Civic Intelligence

The Surfrider Foundation

EIN 95-3941826 • 501(c)3 • San Clemente, CA

View Organization Page

Profile

To protect and enjoy the world's oceans, waves and beaches for all people through a powerful activist network.

PO Box 73550San Clemente, CA 92673-0119

www.surfrider.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

34th percentile

0.07x

Higher debt load relative to assets than 34% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.11x

Higher debt load relative to revenue than 33% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

34th percentile

-0.4%

Higher net margin than 34% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

74th percentile

$269,662

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

37th percentile

1.4%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

1.3%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$21,581,609

Up $305,785 (+1.4%) from 2023

Liabilities

Up

$1,563,758

Up $136,379 (+9.6%) from 2023

Net Assets

Up

$20,017,851

Up $169,406 (+0.9%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin34th percentile

Revenue

Up

$14,490,016

Up $180,148 (+1.3%) from 2023

Expenses

Up

$14,543,905

Up $1,051,249 (+7.8%) from 2023

Net Income

Down

-$53,889

Down $871,101 (-107%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $4,357,571Liabilities 2010: $361,375Net Assets 2010: $3,996,1962010Assets 2011: $4,236,010Liabilities 2011: $487,261Net Assets 2011: $3,748,7492011Assets 2012: $4,682,534Liabilities 2012: $682,218Net Assets 2012: $4,000,3162012Assets 2013: $4,584,721Liabilities 2013: $912,996Net Assets 2013: $3,671,7252013Assets 2014: $3,923,952Liabilities 2014: $724,950Net Assets 2014: $3,199,0022014Assets 2015: $4,323,308Liabilities 2015: $1,118,600Net Assets 2015: $3,204,7082015Assets 2016: $5,118,266Liabilities 2016: $972,798Net Assets 2016: $4,145,4682016Assets 2017: $5,162,469Liabilities 2017: $921,081Net Assets 2017: $4,241,3882017Assets 2018: $5,905,831Liabilities 2018: $782,714Net Assets 2018: $5,123,1172018Assets 2019: $9,368,081Liabilities 2019: $474,365Net Assets 2019: $8,893,7162019Assets 2020: $13,752,426Liabilities 2020: $526,200Net Assets 2020: $13,226,2262020Assets 2021: $18,564,951Liabilities 2021: $778,319Net Assets 2021: $17,786,6322021Assets 2022: $20,166,105Liabilities 2022: $1,596,274Net Assets 2022: $18,569,8312022Assets 2023: $21,275,824Liabilities 2023: $1,427,379Net Assets 2023: $19,848,4452023Assets 2024: $21,581,609Liabilities 2024: $1,563,758Net Assets 2024: $20,017,8512024

Highlighted filing

2024

Assets$21,581,609
Liabilities$1,563,758
Net Assets$20,017,851
Open 2024 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,489,4092010Expenses 2011: $6,402,4952011Expenses 2012: $6,451,2942012Revenue 2013: $6,077,987Expenses 2013: $6,415,268Net Income 2013: -$337,2812013Revenue 2014: $5,714,958Expenses 2014: $6,141,980Net Income 2014: -$427,0222014Revenue 2015: $6,270,599Expenses 2015: $6,138,316Net Income 2015: $132,2832015Revenue 2016: $7,267,265Expenses 2016: $6,333,895Net Income 2016: $933,3702016Revenue 2017: $7,009,736Expenses 2017: $6,948,332Net Income 2017: $61,4042017Revenue 2018: $8,618,975Expenses 2018: $7,701,010Net Income 2018: $917,9652018Revenue 2019: $11,457,073Expenses 2019: $7,748,486Net Income 2019: $3,708,5872019Revenue 2020: $12,597,004Expenses 2020: $8,303,339Net Income 2020: $4,293,6652020Revenue 2021: $13,558,022Expenses 2021: $8,859,638Net Income 2021: $4,698,3842021Revenue 2022: $12,280,357Expenses 2022: $10,864,451Net Income 2022: $1,415,9062022Revenue 2023: $14,309,868Expenses 2023: $13,492,656Net Income 2023: $817,2122023Revenue 2024: $14,490,016Expenses 2024: $14,543,905Net Income 2024: -$53,8892024

Highlighted filing

2024

Revenue$14,490,016
Expenses$14,543,905
Net Income-$53,889
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$21,581,609
Liabilities
$1,563,758
Net assets
$20,017,851
Revenue
$14,490,016
Expenses
$14,543,905
Net income
-$53,889
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.6$1.56$20.0$14.5$14.5$0.05
2023Summary only. Only limited summary data is available for this year.$21.3$1.43$19.8$14.3$13.5$0.82
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.2$1.60$18.6$12.3$10.9$1.42
2021Summary only. Only limited summary data is available for this year.$18.6$0.78$17.8$13.6$8.86$4.70
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$0.53$13.2$12.6$8.30$4.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.37$0.47$8.89$11.5$7.75$3.71
2018Summary only. Only limited summary data is available for this year.$5.91$0.78$5.12$8.62$7.70$0.92
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.16$0.92$4.24$7.01$6.95$0.06
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.12$0.97$4.15$7.27$6.33$0.93
2015Summary only. Only limited summary data is available for this year.$4.32$1.12$3.20$6.27$6.14$0.13
2014Detailed filing. Detailed filing data is available for this year.$3.92$0.72$3.20$5.71$6.14$0.43
2013Detailed filing. Detailed filing data is available for this year.$4.58$0.91$3.67$6.08$6.42$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.68$0.68$4.00$6.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.24$0.49$3.75$6.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.36$0.36$4.00$6.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$15,719,884
Mission and Program Overview

Mission

The surfrider foundation is dedicated to the protection and enjoyment of the world's ocean, waves and beaches, through a powerful activist network.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$8,843,823$6,918,907▼ $1,924,916
Investments in Publicly Traded Securities$4,882,055$5,327,615▲ $445,560
Pledges and Grants Receivable$0$5,003,545▲ $5,003,545
Savings and Temporary Cash Investments$2,305,006$2,524,712▲ $219,706
Accounts Receivable$4,019,855$924,114▼ $3,095,741
Prepaid Expenses and Deferred Charges$337,596$222,348▼ $115,248
Inventories for Sale or Use$182,747$126,104▼ $56,643
Land, Buildings, and Equipment, Net$77,612$54,147▼ $23,465
Total Assets$21,275,824$21,581,609▲ $305,785
Other Assets Total$627,130$480,117▼ $147,013
Liabilities
Accounts Payable and Accrued Expenses$735,022$1,026,243▲ $291,221
Other Liabilities$692,357$537,515▼ $154,842
Total Liabilities$1,427,379$1,563,758▲ $136,379
Net Assets / Fund Balance
Net Assets With Donor Restrictions$9,848,908$12,155,306▲ $2,306,398
Net Assets Without Donor Restrictions$9,999,537$7,862,545▼ $2,136,992
Total Net Assets Fund Balance$19,848,445$20,017,851▲ $169,406
Total Liabilities and Net Assets / Fund Balance$21,275,824$21,581,609▲ $305,785

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$0$216,675$216,675
Equipment$54,147$138,723$192,870
Other Land Buildings$0$44,446$44,446

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$452,265-▲ $45,471-$465,236
2023$422,214-▲ $60,051-$452,265
2022$524,461-▼ $79,747-$422,214
2021$492,188$10,000▲ $48,523-$524,461
2020$453,243$10,000▲ $47,945-$492,188
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chad NelsenCEOFT$251,790$17,872$269,662
Michelle KremerCOOFT$209,275$17,594$226,869
Eduardo AnayaSr. Director of Marketing & CommunicationFT$172,028$16,404$188,432
Eduardo AnayaSr. Director of Marketing & Communicatio-$172,028$16,404$188,432
Spencer CampbellSr. Director of DevelopmentFT$160,783$14,365$175,148
Lori BoothAssoc. Dir.of Institutional GivingFT$133,961$18,358$152,319
Natalie ScarlataWestern Assoc. Dr. of DevelopmentFT$135,200$10,983$146,183
Zachary PlopperSr. Environmental DirectorFT$134,061$11,717$145,778
Tara DandreaEastern Assoc. Director of DevelopmentFT$121,758$15,458$137,216
Edward MazzarellaSr. Director of Network StrategyFT$117,088$18,186$135,274

Board Members and Trustees

NameTitle
Sarah LimChair
Adriana EstradaChair (thru 03/2024)
Tom GarciaVice Chair
Airrion CopelandDirector
Antonette CorderoDirector
Anupa AsokanDirector
Chris JacobsonDirector
Christina BlausteinDirector
Cliff KaponoDirector
Ed LunsfordDirector
Jad DayehDirector
Matt JarvisDirector
Olivia AngusDirector
Penn NewhardDirector
Robby FraserDirector
Shelby MeadeDirector
Ted ChinDirector
Teresa ChristopherDirector
Steve ShipseyDirector (thru 06/2024)
Ryan CrosbySecretary
Denise LeonhardTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Community Counseling Service Co LLCFundraising Consultants527 MADISON AVENUE 5TH FLOOR, New York, NY 10022$420,000
Revenue and Support

Revenue Composition

Contributions and Grants
$12,667,899
Program Service Revenue
$87,884
Investment Income
$348,879
Other Revenue
$1,385,354
All Other Contributions
$9,488,056
Change in Net Assets
$-53,889

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table68$145,538Fair Market Value (FMV)
Securities Publicly Traded7$103,492Fair Market Value (FMV)
Other Non Cash Contri Table16$60,270Fair Market Value (FMV)
Total Noncash Contributions91$309,300-

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,490,016
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$568,698
Total Revenue per Audited Statements
$15,058,714
Total Revenue per Form 990
$14,490,016
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,388,801
Other Expenses$5,700,814
Total Fundraising Expense$1,563,971
Professional Fundraising Fees$420,000
Grants and Similar Amounts Paid$34,290

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,514,824$317,966$539,237$6,372,027
Fees for Services Other$1,429,403$150,076-$1,579,479
Travel$897,183$128,176$47,191$1,072,550
Current Officers, Directors, Trustees, and Key Employees$645,083$120,416$94,612$860,111
Other Employee Benefits$528,002$28,065$43,554$599,621
Office Expenses$464,143$93,189$19,004$576,336
Advertising$376,180$1,229$116,082$493,491
Payroll Taxes$389,726$28,150$36,993$454,869
Occupancy$324,837$82,436$25,621$432,894
Fees for Services Professional Fundraising--$420,000$420,000
Conferences and Meetings$271,566$96,092$15,849$383,507
Information Technology$200,625$7,913$79,882$288,420
Pension Plan Contributions$90,624$4,315$7,234$102,173
Fees for Services Accounting$79,208$6,590$7,470$93,268
Fees for Services Lobbying$64,618--$64,618
Insurance$2,351$53,513$750$56,614
Depreciation Depletion$41,451$2,499$3,668$47,618
Fees for Services Legal$8,054$15,828$8,088$31,970
Foreign Grants$30,290--$30,290
Other Expenses$160,630$4,192$524$4,192
Grants to Domestic Orgs$4,000--$4,000
Total Functional Expenses$302,688$0$100,896$403,584

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$14,889,308
Expenses per Audited Statements$14,543,905
Total Expenses per Form 990$14,543,905
Expenses Not Reported on Form 990$345,403
Expenses Not Reported on Financial Statements$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$23,418

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) - Albania, Andorra, Austria, BelgiumProgram ServicesGrantmaking00$10,000
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Program ServicesGrantmaking00$8,418
North America - Canada and Mexico, But Not the United StatesProgram ServicesGrantmaking00$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$838,943
Professional Fundraising Fees$420,000
Fundraising Gross Income$399,186

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
One Ocean Ny$598,777$86,800$175,282$-88,482
One Ocean CA$136,481$18,900$40,778$-21,878
Total Events$1,064,492$399,186$838,943$-439,757
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$537,515
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
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The form 990 is reviewed by the audit committee, board of directors, treasurer and controller before filing.”

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

“The conflict of interest policy is reviewed and updated annually, and distributed to all board members and staff. They are required to report any conflict of interest issue if any. In the event of a conflict of interest, the board member(s) recuse themselves of any related discussions and from voting on related issues.”

Form 990, Part VI, Section B, Line 15

“Compensation of the ceo and all employees receiving compensation packages over $85,000 are reviewed by the audit committee and approved by the board of directors, annually. The compensation of other key employees is reviewed and approved by the ceo.”

Form 990, Part VI, Section C, Line 19

“The organization's governing document's conflict of interest policy and financial statements are available upon request.”

FORM 990, PART VIII, LINE 1E:

“Employee retention credit: under the provisions of the coronavirus aid, relief, and economic security act (the cares act) signed into law on march 27, 2020 and the subsequent extension of the cares act, the foundation was eligible for a refundable employee retention credit (erc) based on qualified wages in between march 2020 through december 2021. During the year ended december 31, 2024, the foundation recognized $924,114 of refundable erc as a separate line item in the accompanying statement of activities. As of december 31, 2024, the foundation has recognized a receivable of $924,114 on the accompanying statement of financial position. The amount was collected in full subsequent to year end in may 2025.”

Filing and Contact Details

Filer

Filer Name
The Surfrider Foundation
EIN
95-3941826
Phone
9494928170
Address
PO BOX 73550, SAN CLEMENTE, CA 92673-0119

Signing Officer

Name
Michelle Kremer
Title
COO
Phone
9494928170
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chad Nelsen
Formed
1984
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
19
Employees
95
Volunteers
50,000

Preparer

Firm
Windes Inc
Address
PO BOX 87, LONG BEACH, CA 90801-0087
Preparer
Eleanor a Livingston CPA Mst
Phone
5624351191
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Environmental consultant: program service expenses 652,321. Management and general expenses 0. Fundraising expenses 0. Total expenses 652,321. Other professional fees: program service expenses 777,082. Management and general expenses 150,076. Fundraising expenses 0. Total expenses 927,158.”

Financial Statement Notes

PART V, LINE 4:

“The dillon henry memorial internship fund provides funding for a minimum of two qualified internships for a minimum of twelve weeks in the environmental and/or legal departments of the organization.”

PART X, LINE 2:

“The foundation recognizes the financial statement benefit of tax positions, such as its filing status as tax-exempt, only after determining that the relevant tax authority would more likely than not sustain the position following an audit. The foundation is subject to potential income tax audits on open tax years by any taxing jurisdiction in which it operates. The statute of limitations for federal purposes is three years and for california purposes is four years.”

Raw XML AppendixShowing 400 of 1,054 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE SURFRIDER FOUNDATION IS DEDICATED TO THE PROTECTION AND ENJOYMENT OF THE WORLD'S OCEAN, WAVES AND BEACHES, THROUGH A POWERFUL ACTIVIST NETWORK.
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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt21CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt22COO
IRS990/Form990PartVIISectionAGrp/TitleTxt23SR. DIR. OF MARKETING & COMMUNICATION
IRS990/Form990PartVIISectionAGrp/TitleTxt24SR. DIRECTOR OF DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt25ASSOC. DIR.OF INSTITUTIONAL GIVING
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IRS990/Form990PartVIISectionAGrp/TitleTxt28SR. ENVIRONMENTAL DIRECTOR
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IRS990/MissionDesc0THE SURFRIDER FOUNDATION IS DEDICATED TO THE PROTECTION AND ENJOYMENT OF THE WORLD'S OCEAN, WAVES AND BEACHES, THROUGH A POWERFUL ACTIVIST NETWORK.
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