Ocean Alliance INC

Tax-deductible

Gloucester, MA501(c)(3)Since 1971EnvironmentEIN 22-2573677

Scientific Research on marine mammals and education

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
Run by 3 volunteers and 8 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $282K a year · 25% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$194K
to officers and key staff · 16% of spending
Top officer’s pay higher than 56% of similar orgs
Fine: pay to officers and key staff is 16% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
8 mo
of spending, in cash
Looks good: 7.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
19
named funders · $719K
Looks good: 19 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$193K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 7 voting members
Looks good: 6 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.8M
+99% vs prior year
Spent
$1.2M
To programs
88%
Net assets
$6.3M
By yearFY2020–FY2024
Revenue
$1.8M
FY2024▲ +99%
Revenue by fiscal year
FY2020$1.0M
FY2021$977K
FY2022$1.2M
FY2023$1.6M
FY2024$923K
FY2024$1.8M
Expenses
$1.2M
FY2024▲ +16%
Expenses by fiscal year
FY2020$713K
FY2021$820K
FY2022$846K
FY2023$874K
FY2024$1.0M
FY2024$1.2M
Net assets
$6.3M
FY2024▲ +11%
Net assets by fiscal year
FY2020$4.4M
FY2021$4.5M
FY2022$4.8M
FY2023$5.8M
FY2024$5.6M
FY2024$6.3M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 1987.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $1.1M Management & general 8% · $101K Fundraising 4% · $43K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

8 people listed on the 990; $194K paid to officers and key staff.

Part VII, Section A · reportable compensation
$136,000Pt VII · Sec A
$34,290Pt VII · Sec A
President
$24,000Pt VII · Sec A
Director
$0Pt VII · Sec A
Chairman
$0Pt VII · Sec A
$0Pt VII · Sec A
Clerk & Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A

Iain Kerr’s $136K as CEO is at the 56th percentile of top reported officer pay among 1851 $1–10M environment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Iain Kerr$136,000$142,000$128,333$125,958$123,000$113,750
Roger Payne———$52,500$82,500$45,000
Geoffrey Richon————$45,842$19,958
Mark Hayes$34,290$33,945$28,631$32,102$23,007$27,042
Laura Engleby$24,000$26,000$24,000———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Conducts scientific research on marine mammals and educates the public.

Provided by the organization

This section is blank until Ocean Alliance INC claims this page.

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3 program services account for $876K of program spending, described in the organization's own filed words · FY2024.
01

Ocean Encounters Education Programs educate the public about whales and the ocean environment.

$423Kprogram expense
02

SnotBot and Drones for Whale Research- conduct ongiong, targeted research expeditions focused on whales and ocean pollution through the development and application of tools such as SnotBot, EarBot, and FlirBot

$272Kprogram expense
03

Whale Disentanglement- conduct expeditions in order to disentangle whales that get caught in fishing gear.

$182Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 19 funders →
Grants paid · 1 grant · $183K · 2024–2024

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.8M
Ln 12
Gifts and grantsLn 1h$1.5M
Fees for servicesLn 2g$221K
Other incomeLn 4–11$71K
Money outPt IX
$1.2M
Ln 25
Programscol B$1.1M
Managementcol C$101K
Fundraisingcol D$43K
Owns and owesPt X
$6.3M
net assets · Ln 32
Cash and savingsLn 1–2$775K
Total assetsLn 16$6.4M
LiabilitiesLn 26$193K
PeoplePt VI, VII
8
listed · VII A
PaidVII A3
Voting boardVI 1a7
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.5M
Government grantsLn 1e$115K
Noncash giftsLn 1g$5K
Fees for servicesLn 2g$221K
Investment incomeLn 3$23K
Other incomeLn 4–11$71K
Total revenueLn 12$1.8M
Assets in detailPt X, end of year
CashLn 1$201K
SavingsLn 2$574K
Cash and savings togetherLn 1–2$775K
InvestmentsLn 11–13$439K
Land, buildings, equipmentLn 10c$5.0M
Other assetsLn 15$460
Total assetsLn 16$6.4M
LiabilitiesLn 26$193K
Net assetsLn 32$6.3M
OperationsPt I, VI
EmployeesI 58
VolunteersI 63
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$683K$775K
InvestmentsLn 11–13$450K$439K
Land, buildings, equipmentLn 10c$4.7M$5.0M
Total assetsLn 16$5.8M$6.4M
LiabilitiesLn 26$211K$193K
Net assetsLn 32$5.6M$6.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$183K$183K
Pay of current officers, directors and key staffLn 5$207K$148K$43K$16K
Other salaries and wagesLn 7$153K$153K$0$0
Other employee benefitsLn 9$9K$9K$0$0
Payroll taxesLn 10$26K$21K$4K$1K
Management feesLn 11a$5K$5K$0$0
Legal feesLn 11b$1K$1K$0$0
Accounting feesLn 11c$8K$0$8K$0
Other fees for servicesLn 11g$219K$191K$9K$18K
Office expensesLn 13$6K$667$5K$43
TravelLn 17$44K$41K$2K$976
InterestLn 20$4K$4K$3$0
Depreciation, depletion and amortizationLn 22$156K$153K$3K$0
InsuranceLn 23$47K$37K$10K$0
Other expenses (24a–d)Ln 24$111K$96K$13K$2K
All other expensesLn 24e$24K$15K$4K$4K
Total functional expensesLn 25$1.2M$1.1M$101K$43K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $923K$1.0M−$112K$5.6M 990 PDF
FY2023 $1.6M$874K$735K$5.8M 990 PDF
FY2022 $1.2M$846K$330K$4.8M 990 PDF
FY2021 $977K$820K$157K$4.5M 990 PDF
FY2020 $1.0M$713K$301K$4.4M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $1,840,750 across 8 lines filed
VIII-1e Government grants$115,394
VIII-1f All other contributions, gifts and grants$1,410,168
VIII-1g Noncash contributions (included above)$5,174
VIII-1h Total contributions, gifts and grants$1,525,562
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$221,364
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $23,154$23,154
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $11,424 · Unrelated business $59,246 · Excluded from tax $0$70,670
VIII-12 Total revenueRelated to mission $232,788 · Unrelated business $59,246 · Excluded from tax $23,154$1,840,750
Part IX · Statement of functional expenses $1,202,183 across 16 lines filed
IX-1 Grants to domestic organizationsPrograms $182,525$182,525
IX-5 Pay of current officers, directors and key staffPrograms $147,863 · Management $43,354 · Fundraising $15,984$207,201
IX-7 Other salaries and wagesPrograms $152,766 · Management $0 · Fundraising $0$152,766
IX-9 Other employee benefitsPrograms $9,498 · Management $0 · Fundraising $0$9,498
IX-10 Payroll taxesPrograms $20,892 · Management $4,221 · Fundraising $1,120$26,233
IX-11a Management feesPrograms $4,569 · Management $0 · Fundraising $0$4,569
IX-11b Legal feesPrograms $1,168 · Management $0 · Fundraising $0$1,168
IX-11c Accounting feesPrograms $0 · Management $8,000 · Fundraising $0$8,000
IX-11g Other fees for servicesPrograms $190,946 · Management $9,487 · Fundraising $18,450$218,883
IX-13 Office expensesPrograms $667 · Management $4,949 · Fundraising $43$5,659
IX-17 TravelPrograms $40,954 · Management $1,588 · Fundraising $976$43,518
IX-20 InterestPrograms $4,058 · Management $3 · Fundraising $0$4,061
IX-22 Depreciation, depletion and amortizationPrograms $153,362 · Management $3,055 · Fundraising $0$156,417
IX-23 InsurancePrograms $37,408 · Management $9,631 · Fundraising $0$47,039
IX-24 Other expenses (24a–d)Programs $96,470 · Management $12,773 · Fundraising $1,675$110,918
IX-24e All other expensesPrograms $15,467 · Management $3,802 · Fundraising $4,459$23,728
IX-25 Total functional expensesPrograms $1,058,613 · Management $100,863 · Fundraising $42,707$1,202,183
Part X · Balance sheet $6,449,917 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $131,759$200,704
X-2 Savings and temporary cash investmentsStart of year $551,346$574,423
X-4 Accounts receivableStart of year $6,484$57,836
X-8 Inventories for sale or useStart of year $2,789$1,968
X-9 Prepaid expenses and deferred chargesStart of year $20,201$182,314
X-10c Land, buildings and equipment, netStart of year $4,683,431$4,993,283
X-11 Publicly traded securitiesStart of year $449,983$438,929
X-15 Other assetsStart of year $460$460
X-16 Total assetsStart of year $5,846,453$6,449,917
X-17 Accounts payable and accrued expensesStart of year $88,558$90,667
X-26 Total liabilitiesStart of year $211,413$192,539
X-27 Net assets without donor restrictionsStart of year $5,463,669$6,139,986
X-28 Net assets with donor restrictionsStart of year $171,371$117,392
X-32 Total net assets or fund balancesStart of year $5,635,040$6,257,378
X-33 Total liabilities and net assetsStart of year $5,846,453$6,449,917
Part XI · Reconciliation of net assets $6,257,378 net assets at year end
XI-1 Total revenue$1,840,750
XI-2 Total expenses$1,202,183
XI-3 Revenue less expenses$638,567
XI-4 Net assets at start of year$5,635,040
XI-5 Net unrealized gains (losses) on investments−$16,229
XI-10 Net assets at end of year$6,257,378

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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