PLATINUM2024

Oceanic Society

Creating a more Oceanic Society since 1969

GuideStar Charity Check

Oceanic Society

EIN: 94-3105570


Mission

Oceanic Society works to improve ocean health by deepening the connections between people and nature to address the root cause of its decline: human behavior.

Ruling year info

1990

CEO and President

Roderic B. Mast

Main address

P.O. BOX 844

Ross, CA 94957 USA

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EIN

94-3105570

Subject area info

Marine science

Psychology and behavioral science

Oceans and coastal waters

Coral reefs

Water pollution

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Population served info

Adults

Economically disadvantaged people

People with disabilities

Adolescents

Children

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NTEE code info

Wildlife Preservation/Protection (D30)

Natural Resource Conservation and Protection (C30)

Marine Science and Oceanography (U21)

What we aim to solve

SOURCE: Self-reported by organization

Oceans generate more than half of our atmosphere's oxygen, regulate the world's weather patterns, and provide immeasurable financial, inspirational, and aesthetic benefits to people. Yet oceans are facing increasing species and habitat loss, pollution, climate change, overfishing, and diminished ecosystem resiliency, all of which are moving us towards a tipping point from which humans and many other species will likely be unable to recover. All of these threats can ultimately be traced to one root cause: human behavior. Simply put, people put too much into and take too much out of the oceans. Oceanic Society works to identify and shift human behaviors that detrimentally affect ocean health at all levels: from corporate board rooms to household habits.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

State of the World's Sea Turtles (SWOT)

Through the SWOT Program, Oceanic Society supports local sea turtle conservation efforts around the world by partnering with hundreds of individuals and institutions to improve sea turtle science, set priorities for research and conservation, and provide needed resources to conservation projects.

SWOT is a partnership among Oceanic Society, the IUCN-SSC Marine Turtle Specialist Group, Duke University's OBIS-SEAMAP, and a growing network of devoted conservationists. This powerful group—the SWOT Team—works to compile and publish global sea turtle data that support conservation and management efforts at the international, national, and local scales. These data reside within the SWOT database, which is continually updated and made publicly available. It is widely used by researchers, conservationists, students and teachers, funding agencies, and government officials.

Each year Oceanic Society publishes a new volume of The SWOT Report, an award-winning magazine designed to channel the SWOT Team's collective power by highlighting its success stories, innovations, and new findings. SWOT Report is distributed back to the SWOT Team members around the world who helped create it, free of charge, for use in their own local outreach campaigns in communities where sea turtles occur. For more information visit https://www.seaturtlestatus.org.

Population(s) Served
Adults
Adolescents

Blue Habits focuses on bridging the gap between awareness and action. In partnership with leading behavioral scientists, we've developed, tested, and scaled a science-based approach to improve ocean health by strategically targeting human behavior. We seek to bridge the gap between awareness and measurable behavior change in three ways:

1. Connecting people to oceans through travel, and leveraging travel experiences to motivate personal actions that improve ocean health;
2. Defining and implementing strategies, tools, and methods that we and other organizations can use to activate, sustain, and measure human behavior change through online and offline communications;
3. Leveraging and amplifying our impacts to new consumer audiences both online and offline.

Population(s) Served
Adults
Children and youth
Economically disadvantaged people

Oceanic Society’s Critters Scholars Program gives life-changing ocean experiences to underserved students and communities in the San Francisco Bay Area. The program was established in honor of Captain Roger Thomas, and borrows one of his famous catch phrases, 'critters', which he used to describe all the fantastic ocean wildlife we see on our trips.

We are providing free-of-charge boat trips to student groups who otherwise would not have the means to participate in such an activity, combined with educational programming that seamlessly integrates those experiences into educators' curricula in new and engaging ways.

Population(s) Served
Economically disadvantaged people
People with disabilities
At-risk youth
Ethnic and racial groups
Young adults

OS provides administrative services and fiscal sponsorship to multiple projects that align with and advance OS's mission.
California Whale Rescue organizes and unifies the whale entanglement response network in California by disseminating best practices and working with stakeholders to reduce entanglements through gear modification, training, and education. Learn more at https://www.oceanicsociety.org/projects/california-whale-rescue.
The Drifters Project works to mobilize individuals and communities across the globe to recognize, remediate, and prevent plastic pollution through beach cleaning, education, and large-scale art production. Learn more at https://www.oceanicsociety.org/projects/drifters-project

Population(s) Served
Adults

Oceanic Society Expeditions, which are offered in over 15 countries, strive to facilitate meaningful, life-changing experiences for our travelers—ones that will inspire them to become more intimately involved in conservation long after the expedition is over.

Oceanic Society Expeditions support local conservation, research, and community development efforts that serve to underpin long-term sustainable relationships between people and the oceans in the countries we visit.

Travelers participating in Oceanic Society Expeditions become active participants in OS's global effort to build a healthy future for the oceans. OS believes that responsibly-conducted nature tourism can help safeguard natural areas by contributing financially to conservation and inspiring lasting commitments to conservation among travelers.

Population(s) Served

Whale watching played an important role in helping society transition away from whaling. Starting in the early 1970s OS was among the first organizations to promote and lead whale watching trips in the San Francisco Bay Area - an effort that continues to this day.

Today, participation in OS Whale Watches attracts both locals and international travelers alike, and helps fund OS's global ocean conservation programs and local programs, including whale entanglement response. Moreover, OS uses Whale Watch cruises as an opportunity to collect photographic identification data on whales, which are shared with a network of researchers throughout the eastern Pacific.

OS Whale Watches also help transport biologists and staff members to and from the Farallon Islands in support of U.S. Fish and Wildlife Service and Point Blue Conservation Science.

Population(s) Served
Adults
Adults
Children and youth

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of students educated through field trips

This metric is no longer tracked.
Totals By Year
Related Program

Critter Scholars Program

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

We provided free educational wildlife tours to 244 students in the SF Bay Area.

Number of donations made by board members

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

100% of Oceanic Society's Board of Directors make monetary contributions to the organization.

Total number of grants awarded

This metric is no longer tracked.
Totals By Year
Related Program

State of the World's Sea Turtles (SWOT)

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Increasing

Context Notes

Since 2006, we have awarded 123 grants to 102 applicants in more than 53 countries and territories towards community-based sea turtle conservation programs.

Total pounds of debris collected

This metric is no longer tracked.
Totals By Year
Related Program

Blue Habits

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Increasing

Context Notes

Our 2023 Global Ocean Cleanup removed and disposed of 50 tons of marine debris. In addition, we fund 200lbs plastic removal for each of our conservation travelers, which removed 73,000 in 2023.

Number of different periodicals published

This metric is no longer tracked.
Totals By Year
Related Program

State of the World's Sea Turtles (SWOT)

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

The annual SWOT Report is an award-winning magazine highlighting sea turtle science through data, stories, images and maps. The report is free and designed to be informative, optimistic & actionable.

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

At Oceanic Society, we believe there is a need to go beyond education and awareness-building to motivate and amplify measurable behavior change to conserve the oceans. Our diverse portfolio of initiatives is geared towards bridging what we see as a large gap between awareness of marine conservation issues and tangible pro-ocean behavior.

Through our Expeditions and California Whale Watch programs, we bring people into direct contact with nature and the oceans with the goal of positively influencing their environmental behavior post-travel. We view these programs and the global network of connections they represent as invaluable platforms for testing, refining, and amplifying the results of our organization-wide “Blue Habits” initiative.

Our State of the World’s Sea Turtles (SWOT) Program acts as a convener and a unifying force in one of the most active, ardent, and conservation-focused scientific communities in the world. It aims to ultimately bring data-driven solutions to decision makers that influence major threats to ocean wildlife and ecosystems. SWOT operates on the principle that sea turtles are a charismatic species threatened by choices that we all make as individuals. They are flagships for ocean ecosystems worldwide, and powerful ambassadors for the adoption of “Blue Habits”.

Through our work, we aim to "move the needle" in ways that measurably improve ocean health and reduce the hazards that humans pose to oceans over time. Specifically, Oceanic Society works to drive engagement and activate behavior change three focus areas: pollution (plastic and toxins), climate change (carbon footprint), and sustainable fisheries and aquaculture (seafood choices).

In short, we aim to create “a more oceanic society.”

1) Connect: Connecting people to oceans through travel, and motivating personal actions to improve ocean health.

Tourism is one of the largest industries on the planet. Nature-based travel is considered the fastest-growing tourism sector and is the perfect venue for breaking down the perception of separation between people and nature, for spiking peoples' motivation to act, and for introducing behavior change ideas and interventions to receptive audiences. Through our Expeditions and California Whale Watch programs, Oceanic Society strives to facilitate meaningful, life-changing experiences for our travelers and the local communities we visit, and to simultaneously inspire and invite them to become more deeply involved in conservation after the expedition is over. The SWOT Program serves as a connector within the sea turtle community, bringing together passionate conservationists from all over the world.

2) Activate: Defining and implementing the strategy, tools, and goals to activate, sustain, and measure human behavior change.

Oceanic Society seeks to convert today's unprecedented levels of awareness into unprecedented levels of action, and to help individuals discover and adopt new habits and behaviors that support healthy oceans. We are building upon our half-century of experience by teaming up with education, marketing, social science, and behavior change experts to define the types of behaviors we hope to change, the specific audiences to target, and the methods and tools we must employ to motivate lasting pro-ocean behaviors.

3) Amplify: Leveraging and amplifying our impacts to an ever-increasing audience

Building corporate, non-profit, and tourism industry partnerships that are committed to supporting Blue Habits and conservation efforts will be integral to expanding ocean health impacts beyond Oceanic Society. Broadly, we aim to bring together relevant stakeholders, including governments, intergovernmental organizations, international financial institutions, non-governmental organizations, civil society organizations, academic institutions, the scientific community, the private sector, philanthropic organizations and other actors to assess challenges and opportunities in ocean conservation and behavior change.

A Legacy of Conservation - Oceanic Society is America's first ocean conservation nonprofit organization, founded in San Francisco in 1969. Our legacy is one of building public engagement to address ocean threats through effective communications strategies and nature-based tourism programs. Since our founding, we have inspired thousands of ocean advocates who shaped the ocean conservation movement that exists today.

Deep Expertise in Experiential Nature Travel - Leading nature travel worldwide for 50 years, we’ve helped to build a more oceanic society by immersing travelers in nature and helping them engage in conservation. We have strong ties to the tourism community, a network of expert naturalist guides, and credibility as a longstanding nature travel operator in dozens of destinations worldwide.

Ambitious Behavior Change Focus - With the organization’s recent shift to focus on behavior change (i.e. Blue Habits program), we have successfully completed a $250,000 Blue Habits Phase I program with leading behavioral scientists and are currently in Phase II of this work.

Global Expertise in Marine Conservation - Oceanic Society is a leader in sea turtle conservation as the conveners of the IUCN Marine Turtle Specialist Group and the State of the World's Sea Turtles (SWOT) network; and has been a pioneer in marine mammal research and conservation since the 1960s.

Oceanic Society helped put ocean conservation on the public radar. Some of our many accomplishments include:

Creating the Oceanic Society Patrol and Farallon Patrol—The patrols were innovative programs that turned yacht owners into citizen scientists who monitored the seas and collected valuable ocean data.

Pioneering ecotourism and volunteer vacations—Our founders knew that building a “more oceanic society" would require first-hand participation by the public. They began the Oceanic Society Expeditions program in 1972, an effort we proudly continue today.

Inspiring a generation of ocean lovers through Oceans magazine—From 1974 through 1988, we published the popular Oceans magazine that was distributed to tens of thousands of people worldwide.

Leading the way in whale watching—Whale watching played an important role in helping society transition away from whaling. Among the first organizations to promote and lead whale watching trips, Oceanic Society ran our first whale watching trip in the early 1970s out of San Francisco, and soon began to offer regular whale watching trips out of Sausalito, Pillar Point, and Bodega Bay, California, and eventually to Baja California out of San Diego.

Responding to the Exxon Valdez oil spill—Our staff were instrumental in coordinating the response to the Exxon Valdez oil spill (1989) and advancing legislation that requires double hulls on oil tankers.

Co-founding the Maritime Aquarium in Norwalk, CT—Under the leadership of Chris duPont Roosevelt, Oceanic Society helped establish this top-notch educational facility, which opened in 1988 (as the Maritime Center at Norwalk).

Pushing for protection of Turneffe Atoll, Belize—We established a field station at Blackbird Caye in Turneffe Atoll, Belize in 2001 to bring a permanent environmental presence to the area, to do marine research for conservation, and to build an eco-tourism program that would demonstrate Turneffe's value as a protected area. In 2012, Turneffe Atoll was declared a marine reserve, and our work played a major role in its definition.

Advancing community conservation in Ulithi Atoll—We worked alongside the community on Falalop in Ulithi Atoll (Micronesia) in their efforts to study and conserve sea turtles (starting in 2007) and to establish a locally managed marine area (starting in 2011).

Strengthening local sea turtle conservation, globally—Through our State of the World’s Sea Turtles Program, we have been supporting local sea turtle conservation efforts worldwide by partnering with hundreds of individuals and institutions to improve sea turtle science, set priorities for research and conservation, and provide needed resources to conservation projects since 2012.

Innovating a focus on behavior change—In 2014 we launched our Blue Habits program, an innovative effort that aims to go beyond merely raising awareness to deliver measurable behavior change that positively impacts ocean health. In partnership with Stanford University, we are now

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.), We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We tell the people who gave us feedback how we acted on their feedback, We ask the people who gave us feedback how well they think we responded

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback, It is difficult to find the ongoing funding to support feedback collection, It is difficult to get honest feedback from the people we serve

Financials

Oceanic Society
Fiscal year: Jul 01 - Jun 30
Financial documents
2022 Oceanic Society Expeditions Audited Financial Statements
done  Yes, financials were audited by an independent accountant. info

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2023 info

SOURCE: IRS Form 990

1.71

Average of 1.11 over 10 years

Months of cash in 2023 info

SOURCE: IRS Form 990

7.3

Average of 5.3 over 10 years

Fringe rate in 2023 info

SOURCE: IRS Form 990

12%

Average of 12% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Oceanic Society

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Oceanic Society

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

Oceanic Society

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

This snapshot of Oceanic Society’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

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Business model indicators

Profitability info 2019 2020 2021 2022 2023
Unrestricted surplus (deficit) before depreciation $210,076 -$918,272 -$288,478 $454,653 $397,191
As % of expenses 6.9% -23.8% -21.2% 21.2% 11.3%
Unrestricted surplus (deficit) after depreciation $208,472 -$920,930 -$291,994 $451,277 $394,355
As % of expenses 6.9% -23.8% -21.4% 21.0% 11.2%
Revenue composition info
Total revenue (unrestricted & restricted) $3,241,774 $2,943,338 $1,070,677 $2,603,859 $3,907,816
Total revenue, % change over prior year 56.5% -9.2% -63.6% 143.2% 50.1%
Program services revenue 69.8% 68.3% 26.2% 52.3% 72.8%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 0.0% 0.0% 0.0% 0.0% 0.0%
Government grants 0.0% 0.0% 0.0% 0.0% 0.0%
All other grants and contributions 3.8% 8.0% 36.2% 17.5% 8.7%
Other revenue 26.4% 23.8% 37.6% 30.2% 18.5%
Expense composition info
Total expenses before depreciation $3,031,698 $3,861,610 $1,359,155 $2,149,206 $3,510,625
Total expenses, % change over prior year 48.4% 27.4% -64.8% 58.1% 63.3%
Personnel 24.0% 21.2% 62.1% 43.3% 29.0%
Professional fees 0.3% 0.0% 0.7% 0.4% 0.3%
Occupancy 1.6% 1.2% 1.3% 0.6% 0.5%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 0.0% 0.0% 0.0% 0.0% 0.0%
All other expenses 74.1% 77.6% 35.9% 55.7% 70.2%
Full cost components (estimated) info 2019 2020 2021 2022 2023
Total expenses (after depreciation) $3,033,302 $3,864,268 $1,362,671 $2,152,582 $3,513,461
One month of savings $252,642 $321,801 $113,263 $179,101 $292,552
Debt principal payment $0 $150,000 $0 $150,377 $0
Fixed asset additions $0 $0 $3,524 $0 $0
Total full costs (estimated) $3,285,944 $4,336,069 $1,479,458 $2,482,060 $3,806,013

Capital structure indicators

Liquidity info 2019 2020 2021 2022 2023
Months of cash 5.1 4.2 12.1 9.3 7.3
Months of cash and investments 5.1 4.2 12.1 9.3 7.3
Months of estimated liquid unrestricted net assets 0.4 2.1 3.5 4.7 4.2
Balance sheet composition info 2019 2020 2021 2022 2023
Cash $1,276,978 $1,341,737 $1,369,166 $1,660,495 $2,128,721
Investments $0 $0 $0 $0 $0
Receivables $25,000 $0 $1,685 $0 $0
Gross land, buildings, equipment (LBE) $1,508,872 $8,896 $18,771 $18,771 $18,771
Accumulated depreciation (as a % of LBE) 0.2% 0.0% 52.6% 70.6% 85.7%
Liabilities (as a % of assets) 50.1% 54.7% 74.5% 60.4% 50.1%
Unrestricted net assets $1,606,313 $685,383 $393,388 $844,665 $1,239,020
Temporarily restricted net assets $0 N/A N/A N/A N/A
Permanently restricted net assets $0 N/A N/A N/A N/A
Total restricted net assets $0 $0 $0 $0 $0
Total net assets $1,606,313 $685,383 $393,388 $844,665 $1,239,020

Key data checks

Key data checks info 2019 2020 2021 2022 2023
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Letter of Determination is not available for this organization
Form 1023/1024 is not available for this organization

CEO and President

Roderic B. Mast

Rod is Oceanic Society’s president and CEO. He is a lifelong conservationist, a marine biologist, and an experienced travel guide who got his start as a naturalist in the Galápagos Islands. Rod is an expert in sea turtles and is both the co-chair of the IUCN Marine Turtle Specialist Group and founder of the State of the World’s Sea Turtles Program. He was Vice President at Conservation International for 23 years.

Number of employees

Source: IRS Form 990

Oceanic Society

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
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Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

Oceanic Society

Board of directors
as of 01/19/2024
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Zachary Rabinor

Journey Mexico

Hari Balasubramanian

EcoAdvisors

Finn Torgrimsen Longinotto

Green Cross International

Marilyn Pearson

Independent consultant

Chuck Betlach

Sano Corporation, Betlach Family Foundation

Sylvia Earle

Mission Blue, The Sylvia Earle Alliance, National Geographic

Mark Stanley

Microsoft, Playful Studios

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Not applicable
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Not applicable

Contractors

Fiscal year ending
There are no fundraisers recorded for this organization.