CONSORTIUM FOR OCEAN LEADERSHIP: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CONSORTIUM FOR OCEAN LEADERSHIP (EIN 52-1892964)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-08-07
- IRS object ID
- 201712199349300321
- Schema version
- 2015v3.0
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-07T09:51:30-05:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521186096 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINO AND COMPANY CHARTERED | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6903 ROCKLEDGE DRIVE SUITE 1200 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208171818 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521892964 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSORTIUM FOR OCEAN LEADERSHIP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONS | BusinessNameControlTxt |
| Phone | 2022323900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 NEW YORK AVENUE NW No 420 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YAN XING | PersonNm |
| Person Title | VP & CFO | PersonTitleTxt |
| Phone | 2022323900 | PhoneNum |
| Signature | 2017-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA A O'MALLEY CPA | PreparerPersonNm |
| PTIN | P00285909 | PTIN |
| Phone | 3015643636 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JONATHAN WHITE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 NEW YORK AVENUE NW No 420 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $115,661,043 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.oceanleadership.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | TO SHAPE THE FUTURE OF OCEAN SCIENCE AND TECHNOLOGY THROUGH DISCOVERY, UNDERSTANDING AND ACTION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 58 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $142,902,095 | PYContributionsGrantsAmt |
| CY Contributions Grants | $113,562,148 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $624,503 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $614,625 | CYProgramServiceRevenueAmt |
| PY Investment Income | $136,167 | PYInvestmentIncomeAmt |
| CY Investment Income | $119,979 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $143,662,765 | PYTotalRevenueAmt |
| CY Total Revenue | $114,296,752 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $375,815 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $370,779 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,011,999 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,960,305 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $74,842 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $92,079 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $137,734,512 | PYOtherExpensesAmt |
| CY Other Expenses | $109,597,134 | CYOtherExpensesAmt |
| PY Total Expenses | $144,197,168 | PYTotalExpensesAmt |
| CY Total Expenses | $114,928,218 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$534,403 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$631,466 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $51,391,705 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,104,026 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $48,346,306 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,581,723 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,045,399 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,522,303 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OCEAN LEADERSHIP SHAPES THE FUTURE OF OCEAN SCIENCE AND TECHNOLOGY THROUGH DISCOVERY, UNDERSTANDING AND ACTION. OCEAN LEADERSHIP PROVIDES EXPERTISE IN MANAGING, COORDINATING, AND FACILITATING SCIENTIFIC PROGRAMS AND PARTNERSHIPS; INFLUENCING SOUND OCEAN POLICY; AND EDUCATING THE NEXT GENERATION OF OCEAN LEADERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $64,132,750 | ExpenseAmt |
| Desc | THE OCEAN OBSERVATORIES INITIATIVE (OOI) WILL CONSTRUCT A NETWORKED INFRASTRUCTURE OF SCIENCE-DRIVEN SENSOR SYSTEMS TO MEASURE THE PHYSICAL, CHEMICAL, GEOLOGICAL AND BIOLOGICAL VARIABLES IN THE OCEAN AND SEAFLOOR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $43,235,361 | ExpenseAmt |
| Desc | THE GULF OF MEXICO RESEARCH INITIATIVE (GOMRI) WILL INVESTIGATE THE IMPACTS OF THE OIL, DISPERSED OIL, AND DISPERSANT ON THE ECOSYSTEMS OF THE GULF OF MEXICO AND AFFECTED COASTAL STATES IN A BROAD CONTEXT OF IMPROVING FUNDAMENTAL UNDERSTANDING OF THE DYNAMICS OF SUCH EVENTS AND THEIR ENVIRONMENTAL STRESSES AND PUBLIC HEALTH IMPLICATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $515,117 | ExpenseAmt |
| Desc | THE INTERNATIONAL OCEAN DISCOVERY PROGRAM (IODP) IS AN INTERNATIONAL RESEARCH COLLABORATION THAT ADDRESSES IMPORTANT QUESTIONS IN EARTH, OCEAN, ENVIRONMENT AND LIFE SCIENCES BASED ON DRILL CORES, BOREHOLE IMAGING, OBSERVATORY DATA, AND RELATED GEOPHYSICAL IMAGING OBTAINED FROM BENEATH THE OCEAN FLOOR USING SPECIALIZED OCEAN-GOING DRILLING AND RESEARCH PLATFORMS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,966,225 | ExpenseAmt |
| Grant | $370,779 | GrantAmt |
| Revenue | $614,625 | RevenueAmt |
| Desc | OTHER RESEARCH & EDUCATION | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,966,225 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $370,779 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $614,625 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $110,849,453 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 105 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 58 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YAN XING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022323900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 NEW YORK AVE 4TH FL | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 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 |
|---|---|---|---|---|---|---|---|---|
| DRROBERT BDUNBAR | ||||||||
| BD OF TRUSTEE,CHAIR&EX,ENDED 3/10/16 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR STEVEN E LOHRENZ | ||||||||
| BOARD OF TRUSTEES, VICE CH | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR GRAHAM SHIMMIELD | ||||||||
| BOARD OF TRUSTEES, TREASUR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR MARK ABBOTT | ||||||||
| BOARD OF TRUSTEES, ENDED 03/10/16 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR E VIRGINIA ARMBRUST | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MR JOSIE QUINTRELL | ||||||||
| BOARD OF TRUSTEES, ENDED 03/10/16 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MR HANK LOBE | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR SANDRA WHITEHOUSE | ||||||||
| BOARD OF TRUSTEES, ENDED 03/10/16 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR MARCIA MCNUTT | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR CHRISTOPHER D'ELIA | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR MEGAN DAVIS | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR MICHAEL PERFIT | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR JAMES G SANDERS | ||||||||
| BOARD OF TRUSTEES, ENDED 6/6/16 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR CHRIS SCHOLIN | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| VICE ADMIRAL PAUL G GAFFNEY II | ||||||||
| BOARD OF TRUSTEES, ENDED 03/10/16 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR S BRADLEY MORAN | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR JACQUELINE E DIXON | ||||||||
| BOARD OF TRUSTEES, CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Dr Kate Miller | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR WILLIAM GRAHAM | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MS MOLLY MCCAMMON | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR JENNIFER MIKSIS-OLDS | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MR RICHARD WEST | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR ROBERTA MARINELLI | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| AMY CASTNER | ||||||||
| SEC/DIR OF BOARD RELATIONS | 40.00 | Yes (X) | $93,869 | $0 | $28,870 | |||
| COLIN REED | ||||||||
| ASST. SEC/SR MGR EXEC. OFF | 40.00 | Yes (X) | $76,934 | $0 | $14,939 | |||
| YAN XING | ||||||||
| VP & CFO | 40.00 | Yes (X) | $206,739 | $0 | $53,211 | |||
| SHERRI GOODMAN | ||||||||
| PRESIDENT AND CEO - ENDED 12/31/15 | 40.00 | Yes (X) | $302,520 | $0 | $44,433 | |||
| KEVIN WHEELER | ||||||||
| VP, DIR PUBLIC AFFAIRS | 40.00 | $170,337 | $0 | $29,371 | Yes (X) | |||
| DAVID DIVINS | ||||||||
| VP, DIR OCEAN DRILLING | 40.00 | $135,868 | $0 | $34,987 | Yes (X) | |||
| SUSAN BANAHAN | ||||||||
| ASSOC DIR, OCEAN OBSERVING | 40.00 | $161,699 | $0 | $33,204 | Yes (X) | |||
| MICHAEL KELLY | ||||||||
| PROJECT MANAGER, OOI | 40.00 | $189,224 | $0 | $36,134 | Yes (X) | |||
| ANDERA MCCURDY | ||||||||
| DATA MGMT TECHNICAL EXPERT | 40.00 | $131,073 | $0 | $20,861 | Yes (X) | |||
| JEFFREY SCHUFFERT | ||||||||
| DIR U.S. SCIENCE SUPPORT P | 40.00 | $130,073 | $0 | $41,135 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,598,336 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $337,145 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | 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 |
|---|---|---|---|---|---|
| WOODS HOLE OCEANOGRAPHIC INSTITUTE | |||||
| 569 WOODS HOLE RD | WOODS HOLE | IL | 02543 | IMPLEMENTATION OF OCEAN OBSERVING | $33,364,993 |
| UNIVERSITY OF MIAMI | |||||
| 4600 RICKENBACKER CSWY RM111 | MIAMI | FL | 33149 | SEE SCHEDULE O | $10,718,208 |
| UNIVERSITY OF WASHINGTON | |||||
| 12455 COLLECTIONS DR | CHICAGO | IL | 60693 | IMPLEMENTATION OF OCEAN OBSERVING | $8,913,295 |
| Rutgers State Univ of NJ | |||||
| 3 Rutgers Plaza 2nd Floor | NEW BRUNSWICK | NJ | 08901 | IMPLEMENTATION OF OCEAN OBSERVING | $7,798,587 |
| RAYTHEON | |||||
| P O BOX 414183 | BOSTON | MA | 022414183 | IMPLEMENTATION OF OCEAN OBSERVING | $7,222,856 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $518 | FederatedCampaignsAmt |
| Government Grants | $67,592,186 | GovernmentGrantsAmt |
| All Other Contributions | $45,969,444 | AllOtherContributionsAmt |
| Total Contributions | $113,562,148 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP DUES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $614,625 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $614,625 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $614,625 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $119,979 | TotalRevenueColumnAmt |
| Exclusion | $119,979 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,364,291 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,364,291 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $114,296,752 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $614,625 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $119,979 | 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 | $220,257 | TotalAmt |
| Program Services | $220,257 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,522 | TotalAmt |
| Program Services | $150,522 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,074,090 | TotalAmt |
| Program Services | $310,401 | ProgramServicesAmt |
| Management And General | $763,689 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,870,772 | TotalAmt |
| Program Services | $1,931,777 | ProgramServicesAmt |
| Management And General | $890,369 | ManagementAndGeneralAmt |
| Fundraising | $48,626 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,503 | TotalAmt |
| Program Services | $182,548 | ProgramServicesAmt |
| Management And General | $86,985 | ManagementAndGeneralAmt |
| Fundraising | $4,970 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,233 | TotalAmt |
| Program Services | $285,088 | ProgramServicesAmt |
| Management And General | $185,101 | ManagementAndGeneralAmt |
| Fundraising | $7,044 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,707 | TotalAmt |
| Program Services | $146,704 | ProgramServicesAmt |
| Management And General | $113,457 | ManagementAndGeneralAmt |
| Fundraising | $3,546 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,067 | TotalAmt |
| Program Services | $174,136 | ProgramServicesAmt |
| Management And General | $88,931 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,478 | TotalAmt |
| Management And General | $136,478 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,398 | TotalAmt |
| Management And General | $15,398 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,868,573 | TotalAmt |
| Program Services | $106,606,404 | ProgramServicesAmt |
| Management And General | $234,494 | ManagementAndGeneralAmt |
| Fundraising | $27,675 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,843 | TotalAmt |
| Program Services | $3,590 | ProgramServicesAmt |
| Management And General | $1,115 | ManagementAndGeneralAmt |
| Fundraising | $138 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,327 | TotalAmt |
| Program Services | $102,201 | ProgramServicesAmt |
| Management And General | $227,126 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,742 | TotalAmt |
| Program Services | $82,925 | ProgramServicesAmt |
| Management And General | $108,817 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $881,536 | TotalAmt |
| Management And General | $881,536 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,724 | TotalAmt |
| Program Services | $486,516 | ProgramServicesAmt |
| Management And General | $50,208 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,739 | TotalAmt |
| Program Services | $119,484 | ProgramServicesAmt |
| Management And General | $5,175 | ManagementAndGeneralAmt |
| Fundraising | $80 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,958 | TotalAmt |
| Management And General | $137,958 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,749 | TotalAmt |
| Program Services | $46,900 | ProgramServicesAmt |
| Management And General | $59,849 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,928,218 | TotalAmt |
| Program Services | $110,849,453 | ProgramServicesAmt |
| Management And General | $3,986,686 | ManagementAndGeneralAmt |
| Fundraising | $92,079 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,509 | BOYAmt |
| EOY | $1,486 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,876,087 | BOYAmt |
| EOY | $1,555,511 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,442,438 | BOYAmt |
| EOY | $4,009,879 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,585,047 | BOYAmt |
| EOY | $29,808,722 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,910 | BOYAmt |
| EOY | $86,528 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,664,329 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,410,769 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,798 | BOYAmt |
| EOY | $253,560 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,868,212 | BOYAmt |
| EOY | $2,359,875 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,239 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,465 | BOYAmt |
| EOY | $28,465 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,391,705 | BOYAmt |
| EOY | $38,104,026 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,688,213 | BOYAmt |
| EOY | $4,153,440 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,240,749 | BOYAmt |
| EOY | $30,012,934 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,417,344 | BOYAmt |
| EOY | $1,415,349 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,346,306 | BOYAmt |
| EOY | $35,581,723 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,045,399 | BOYAmt |
| EOY | $2,522,303 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,045,399 | BOYAmt |
| EOY | $2,522,303 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,391,705 | BOYAmt |
| EOY | $38,104,026 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$631,466 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $108,370 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $159,850,130 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $187,430,956 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $201,802,475 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $142,902,095 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $113,562,148 | CurrentTaxYearAmt |
| Total | $805,547,804 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $159,850,130 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $187,430,956 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $201,802,475 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $142,902,095 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $113,562,148 | CurrentTaxYearAmt |
| Total | $805,547,804 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $149,650,067 | SubstantialContributorsTotAmt |
| Public Support Total170 | $655,897,737 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,448 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,147 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $107,736 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $136,167 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $321,321 | CurrentTaxYearAmt |
| Total | $700,819 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $806,248,623 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,189,054 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81350 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87780 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $29,812 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $29,812 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $114,898,406 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $114,928,218 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $14,069 | CurrentYearMinus3Amt |
| Current Year Minus2 | $21,050 | CurrentYearMinus2Amt |
| Current Year Minus1 | $35,186 | CurrentYearMinus1Amt |
| Current Year | $29,812 | CurrentYearAmt |
| Total | $100,117 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $496,313 | OtherCostOrOtherBasisAmt |
| Depreciation | $458,080 | DepreciationAmt |
| Book Value | $38,233 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $635,907 | OtherCostOrOtherBasisAmt |
| Depreciation | $555,336 | DepreciationAmt |
| Book Value | $80,571 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $532,109 | OtherCostOrOtherBasisAmt |
| Depreciation | $397,353 | DepreciationAmt |
| Book Value | $134,756 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $253,560 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $1,053,085 |
| Deferred compensation | $362,264 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,415,349 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $114,389,724 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $108,370 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $108,370 | RevenueNotReportedAmt |
| Revenue Subtotal | $114,281,354 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $15,398 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $15,398 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $114,296,752 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $114,912,820 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $114,912,820 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $15,398 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $15,398 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $114,928,218 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | OCEAN LEADERSHIP IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS SUCH, IT IS EXEMPT FROM FEDERAL INCOME TAXES ON ALL BUT UNRELATED BUSINESS INCOME, IF ANY. THERE WAS NO NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED SEPTEMBER 30, 2016 AND 2015. HOWEVER, TAX YEARS ENDED SEPTEMBER 30, 2013 THROUGH 2015 REMAIN OPEN TO EXAMINATION BY THE TAXING JURISDICTIONS TO WHICH OCEAN LEADERSHIP IS SUBJECT, AND THEY HAVE NOT BEEN EXTENDED BEYOND THE APPLICABLE STATUTE OF LIMITATIONS. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | SEE PART V | $66,392 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | SEE PART V | $40,469 |
| AFRICA | 0 | 0 | PROGRAM SERVICES | SCHOOL OF ROCK SOUTH AFRICA | $34,500 |
| CENTRAL AMERICA AND CARRIBEAN | 0 | 0 | PROGRAM SERVICES | Expenditure 340 2nd Post Cruise Meeting | $771 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | Argentine Marine Work Shop | $7,011 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $149,143 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $149,143 | TotalSpentAmt |
| 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: | OCEAN LEADERSHIP MAINTAINS RECORDS THAT INCLUDE: PURCHASE REQUEST WITH AUTHORIZED SIGNATURE, COPY OF AWARD AND CERTIFICATIONS, EPLS PRINT OUT AS EVIDENCE OF ELIGIBILITY, AND SELECTION CRITERIA IF AWARD EXCEEDS THE MICRO PURCHASE THRESHOLD OF $3,000 AS PER OCEAN LEADERSHIP'S POLICIES. OCEAN LEADERSHIP HAS PROVIDED A LEVEL OF OVERSIGHT AND MONITORING THAT WILL ALLOW ADEQUATE AND ACCURATE COLLECTION OF DATA ON PERFORMANCE THROUGHOUT THE LIFE OF A PROGRAM. MONITORING PROCESS FOR THE GRANTS AND SUBCONTRACTS: THE OVERALL PURPOSE OF MONITORING AND EVALUATION IS THE MEASUREMENT AND ASSESSMENT OF PERFORMANCE IN ORDER TO MORE EFFECTIVELY MANAGE THE OUTPUTS AND OUTCOMES OF EXPENDITURES. OCEAN LEADERSHIP MONITORS AWARDS AT SEVERAL KEY PHASES OF THE AWARD'S LIFE CYCLE. 1) PRE-AWARD ASSESSMENT: THE INITIAL MONITORING BEGINS WITH A PRE-AWARD ASSESSMENT OF THE PROSPECTIVE RECIPIENT'S ABILITIES AND RESOURCES TO BE APPLIED TO THE AWARD FOR THE PURPOSE OF DETERMINING WHETHER THE RECIPIENT CAN ADEQUATELY PROVIDE THE SERVICES DEMANDED BY THE AWARD. 2) PERIODIC MONITORING: ON-GOING MONITORING IS CONDUCTED DURING THE LIFE OF THE AWARD. PERIODIC MONITORING INCLUDES REVIEW OF THE QUARTERLY AND ANNUAL REPORTING REQUIRED UNDER THE AWARD AND ANY OTHER REPORTS AS SPECIFIED IN THE AWARD. 3) COMPLETION OF GRANT: A FINAL REVIEW OF THE AWARD'S ACTIVITY AND ACCOMPLISHMENTS AND SPENDING IS CONDUCTED AT THE COMPLETION OF THE AWARD. 4) THE ABOVE MONITORING IS ACCOMPLISHED THROUGH VARIOUS MEANS BASED ON THE NEEDS OF THE INDIVIDUAL AWARD. TECHNIQUES USED WILL CONSIST OF PERIODIC WRITTEN REPORTS FROM THE RECIPIENT, ON-SITE VISITS (ANNOUNCED AND UNANNOUNCED), TELEPHONE CONTACTS, AND, IF APPLICABLE ON-LINE REVIEW OF AWARD DATA. 5) REPORTING FORMAT: THE RECIPIENT IS EXPECTED TO PROVIDE THE REPORTS IDENTIFIED IN THE AGREEMENT SIGNED BETWEEN OCEAN LEADERSHIP AND THE RECIPIENT. THE ANNUAL REPORTS REQUIRED ARE COMPLETED USING THE REPORTING FORMAT PROVIDED FOR BY OCEAN LEADERSHIP. 6) PROGRAM DIRECTORS WILL REVIEW THE SUBCONTRACTOR'S REPORTS TO MAKE SURE THEY ARE COMPLETE AND THAT THE INFORMATION AGREES WITH ANY PERIODIC REPORTING. 7) MONITORING RECORDS: PROGRAM STAFF FULLY AND ACCURATELY DOCUMENT ALL MONITORING EFFORTS. 8) SITE VISITS: OCEAN LEADERSHIP MAY UNDERTAKE ADDITIONAL RECIPIENT MONITORING BY MAKING PERIODIC SITE VISITS. BASED ON THE LEVEL OF RISK ASSIGNED TO EACH RECIPIENT, ONE TO SEVERAL SITE VISITS MAY BE SCHEDULED DURING THE TERM OF THE AWARD. |
| PART 1, LINE 3, COLUMN (E): | EAST ASIA AND THE PACIFIC: EXPEDITION 346, SECOND POST CRUISE, EXPEDITION 353 SAMPLING PARTY, ExpEDITION 354 Sampling Party, ExpEDITION 345 Post Expedition Award, EXPEDITION 349 South China Sea Tetonics EUROPE: NOSB 1st place trip, VII ECOP -ISOP 2015, EXPEDITION 347 Second Post Cruise Meeting, Pre-Drilling Activitiy IODP, Backbone Task Team, GOOS SC, GOOS forum |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOCUS FUNDRAISING | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 WESTERN AVE | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20816 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | NOSB FUNDRAISING SUPPORT/ GENERAL FUNDRAISING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $28,800 | RetainedByContractorAmt |
| Net To Organization | -$28,800 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $28,800 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$28,800 | TotalNetToOrganizationAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| Savannah State University | |||||||||
| BOX 20419 | SAVANNAH | GA | 31404 | 586002069 | STATE OF GA | $15,597 | FMV | NOSB REGIONAL AWARD | |
| REGENTS UNIVERSITY OF MICHIGAN | |||||||||
| 520 E LIBERTY ST SUITE 310 | ANN ARBOR | MI | 481042210 | 386006309 | 501(C)(3) | $9,000 | FMV | NOSB REGIONAL AWARD | |
| MASSACHUSSETTS INSTITUTE OF TECHNOLOGY | |||||||||
| 77 MASSACHUSSETTS AVENUE | CAMBRIDGE | MA | 02139 | 042103594 | 501(C)(3) | $9,000 | FMV | NOSB REGIONAL AWARD | |
| UNIVERSITY OF NORTH CAROLINA CHAPEL HILL | |||||||||
| 3202D VENABLE HALL CAPMPUS BOX 3300 | CHAPEL HILL | NC | 275993300 | 566001393 | 501(C)(3) | $9,000 | FMV | NOSB REGIONAL AWARD | 3300 |
| BOARD OF REGENTS UNIVERSITY OF WISCONSIN MILWAUKEE | |||||||||
| 600 E GREENFIELD AVENUE | MILWAUKEE | WI | 53204 | 391805963 | 501(C)(3) | $9,000 | FMV | NOSB REGIONAL AWARD | |
| RUTGERS UNIVERSITY | |||||||||
| 3 RUTGERS PLAZA ASB II | NEW BRUNSWICK | NJ | 08901 | 226001086 | IRC 115 | $9,000 | FMV | NOSB REGIONAL AWARD | |
| UNIVERSITY OF COLORADO AT BOULDER | |||||||||
| 1540 30TH STREET OFFICE 127 | BOULDER | CO | 80309 | 846000555 | STATE OF CO | $9,000 | FMV | NOSB REGIONAL AWARD | |
| TEXAS A&M UNIVERSITY | |||||||||
| TAES ANNEX BLDG730 LAMAR STREET4115 | COLLEGE STATION | TX | 778434115 | 746000531 | STATE OF TX | $18,000 | FMV | NOSB REGIONAL AWARD | TAMU |
| YOUNGSTOWN STATE UNIVERSITY | |||||||||
| ONE UNIVERSITY PLAZA | YOUNGSTOWN | OH | 44555 | 341011998 | STATE OF OH | $9,000 | FMV | NOSB REGIONAL AWARD | |
| FLORIDA ATLANTIC UNIVERSITY-HARBOR BRANCH OCEANOGRAPHIC | |||||||||
| 5600 US 1 NORTH | FORT PIERCE | FL | 34946 | 650385507 | STATE OF FL | $9,000 | FMV | NOSB REGIONAL AWARD | |
| STONY BROOK UNIVERSITY | |||||||||
| W/5510 MELVILLE LIBRARY | STONY BROOK | NY | 117945000 | 141368361 | 501(C)(3) | $9,000 | FMV | NOSB REGIONAL AWARD | |
| STANFORD UNIVERSITY | |||||||||
| 397 PANAMA MALL | STANFORD | CA | 94305 | 941156365 | 501(C)(3) | $9,000 | FMV | NOSB REGIONAL AWARD | |
| OREGON STATE UNIVERSITY | |||||||||
| 104 CEOS ADMIN BLDG | CORVALLIS | OR | 97331 | 481278540 | STATE OF OR | $9,000 | FMV | NOSB REGIONAL AWARD | |
| UNIVERSITY OF WASHINGTON | |||||||||
| 3716 BROOKLYN AVE NE | SEATTLE | WA | 98105 | 916001537 | IRC 115 | $9,000 | FMV | NOSB REGIONAL AWARD | |
| UNIVERSITY OF SOUTH FLORIDA | |||||||||
| 140 7TH AVENUE SOUTH MSL 119 | ST PETERSBURG | FL | 33701 | 593102112 | 501(C)(3) | $9,000 | FMV | NOSB REGIONAL AWARD | |
| UNIVERSITY OF ALASKA | |||||||||
| P O BOX 730 | SEWARD | AK | 99664 | 926000147 | IRC 115 | $9,000 | FMV | NOSB REGIONAL AWARD | |
| GEORGE MASON UNIVERSITY | |||||||||
| 4400 UNIVERSITY DRIVE | FAIRFAX | VA | 22030 | 540836354 | STATE OF VA | $9,000 | FMV | NOSB REGIONAL AWARD | |
| UNIVERSITY OF SOUTHERN MISSISSIPPI | |||||||||
| 703 EAST BEACH DRIVE | OCEAN SPRINGS | MS | 39564 | 646000818 | STATE OF MS | $16,200 | FMV | DIVERSITY AWARD/ NOSB REGIONAL AWARD | |
| UNIVERSITY OF SAN DIEGO | |||||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 921102492 | 952544535 | 501(C)(3) | $9,000 | FMV | NOSB REGIONAL AWARD | |
| UNIVERSITY OF CONNECTICUT CONNECTICUT SEA GRANT COLLEGE | |||||||||
| 1080 Shennecossett Road | GROTON | CT | 063406048 | 060772160 | STATE OF CT | $9,000 | FMV | NOSB REGIONAL AWARD | |
| UNIVERSITY OF NEW ENGLAND | |||||||||
| 11 HILLS BEACH | BIDDEFORD | ME | 04005 | 010211810 | CORPORATION | $8,460 | FMV | NOSB REGIONAL AWARD | |
| OLD DOMINION UNIVERSITY | |||||||||
| PO BOX 6369 | NORFOLK | VA | 23508 | 546068198 | 501(C)(3) | $9,000 | FMV | NOSB REGIONAL AWARD | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| Temporary Help IUSSP/Temp Travel Office Support | 2 | $95,113 | FMV |
| NOSB QUESTION WRITERS | 17 | $7,010 | FMV |
| NOSB SCHOLARSHIPS | 4 | $4,000 | FMV |
| Internships/Temp Travel Office Support | 6 | $36,235 | FMV |
| Temp Travel Office Support | 1 | $8,164 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | OCEAN LEADERSHIP MAINTAINS RECORDS THAT INCLUDE: PURCHASE REQUEST WITH AUTHORIZED SIGNATURE, COPY OF AWARD AND CERTIFICATIONS, EPLS PRINT OUT AS EVIDENCE OF ELIGIBILITY, AND SELECTION CRITERIA IF AWARD EXCEEDS THE MICRO PURCHASE THRESHOLD OF $3,000 AS PER OCEAN LEADERSHIP'S POLICIES. OCEAN LEADERSHIP HAS PROVIDED A LEVEL OF OVERSIGHT AND MONITORING THAT WILL ALLOW ADEQUATE AND ACCURATE COLLECTION OF DATA ON PERFORMANCE THROUGHOUT THE LIFE OF A PROGRAM. MONITORING PROCESS FOR THE GRANTS AND SUBCONTRACTS: THE OVERALL PURPOSE OF MONITORING AND EVALUATION IS THE MEASUREMENT AND ASSESSMENT OF PERFORMANCE IN ORDER TO MORE EFFECTIVELY MANAGE THE OUTPUTS AND OUTCOMES OF EXPENDITURES. OCEAN LEADERSHIP MONITORS AWARDS AT SEVERAL KEY PHASES OF THE AWARD'S LIFE CYCLE. 1) PRE-AWARD ASSESSMENT: THE INITIAL MONITORING BEGINS WITH A PRE-AWARD ASSESSMENT OF THE PROSPECTIVE RECIPIENT'S ABILITIES AND RESOURCES TO BE APPLIED TO THE AWARD FOR THE PURPOSE OF DETERMINING WHETHER THE RECIPIENT CAN ADEQUATELY PROVIDE THE SERVICES DEMANDED BY THE AWARD. 2) PERIODIC MONITORING: ON-GOING MONITORING IS CONDUCTED DURING THE LIFE OF THE AWARD. PERIODIC MONITORING INCLUDES REVIEW OF THE QUARTERLY AND ANNUAL REPORTING REQUIRED UNDER THE AWARD AND ANY OTHER REPORTS AS SPECIFIED IN THE AWARD. 3) COMPLETION OF GRANT: A FINAL REVIEW OF THE AWARD'S ACTIVITY AND ACCOMPLISHMENTS AND SPENDING IS CONDUCTED AT THE COMPLETION OF THE AWARD. 4) THE ABOVE MONITORING IS ACCOMPLISHED THROUGH VARIOUS MEANS BASED ON THE NEEDS OF THE INDIVIDUAL AWARD. TECHNIQUES USED WILL CONSIST OF PERIODIC WRITTEN REPORTS FROM THE RECIPIENT, ON-SITE VISITS (ANNOUNCED AND UNANNOUNCED), TELEPHONE CONTACTS, AND, IF APPLICABLE ON-LINE REVIEW OF AWARD DATA. 5) REPORTING FORMAT: THE RECIPIENT IS EXPECTED TO PROVIDE THE REPORTS IDENTIFIED IN THE AGREEMENT SIGNED BETWEEN OCEAN LEADERSHIP AND THE RECIPIENT. THE ANNUAL REPORTS REQUIRED ARE COMPLETED USING THE REPORTING FORMAT PROVIDED FOR BY OCEAN LEADERSHIP. 6) PROGRAM DIRECTORS WILL REVIEW THE SUBCONTRACTOR'S REPORTS TO MAKE SURE THEY ARE COMPLETE AND THAT THE INFORMATION AGREES WITH ANY PERIODIC REPORTING. 7) MONITORING RECORDS: PROGRAM STAFF FULLY AND ACCURATELY DOCUMENT ALL MONITORING EFFORTS. 8) SITE VISITS: OCEAN LEADERSHIP MAY UNDERTAKE ADDITIONAL RECIPIENT MONITORING BY MAKING PERIODIC SITE VISITS. BASED ON THE LEVEL OF RISK ASSIGNED TO EACH RECIPIENT, ONE TO SEVERAL SITE VISITS MAY BE SCHEDULED DURING THE TERM OF THE AWARD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| YAN XING | ||||||||||||||
| VP & CFO | $206,739 | $0 | $0 | $0 | $0 | $0 | $32,306 | $0 | $20,905 | $0 | $259,950 | $0 | $0 | $0 |
| SHERRI GOODMAN | ||||||||||||||
| PRESIDENT AND CEO - ENDED 12/31/15 | $302,520 | $0 | $0 | $0 | $0 | $0 | $26,500 | $0 | $17,933 | $0 | $346,953 | $0 | $0 | $0 |
| KEVIN WHEELER | ||||||||||||||
| VP, DIR PUBLIC AFFAIRS | $133,343 | $0 | $36,994 | $0 | $0 | $0 | $13,683 | $0 | $15,688 | $0 | $199,708 | $0 | $0 | $0 |
| DAVID DIVINS | ||||||||||||||
| VP, DIR OCEAN DRILLING | $135,868 | $0 | $0 | $0 | $0 | $0 | $20,652 | $0 | $14,335 | $0 | $170,855 | $0 | $0 | $0 |
| SUSAN BANAHAN | ||||||||||||||
| ASSOC DIR, OCEAN OBSERVING | $161,699 | $0 | $0 | $0 | $0 | $0 | $24,519 | $0 | $8,685 | $0 | $194,903 | $0 | $0 | $0 |
| MICHAEL KELLY | ||||||||||||||
| PROJECT MANAGER, OOI | $189,224 | $0 | $0 | $0 | $0 | $0 | $18,482 | $0 | $17,652 | $0 | $225,358 | $0 | $0 | $0 |
| ANDERA MCCURDY | ||||||||||||||
| DATA MGMT TECHNICAL EXPERT | $131,073 | $0 | $0 | $0 | $0 | $0 | $13,207 | $0 | $7,654 | $0 | $151,934 | $0 | $0 | $0 |
| JEFFREY SCHUFFERT | ||||||||||||||
| DIR U.S. SCIENCE SUPPORT P | $130,073 | $0 | $0 | $0 | $0 | $0 | $20,610 | $0 | $20,525 | $0 | $171,208 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 7 | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT/CEO BONUS IS DETERMINED BY THE EXECUTIVE COMMITTEE AS PART OF THE PRESIDENT'S EMPLOYMENT CONTRACT. PERFORMANCE BONUSES MAY BE AWARDED EACH YEAR BASED ON THE ORGANIZATION'S BUDGET AND CALCULATED AS A PERCENT OF THE TOTAL SALARY BUDGET. THE PRESIDENT/CEO REVIEWS THE SUBMITTED BONUS RECOMMENDATIONS AND APPROVES THE FINAL BONUS AMOUNTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | THE ORGANIZATION HAS FORTY-TWO VOTING MEMBERS, THIRTY ASSOCIATE MEMBERS, AND EIGHT AFFILIATE MEMBERS. |
| Form 990, Part VI, Section A, line 7a | THE ORGANIZATION'S FORTY-TWO VOTING MEMBERS ELECT INDIVIDUALS TO THE BOARD OF TRUSTEES. |
| Form 990, Part VI, Section A, line 7b | THE BYLAWS OF THE CORPORATION MAY BE AMENDED ONLY BY A VOTE OF THE VOTING MEMBERS. IN ADDITION, VOTING MEMBERS ELECT TRUSTEES TO SERVICE ON THE BOARD OF TRUSTEES AND ADMIT NEW MEMBERS. |
| Form 990, Part VI, Section B, line 11 | FORM 990 IS FIRST PROVIDED TO THE FINANCE COMMITTEE OF THE BOARD FOR REVIEW AND THEN MADE AVAILABLE TO ALL MEMBERS OF THE BOARD PRIOR TO ITS FILING WITH THE IRS. IN ADDITION, FORM 990 IS PROVIDED TO OCEAN LEADERSHIP'S COGNIZANT AGENCY. |
| Form 990, Part VI, Section B, line 12c | OCEAN LEADERSHIP MAINTAINS A CONFLICT OF INTEREST POLICY. THE POLICY IS PART OF THE EMPLOYEE HANDBOOK WHICH NEW HIRES RECEIVE AS PART OF THE ORIENTATION PROCESS. THE HUMAN RESOURCES CONSULTANT DISCUSSES THE CONFLICT OF INTEREST POLICY AS WELL AS ALL OTHER KEY OCEAN LEADERSHIP POLICIES WITH ALL NEW HIRES DURING NEW HIRE ORIENTATION. ALL EMPLOYEES ARE REQUIRED TO SIGN A RECEIPT OF THE EMPLOYEE HANDBOOK. AN EMPLOYEE WHO VIOLATES THE CONFLICT OF INTEREST POLICY WOULD BE SUBJECT TO DISCIPLINARY ACTION PER THE ORGANIZATION'S DISCIPLINARY ACTION POLICY. SUCH DISCIPLINARY ACTION COULD INCLUDE TERMINATION OF EMPLOYMENT, DEPENDING ON THE NATURE OF THE SITUATION. OCEAN LEADERSHIP MAINTAINS TWO CONFLICT OF INTEREST POLICIES: ONE FOR ALL MEMBERS AND ONE FOR ALL TRUSTEES. EACH MEMBER AND TRUSTEE IS REQUIRED TO SUBMIT AN ANNUAL DISCLOSURE STATEMENT TO THE BOARD SECRETARY, AS WELL AS TO DISCLOSE IMMEDIATELY AND IN WRITING ANY POSSIBLE CONFLICTS AT SUCH TIME HE OR SHE BECOMES AWARE THAT ONE MIGHT EXIST. THE COLLECTION OF THE ANNUAL STATEMENTS BEGINS WITH THE MARCH MEMBERS MEETING AND CONTINUES UNTIL ALL MEMBER REPRESENTATIVES AND TRUSTEES HAVE A FORM ON FILE. ONCE ALL FORMS ARE ON FILE, THEY ARE REVIEWED BY THE EXECUTIVE COMMITTE AND ALL POSSIBLE CONFLICTS ARE DISCUSSED AND ACTED UPON, AS APPROPRIATE. ADDITIONALLY, ALL MEMBERS AND TRUSTEES ARE REMINDED OF THESE POLICIES AND THEIR NEED TO DISCLOSE AT EACH MEMBER AND BOARD MEETING. |
| Form 990, Part VI, Section B, line 15a | FOR THE PRESIDENT/CEO - AN ASSESSMENT IS CONDUCTED AT THE REQUEST OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AS NEEDED. THE ASSESSMENT INCLUDES A COMPREHENSIVE MARKET SALARY REVIEW CONDUCTED BY NONPROFIT HR SOLUTIONS, AN INDEPENDENT HUMAN RESOURCES CONSULTING FIRM. THE INDEPENDENT STUDY ALSO INCLUDES A REVIEW OF BENEFITS PROVIDED TO OTHER NON-PROFIT CHIEF EXECUTIVES WITH COMPARABLE BUDGET, STAFF SIZE, SCOPE AND MISSION. IN SOME YEARS THE ASSESSMENT INCLUDES A REVIEW OF MARKET INCREASE DATA. RESULTS OF THESE MARKET REVIEWS ARE PRESENTED BY NPHRS TO THE EXECUTIVE COMMITTEE, WHICH DISCUSSES THE DATA COLLECTED, CONSIDERS THE PERFORMANCE OF THE PRESIDENT/CEO, AND SETS A SALARY ALIGNED TO A FIGURE THEY DEEM TO BE REASONABLE AND APPROPRIATE, TAKING INTO CONSIDERATION THE REPORTED MEAN OF THE MARKET. EXECUTIVE COMPENSATION BETWEEN THE EXECUTIVE COMMITTEE AND THE PRESIDENT/CEO IS ESTABLISHED BY CONTRACT BETWEEN THE EXECUTIVE COMMITTEE AND THE PRESIDENT/CEO. LINE 15B, THE PROCESS FOR DETERMINING COMPENSATION FOR VICE PRESIDENTS INCLUDES COMPREHENSIVE MARKET SALARY REVIEWS FOR VICE PRESIDENT LEVEL POSITIONS AS NECESSARY TO ENSURE THAT SALARIES ARE APPROPRIATELY ALIGNED WITH THE MEAN OF THE MARKET. SALARY ADJUSTMENTS ARE APPROVED BY THE PRESIDENT/CEO. ALL DATA USED IN DETERMINING COMPENSATION IS REVIEWED AND RANGES ARE SHIFTED EVERY TWO TO THREE YEARS. DATA IS GATHERED FROM COMPENSATION SURVEYS USING DATA FROM ORGANIZATIONS OF SIMILAR SIZE, BUDGET, SCOPE, AND MISSION. DATA WAS LAST GATHERED IN 2012. COMPENSATION DECISIONS ARE DOCUMENTED IN OFFER LETTERS, PERSONNEL ACTION FORMS AND SALARY NOTIFICATIONS TO EMPLOYEES. |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND GOVERNANCE-RELATED CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC BOTH ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. THE FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON GUIDESTAR AND AVAILABLE UPON REQUEST. |
| Form 990, Part IX, line 11g | SUBCONTRACT EXPENSES: Program service expenses 106,329,159. Management and general expenses 0. Fundraising expenses 0. Total expenses 106,329,159. STIPENDS: Program service expenses 44,483. Management and general expenses 0. Fundraising expenses 0. Total expenses 44,483. CONSULTANT FEES: Program service expenses 82,567. Management and general expenses 0. Fundraising expenses 0. Total expenses 82,567. TEMPORARY HELP: Program service expenses 150,195. Management and general expenses 0. Fundraising expenses 0. Total expenses 150,195. CONSULTANT FEES: Program service expenses 0. Management and general expenses 199,559. Fundraising expenses 0. Total expenses 199,559. TEMPORARY HELP: Program service expenses 0. Management and general expenses 34,935. Fundraising expenses 0. Total expenses 34,935. CONSULTANT FEES: Program service expenses 0. Management and general expenses 0. Fundraising expenses 27,675. Total expenses 27,675. |
| FORM 990, PART XII, LINE 2C | THE AUDIT COMMITTEE SELECTS THE AUDIT FIRM AND OVERSEES THE AUDIT PROCESS. THIS PROCESS HAS NOT CHANGED SINCE OCEAN LEADERSHIPS CREATION IN 2007. |
| FORM 990, PAGE 6, PART VI, LINE 1A | THE EXECUTIVE COMMITTEE INCLUDES THE BOARD CHAIR, THE VICE CHAIR, THE TREASURER AND THE CHAIRS OF THE OTHER STANDING BOARD COMMITTEES: AUDIT AND BOARD NOMINATING - AND A "CHAIR'S CHOICE" WHICH IS FILLED BY A TRUSTEE AT THE PREFERENCE OF THE BOARD CHAIR. THE PRESIDENT AND SECRETARY OF THE BOARD ARE NON-VOTING MEMBERS OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE IS CHARGED WITH EXERCISING ALL THE POWERS VESTED IN THE BOARD OF TRUSTEES DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD AND THE WITH MAKING NOMINATIONS OF AT-LARGE TRUSTEES. |
| FORM 990, PART VII, SECTION B, COLUMN B | UNIVERSITY OF SOUTH FLORIDA - TO CONDUCT STUDIES IN (1) NEAR-TO-FAR FIELD MODELING, (2) HIGH-PRESSURE EXPERIMENTATION, (3) SEDIMENTATION OF OIL AND ITS IMPACTS, (4) IMPACTS ON THE ABUNDANCE, CONTAMINATION AND POPULATION DYNAMICS OF FISHES AND MARINE MAMMALS, (5) TOXICOLOGY STUDIES, AND (6) ECOSYSTEM MODELING, IN ORDER TO ADVANCE UNDERSTANDING OF THE PROCESSES AND MECHANISMS INVOLVED IN MARINE BLOWOUTS AND THEIR ENVIRONMENTAL CONSEQUENCES. |