Civic Intelligence

Ocean Research Foundation

EIN 46-0790213 • 501(c)3 • San Leandro, CA

Profile

To conduct and support research for advancement of marine conservation.

16669 Shelby DriveSan Leandro, CA 94578

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

92nd percentile

0.84x

Higher debt load relative to assets than 92% of similar nonprofits.

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

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2017

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

Asset Growth

12th percentile

-90%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$559

Down $4,816 (-90%) from 2016

Liabilities

Flat

$470

Flat from 2016

Net Assets

Down

$89

Down $4,816 (-98%) from 2016

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $1,238 (-100%) from 2016

Expenses

Down

$4,816

Down $3,392 (-41%) from 2016

Net Income

Up

-$4,816

Up $2,154 (+31%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0K$4.0K$2.0K$0Assets 2012: $5,708Liabilities 2012: $1,0002012Assets 2013: $3,023Liabilities 2013: $4002013Assets 2014: $1,117Liabilities 2014: $400Net Assets 2014: $7172014Assets 2016: $5,375Liabilities 2016: $470Net Assets 2016: $4,9052016Assets 2017: $559Liabilities 2017: $470Net Assets 2017: $892017

Highlighted filing

2017

Assets$559
Liabilities$470
Net Assets$89
Open 2017 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2012: $8,000Expenses 2012: $3,292Net Income 2012: $4,7082012Revenue 2013: $18,650Expenses 2013: $20,735Net Income 2013: -$2,0852013Revenue 2014: $2,001Expenses 2014: $3,907Net Income 2014: -$1,9062014Revenue 2016: $1,238Expenses 2016: $8,208Net Income 2016: -$6,9702016Revenue 2017: $0Expenses 2017: $4,816Net Income 2017: -$4,8162017

Highlighted filing

2017

Revenue$0
Expenses$4,816
Net Income-$4,816
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$559
Liabilities
$470
Net assets
$89
Revenue
$0
Expenses
$4,816
Net income
-$4,816
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.47$0.09$0.00$4.82$4.82
2016Detailed filing. Detailed filing data is available for this year.$5.38$0.47$4.91$1.24$8.21$6.97
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.40$0.72$2.00$3.91$1.91
2013Summary only. Only limited summary data is available for this year.$3.02$0.40$18.7$20.7$2.09
2012Summary only. Only limited summary data is available for this year.$5.71$1.00$8.00$3.29$4.71
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 30, 2018
Return Version
2017v2.2
Gross Receipts
$0
Mission and Program Overview

Mission

To conduct and support research for advancement of marine conservation.

Program Services

DescriptionGrantsExpenses
DEVELOPMENT OF EDUCATION PROGRAMS,DEVELOPED RESEARCH PROGRAMS WITH OTHER MARINE CONSERVATION GROUPS. DEVELOPED EMPLOYEE GUIDE LINES AND HANDBOOK. DEVELOPED AND BUILT EQUIPMENT USED IN RESEARCH AND PROTOCOLS RE SHARK TAGGING. DEVELOPMENT OF OUTREACH GRAPHICS.$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN SHIRLEYPresident-$0--
DAVID FRANKELDirector, Pr-$0--
STEPHEN CLAYTONSecretary-$0--
VICTORIA ELAN VASQUEZDirector,Education-$0--
TOM LAWDirector Field Operations-$0--
LILIA SHIRLEYTreasurer-$0--
CRYSTAL SANDERSDirector Sustainablity-$0--
Filing and Contact Details

Filer

Filer Name
Ocean Research Foundation
EIN
46-0790213
Phone
5107087667
Address
16669 SHELBY DRIVE, SAN LEANDRO, CA 94578

Signing Officer

Name
Steven Shirley
Title
Principal
Phone
5107087667
Signed
2018-04-30

Preparer

Firm
Jeffrey Wolk and Co Inc
Address
533 MORAGA ROAD SUITE 120, MORAGA, CA 94556
Preparer
Jeffrey Wolk
Phone
9253776610
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: misc. Amount: 665. Description: office expenses. Amount: 1,649. Description: equipment rental. Amount: 660. Description: telephone and communications. Amount: 642. Total to form 990-ez, line 16: 3,616.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: notes payable. Beg. Of year amount: 470. End of year amount: 470.”

Raw XML Appendix177 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR, PR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR,EDUCATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR FIELD OPERATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR SUSTAINABLITY
IRS990EZ/OperateHospitalInd00
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: NOTES PAYABLE. BEG. OF YEAR AMOUNT: 470. END OF YEAR AMOUNT: 470.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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