Civic Intelligence

Oceana Inc.

990 • Fiscal year 2020 • EIN 51-0401308

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 23, 2021

1025 Connecticut Avenue NW No 20Washington, DC 20036

(202) 833-3900

Siviq Scores

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

Liabilities / Assets

35th percentile

0.14x

Higher debt load relative to assets than 35% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

36th percentile

0.25x

Higher debt load relative to revenue than 36% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Net Margin

62nd percentile

8.7%

Higher net margin than 62% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

70th percentile

$497,883

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Asset Growth

62nd percentile

10%

Faster asset growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

29th percentile

-5.9%

Faster revenue growth than 29% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Assets

Up

$66,584,495

Up $6,294,903 (+10%) from 2019

Net Assets

Up

$57,359,591

Up $3,266,067 (+6.0%) from 2019

Liabilities

Up

$9,224,904

Up $3,028,836 (+49%) from 2019

Revenue

Down

$36,350,526

Down $2,281,949 (-5.9%) from 2019

Expenses

Down

$33,188,974

Down $2,816,225 (-7.8%) from 2019

Net Income

Up

$3,161,552

Up $534,276 (+20%) from 2019

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $22,981,350Liabilities 2011: $1,951,567Net Assets 2011: $21,029,7832011Assets 2012: $21,083,389Liabilities 2012: $1,847,131Net Assets 2012: $19,236,2582012Assets 2013: $47,800,874Liabilities 2013: $1,776,672Net Assets 2013: $46,024,2022013Assets 2014: $47,184,168Liabilities 2014: $2,459,160Net Assets 2014: $44,725,0082014Assets 2015: $39,349,695Liabilities 2015: $2,119,265Net Assets 2015: $37,230,4302015Assets 2016: $30,212,898Liabilities 2016: $3,068,865Net Assets 2016: $27,144,0332016Assets 2017: $41,164,515Liabilities 2017: $3,570,601Net Assets 2017: $37,593,9142017Assets 2018: $56,507,862Liabilities 2018: $5,146,300Net Assets 2018: $51,361,5622018Assets 2019: $60,289,592Liabilities 2019: $6,196,068Net Assets 2019: $54,093,5242019Assets 2020: $66,584,495Liabilities 2020: $9,224,904Net Assets 2020: $57,359,5912020Assets 2021: $64,267,240Liabilities 2021: $6,434,578Net Assets 2021: $57,832,6622021Assets 2022: $74,617,155Liabilities 2022: $14,329,504Net Assets 2022: $60,287,6512022Assets 2023: $74,734,235Liabilities 2023: $13,446,874Net Assets 2023: $61,287,3612023Assets 2024: $62,222,743Liabilities 2024: $11,312,942Net Assets 2024: $50,909,8012024

Highlighted filing

2020

Assets$66,584,495
Liabilities$9,224,904
Net Assets$57,359,591

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2011: $20,914,1522011Revenue 2012: $15,226,982Expenses 2012: $17,025,348Net Income 2012: -$1,798,3662012Revenue 2013: $44,676,531Expenses 2013: $17,886,835Net Income 2013: $26,789,6962013Revenue 2014: $20,639,382Expenses 2014: $21,916,799Net Income 2014: -$1,277,4172014Revenue 2015: $18,368,767Expenses 2015: $25,840,946Net Income 2015: -$7,472,1792015Revenue 2016: $24,741,722Expenses 2016: $34,850,883Net Income 2016: -$10,109,1612016Revenue 2017: $48,279,729Expenses 2017: $37,880,581Net Income 2017: $10,399,1482017Revenue 2018: $51,896,477Expenses 2018: $38,122,695Net Income 2018: $13,773,7822018Revenue 2019: $38,632,475Expenses 2019: $36,005,199Net Income 2019: $2,627,2762019Revenue 2020: $36,350,526Expenses 2020: $33,188,974Net Income 2020: $3,161,5522020Revenue 2021: $35,660,414Expenses 2021: $35,324,557Net Income 2021: $335,8572021Revenue 2022: $43,967,787Expenses 2022: $41,500,110Net Income 2022: $2,467,6772022Revenue 2023: $46,497,996Expenses 2023: $45,500,415Net Income 2023: $997,5812023Revenue 2024: $34,668,686Expenses 2024: $45,522,287Net Income 2024: -$10,853,6012024

Highlighted filing

2020

Revenue$36,350,526
Expenses$33,188,974
Net Income$3,161,552
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 23, 2021
Return Version
2020v4.1
Gross Receipts
$37,499,299
Mission and Program Overview

Mission

To advocate for policy changes by governments and corporations in order to preserve ocean life and return the oceans to their former abundance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$20,194,379$32,746,083▲ $12,551,704
Pledges and Grants Receivable$28,378,744$23,351,160▼ $5,027,584
Savings and Temporary Cash Investments$5,471,443$3,959,715▼ $1,511,728
Land, Buildings, and Equipment, Net$3,532,443$3,141,962▼ $390,481
Investments Other Securities$1,777,080$1,777,080→ $0
Accounts Receivable$67,041$583,300▲ $516,259
Prepaid Expenses and Deferred Charges$484,056$412,925▼ $71,131
Investments in Publicly Traded Securities$131,503$109,398▼ $22,105
Inventories for Sale or Use$2,114$1,885▼ $229
Total Assets$60,289,592$66,584,495▲ $6,294,903
Other Assets Total$250,789$500,987▲ $250,198
Liabilities
Other Liabilities$3,936,025$3,906,316▼ $29,709
Unsecured Notes Loans Payable-$2,731,729-
Accounts Payable and Accrued Expenses$2,255,043$2,586,359▲ $331,316
Grants Payable$5,000$500▼ $4,500
Total Liabilities$6,196,068$9,224,904▲ $3,028,836
Net Assets / Fund Balance
Net Assets With Donor Restrictions$38,957,699$38,179,964▼ $777,735
Net Assets Without Donor Restrictions$15,135,825$19,179,627▲ $4,043,802
Total Net Assets Fund Balance$54,093,524$57,359,591▲ $3,266,067
Total Liabilities and Net Assets / Fund Balance$60,289,592$66,584,495▲ $6,294,903

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$2,159,079$824,096$2,983,175
Equipment$965,631$1,778,351$2,743,982
Other Land Buildings$17,252$1,668,104$1,685,356
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrew F SharplessChief Executive OfficerFT$454,319$43,564$497,883
James F SimonPresident & General CounseFT$358,405$44,673$403,078
Christopher M SharkeyChief Financial OfficerFT$272,669$39,833$312,502
Jacqueline SavitzSVP, United StatesFT$259,834$33,520$293,354
Nancy GoldenVice President of DevelopmFT$254,194$32,873$287,067
Matthew M LittlejohnSVP, Strategic Mktg & CommFT$237,074$33,263$270,337
Kathy WhelpleySr Director, InstitutionalFT$221,124$39,531$260,655
Pascale MoehrleExecutive Director, EuropeFT$216,403-$216,403
Susan MurrayDeputy VP, PacificFT$181,981$28,787$210,768
Kathryn MatthewsChief ScientistFT$179,621$24,347$203,968
Eric BilskySr. Attorney/asst. GeneralFT$179,920$22,890$202,810

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
M&r Strategic Services INCFundraising And Advertising1101 CONNECTICUT AVE NW 7TH FL, Washington, DC 20036, Rp$242,354
Ogletree Deakins PCLegal CounselPO BOX 89, Columbia, SC 29202$209,864
Hyatt RegencyConference100 HERON BLVD AT ROUTE 50, Cambridge, MD 21613$181,754
Discovery Fleet CorporationTransportation23161 ANTONIO PRKW, Rancho Santa Margarita, CA 92688$137,404
Brite Ideas INCEvent Production And Design-$135,126
Revenue and Support

Revenue Composition

Contributions and Grants
$36,535,664
Program Service Revenue
$0
Investment Income
$50,336
Other Revenue
$-235,474
All Other Contributions
$33,066,084
Change in Net Assets
$3,161,552

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded34$136,837Fair Market Value
Clothing and Household Goods-$48,255Retail Sales Price
Total Noncash Contributions34$185,092-

Audited Revenue Reconciliation

Revenue per Audited Statements
$36,350,526
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$3,501,615
Total Revenue per Audited Statements
$39,852,141
Total Revenue per Form 990
$36,350,526
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$21,971,988
Other Expenses$9,864,133
Total Fundraising Expense$2,403,948
Grants and Similar Amounts Paid$1,115,958
Professional Fundraising Fees$236,895

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$13,681,740$1,985,051$12,205$15,678,996
Fees for Services Other$1,953,184$235,636$44,376$2,233,196
Occupancy$1,626,082$386,633$105,356$2,118,071
Current Officers, Directors, Trustees, and Key Employees$257,587$694,011$1,058,689$2,010,287
Payroll Taxes$1,385,144$194,905$71,591$1,651,640
Other Employee Benefits$1,068,128$284,907$89,595$1,442,630
Office Expenses$896,750$139,348$394,727$1,430,825
Pension Plan Contributions$951,920$215,325$21,190$1,188,435
Advertising$535,577$7,193$237,552$780,322
Depreciation Depletion$241,052$409,113$58$650,223
Foreign Grants$628,118--$628,118
Conferences and Meetings$273,407$174,434$40,489$488,330
Grants to Domestic Orgs$487,840--$487,840
Travel$365,238$24,873$4,624$394,735
Insurance$236,229$127,716$22,373$386,318
Fees for Services Legal$337,820$40,185$7,213$385,218
Fees for Services Accounting$217,152$25,831$4,637$247,620
Fees for Services Professional Fundraising--$236,895$236,895
Fees for Services Lobbying$145,744--$145,744
Interest-$31,745-$31,745
Other Expenses$6,307$15,657$180$22,144
Information Technology-$11,592-$11,592
Total Functional Expenses$25,676,055$5,108,971$2,403,948$33,188,974

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$36,586,074
Expenses per Audited Statements$33,188,974
Total Expenses per Form 990$33,188,974
Expenses Not Reported on Form 990$3,397,100
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Center for Strategic and International Studies Inc (csis)Washington, DC501(c)(3)TO SUPPORT THE JOINT PROJECT BETWEEN WWF AND CSIS TITLED "JOINT CAMPAIGN ON ILLEGAL, UNREPORTED AND UNREGULATED (IUU) FISHING, TRANSPARENCY AND HUMAN RIGHTS".$180,000
World Wildlife Fund (wwf)Washington, DC501(c)(3)TO SUPPORT THE JOINT PROJECT BETWEEN WWF AND CSIS TITLED "JOINT CAMPAIGN ON ILLEGAL, UNREPORTED AND UNREGULATED (IUU) FISHING, TRANSPARENCY AND HUMAN RIGHTS".$180,000
Clean Coasts Clean Water Clean StreetsSacramento, CA501(c)(4)Contribution to California Plastics Ballot Initiative Campaign Committee Effort$50,000
American UniversityWashington, DC501(c)(3)TO SUPPORT RESEARCH PROJECT - "SEAFOOD TRADE ANALYSIS OF MAJOR FISHING COUNTRIES" - CONDUCTED BY DR. JESSICA GEPHART.$34,297
Surf Industry Manufacturers Association (sima)Aliso Viejo, CA501(c)(6)To Assist Organization Whose Efforts Are Focused on Enhancing the Oceanic Environment.$20,000
Second Harvest Food Bank of Orange CountyIrvine, CA501(c)(3)To Assist Organization Whose Efforts Are Focused on Securing Food Assistance to Local Communities.$15,000

International Summary

Offices
9
Employees
114
Spending
$12,572,917

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland)Program ServicesMarine Science, Policy, and Communications334$4,647,389
South AmericaProgram Services-337$3,566,990
South AsiaProgram Services-121$1,710,393
Central America and the CaribbeanProgram ServicesMarine Science, Policy, and Communications112$816,193
North America - Canada and Mexico, But Not the United StatesProgram Services-110$799,494
North America - Canada and Mexico, But Not the United StatesGrants to Recipients Located in Region-00$513,329
Europe (including Iceland & Greenland)FundraisingMarine Science, Policy, and Communications00$340,778
Central America and the CaribbeanGrants to Recipients Located in RegionMarine Science, Policy, and Communications00$110,374
South AmericaFundraising-00$26,776
East Asia and the PacificGrants to Recipients Located in Region-00$25,000
Central America and the CaribbeanFundraisingMarine Science, Policy, and Communications00$13,220
North America - Canada and Mexico, But Not the United StatesFundraising-00$2,981
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$236,895
Fundraising Direct Expenses$63,890
Fundraising Gross Income$59,000

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Seachange$922,418$30,000$31,702$-1,702
New York City Benefit$1,180,799$14,000$18,300$-4,300
Total Events$2,646,587$59,000$63,890$-4,890
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Sarah BedolfeSarah Is the Daughter of Board Director, Herbert M. Bedolfe, IiiSARAH L. BEDOLFE IS AN EMPLOYEE OF OCEANA AND HER TOTAL COMPENSATION PAID FOR THE YEAR ENDED DECEMBER 31, 2020 WAS $67,070.No$67,070
Susan Sidamon-eristoffSusan Is the Daughter of Board Director, Simon Sidamon-eristoffSUSAN SIDAMON-ERISTOFF WAS EMPLOYED WITH OCEANA THROUGH MAY 29, 2020 AND HER TOTAL COMPENSATION PAID FOR THE YEAR ENDED DECEMBER 31, 2020 WAS $20,385.No$20,385
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent and Lease Incentive$3,906,316
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Board members, susan rockefeller and david rockefeller, jr., have a family relationship. Board members herbert m. Bedolfe, iii and sara lowell both serve as employees and officers of the marisla foundation. Herbert serves as the executive director and sara serves as the secretary/marine program director.

Form 990, Part VI, Section B, Line 11B

Information for the federal form 990 comes largely from oceana's independently audited financial statements, which consolidates oceana's activities across national boundaries. The accounting department collects this and other information needed for the federal form 990, which is reviewed and presented in draft form by a tax accounting firm. After approval by senior management, the final draft of the 990 is presented to the board for review before it is submitted to the internal revenue service.

Form 990, Part VI, Section B, Line 12C

Every year, oceana's officers, directors, and key employees fill out a disclosure report asking them to disclose any family or business relationships they may have with other oceana officers, directors, or key employees, as well as any financial conflicts of interest they may have. In addition, oceana's conflict of interest policy requires any director or officer who is an interested person with respect to a transaction or arrangement under consideration by the corporation to promptly disclose to the board of directors or the board's designate the existence and nature of his or her financial interest in the transaction or arrangement. Conflicts of interest reporting: any actual or potential conflict of interest must be disclosed to the ceo; president and general counsel; cfo; or global director of human resources, the executive committee member in charge of the country office or department; or the office administrator for the country office. This includes actual or potential conflicts involving business or financial interest, family relationships, or sexual/romantic relationships. The cfo will determine whether any steps must be taken to avoid an appearance or existence of a conflict of interest or the creation of an environment that others in the workplace might reasonably find to be unprofessional or inappropriate. Such steps, depending on the nature of the conflict of interest, might include, but are not limited to, divestiture of adverse interests, recusal from certain decisions, transfer of one of the employees to another department (if a position is available), changing the manager for one of the employees, or, when other options are not feasible, the termination of employment of one of the employees. Employees who wish to provide services to or for the benefit of any entity outside oceana must disclose such proposed activity to oceana, which will make appropriate determinations in accordance with the organization's global code of ethics. Family relationships (nepotism): oceana will not allow a supervisor/subordinate relationship to exist between family relatives. Sexual/romantic relationships: romantic relationships between employees that constitute an actual or reasonably-perceived conflict of interest are prohibited. Form 990, part vi, section b, line 13 whistleblowing and reporting violations: oceana needs and expects the support and cooperation of its employees to enforce its policies. Employees who have experienced, observed, or learned about conduct they believe is contrary to oceana's polices or code of ethics must report such violations (or potential or suspected violations). Oceana provides two ways to report violations. First, violations may be reported through a reporting system that oceana has set up through an online website or by calling the phone number listed for each country on that website. The site is confidential, easy to use, and always available. Employees have the option to disclose their identity or make a report anonymously; however, disclosing identity is strongly encouraged to enable oceana to conduct a thorough investigation, especially in the case of a policy that protects individuals (for example, concerning sexual harassment or discrimination). Any report that implicates the ceo; president and general counsel; or cfo will be forwarded by the third party administrator of the website to the chair, vice chair and treasurer of oceana's board of directors. Second, violations may be reported to the appropriate staff person, as follows. The violation must be reported to the ceo; president and general counsel; cfo; or global director of human resources, if the violation involves one of the following issues: -sexual or other harassment -unlawful discrimination -financial misconduct or misreporting -bribery or corruption -retaliation for reporting any violation if the violation involves any other issue, the report must be made to any of the following: ceo; president and general counsel; cfo; or glob

Form 990, Part VI, Section B, Line 15

Oceana's process for determining compensation of its ceo, officers, and key employees is as follows: annually, oceana provides the board directors with data from multiple sources on comparable salaries and benefits in other nonprofit organizations, especially but not limited to those in the conservation field, for oceana's ceo. The board reviews and discusses the compensation data as well as the ceo's achievements for the prior year as well as his proposed goals for the next year before taking a decision on any adjustments to the ceo compensation of benefits. Oceana provides the finance and audit committee of the board directors with data from multiple sources on comparable salaries and benefits in other nonprofit organizations, especially but not limited to those in the conservation field, for oceana's officers, top management, and key employees ("the executive team", or "ec). The committee discusses each of the ec member's achievements for the prior year as well as her/his proposed goals for the next year. The committee reviews these data to determine if the compensation is reasonable and that oceana has not engaged in an excess benefit transaction with any individual in a position to substantially influence the organization's affairs. The board of directors and audit and finance committee discussions are documented in the minutes of the respective bodies. Oceana regularly conducts compensation reviews, most recently in october 2019.

Form 990, Part VI, Section C, Line 19

Oceana posts annual reports, its audited financial statements, and the public disclosure copy of its irs form 990 on its website, www.oceana.org. It also shares relevant information with independent watchdog organizations such as guidestar, charity navigator and the better business bureau to allow these organizations independent assessment of oceana's accountability and transparency. Oceana's articles of incorporation, by-laws and form 1023 are available on oceana's website and to members of the public upon written request. Oceana's articles of incorporation, as well as a certificate of good standing, are also independently available through the department of consumer and regulatory affairs for the district of columbia (where oceana, inc. Is incorporated), though there is a fee for this service.

Filing and Contact Details

Filer

Filer Name
Oceana Inc
EIN
51-0401308
Phone
2028333900
Address
1025 CONNECTICUT AVENUE NW NO 20, WASHINGTON, DC 20036

Signing Officer

Name
Christopher M Sharkey
Title
Chief Financial Officer
Phone
2028333900
Signed
2021-07-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher M Sharkey
Formed
2001
Legal Domicile
Dc
Voting Board Members
24
Independent Board Members
22
Employees
148
Volunteers
15,166

Preparer

Firm
Marcum Llp
Address
1899 L STREET NW SUITE 850, WASHINGTON, DC 20036
Preparer
Aaron M Fox
Phone
2022274000
Supplemental Narrative

Additional Explanations

FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION'S MISSION:

Oceana was founded in 2001 by an international group of foundations. Despite repeated scientific reports of widespread fishery collapse caused by overfishing, the founders discovered that leading environmental foundations spent less than half of one percent of their resources on ocean conservation. Healthy oceans contribute significantly to feeding a growing world population and to mitigating the effects of climate change, yet no international organization was working exclusively to protect and restore abundant ocean fisheries. Oceana's founders envisioned an organization dedicated solely to achieving significant improvements in ocean management policies through a science-based approach, using carefully chosen national campaigns with fixed deadlines and measurable goals. Today, oceana has grown from an ambitious start-up to an international organization with a record of results on four continents. Together with our allies, we have won nearly 200 significant policy victories and protected more than 10 million square kilometers of ocean habitat. Oceana supports science-driven ocean management in the most productive parts of the world's oceans, with teams working in countries which control about a third of the world's wild ocean fisheries (by catch): the united states, the european union, the united kingdom, belize, brazil, canada, chile, mexico, peru and the philippines. Oceana's campaigns carry out four key strategies: - stop overfishing through science-based fishery management, and by deterring illegal fishing; - protect habitat and the ecosystems that depend on their health, - expand transparency of fishing activity and government decision-making processes, and - limit pollution, by stopping the expansion of offshore oil drilling and reducing the production of single-use plastics. Oceana's campaigns have demonstrated the effectiveness of these strategies for restoring oceans. With sound policies in place, ocean ecosystems recover, often rapidly, and abundant fisheries return, even exceeding former levels. A fully productive ocean can provide a meal a day for a billion people, forever. Together with our allies, we are saving the oceans to feed the world.

Form 990, Part III, Line 4A

Reduce single-use plastics in january 2020, the government of belize officially banned several single-use disposable food plastic items, including clamshells, plates, bowls, lids, utensils, bags and straws. These items represent approximately 20 percent of the solid waste collected in belize. The national plastics law provided that, on july 15, the manufacturing of single-use styrofoam and plastic items was to cease. However, in mid-july, the manufacturers requested an extension. To justify their extension, the businesses asserted that the covid-19 pandemic had "used up most of the national inventory for prohibited products and that there were "insufficient supplies to meet ongoing demand." belize's cabinet granted the extension, allowing manufacturing to continue until february 2021. In belize, manufacturers produce 35 million single-use plastic bags and five million pieces of styrofoam food items. The government justified this extension as "a way of helping to keep employed persons employed, even if their jobs are to make single-use plastic items." sale and possession of single-use plastics is now scheduled to be prohibited in 2021.

Form 990, Part III, Line 4A

Brazil despite the terrible covid-19 pandemic, oceana was able to achieve progress in brazil during 2020. Ban bottom trawling in the state of rio grande do sul oceana has been campaigning for two years to defend a bottom trawl ban in the state of rio grande do sul, a ban which we helped secure in 2018. The supreme court issued a decision on june 18, 2020 in an unrelated case challenging a law in amapa state banning industrial shrimp bottom trawling in coastal waters. The court unanimously decided that state laws banning bottom trawling are fully constitutional. This decision is a favorable precedent for our campaign to defend the bottom trawling ban in rio grande do sul. Fisheries in the area are already reporting increased catches of shrimp, within two years of the ban being implemented. Unfortunately, on december 16, 2020, the supreme court issued a decision that enables the territorial seas off the coast of rio grande do sul to reopen for bottom trawling. The court granted a motion for preliminary injunction against the bottom-trawl ban, and although the injunction lasts only until the supreme court rules on the merits, brazil's supreme court can take years to resolve a case, so this is an important and alarming development. Implementing catch limits for commercial fisheries we have completed stock assessments for three fisheries and met an important milestone when we successfully convinced artisanal fishers who catch lobster, who were initially reluctant to adopt any type of control, to support oceana in favor of a quota system. We held a series of four workshops to explain the concepts of stock assessments, fishing quotas and the current state of the lobster stock, resulting in an official document prepared by 120 artisanal fishers that petitioned the government to set a fishing quota for lobster. This will help support the sustainability of this fishery. Last year the government shut down the decision-making fisheries management councils (fmcs) that were responsible for establishing these limits. We have identified ways around this to achieve our goal, bringing together experts to develop stock assessments for important but data-poor commercial species and working with the fishing sector to develop and test monitoring, control, and traceability tools, and advocate for regulations for catch limits based on our recommendations. Improving fisheries monitoring oceana won a major reform for brazil's fisheries in july 2020 when president bolsonaro and secretary of fisheries formally launched a new online logbook system for reporting catch data within brazil's industrial fishing fleet, comprised of nearly 6,000 vessels. This system, which will strengthen fisheries management and data collection throughout brazil, is already online and replacing the traditional but ineffective paper-based forms. This is an important achievement for a country that lacks basic information on its fisheries. Brazil and myanmar are the only two top-50 fishing nations that do not provide regular data on marine capture fisheries to the food and agriculture organization (fao). Having online logbooks in place does not necessarily mean that data is accessible in a usable way. Our next challenge is to push for transparency and full access to fishing information. We have therefore initiated a new project with global fishing watch and other partners, called the open tuna project, to demonstrate the benefits of transparency by working directly with brazil's industrial tuna fishing fleet. We have already convinced the longline tuna industry to voluntarily open logbook data, and old paper forms are being uploaded to the project's database. This open tuna project will create a benchmark on transparency and access to information, pushing the government to make all fisheries data public. Limit single-use plastics in november 2020, oceana in brazil published a report on single-use plastics, describing the plastic industry, brazil's waste management system, ocean po

Form 990, Part III, Line 4A

Protect north atlantic right whales oceana canada is campaigning to protect the few north american right whales still in existence, which number approximately 400. Toward that end, we are promoting reduced shipping speeds in zones where whales transit. To pressure the government to make slowdowns mandatory, oceana conducted an analysis using global fishing watch and ship speed watch to demonstrate that only 33 percent of vessels were transiting at the requested 10 knots. Weekly reports were sent to government officials and a report was launched to the public. One result: in february 2020, transport canada announced a voluntary speed restriction in the cabot strait that would be applied in the spring and the autumn to protect the critically-endangered north atlantic right whale. We were also successful in securing support from at least one major canadian shipping company for a mandatory measure in the cabot strait. We will continue to advocate for a mandatory measure in the cabot strait for 2021. Limit single-use plastics in october 2020, oceana reached a 2021 campaign milestone early when the minister of the environment publicly announced the intention to ban six single-use plastics products (plastic check-out bags, stir sticks, six-pack rings, cutlery, straws and foodservice ware made from problematic plastics) by the end of 2021. This announcement is part of a larger government discussion paper that will also include additional regulations to achieve the goal of zero plastic waste by 2030. In meetings with the minister's office earlier in the year, staff explained that announcing the ban would be delayed and that instead they would first focus on regulations related to extended producer responsibility (epr) and circular economy. In response, oceana launched a report entitled "drowning in plastic: ending canada's contribution to the global plastic disaster" that received broad media coverage, and a petition calling on the government to keep their commitment to ban single-use plastics which quickly reached 100,000 signatures. We also conducted polling which found that 86 percent of canadians supported a ban. These results were even higher than a similar poll conducted before the covid-19 pandemic hit. The minister included the ban in a mid-year announcement and committed to having regulations in place by the end of 2021. Chile habitat protection - la higuera: oceana has been working with the community for several years to defeat planned industrial development projects in this ecologically important area, which is home to 80 percent of the world's humboldt penguin population and a vital habitat for blue whales, humpback whales, chilean sea otters, seabirds and other endangered and rare species. Fishing of loco (chilean abalone) accounts for 80 percent of the local economy. We are fighting to have a new mpa declared to provide permanent protection. We have had several court victories as well as setbacks related to the puerto cruz grande project, the latest was a decision against oceana by the environmental superintendence in september. We are now appealing that decision with the environmental court and if defeated, will push on to the supreme court. - juan fernandez: after winning an mpa together with the juan fernandez fishermen, the fishers have come to view our staff as trusted allies and turn to us often for support. We are working with the local community to ensure that their wishes are represented in the management plan for their mpa, by making sure they are part of the decision-making process. We are also supporting the juan fernandez fishermen to develop alternative means of getting income, so they are not completely dependent on lobster. As a result, they are building a fish processing plant. This turned out to be a timely decision because chinese demand for the juan fernandez lobster has dropped significantly due to the pandemic. - katalalixar: the proposal process to reclassify the 20,000 km2 katalalixar area as a par

Form 990, Part III, Line 4A

Europe in early 2021, oceana released its uk fisheries audit, which painted a disturbing picture of the state of uk fish stocks. Only 36 percent of the 104 audited stocks were known to be healthy in terms of stock size and only 38 percent sustainably exploited. Of the top 10 most economically important fish stocks for the uk, six are overfished or their stock biomass is at a critical level: north sea cod, north sea herring, southern north sea crab, eastern english channel scallops, north east atlantic blue whiting and north sea whiting. Further, there is insufficient data to define reference points for north sea anglerfish. Therefore, only three of the top 10 stocks upon which the uk fishing industry relies are known to be both healthy and sustainably exploited: north east atlantic mackerel, north sea haddock and west of scotland nephrops. This is due to catch limits having been set at or below the recommended sustainable limits for preceding years, demonstrating the positive impact to be gained by following scientific advice. Oceana is now calling on the uk government to stop overfishing and lead the way in sustainable fisheries by setting catch limits in line with science. In early 2021, oceana reached a significant milestone in our campaign to reduce illegal fishing by improving monitoring of small-scale vessels when the eu fisheries committee voted on the future fisheries control regulation. Taking an enormous step forward, they voted in favor of requiring vessel monitoring system (vms) trackers for all eu vessels, including the more than 49,000 small-scale vessels operating in the eu. In addition, electronic catch reporting will be required for all eu vessels regardless of their size, something that was currently only required for vessels from 12 meters onwards. The fisheries committee also required member states to annually publish their efforts to control fishing activities and to make public the number of inspections, violations, and the follow-up actions to confirmed infringements. Member states are now required to set up digital traceability systems that would provide key information for authorities on all seafood products including processed and prepared products, such as canned tuna, which are currently excluded. Fish recovery and sustainable management on december 24, 2020, with just one week before the expiry of the brexit transition period and under additional pressure from covid-19, the eu and the uk reached an agreement on the eu-uk trade and cooperation agreement (tca). The new agreement includes sustainability provisions like fishing to maximum sustainable yield (msy), minimizing ecosystem impact, improving selectivity and reducing unwanted bycatch, and combating iuu. The agreement on fisheries also provides promising wording against setting unilateral quotas beyond scientific advice. The fisheries agreement between the eu and the uk is a positive first step for their shared marine ecosystems. Oceana is now urging both the eu and the uk to implement the deal and put an end to overfishing, by jointly setting catch limits for 2021 that abide by the best available scientific advice. Also, in december, eu fisheries ministers reached an agreement on northeast atlantic total allowable catches (tacs) for stocks that are exclusively in eu waters and western mediterranean fishing effort restrictions. Around 65 percent of the ne atlantic tacs were set in line with scientific advice, which is insufficient to meet the eu legal commitment to end overfishing by 2020 under the common fisheries policy (cfp). Additionally, the council unilaterally set over 120 provisional tacs for shared stocks with third countries (mainly the uk and norway) that will apply during the first quarter of 2021 to ensure continuation of fishing activity until international agreements on these stocks are concluded. For most stocks, these tacs are a roll-over of 25 percent of the 2020 tac, but tacs have been increased for some pelagic stocks like m

Form 990, Part III, Line 4A

Fisheries rebuilding spurred by oceana's 2019 seafood fraud report, conapesca, the national fisheries authority, followed through on its commitment to convene an inter-agency working group to create a seafood traceability rule. A draft rule containing several of oceana's recommendations came out of the group's first meeting, in december 2019. We have joined all sessions of the technical committee and have pushed for a full-chain, electronic and unique traceability system that applies to as many fisheries as possible, prioritizing high-volume and high-value fisheries. We have built alliances with the industry through this process, mainly with exporters that require better and more reliable traceability systems. Some of the exporters already have advanced systems but lack the government's involvement, which they would welcome to convey a clear sign of the legality of their product. Peru habitat protection oceana has been working to gain the designation of a new mpa in the nazca ridge in peru. The final stakeholder meeting for this mpa was completed in 2020 and with it, the final version of the designation report was finally closed. From here, the report needs final approval of the multisectoral commission that was created to oversee the mpa designation process and by the administrative council of peru's protected area service remain before it is sent to cabinet. Once there, it should take one to three weeks for approval and presidential signature. This new mpa will protect marine biodiversity in a critical ecosystem in the pacific ocean. Deter illegal fishing we are advancing this campaign on several levels: - we are supporting customs in seizing tons of illegal shark parts from endangered species; - we continue to lead trainings for the government on the identification and regulations surrounding illegal shark parts; - we developed a first-ever guide to shark trunks which is being used by customs and other authorities along with our guide to shark fins; - we are working with ngos in ecuador, the source of the illegal trade in shark parts that comes through peru; - we are collaborating with the environmental attorneys office on cites compliance for the export of endangered fish species or its parts; - we are working with the un office of drugs and crime on deterring the illegal trade of wildlife in peru. In two years, oceana has helped to move peru from its position as the largest exporter of shark fins in the americas to a leader in the fight against illegal trafficking of fins, and the government has come to rely heavily on our advice and support. In 2020, the peruvian government shut down three additional illegal fish processing plants, bringing the total to eight closed plants. All these plants have been closed because of oceana's 2019 report mapping every illegal fishmeal plant in peru (both freestanding and part of legal fish processing plants) and details about these plants' operations. In peru, illegal fish canning has increased during the pandemic, especially for tuna, and we are providing technical support and guidance to peru's environmental police task force and to environmental attorneys to address this new problem. The environmental police have newly become involved in shutting down illegal fish processing since the national government sees this as a local government's responsibility. Benefitting both of our iuu campaigns, oceana presented arguments to the peruvian congress to include illegal fishing in an organized crimes law, and to include stronger penalties and resources to fight illegal fishing activities. We will continue to work with the environmental attorneys office at their request on the valuation of environmental crimes and to help them better understand collateral illegal practices linked to illegal fishing, such as finning and illegal fish processing, to help them prepare cases against these activities. Philippines protect sardines/establish national rules on fisheries management areas our most signif

Form 990, Part III, Line 4A

Strengthen coral-rich marine protected areas oceana has selected panaon island in southern leyte in the philippines as the site for our coral-rich marine protected area (mpa). Panaon island's waters are estimated at around 25,000-30,000 hectares, and its reef is classified as a very good candidate for conservation. It has a high diversity of fish and corals and there are signs of recovery from blast fishing in the 80s. It is a feeding grounds for whale sharks, dolphins, sea turtles and other large marine vertebrates. There are sightings of the rare and endangered leatherback turtles. Fisherfolk benefit from the spill-over effect of at least 10 locally protected mpas, and political dynamics and tourism potential are both good. Protecting this region will prevent any future exploitation in the site and safeguard these coral reef ecosystems for future generations. Prior to the lockdown, oceana had partnered with the provincial government of southern leyte for a roundtable discussion with various stakeholders to discuss the future conservation direction of panaon island. This event highlighted the good condition of the reefs in panaon island, the conservation initiatives of each of the local stakeholders, and the importance that it gets holistic protection for sustainable management by having it declared as a protected seascape. An actively engaged local community will be an invaluable asset as this campaign moves forward, and the current good condition of the reef highlights the viability of this location to endure and thrive under the more robust protections we are fighting for. In late 2020, oceana was able to conduct an expedition in the area to secure critical biological, ecological, and social data that will ultimately inform our future advocacy efforts. Fish in nutrition systems in 2020, oceana completed its first phase of research on the linkages between healthy fisheries and healthy communities. Under oceana's fish in nutrition systems (fins), we commissioned two research contracts with key subject matter experts in nutrition, fisheries, and food policy. These consultancies reviewed documented connections between food security and fisheries policies and provided recommendations to improve associated food and nutrition security outcomes. - our first consultancy, based out of the fisheries economics research unit at the university of british columbia, completed a comprehensive review of the scientific literature on food security and fisheries management policy linkages. An example of one of the nine research questions covered is "what are the barriers that poor and vulnerable groups face to increasing and improving fish consumption." one of several key takeaways is that policies focused on increasing fisheries production must be accompanied by complementary policies focused on, e.g., equitable allocation of resources, promoting seafood consumption, reducing food waste and loss, and building resilience to future shocks, if they are to support food and nutrition security for the poor and vulnerable. - the second consultancy with a team based at the australian national centre for ocean resources and security, university of wollongong, conducted a deep dive into fishery and food and nutrition security policies for 15 selected countries. The research findings included recommendations for best practices linking fisheries management and associated public health policies, including tying food security objectives into fisheries management, and incorporating wild-capture fisheries into national food systems and food security dialogues. One of the key takeaways is that good policy practice for food and nutrition security demonstrates linkages between seafood and food and nutrition across multiple contexts, rather than within a single context, and provides a high level of detail and evidence of commitment (e.g., through concrete milestones tied to a specific agency, budget allocation, etc.) to implement actions. Few policy instruments

Form 990, Part III, Line 4B

Oceana's efforts to reach out to coastal residents and business leaders has led to a growing and galvanized bipartisan opposition to expanded drilling, most notably from businesses that rely on healthy oceans. The three business alliances that oppose offshore drilling on the atlantic, pacific and gulf coasts - and which oceana helped to create, now total at least 56,000 businesses and 500,000 fishing families. By the end of 2020, more than 2,200 local, state and federal elected officials, including governors along the east and west coasts and more than 230 members of congress (a majority), now publicly oppose expanded offshore drilling as well. In addition, by the end of 2020, 391 coastal municipalities had formally passed resolutions opposing offshore drilling and/or seismic blasting. Ban the shark fin trade shark populations around the world are in serious decline, largely driven by the demand for their fins. Fins from as many as 73 million sharks end up in the global shark fin trade each year, and more than 70 percent of the most popular species in the fin trade face a high or very high threat of extinction. A national trade ban would ensure that the united states no longer participates in the global fin trade that contributes to the decline of many at-risk shark species. Unfortunately, oceana was not successful in efforts to champion a national shark fin trade ban in the u.s. This past year. Responsible fishing in 2020, oceana worked with representatives in congress to support their efforts to introduce the break free from plastic pollution act. If passed, this law would ban some of the most polluting plastics, including carryout bags and polystyrene foam food and drinkware, while protecting the ability of state and local governments to enact more stringent standards and putting a pause on building new plastic facilities. More than 100 members of congress sponsored this piece of legislation. In november, oceana released a new report detailing the devastating impact that plastic pollution is having on marine wildlife. "choked, strangled, drowned: the plastics crisis unfolding in our oceans" compiled data from government agencies, organizations and institutions that monitor the impact of plastic on marine animals, and found evidence of nearly 1,800 animals from 40 different species swallowing or becoming entangled in plastic over the last decade. Even more troubling, almost 90 percent of the animals were from species classified as threatened or endangered. The species impacted were marine mammals, like whales, dolphins, seals, sea lions, and sea turtles; all six u.s. Species of which are endangered or threatened with extinction. Also, in 2020, 10 local communities passed policies that help limit plastic pollution. Eight of these policies (five ordinances and two resolutions) limit the sale and/or distribution of single-use plastic in hollywood (fl), delray beach (fl), dania beach (fl), miami shores village (fl), tampa (fl), montgomery county (md), and charleston (sc). Three additional ordinances, meanwhile, in boca raton, key west and sunny isle formally oppose florida's state preemption law that restrict cities' abilities to effectively combat the plastic pollution crisis. Outside of florida, the state of new york passed an oceana-supported statewide ban on polystyrene foam that will prohibit the sale and distribution of disposable food service containers that contain expanded polystyrene foam and polystyrene loose fill packaging material by 2022.

Form 990

This return presents consolidated financial statements for oceana, inc. And its non-u.s. Affiliates. Oceana has offices in spain, brazil, denmark, belgium, mexico, philippines, belize, london, chile and peru for the purpose of building an international movement to save the ocean through public policy advocacy, science and economics, legal action, grassroots mobilization, and public education. The operations in spain, belize, brazil, mexico, switzerland, and the united kingdom are incorporated as independent entities in those countries under local law. However, these entities are dependent on oceana for funding, participate in oceana activities and decision-making, and carry out the general mission and international activities of oceana.

Financial Statement Notes

PART X, LINE 2:

The organization performed an evaluation of uncertainty in income taxes for the year ended december 31, 2020, and determined that there were no matters that would require recognition in the consolidated financial statements or that may have any effect on its tax-exempt status.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Special events expense 63,890. Acquisition of assets from dissolved affiliate other -23,644.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Special events expense 63,890.

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IRS990/Desc0INTERNATIONALBELIZEBAN GILLNETSIN AUGUST 2020, OCEANA AND THE COALITION FOR SUSTAINABLE FISHERIES CONVINCED THE BELIZEAN GOVERNMENT TO SIGN AN AGREEMENT COMMITTING TO BAN GILLNETS BY 2022 AT THE LATEST. JUST A FEW MONTHS AFTER SIGNING THIS DOCUMENT, IN NOVEMBER, THE GOVERNMENT OF BELIZE SIGNED INTO LAW STATUTORY INSTRUMENT 158 OF 2020, IMMEDIATELY BANNING ALL GILLNETS. THIS SIGNING WAS IN LARGE PART DUE TO FUNDRAISING EFFORTS FROM OCEANA AND THE COALITION. OCEANA WAS ABLE TO FINALIZE COMMITMENTS FROM FOUNDATIONS AND INDIVIDUAL DONORS TOTALING $1 MILLION BZD FOR THE CREATION OF A GILLNET LICENSE BUYBACK FUND. WHEN COMBINED WITH AN ADDITIONAL $1 MILLION BZD RAISED BY THE COALITION FOR SUSTAINABLE FISHERIES TO TRANSITION LICENSED GILLNET FISHERS TO ALTERNATIVE GEAR AND/OR LIVELIHOODS, THIS PACKAGE OF FUNDING CONVINCED THE GOVERNMENT OF BELIZE TO SIGN AN AGREEMENT WITH OCEANA AND THE COALITION TO BAN GILLNETS. THE IMPLEMENTATION OF THE PROPOSED GILLNET BUYBACK FUND, WHICH HAS ALREADY BEGUN DISBURSING ITS FUNDS, WILL HELP FACILITATE SUSTAINABLE INCOME DIVERSIFICATION OPPORTUNITIES FOR FISHERFOLK IN BELIZE, AND WILL HELP TRANSITION BELIZE AWAY FROM THE USE OF DESTRUCTIVE FISHING GEAR. IN DOING SO, THIS PROJECT WILL HAVE A SIGNIFICANT BENEFIT TO BELIZEAN FISHERY ABUNDANCE AND THE HEALTH OF THE MESOAMERICAN REEF. SINCE THE LAW WENT INTO EFFECT, ALL NETS FROM ALL QUALIFIED GILLNET FISHERS - APPROXIMATELY 25,000 FEET OF NETS - HAVE BEEN COLLECTED ALONG WITH TAGS AND LICENSES AND ARE BEING SECURED BY THE COAST GUARD. THE NEWLY-ENACTED BAN ON GILLNETS IS A HUGE STEP IN PROTECTING BELIZE'S OCEAN - HOME TO 40 PERCENT OF THE WORLD'S SECOND-LARGEST CORAL REEF SYSTEM - FROM DESTRUCTIVE FISHING. THE GOVERNMENT'S BAN ON GILLNETS ADDRESSES A DIRE THREAT TO THE RESILIENCY OF BELIZE'S REEF AND HELPS IT ADAPT TO THE IMPACTS OF CLIMATE CHANGE OVER THE NEXT FEW DECADES.
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IRS990/Form990PartVIISectionAGrp/PersonNm2CHRISTOPHER M SHARKEY
IRS990/Form990PartVIISectionAGrp/PersonNm3JACQUELINE SAVITZ
IRS990/Form990PartVIISectionAGrp/PersonNm4NANCY GOLDEN
IRS990/Form990PartVIISectionAGrp/PersonNm5MATTHEW M LITTLEJOHN
IRS990/Form990PartVIISectionAGrp/PersonNm6KATHY WHELPLEY
IRS990/Form990PartVIISectionAGrp/PersonNm7PASCALE MOEHRLE
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IRS990/Form990PartVIISectionAGrp/PersonNm12TED DANSON
IRS990/Form990PartVIISectionAGrp/PersonNm13KEITH ADDIS
IRS990/Form990PartVIISectionAGrp/PersonNm14JAMES SANDLER
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IRS990/Form990PartVIISectionAGrp/PersonNm16GAZ ALAZRAKI
IRS990/Form990PartVIISectionAGrp/PersonNm17MONIQUE BAR
IRS990/Form990PartVIISectionAGrp/PersonNm18HERBERT M BEDOLFE III
IRS990/Form990PartVIISectionAGrp/PersonNm19NICHOLAS DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm20SYDNEY DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm21CESAR GAVIRIA
IRS990/Form990PartVIISectionAGrp/PersonNm22MARA EUGENIA GIRON
IRS990/Form990PartVIISectionAGrp/PersonNm23LOIC GOUZER
IRS990/Form990PartVIISectionAGrp/PersonNm24JENA KING
IRS990/Form990PartVIISectionAGrp/PersonNm25BEN KOERNER
IRS990/Form990PartVIISectionAGrp/PersonNm26SARA LOWELL
IRS990/Form990PartVIISectionAGrp/PersonNm27STEPHEN P MCALLISTER
IRS990/Form990PartVIISectionAGrp/PersonNm28DR KRISTIAN PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm29DR DANIEL PAULY
IRS990/Form990PartVIISectionAGrp/PersonNm30SUSAN ROCKEFELLER
IRS990/Form990PartVIISectionAGrp/PersonNm31DAVID ROCKEFELLER JR
IRS990/Form990PartVIISectionAGrp/PersonNm32SIMON SIDAMON-ERISTOFF
IRS990/Form990PartVIISectionAGrp/PersonNm33DR RASHID SUMAILA
IRS990/Form990PartVIISectionAGrp/PersonNm34SAM WATERSTON
IRS990/Form990PartVIISectionAGrp/PersonNm35JEAN WEISS
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT & GENERAL COUNSE
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SVP, UNITED STATES
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT OF DEVELOPM
IRS990/Form990PartVIISectionAGrp/TitleTxt5SVP, STRATEGIC MKTG & COMM
IRS990/Form990PartVIISectionAGrp/TitleTxt6SR DIRECTOR, INSTITUTIONAL
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE DIRECTOR, EUROPE
IRS990/Form990PartVIISectionAGrp/TitleTxt8DEPUTY VP, PACIFIC
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHIEF SCIENTIST
IRS990/Form990PartVIISectionAGrp/TitleTxt10SR. ATTORNEY/ASST. GENERAL
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR UNTIL 12/20
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.2$11.3$50.9$34.7$45.5$10.9
2023Summary only. Only limited summary data is available for this year.$74.7$13.4$61.3$46.5$45.5$1.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.6$14.3$60.3$44.0$41.5$2.47
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.3$6.43$57.8$35.7$35.3$0.34
2020Detailed filing. Detailed filing data is available for this year.$66.6$9.22$57.4$36.4$33.2$3.16
2019Detailed filing. Detailed filing data is available for this year.$60.3$6.20$54.1$38.6$36.0$2.63
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.5$5.15$51.4$51.9$38.1$13.8
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.2$3.57$37.6$48.3$37.9$10.4
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.2$3.07$27.1$24.7$34.9$10.1
2015Summary only. Only limited summary data is available for this year.$39.3$2.12$37.2$18.4$25.8$7.47
2014Summary only. Only limited summary data is available for this year.$47.2$2.46$44.7$20.6$21.9$1.28
2013Detailed filing. Detailed filing data is available for this year.$47.8$1.78$46.0$44.7$17.9$26.8
2012Summary only. Only limited summary data is available for this year.$21.1$1.85$19.2$15.2$17.0$1.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.0$1.95$21.0$20.9
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $50M-$100M nonprofits