Civic Intelligence

Ocean Research Foundation

990EZ • Fiscal year 2016 • EIN 46-0790213

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 07, 2017

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

76th percentile

0.09x

Higher debt load relative to assets than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

91st percentile

0.38x

Higher debt load relative to revenue than 91% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

2nd percentile

-563%

Higher net margin than 2% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

92nd percentile

119%

Faster asset growth than 92% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

23rd percentile

-21%

Faster revenue growth than 23% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$5,375

Up $4,258 (+381%) from 2014

Net Assets

Up

$4,905

Up $4,188 (+584%) from 2014

Liabilities

Up

$470

Up $70 (+18%) from 2014

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin2nd percentile

Revenue

Down

$1,238

Down $763 (-38%) from 2014

Expenses

Up

$8,208

Up $4,301 (+110%) from 2014

Net Income

Down

-$6,970

Down $5,064 (-266%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2016

Assets$5,375
Liabilities$470
Net Assets$4,905
Open 2016 Filing

Operations Trend

Revenue Growth23rd 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

2016

Revenue$1,238
Expenses$8,208
Net Income-$6,970
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 7, 2017
Return Version
2016v3.0
Gross Receipts
$1,238
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 Pay75th 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
2017-08-07

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: 161. Description: office expenses. Amount: 2,017. Description: tagging. Amount: 722. Description: equipment rental. Amount: 3,353. Description: telephone communications. Amount: 672. Total to form 990-ez, line 16: 6,925.”

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

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

Raw XML Appendix178 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR,EDUCATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR FIELD OPERATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt06925
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IRS990EZ/TotalRevenueAmt01238
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISC. AMOUNT: 161. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 2,017. DESCRIPTION: TAGGING. AMOUNT: 722. DESCRIPTION: EQUIPMENT RENTAL. AMOUNT: 3,353. DESCRIPTION: TELEPHONE COMMUNICATIONS. AMOUNT: 672. TOTAL TO FORM 990-EZ, LINE 16: 6,925.
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.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/FilingSecurityInformation/IPTm016:46:52
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ReturnHeader/ReturnTs02017-08-17T18:50:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,375
Liabilities
$470
Net assets
$4,905
Revenue
$1,238
Expenses
$8,208
Net income
-$6,970
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