Oceanic Society
Creating a more Oceanic Society since 1969
Oceanic Society
EIN: 94-3105570
as of September 2024
as of September 09, 2024
Programs and results
Reports and documents
Download other documentsWhat we aim to solve
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
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.
Blue Habits
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.
Critter Scholars Program
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.
Fiscally Sponsored Projects
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
Conservation Travel
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.
Whale Watching
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.
Where we work
Photos
Videos
Our results
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
Learn more about Sustainable Development Goals.
Goals & Strategy
Learn about the organization's key goals, strategies, capabilities, and progress.
Charting impact
Four powerful questions that require reflection about what really matters - results.
What is the organization aiming to accomplish?
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.”
What are the organization's key strategies for making this happen?
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.
What are the organization's capabilities for doing this?
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.
What have they accomplished so far and what's next?
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
Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.
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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
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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
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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
Financial documents
Download audited financialsRevenue vs. expenses: breakdown
Liquidity in 2023 info
1.71
Months of cash in 2023 info
7.3
Fringe rate in 2023 info
12%
Funding sources info
Assets & liabilities info
Financial data
Oceanic Society
Balance sheetFiscal Year: Jul 01 - Jun 30
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: Jul 01 - Jun 30
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 |
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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 | |||||
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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 | |||||
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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 |
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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 |
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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
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 employeesSOURCE: IRS Form 990
Compensation data
There are no highest paid employees recorded for this organization.
Oceanic Society
Board of directorsas of 01/19/2024
Board of directors data
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
GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.
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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