Civic Intelligence

Marine Megafauna Foundation

990 • Fiscal year 2017 • EIN 46-0645082

Jan 01, 2017 to Dec 31, 2017 • Filed on May 01, 2018

11260 Donner Pass Rd PMB 256Truckee, CA 96161

(925) 323-7417

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

84th percentile

0.25x

Higher debt load relative to assets than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

80th percentile

0.07x

Higher debt load relative to revenue than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

13th percentile

-27%

Higher net margin than 13% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

89th percentile

$37,092

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

9th percentile

-49%

Faster asset growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

13th percentile

-38%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$95,555

Down $91,551 (-49%) from 2016

Net Assets

Down

$72,127

Down $89,431 (-55%) from 2016

Liabilities

Down

$23,428

Down $2,120 (-8.3%) from 2016

Revenue

Down

$325,954

Down $202,890 (-38%) from 2016

Expenses

Down

$413,963

Down $174,306 (-30%) from 2016

Net Income

Down

-$88,009

Down $28,584 (-48%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2012: $44,713Liabilities 2012: $1,0002012Assets 2013: $203,840Liabilities 2013: $16,336Net Assets 2013: $187,5042013Assets 2014: $257,472Liabilities 2014: $10,303Net Assets 2014: $247,1692014Assets 2015: $223,678Liabilities 2015: $2,667Net Assets 2015: $221,0112015Assets 2016: $187,106Liabilities 2016: $25,548Net Assets 2016: $161,5582016Assets 2017: $95,555Liabilities 2017: $23,428Net Assets 2017: $72,1272017Assets 2018: $43,743Liabilities 2018: $18,019Net Assets 2018: $25,7242018Assets 2019: $129,110Liabilities 2019: $17,979Net Assets 2019: $111,1312019Assets 2020: $93,010Liabilities 2020: $16,684Net Assets 2020: $76,3262020Assets 2021: $236,273Liabilities 2021: $16,289Net Assets 2021: $219,9842021Assets 2022: $290,841Liabilities 2022: $15,830Net Assets 2022: $275,0112022Assets 2023: $168,819Liabilities 2023: $15,208Net Assets 2023: $153,6112023Assets 2024: $182,572Liabilities 2024: $597Net Assets 2024: $181,9752024

Highlighted filing

2017

Assets$95,555
Liabilities$23,428
Net Assets$72,127

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2012: $55,225Expenses 2012: $15,062Net Income 2012: $40,1632012Revenue 2013: $311,698Expenses 2013: $175,154Net Income 2013: $136,5442013Revenue 2014: $365,484Expenses 2014: $307,112Net Income 2014: $58,3722014Revenue 2015: $472,842Expenses 2015: $498,987Net Income 2015: -$26,1452015Revenue 2016: $528,844Expenses 2016: $588,269Net Income 2016: -$59,4252016Revenue 2017: $325,954Expenses 2017: $413,963Net Income 2017: -$88,0092017Revenue 2018: $235,604Expenses 2018: $282,636Net Income 2018: -$47,0322018Revenue 2019: $521,778Expenses 2019: $436,351Net Income 2019: $85,4272019Revenue 2020: $309,207Expenses 2020: $348,492Net Income 2020: -$39,2852020Revenue 2021: $739,855Expenses 2021: $596,197Net Income 2021: $143,6582021Revenue 2022: $771,121Expenses 2022: $716,094Net Income 2022: $55,0272022Revenue 2023: $840,007Expenses 2023: $970,108Net Income 2023: -$130,1012023Revenue 2024: $795,981Expenses 2024: $767,617Net Income 2024: $28,3642024

Highlighted filing

2017

Revenue$325,954
Expenses$413,963
Net Income-$88,009
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.0
Gross Receipts
$325,954
Mission and Program Overview

Mission

Save threatened marine life using pioneering research, education, and sustainable conservation solutions

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$187,106$95,555▼ $91,551
Rtn Earn Endowment Incm Other Fnds$161,558$72,127▼ $89,431
Loans From Officers Directors$24,975$18,975▼ $6,000
Receivable From Disqualified Prsn$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Total Assets$187,106$95,555▼ $91,551
Liabilities
Accounts Payable and Accrued Expenses$573$4,453▲ $3,880
Total Liabilities$25,548$23,428▼ $2,120
Net Assets / Fund Balance
Total Net Assets Fund Balance$161,558$72,127▼ $89,431
Total Liabilities and Net Assets / Fund Balance$187,106$95,555▼ $91,551
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Simon PierceFounder, Director of ScienceFT$37,092$37,092
Joshua AxfordChief Operating OfficerFT$30,507$30,507

Board Members and Trustees

NameTitle
Wesley PaulChair
Jason KatzBoard member, Treasurer
Andrea MarshallFounder, Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$314,715
Program Service Revenue
$11,239
Investment Income
$0
Other Revenue
$0
All Other Contributions
$314,305
Change in Net Assets
$-88,009
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$231,946
Salaries, Compensation, and Employee Benefits$107,934
Grants and Similar Amounts Paid$58,383
Total Fundraising Expense$26,448
Professional Fundraising Fees$15,700

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$81,297$4,372$138$85,807
Current Officers, Directors, Trustees, and Key Employees$37,092$30,507-$67,599
Foreign Grants$58,383--$58,383
Other Expenses$57,409$0$0$57,409
Other Salaries and Wages$40,335--$40,335
Fees for Services Professional Fundraising--$15,700$15,700
Fees for Services Management$7,456$7,400-$14,856
Advertising--$10,610$10,610
Information Technology$1,652$6,029-$7,681
Fees for Services Accounting-$5,883-$5,883
Office Expenses$3,876$1,868-$5,744
Conferences and Meetings$1,036--$1,036
Insurance$708$70-$778
Total Functional Expenses$331,271$56,244$26,448$413,963
International Activity

International Summary

Offices
1
Employees
10
Spending
$157,774

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Sub-Saharan AfricaProgram ServicesResearch, Education and Conservation18$112,204
East Asia and the PacificProgram ServicesResearch02$31,510
South AmericaProgram ServicesResearch00$14,060
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$15,700
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Andrea MarshallCo-founderPayment to Andrea by foundation for the use of her personal boat for research purposes over the next 3 years. The agreement is entered in to at a rate well below market rate.No$15,000

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$24,975$18,975▼ $6,000
Receivables from Disqualified Persons$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

the filing was reviewed by the board chair and treasurer before submitting

Form 990, Part VI, Section B, Line 12C

Conflict of interest statements are signed annually by all board members, they review the conflict of interest policy before signing

Form 990, Part VI, Section B, Line 15

Compensation is approved by the board. They consider the salaries available in the employee's alternative career prospects and what a suitable salary in the economic context is.

Form 990, Part VI, Section C, Line 19

All documents available on request by contacting the registered office

Filing and Contact Details

Filer

Filer Name
Marine Megafauna Foundation
EIN
46-0645082
Phone
9253237417
Address
11260 Donner Pass Rd PMB 256, Truckee, CA 96161

Signing Officer

Name
Jason Katz
Title
Treasurer
Phone
9253237417
Signed
2018-05-01

Organization Details

Principal Officer
Andrea Marshall
Formed
2012
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
8
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

£1,422 of restricted funding returned to donor as the project was completed under budget

Raw XML AppendixShowing 400 of 490 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0510932
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0448887
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0356082
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0303439
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01934055
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt011239
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt017912
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt026887
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt09402
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt04522
IRS990ScheduleA/OtherIncome170Grp/TotalAmt069962
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.51676
IRS990ScheduleA/PublicSupportPY170Pct00.4077
IRS990ScheduleA/PublicSupportTotal170Amt01035602
IRS990ScheduleA/SubstantialContributorsTotAmt0898453
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0314715
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0510932
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0448887
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0356082
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0303439
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01934055
IRS990ScheduleA/TotalSupportAmt02004017
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt08
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt22
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0112204
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt114060
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt231510
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0Sub-Saharan Africa
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1South America
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2East Asia and the Pacific
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0Research, Education and Conservation
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt1Research
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt2Research
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Program Services
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1Program Services
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt2Program Services
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt058382
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0Bank transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0Support the marine research and conservation activities
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0Sub-Saharan Africa
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0Grants are monitored through direct communication with the recipient organisation and regular reviews of their financial data.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule F, Part I, Line 2
IRS990ScheduleF/Total501c3OrgCnt01
IRS990ScheduleF/TotalEmployeeCnt010
IRS990ScheduleF/TotalOfficeCnt01
IRS990ScheduleF/TotalOtherOrgCnt00
IRS990ScheduleF/TotalSpentAmt0157774
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Andrea Marshall
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Co-founder
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt015000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Payment to Andrea by foundation for the use of her personal boat for research purposes over the next 3 years. The agreement is entered in to at a rate well below market rate.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0the filing was reviewed by the board chair and treasurer before submitting
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conflict of interest statements are signed annually by all board members, they review the conflict of interest policy before signing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation is approved by the board. They consider the salaries available in the employee's alternative career prospects and what a suitable salary in the economic context is.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All documents available on request by contacting the registered office
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4£1,422 of restricted funding returned to donor as the project was completed under budget
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XI, Line 9
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0Marine Megafauna Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Associacao Megafauna Marinha
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)3 equivalent
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/AddressLine1Txt0Casa Barry Lodge
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/CityNm0Tofo Beach
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/CountryCd0MZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/ProvinceOrStateNm0Inhambane
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileForeignCountryCd0MZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Scientific research
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00

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