Civic Intelligence

Ocean First Institute

990 • Fiscal year 2021 • EIN 47-1716881

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 17, 2021

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

94th percentile

0.94x

Higher debt load relative to assets than 94% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

90th percentile

0.48x

Higher debt load relative to revenue than 90% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

29th percentile

-5.0%

Higher net margin than 29% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

55th percentile

9.4%

Faster asset growth than 55% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

63rd percentile

23%

Faster revenue growth than 63% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$105,746

Up $9,084 (+9.4%) from 2020

Net Assets

Down

$5,896

Down $10,416 (-64%) from 2020

Liabilities

Up

$99,850

Up $19,500 (+24%) from 2020

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin29th percentile

Revenue

Up

$208,921

Up $38,582 (+23%) from 2020

Expenses

Up

$219,337

Up $53,013 (+32%) from 2020

Net Income

Down

-$10,416

Down $14,431 (-359%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

2021

Assets$105,746
Liabilities$99,850
Net Assets$5,896
Open 2021 Filing

Operations Trend

Revenue Growth63rd percentile

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

2021

Revenue$208,921
Expenses$219,337
Net Income-$10,416
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 17, 2021
Return Version
2020v4.1
Gross Receipts
$214,211
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

The mission of Ocean First Institute is ocean conservation through research and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$96,662$105,746▲ $9,084
Rtn Earn Endowment Incm Other Fnds$16,312$5,896▼ $10,416
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$96,662$105,746▲ $9,084
Liabilities
Other Liabilities$80,350$99,850▲ $19,500
Total Liabilities$80,350$99,850▲ $19,500
Net Assets / Fund Balance
Total Net Assets Fund Balance$16,312$5,896▼ $10,416
Total Liabilities and Net Assets / Fund Balance$96,662$105,746▲ $9,084
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Graham CasdenFounder/Board Chair
Brooke Beadle-AndersonBoard Vice-Chair
Michael Maya CharlesBoard Member
Zuhirah Khaldun-DiarraBoard Member
Jacquie McKennaBoard Secretary
Todd SanfordBoard Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$170,957
Program Service Revenue
$41,148
Investment Income
$61
Other Revenue
$-3,245
All Other Contributions
$148,657
Change in Net Assets
$-10,416
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$172,584
Other Expenses$46,753
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$91,983-$91,983
Other Salaries and Wages$69,599--$69,599
Payroll Taxes-$11,002-$11,002
All Other Expenses$4,459$6,294-$10,753
Insurance-$4,575-$4,575
Other Expenses$2,920$3,115-$2,920
Fees for Services Accounting-$2,160-$2,160
Conferences and Meetings$1,671--$1,671
Advertising-$1,504-$1,504
Travel$1,068--$1,068
Fees for Services Legal-$20-$20
Total Functional Expenses$95,625$123,712$0$219,337
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$5,290
Fundraising Gross Income$2,045
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
EIDL Loan$67,000
PPP Loan$32,850
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

“No review was or will be conducted.”

Form 990, Part VI, Section C, line 18

“Impact Report 2020 available upon request.”

Form 990, Part VI, Section C, line 19

“No other documents available to the public.”

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
Chairman of the Board
Phone
3038193275
Signed
2021-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Graham Casden
Formed
2014
Legal Domicile
Co
Voting Board Members
6
Independent Board Members
0
Employees
4
Volunteers
38

Preparer

Firm
Kurtz Fargo Llp
Address
1470 Walnut Street Ste 301, Boulder, CO 80302
Preparer
Chester Kurtz
Phone
7203102078
Supplemental Narrative

Additional Explanations

Form 990, Part III, line 2

“Ocean First has added three program services including Northern Redbelly Dace Recovery Project, Plastic Pollution Monitoring Program, and Ocean First Discovery Center Courses.”

Raw XML Appendix385 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0The mission of Ocean First Institute is ocean conservation through research and education.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01504
IRS990/AdvertisingGrp/TotalAmt01504
IRS990/AllOtherContributionsAmt0148657
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt06294
IRS990/AllOtherExpensesGrp/ProgramServicesAmt04459
IRS990/AllOtherExpensesGrp/TotalAmt010753
IRS990/BooksInCareOfDetail/PersonNm0Kathy Boruff
IRS990/BooksInCareOfDetail/PhoneNum03038193275
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03015 Bluff Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Boulder
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd080306
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt096662
IRS990/CashNonInterestBearingGrp/EOYAmt0105746
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt091983
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt091983
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01671
IRS990/ConferencesMeetingsGrp/TotalAmt01671
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0170957
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt061
IRS990/CYOtherExpensesAmt046753
IRS990/CYOtherRevenueAmt0-3245
IRS990/CYProgramServiceRevenueAmt041148
IRS990/CYRevenuesLessExpensesAmt0-10416
IRS990/CYSalariesCompEmpBnftPaidAmt0172584
IRS990/CYTotalExpensesAmt0219337
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0208921
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc01. Northern Redbelly Dace Recovery ProjectFunded by Boulder County Parks and Open Space FoundationLauren Townsend Memorial FundWe are restoring native fish species and habitat in Boulder County, providing experiential learning opportunities for students and increasing awareness of locally threatened and endangered species on county open space. We are targeting the Tier 1 state endangered northern redbelly dace (Phoxinus eos), which is also a county Species of Special Concern. The Redbelly Dace Recovery Project continues to expand its impact upon threatened species conservation on open space by using community partnerships and developing stewardship and volunteerism among local students and their families. The goals for 2022 include: (1) perfect the process to rear redbelly dace in the classroom, (2) release these fish, monitor, and improve their habitat, and (3) tag and track fish found in St. Vrain Creek to test the effectiveness of recent fish passage installations. This project was honored to receive a 2021 National Association of Counties Achievement Award (NACO) in Parks & Recreation, a 2021 COSA Blue Grama Award for Outstanding Achievement in Ecological Restoration and a 2021 Superintendents Achievement Award from the St. Vrain Valley School District.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02274
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02160
IRS990/FeesForServicesAccountingGrp/TotalAmt02160
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt020
IRS990/FeesForServicesLegalGrp/TotalAmt020
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0Graham Casden
IRS990/Form990PartVIISectionAGrp/PersonNm1Brooke Beadle-Anderson
IRS990/Form990PartVIISectionAGrp/PersonNm2Michael Maya Charles
IRS990/Form990PartVIISectionAGrp/PersonNm3Jacquie McKenna
IRS990/Form990PartVIISectionAGrp/PersonNm4Todd Sanford
IRS990/Form990PartVIISectionAGrp/PersonNm5Zuhirah Khaldun-Diarra
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Founder/Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Vice-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt05290
IRS990/FundraisingGrossIncomeAmt02045
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt022300
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0214211
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt04575
IRS990/InsuranceGrp/TotalAmt04575
IRS990/InvestmentIncomeGrp/ExclusionAmt061
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt061
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CO
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The mission of Ocean First Institute is ocean conservation through research and education. We work 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 we 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 improvethe health of our ocean.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt016312
IRS990/NetAssetsOrFundBalancesEOYAmt05896
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-3245
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-3245
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OCEARCH Research
IRS990/OtherExpensesGrp/Desc1Supplies
IRS990/OtherExpensesGrp/Desc2Software
IRS990/OtherExpensesGrp/Desc3Research Expenses
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03059
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13115
IRS990/OtherExpensesGrp/ProgramServicesAmt010232
IRS990/OtherExpensesGrp/ProgramServicesAmt15676
IRS990/OtherExpensesGrp/ProgramServicesAmt22920
IRS990/OtherExpensesGrp/TotalAmt010232
IRS990/OtherExpensesGrp/TotalAmt18735
IRS990/OtherExpensesGrp/TotalAmt23115
IRS990/OtherExpensesGrp/TotalAmt32920
IRS990/OtherLiabilitiesGrp/BOYAmt080350
IRS990/OtherLiabilitiesGrp/EOYAmt099850
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt069599
IRS990/OtherSalariesAndWagesGrp/TotalAmt069599
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011002
IRS990/PayrollTaxesGrp/TotalAmt011002
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Graham Casden
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/Desc0Program Revenue
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt041148
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt041148
IRS990/ProgSrvcAccomActy2Grp/Desc02. Plastic Pollution Monitoring Program Funded by Scientific Cultural Facilities District Ocean First Institute has been funded to provide a free microplastics monitoring programming in 6 counties within the Front Range region of Colorado. Participating high schools will monitor their local watershed by collecting water and sediment samples and filtering them to verify and quantify microplastics. Additionally, students will learn how they can prevent microplastics from entering their watersheds. A student summit in Spring 2022 will highlight student data reporting and presentations.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc03. Ocean First Discovery Center Courses Funded by Staap Interstate Toyota and Personal Donations The Ocean First Discovery Center is an interactive marine science education center in Boulder, Colorado and we started teaching courses there in January 2021. We offer over 30 different marine science focused courses to 6th-12th grade students, providing unique opportunities for students to gain insights into the ocean and how to protect it.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt093351
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt09148
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0125997
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt036
IRS990/PYOtherExpensesAmt035515
IRS990/PYOtherRevenueAmt023428
IRS990/PYProgramServiceRevenueAmt020878
IRS990/PYRevenuesLessExpensesAmt04015
IRS990/PYSalariesCompEmpBnftPaidAmt0128272
IRS990/PYTotalExpensesAmt0166324
IRS990/PYTotalProfFndrsngExpnsAmt02537
IRS990/PYTotalRevenueAmt0170339
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-10416
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt032000
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt016312
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt05896
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0170957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0125997
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt087736
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0117143
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt099848
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0601681
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt061
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0117
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt043193
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt041375
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0103739
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0188307
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt061
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0117
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0789988
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0214150
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0167372
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0191475
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0117143
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt099848
IRS990ScheduleA/Total509Grp/TotalAmt0789988
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0214211
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0167408
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0191486
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0117152
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt099848
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0790105
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt067000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt132850
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0EIDL Loan
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PPP Loan
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt099850
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Ocean First has added three program services including Northern Redbelly Dace Recovery Project, Plastic Pollution Monitoring Program, and Ocean First Discovery Center Courses.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Impact Report 2020 available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No other documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd01
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt096662
IRS990/TotalAssetsEOYAmt0105746
IRS990/TotalAssetsGrp/BOYAmt096662
IRS990/TotalAssetsGrp/EOYAmt0105746
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0170957
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0123712
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt095625
IRS990/TotalFunctionalExpensesGrp/TotalAmt0219337
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt080350
IRS990/TotalLiabilitiesEOYAmt099850
IRS990/TotalLiabilitiesGrp/BOYAmt080350
IRS990/TotalLiabilitiesGrp/EOYAmt099850
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt016312
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05896
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt095625
IRS990/TotalProgramServiceRevenueAmt041148
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-3184
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt041148
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0208921
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt038
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt096662
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0105746
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt01068
IRS990/TravelGrp/TotalAmt01068
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05093 Flagstaff Rd
IRS990/USAddress/CityNm0Boulder
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080302
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.OceanFirstInstitute.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Graham Casden
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman of the Board
ReturnHeader/BusinessOfficerGrp/PhoneNum03038193275
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-17
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/PreparerFirmEIN0273147421
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KURTZ FARGO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01470 Walnut Street Ste 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Boulder
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080302
ReturnHeader/PreparerPersonGrp/PhoneNum07203102078
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chester Kurtz
ReturnHeader/ReturnTs02021-11-22T07:33:28-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Graham
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Casden
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$105,746
Liabilities
$99,850
Net assets
$5,896
Revenue
$208,921
Expenses
$219,337
Net income
-$10,416
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