmt |
| Program Services | $1,627,100 | ProgramServicesAmt |
| Management And General | $285,510 | ManagementAndGeneralAmt |
| Fundraising | $122,200 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,443 | TotalAmt |
| Program Services | $77,269 | ProgramServicesAmt |
| Management And General | $14,239 | ManagementAndGeneralAmt |
| Fundraising | $8,935 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,246 | TotalAmt |
| Program Services | $233,836 | ProgramServicesAmt |
| Management And General | $45,107 | ManagementAndGeneralAmt |
| Fundraising | $36,303 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,127 | TotalAmt |
| Program Services | $138,509 | ProgramServicesAmt |
| Management And General | $28,397 | ManagementAndGeneralAmt |
| Fundraising | $29,221 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,411 | TotalAmt |
| Management And General | $14,411 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,356 | TotalAmt |
| Management And General | $104,356 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,628 | TotalAmt |
| Fundraising | $248,628 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,538,727 | TotalAmt |
| Program Services | $1,171,885 | ProgramServicesAmt |
| Management And General | $366,842 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $704,090 | TotalAmt |
| Program Services | $637,857 | ProgramServicesAmt |
| Management And General | $56,806 | ManagementAndGeneralAmt |
| Fundraising | $9,427 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,873 | TotalAmt |
| Program Services | $11,944 | ProgramServicesAmt |
| Management And General | $56,924 | ManagementAndGeneralAmt |
| Fundraising | $2,005 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,281 | TotalAmt |
| Program Services | $87,289 | ProgramServicesAmt |
| Management And General | $47,970 | ManagementAndGeneralAmt |
| Fundraising | $6,022 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,776 | TotalAmt |
| Program Services | $193 | ProgramServicesAmt |
| Management And General | $8,310 | ManagementAndGeneralAmt |
| Fundraising | $273 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $753,226 | TotalAmt |
| Program Services | $409,529 | ProgramServicesAmt |
| Management And General | $309,197 | ManagementAndGeneralAmt |
| Fundraising | $34,500 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,235 | TotalAmt |
| Program Services | $204,015 | ProgramServicesAmt |
| Management And General | $154,033 | ManagementAndGeneralAmt |
| Fundraising | $17,187 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| INV. IN CLOSELY-HELD CO | $406,644 | $406,644 | ||
| EQUIPMENT | $10,173 | $6,285 | $3,454 | $434 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,799,010 | TotalAmt |
| Program Services | $5,464,810 | ProgramServicesAmt |
| Management And General | $1,562,625 | ManagementAndGeneralAmt |
| Fundraising | $771,575 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $583,667 | BOYAmt |
| EOY | $3,941,037 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,517,481 | BOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,835,833 | BOYAmt |
| EOY | $2,555,163 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $50,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,252 | BOYAmt |
| EOY | $282,846 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $140,551 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,038,233 | BOYAmt |
| EOY | $6,969,597 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $345,747 | BOYAmt |
| EOY | $178,458 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $345,747 | BOYAmt |
| EOY | $178,458 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,642,785 | BOYAmt |
| EOY | $2,390,494 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,049,701 | BOYAmt |
| EOY | $4,400,645 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,692,486 | BOYAmt |
| EOY | $6,791,139 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,038,233 | BOYAmt |
| EOY | $6,969,597 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,901,347 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | 0 | FederalGrantAuditRequiredInd |
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 | $2,635,905 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,203,144 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,640,033 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,786,743 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,696,895 | CurrentTaxYearAmt |
| Total | $27,962,720 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,635,905 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,203,144 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,640,033 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,786,743 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,696,895 | CurrentTaxYearAmt |
| Total | $27,962,720 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,917,753 | SubstantialContributorsTotAmt |
| Public Support Total170 | $18,044,967 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $202 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $790 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $51,923 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,768 | CurrentTaxYearAmt |
| Total | $82,683 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $28,045,403 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $499,006 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.64340 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58930 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $5,149,190 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $251,527 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $251,527 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,897,663 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,897,663 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,050,537 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $251,527 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $251,527 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,799,010 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,799,010 | TotalExpensesPerForm990Amt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EUROPE | 0 | 2 | INVESTMENTS | $30,000 |
| NORTH AMERICA | 0 | 1 | INVESTMENTS | $99,994 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $60,270 |
| EAST ASIA AND THE PACIFIC | 0 | 1 | GRANTS TO RECIPIENTS LOCATED IN REGION | $96,616 |
| EUROPE | 0 | 2 | GRANTS TO RECIPIENTS LOCATED IN REGION | $37,430 |
| NORTH AMERICA | 0 | 1 | GRANTS TO RECIPIENTS LOCATED IN REGION | $28,940 |
| SOUTH AMERICA | 0 | 1 | GRANTS TO RECIPIENTS LOCATED IN REGION | $39,369 |
| SOUTH ASIA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $3,600 |
| SUB-SAHARAN AFRICA | 0 | 1 | GRANTS TO RECIPIENTS LOCATED IN REGION | $46,564 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 8 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 1 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Subtotal Spent | $396,219 | SubtotalSpentAmt |
| Continuation Spent | $46,564 | ContinuationSpentAmt |
| Total Spent | $442,783 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (5 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| NORTH AMERICA | MICROGRANTS & SPONSORSHIPS | $21,000 | WIRE TRANSFER | $0 |
| CENTRAL AMERICA AND THE CARIBBEAN | MICROGRANTS & SPONSORSHIPS | $8,000 | WIRE TRANSFER | $0 |
| EAST ASIA AND THE PACIFIC | MICROGRANTS & SPONSORSHIPS | $42,000 | WIRE TRANSFER | $0 |
| SOUTH AMERICA | MICROGRANTS & SPONSORSHIPS | $6,400 | WIRE TRANSFER | $0 |
| SUB-SAHARAN AFRICA | MICROGRANTS & SPONSORSHIPS | $6,400 | WIRE TRANSFER | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 5 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| MICROGRANTS & SPONSORSHIPS | CENTRAL AMERICA AND THE CARIBBEAN | 25 | $45,652 | WIRE TRANSFER |
| MICROGRANTS & SPONSORSHIPS | EAST ASIA AND THE PACIFIC | 17 | $54,616 | WIRE TRANSFER |
| MICROGRANTS & SPONSORSHIPS | EUROPE | 21 | $30,909 | WIRE TRANSFER |
| MICROGRANTS & SPONSORSHIPS | NORTH AMERICA | 4 | $7,740 | WIRE TRANSFER |
| MICROGRANTS & SPONSORSHIPS | SOUTH AMERICA | 18 | $25,869 | WIRE TRANSFER |
| MICROGRANTS & SPONSORSHIPS | SOUTH ASIA | 1 | $200 | WIRE TRANSFER |
| MICROGRANTS & SPONSORSHIPS | SUB-SAHARAN AFRICA | 14 | $32,354 | WIRE TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH GRANT APPLICATION IS REVIEWED BY 2 SOA STAFF AND SCORED IN 5 CORE CRITERIA (MISSION, ALIGNMENT, IMPACT, FEASIBILITY, SCALABILITY/REPLICABILITY, FINANCIALS) AND 5 SECONDARY CRITERIA (SOA ENGAGEMENT/STRENGTH OF RELATIONSHIP, COMMUNICATION SKILLS, MARKETABILITY/STORYTELLING, ORIGINALITY, SCIENTIFIC RIGOR). THOSE GRANTS SCORING HIGHLY, PARTICULARLY IN SCIENTIFIC RIGOR, ARE PASSED ALONG TO A SCIENTIST FOR REVIEW. LAST YEAR, THE PANEL CONSISTED OF 3 MEMBERS AT NOAA, UCSB, AND RUTGERS. EACH SELECTED GRANTEE MEETS WITH SOA STAFF. THEN THEY SUBMIT A FORM PROVIDING THEIR BANK ACCOUNT INFORMATION, PHOTO ID, AND AFFIRM THEIR GOOD LEGAL STANDING (NO SANCTIONS, LITIGATION, OR OTHER LEGAL ISSUES). THEIR INFORMATION IS RUN THROUGH THE US STATE DEPT LIST OF SANCTIONED ENTITIES (OFAC). THE FINAL STEP IS A GRANT AGREEMENT SIGNED BY GRANTEE AND SOA PROGRAM OFFICER. EACH GRANTEE IS ISSUED THEIR FUNDS IN TWO INSTALLMENTS: THE SECOND IS CONTINGENT UPON SATISFACTORY COMPLETION OF THEIR INTERIM FINANCIAL AND PROGRESS REPORTS. EACH GRANTEE SUBMITS A FINAL REPORT AS WELL. AS GRANTS SUBMIT FINAL REPORTS AND THEIR IMPACT IS EVALUATED, WE ACTIVELY EVALUATE THE OVERALL COMPOSITION AND BALANCE OF THE ENVIRONMENTAL ISSUES ADDRESSED AND OUR "ROI" THROUGH THESE GRANTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEBRA BURKE | ||||||||||||
| 3 LATIMER LN | SANDWICH | MA | 02563 | FUNDRAISING CONSULTANT | 0 | $4,908,753 | $209,628 | $4,699,125 | ||||
| KAREN KORPONAI | ||||||||||||
| FUNDRAISING CONSULTANT | 0 | $0 | $24,000 | -$24,000 | 5160 GARFIELD RD | DELRAY | SN | 33484 | ||||
| SPOTLIGHT MEDIA LIVE INC | ||||||||||||
| 1075 FIRWOOD AVENUE | SPRING HILL | FL | 34609 | FUNDRAISING CONSULTANT | 0 | $0 | $15,000 | -$15,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $4,908,753 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $248,628 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $4,660,125 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BLUE LATITUDES LLC | |||||||
| 229 OCEAN AVE | LAGUNA BEACH | CA | 92651 | 473085107 | $6,400 | $0 | OCEAN SOLUTIONS GRANT |
| NOBLE OCEAN FARMS | |||||||
| PO BOX 1914 | CORDOVA | AK | 99574 | 850712406 | $6,400 | $0 | OCEAN SOLUTIONS GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| OCEAN SOLUTION GRANT | 8 | $20,067 |
| TRAVEL SCHOLARSHIPS | 13 | $11,980 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH GRANT APPLICATION IS REVIEWED BY 2 SOA STAFF AND SCORED IN 5 CORE CRITERIA (MISSION, ALIGNMENT, IMPACT, FEASIBILITY, SCALABILITY/REPLICABILITY, FINANCIALS) AND 5 SECONDARY CRITERIA (SOA ENGAGEMENT/STRENGTH OF RELATIONSHIP, COMMUNICATION SKILLS, MARKETABILITY/STORYTELLING, ORIGINALITY, SCIENTIFIC RIGOR). THOSE GRANTS SCORING HIGHLY, PARTICULARLY IN SCIENTIFIC RIGOR, ARE PASSED ALONG TO A SCIENTIST FOR REVIEW. LAST YEAR, THE PANEL CONSISTED OF 3 MEMBERS AT NOAA, UCSB, AND RUTGERS. EACH SELECTED GRANTEE MEETS WITH SOA STAFF. THEN THEY SUBMIT A FORM PROVIDING THEIR BANK ACCOUNT INFORMATION, PHOTO ID, AND AFFIRM THEIR GOOD LEGAL STANDING (NO SANCTIONS, LITIGATION, OR OTHER LEGAL ISSUES). THEIR INFORMATION IS RUN THROUGH THE US STATE DEPT LIST OF SANCTIONED ENTITIES (OFAC). THE FINAL STEP IS A GRANT AGREEMENT SIGNED BY GRANTEE AND SOA PROGRAM OFFICER. EACH GRANTEE IS ISSUED THEIR FUNDS IN TWO INSTALLMENTS: THE SECOND IS CONTINGENT UPON SATISFACTORY COMPLETION OF THEIR INTERIM FINANCIAL AND PROGRESS REPORTS. EACH GRANTEE SUBMITS A FINAL REPORT AS WELL. AS GRANTS SUBMIT FINAL REPORTS AND THEIR IMPACT IS EVALUATED, WE ACTIVELY EVALUATE THE OVERALL COMPOSITION AND BALANCE OF THE ENVIRONMENTAL ISSUES ADDRESSED AND OUR "ROI" THROUGH THESE GRANTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIELA FERNANDEZ | ||||||||||||||
| PRESIDENT / CEO | $361,200 | $0 | $0 | $0 | $0 | $0 | $12,036 | $0 | $21,287 | $0 | $394,523 | $0 | $0 | $0 |
| CRAIG DUDENHOEFFER | ||||||||||||||
| CHIEF IMPACT & INV. OFFICE | $227,040 | $0 | $0 | $0 | $0 | $0 | $13,200 | $0 | $37,930 | $0 | $278,170 | $0 | $0 | $0 |
| MELISSA MURRAY | ||||||||||||||
| DIR OF FINANCE & OPERATION | $190,000 | $0 | $0 | $0 | $0 | $0 | $11,400 | $0 | $27,725 | $0 | $229,125 | $0 | $0 | $0 |
| BRANDON LEVY | ||||||||||||||
| HEAD OF GLOBAL ENGAGEMENT | $170,280 | $0 | $0 | $0 | $0 | $0 | $10,217 | $0 | $11,147 | $0 | $191,644 | $0 | $0 | $0 |
| TAYLOR GARRETT | ||||||||||||||
| ASSOCIATE DIR. OF GRANT | $123,840 | $0 | $0 | $0 | $0 | $0 | $7,430 | $0 | $43,477 | $0 | $174,747 | $0 | $0 | $0 |
| KIMBERLY VALLEE | ||||||||||||||
| ADO. OF CEO (UNTIL 08/24) | $80,285 | $0 | $0 | $0 | $60,000 | $0 | $7,560 | $0 | $19,905 | $0 | $167,750 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | AS PER OUR TRAVEL POLICY, ANY FLIGHT EXTENDING LONGER THAN 6 HOURS MAY BE UPDRADED TO BUSINESS OR FIRST CLASS AS LONG AS THE COST DOES NOT EXCEED $1,000 USD. |
| PART I, LINE 4A | KIMBERLY VALLEE RECEIVED $60,000 SEVERANCE PAYMENT DURING THE YEAR. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | SUSTAINABLE OCEAN ALLIANCE HAS BEEN ADDED A NEW PROGRAM UNDER ECOPRENEUR NETWORK IN 2024. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT, WHICH WAS THEN REVIEWED BY THE HEAD OF FINANCE AND OPERATIONS; ADJUSTMENTS ARE MADE, AS NECESSARY. A COMPLETE COPY OF THE FORM 990 WAS THEN PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS AND CEO PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE HEAD OF FINANCE AND OPERATIONS DISTRIBUTES ANNUALLY TO ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES (AS IDENTIFIED BY THE CORPORATION) A FORM SOLICITING THE DISCLOSURE OF ALL CONFLICTS OF INTEREST. A DIRECTOR OR OFFICER WHO LEARNS ABOUT A POTENTIAL CONFLICT OF INTEREST DISCLOSES PROMPTLY TO THE SECRETARY OF THE CORPORATION THE MATERIAL FACTS SURROUNDING ANY POTENTIAL CONFLICT OF INTEREST, INCLUDING SPECIFIC INFORMATION CONCERNING THE TERMS OF ANY CONTRACT OR TRANSACTION WITH THE CORPORATION. ALL EFFORTS SHOULD BE MADE TO DISCLOSE ANY SUCH CONTRACT OR TRANSACTION AND HAVE IT APPROVED BY DISINTERESTED MEMBERS OF THE BOARD BEFORE THE ARRANGEMENT IS ENTERED INTO. AN EMPLOYEE OF THE CORPORATION WITH A POTENTIAL CONFLICT OF INTEREST PROMPTLY AND FULLY DISCLOSES THE POTENTIAL CONFLICT TO THE EMPLOYEE'S SUPERVISOR. THE EMPLOYEE THEREAFTER REFRAINS FROM PARTICIPATING IN DELIBERATIONS AND DISCUSSIONS, AS WELL AS ANY DECISIONS. THE CHAIR OF THE BOARD IS ULTIMATELY RESPONSIBLE FOR DETERMINING THE PROPER WAY TO HANDLE CORPORATE DECISIONS WHICH INVOLVE UNRESOLVED EMPLOYEE CONFLICTS OF INTEREST. DUE TO CHANGES IN KEY STAFFING IN 2020, THE CONFLICT OF INTEREST FORMS WERE NOT GATHERED, HOWEVER, NO CONFLICTS WERE DISCOVERED OR NOTED DURING THE YEAR. IN 2021, SOA RESUMED NORMAL PROCEDURES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD APPROVES, IN ADVANCE, COMPENSATION PACKAGES FOR OFFICERS AND KEY EMPLOYEES OF THE CORPORATION, HAVING OBTAINED AND CONSIDERED APPROPRIATE DATA CONCERNING COMPARABLE COMPENSATION PAID TO SIMILAR OFFICERS IN LIKE CIRCUMSTANCES. THE BOARD SETS FORTH THE BASIS FOR ITS DECISIONS WITH RESPECT TO COMPENSATION IN THE MINUTES OF THE MEETING AT WHICH THE DECISIONS ARE MADE, INCLUDING THE CONCLUSIONS OF THE EVALUATION AND THE BASIS FOR DETERMINING THAT THE INDIVIDUAL'S COMPENSATION IS REASONABLE IN LIGHT OF THE EVALUATION AND THE COMPARABILITY DATA. THE LAST COMPENSATION REVIEW TOOK PLACE IN DECEMBER 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACT CONSULTANTS: PROGRAM SERVICE EXPENSES 505,320. MANAGEMENT AND GENERAL EXPENSES 158,183. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 663,503. HUMAN RESOURCE: PROGRAM SERVICE EXPENSES 30,379. MANAGEMENT AND GENERAL EXPENSES 9,510. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,889. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,055. MANAGEMENT AND GENERAL EXPENSES 644. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,699. POLICY: PROGRAM SERVICE EXPENSES 110,583. MANAGEMENT AND GENERAL EXPENSES 34,617. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 145,200. RECRUITING FEES: PROGRAM SERVICE EXPENSES 269,650. MANAGEMENT AND GENERAL EXPENSES 84,410. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 354,060. STRATEGY: PROGRAM SERVICE EXPENSES 182,783. MANAGEMENT AND GENERAL EXPENSES 57,217. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 240,000. TRAINING FEES: PROGRAM SERVICE EXPENSES 9,496. MANAGEMENT AND GENERAL EXPENSES 2,972. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,468. ADVISORY: PROGRAM SERVICE EXPENSES 61,619. MANAGEMENT AND GENERAL EXPENSES 19,289. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80,908. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOA SEABIRD VENTURES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17875 VON KARMAN AVENUE SUITE 150 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843023068 | EIN |
| Primary Activities | IMPACT INVESTING | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | 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 |
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