Civic Intelligence

Ocean Research Foundation

990EZ • Fiscal year 2014 • EIN 46-0790213

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 20, 2015

Organization ProfileN/A
16669 Shelby DriveSan Leandro, CA 94578

(510) 708-7667

Siviq Scores

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

Liabilities / Assets

86th percentile

0.36x

Higher debt load relative to assets than 86% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

86th percentile

0.20x

Higher debt load relative to revenue than 86% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

5th percentile

-95%

Higher net margin than 5% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

6th percentile

-63%

Faster asset growth than 6% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

2nd percentile

-89%

Faster revenue growth than 2% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$1,117

Down $1,906 (-63%) from 2013

Net Assets

$717

No earlier filing loaded for comparison.

Liabilities

Flat

$400

Flat from 2013

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin5th percentile

Revenue

Down

$2,001

Down $16,649 (-89%) from 2013

Expenses

Down

$3,907

Down $16,828 (-81%) from 2013

Net Income

Up

-$1,906

Up $179 (+8.6%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$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

2014

Assets$1,117
Liabilities$400
Net Assets$717
Open 2014 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$2,001
Expenses$3,907
Net Income-$1,906
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 20, 2015
Return Version
2014v5.0
Gross Receipts
$2,001
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$1,696
Compensation and Service Providers
Top Officer Pay74th 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
2015-04-20

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 8 - Other Revenue

“Description: interest. Amount: 1.”

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

“Description: fund raising. Amount: 484. Description: travel. Amount: 372. Description: office expenses. Amount: 105. Description: tagging. Amount: 1,696. Total to form 990-ez, line 16: 2,657.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: note receivable. Beg. Of year amount: 0. End of year amount: 188.”

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

“Description: notes payable. Beg. Of year amount: 400. End of year amount: 400.”

Raw XML Appendix173 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/PersonNm0STEVEN SHIRLEY
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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
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0188
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02657
IRS990EZ/OtherRevenueTotalAmt01
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: FUND RAISING. AMOUNT: 484. DESCRIPTION: TRAVEL. AMOUNT: 372. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 105. DESCRIPTION: TAGGING. AMOUNT: 1,696. TOTAL TO FORM 990-EZ, LINE 16: 2,657.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: NOTE RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 188.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: NOTES PAYABLE. BEG. OF YEAR AMOUNT: 400. END OF YEAR AMOUNT: 400.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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.
ReturnHeader/BuildTS02016-04-25 22:37:26Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRINCIPAL
ReturnHeader/BusinessOfficerGrp/PhoneNum05107087667
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCEAN RESEARCH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OCEA
ReturnHeader/Filer/EIN0460790213
ReturnHeader/Filer/PhoneNum05107087667
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ReturnHeader/Filer/USAddress/CityNm0SAN LEANDRO
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY WOLK
ReturnHeader/ReturnTs02015-04-27T13:27:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,117
Liabilities
$400
Net assets
$717
Revenue
$2,001
Expenses
$3,907
Net income
-$1,906
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