Civic Intelligence

Ocean First Institute

990EZ • Fiscal year 2015 • EIN 47-1716881

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 12, 2016

Organization ProfileWWW.OCEANFIRSTINSTITUTE.ORG
3015 Bluff StreetBoulder, CO 80301

(303) 819-3275

Siviq Scores

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

Liabilities / Assets

99th percentile

7.02x

Higher debt load relative to assets than 99% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

38th percentile

-0.9%

Higher net margin than 38% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

89th percentile

$38,590

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 61.3% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets99th percentile

Assets

$92

No earlier filing loaded for comparison.

Net Assets

-$554

No earlier filing loaded for comparison.

Liabilities

$646

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin38th percentile

Revenue

$63,000

No earlier filing loaded for comparison.

Expenses

$63,554

No earlier filing loaded for comparison.

Net Income

-$554

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0-$200KAssets 2015: $92Liabilities 2015: $646Net Assets 2015: -$5542015Assets 2016: $1,707Liabilities 2016: $2,054Net Assets 2016: -$3472016Assets 2017: $6Liabilities 2017: $4,957Net Assets 2017: -$4,9512017Assets 2018: $6,943Liabilities 2018: $14,725Net Assets 2018: -$7,7822018Assets 2019: $12,297Liabilities 2019: $0Net Assets 2019: $12,2972019Assets 2020: $96,662Liabilities 2020: $80,350Net Assets 2020: $16,3122020Assets 2021: $105,746Liabilities 2021: $99,850Net Assets 2021: $5,8962021Assets 2022: $133,140Liabilities 2022: $56,000Net Assets 2022: $77,1402022Assets 2023: $145,850Liabilities 2023: $54,320Net Assets 2023: $91,5302023Assets 2024: $564,282Liabilities 2024: $56,870Net Assets 2024: $507,4122024

Highlighted filing

2015

Assets$92
Liabilities$646
Net Assets-$554
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2015: $63,000Expenses 2015: $63,554Net Income 2015: -$5542015Revenue 2016: $131,479Expenses 2016: $131,272Net Income 2016: $2072016Revenue 2017: $117,037Expenses 2017: $121,641Net Income 2017: -$4,6042017Revenue 2018: $117,055Expenses 2018: $119,886Net Income 2018: -$2,8312018Revenue 2019: $189,950Expenses 2019: $169,871Net Income 2019: $20,0792019Revenue 2020: $170,339Expenses 2020: $166,324Net Income 2020: $4,0152020Revenue 2021: $208,921Expenses 2021: $219,337Net Income 2021: -$10,4162021Revenue 2022: $437,433Expenses 2022: $366,189Net Income 2022: $71,2442022Revenue 2023: $432,526Expenses 2023: $403,715Net Income 2023: $28,8112023Revenue 2024: $949,781Expenses 2024: $616,413Net Income 2024: $333,3682024

Highlighted filing

2015

Revenue$63,000
Expenses$63,554
Net Income-$554
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 12, 2016
Return Version
2014v6.0
Gross Receipts
$63,000
Mission and Program Overview

Mission

Ocean first institute works to deepen the natural connection between people and the ocean. We educate and empower people to understand the ocean is our life support system no matter where they live, and that we need a healthy ocean to have a healthy planet. We provide individuals the opportunity to engage in activities that support sustainability, biodiversity and improve the health of our ocean

Program Services

DescriptionGrantsExpenses
BLUE CERTIFIED PROGRAM - AN ECO-CERTIFICATION PROGRAM SPECIFICALLY DESIGNED FOR MARINE TOURISM OPERATIONS AND DIVE CENTERS, TO REDUCE HARMFUL IMPACTS, ENSURE THE LONG-TERM HEALTH OF GLOBAL MARINE ENVIRONMENTS, AND PRESERVE THE LIVELIHOOD OF THE DIVE INDUSTRY.$0$9,965
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKKI MCCOMB-KOBZAExecutive DirectorFT$38,590-$38,590
MAKI IATRIDISSecretary/Treasurer-$0--
GRAHAM CASDENChair Of The Board Of DirectorsPT$0--
MICHAEL O'TOOLEVice Chairman-$0--
Filing and Contact Details

Filer

Filer Name
Ocean First Institute
EIN
47-1716881
Phone
3038193275
Address
3015 BLUFF STREET, BOULDER, CO 80301

Signing Officer

Name
Graham Casden
Title
Chair of the Board of Directors
Phone
3038193275
Signed
2016-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Hulet & Associates Pc
Address
2955 VALMONT ROAD STE 210, BOULDER, CO 80301
Preparer
Stephen C Hulet
Phone
3034407525
Supplemental Narrative

Additional Explanations

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

“Description: payroll processing. Amount: 998. Description: travel . Amount: 6,898. Description: donation. Amount: 40. Description: certifications. Amount: 9,965. Description: meals. Amount: 114. Description: taxes. Amount: 4,050. Total to form 990-ez, line 16: 22,065.”

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

“Description: visa-2736. Beg. Of year amount: 0. End of year amount: 428. Description: visa-2736. Beg. Of year amount: 0. End of year amount: 218.”

Raw XML Appendix146 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum03038193275
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03015 BLUFF STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOULDER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080306
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-554
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-554
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt038590
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MIKKI MCCOMB-KOBZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MAKI IATRIDIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GRAHAM CASDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL O'TOOLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAIR OF THE BOARD OF DIRECTORS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE CHAIRMAN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt022065
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0OCEAN FIRST INSTITUTE WORKS TO DEEPEN THE NATURAL CONNECTION BETWEEN PEOPLE AND THE OCEAN. WE EDUCATE AND EMPOWER PEOPLE TO UNDERSTAND THE OCEAN IS OUR LIFE SUPPORT SYSTEM NO MATTER WHERE THEY LIVE, AND THAT WE NEED A HEALTHY OCEAN TO HAVE A HEALTHY PLANET. WE PROVIDE INDIVIDUALS THE OPPORTUNITY TO ENGAGE IN ACTIVITIES THAT SUPPORT SUSTAINABILITY, BIODIVERSITY AND IMPROVE THE HEALTH OF OUR OCEAN
IRS990EZ/PrintingPublicationsPostageAmt01999
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BLUE CERTIFIED PROGRAM - AN ECO-CERTIFICATION PROGRAM SPECIFICALLY DESIGNED FOR MARINE TOURISM OPERATIONS AND DIVE CENTERS, TO REDUCE HARMFUL IMPACTS, ENSURE THE LONG-TERM HEALTH OF GLOBAL MARINE ENVIRONMENTS, AND PRESERVE THE LIVELIHOOD OF THE DIVE INDUSTRY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09965
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt038590
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0646
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt063554
IRS990EZ/TotalProgramServiceExpensesAmt09965
IRS990EZ/TotalRevenueAmt063000
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OCEANFIRSTINSTITUTE.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt063000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt063000
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt063000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt063000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt063000
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: PAYROLL PROCESSING. AMOUNT: 998. DESCRIPTION: TRAVEL . AMOUNT: 6,898. DESCRIPTION: DONATION. AMOUNT: 40. DESCRIPTION: CERTIFICATIONS. AMOUNT: 9,965. DESCRIPTION: MEALS. AMOUNT: 114. DESCRIPTION: TAXES. AMOUNT: 4,050. TOTAL TO FORM 990-EZ, LINE 16: 22,065.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: VISA-2736. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 428. DESCRIPTION: VISA-2736. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 218.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 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/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GRAHAM CASDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR OF THE BOARD OF DIRECTORS
ReturnHeader/BusinessOfficerGrp/PhoneNum03038193275
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCEAN FIRST INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0OCEA
ReturnHeader/Filer/EIN0471716881
ReturnHeader/Filer/PhoneNum03038193275
ReturnHeader/Filer/USAddress/AddressLine1Txt03015 BLUFF STREET
ReturnHeader/Filer/USAddress/CityNm0BOULDER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080301
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0840749798
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HULET & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02955 VALMONT ROAD STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOULDER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080301
ReturnHeader/PreparerPersonGrp/PhoneNum03034407525
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN C HULET
ReturnHeader/ReturnTs02016-02-15T11:10:04-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92
Liabilities
$646
Net assets
-$554
Revenue
$63,000
Expenses
$63,554
Net income
-$554
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.64$0.57$5.07$9.50$6.16$3.33
2023Detailed filing. Detailed filing data is available for this year.$1.46$0.54$0.92$4.33$4.04$0.29
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.56$0.77$4.37$3.66$0.71
2021Detailed filing. Detailed filing data is available for this year.$1.06$1.00$0.06$2.09$2.19$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.80$0.16$1.70$1.66$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$1.90$1.70$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.07$0.15$0.08$1.17$1.20$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.05$0.05$1.17$1.22$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.00$1.31$1.31$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.01$0.01$0.63$0.64$0.01