2024-11-14T13:40:30-06:00 2023-12-31 420714325 RSM US LLP 227 WEST FIRST STREET SUITE 700 DULUTH MN 55802 990PF 2023-01-01 203274586 WAITT INSTITUTE WAIT 6052329929 PO BOX 559 NORTH SIOUX CITY SD 57049 JOSH SHERER TREASURER 6052329929 2024-11-14 1 0 JULIE BOYER P01278549 2187275025 2024-11-14 2023 2024-10-15 13:58:12Z X 1578619 X 7886911 50308 50308 50308 0 9073259 0 0 7937219 50308 50308 251510 0 0 251510 2425952 0 0 1561906 290360 0 0 298145 4451 0 0 4451 56497 497 497 56000 222846 0 0 222138 17470 0 0 142403 0 0 0 1323172 0 0 1229225 3625543 0 0 3639418 8360204 497 497 7262793 0 0 8360204 497 497 7262793 -422985 49811 49811 1464079 1435352 1435352 90602 72217 90602 90602 184985 16972 16972 173637 137944 39977 35693 35693 1761258 1578619 1578619 755058 995343 755058 995343 X 1006200 583276 1006200 583276 1761258 1578619 1006200 -422985 61 583276 0 583276 SALE OF PUBLICLY TRADED SECURITIES 9073259 9073259 0 0 0 0 692 0 692 0 692 1828 0 0 0 1828 0 1136 1136 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 1 0 0 0 1 WWW.WAITTINSTITUTE.ORG JOSH SHERER 6052329929 PO BOX 559 NORTH SIOUX CITY SD 57049 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THEODORE W WAITT 7817 IVANHOE AVE SUITE 300 LA JOLLA CA 92037 CHAIRMAN/DIRECTOR 6.00 0 0 0 DAVE RUSSELL 7817 IVANHOE AVE SUITE 300 LA JOLLA CA 92037 DIRECTOR 0.50 0 0 0 SHANE HARTNETT 801 RIVER DRIVE SUITE 200 NORTH SIOUX CITY SD 57049 DIRECTOR 2.00 0 0 0 KATHRYN MENGERINK 7817 IVANHOE AVE SUITE 300 LA JOLLA CA 92037 EXECUTIVE DIRECTOR 40.00 224975 25983 552 JOSH SHERER 801 RIVER DRIVE SUITE 200 NORTH SIOUX CITY SD 57049 TREASURER 2.00 0 0 0 DAVID STOOS 801 RIVER DRIVE SUITE 200 NORTH SIOUX CITY SD 57049 SECRETARY 2.00 0 0 0 EMILY WAITT 7817 IVANHOE AVE SUITE 300 LA JOLLA CA 92037 DIRECTOR 0.50 0 0 0 SOPHIE WAITT 801 RIVER DRIVE SUITE 200 NORTH SIOUX CITY SD 57049 DIRECTOR 0.50 0 0 0 TAMARA MARSHALL 2349 PORCH SWING ST CHULA VISTA CA 91915 OPERATIONS MANAGER 40.00 154854 49497 196 UTE ZISCHKA 5532 KATHLEEN CT SANTA ROSA CA 95409 SENIOR DIRECTOR OF P 40.00 156014 35376 192 MIKE DESSNER 7817 IVANHOE AVE STE 300 LA JOLLA CA 92037 DIRECTOR OF SPECIAL 40.00 156669 23235 1236 JOE LEPORE 7817 IVANHOE AVE STE 300 LA JOLLA CA 92037 SPECIAL PROJECTS MAN 40.00 161891 10589 784 JOHN WEBER 4411 MARSH ELDER COURT CONCORD CA 94521 MSP PROGRAM DIRECTOR 40.00 156482 10296 425 17 AVALON CAPITAL GROUP PO BOX 1397 NORTH SIOUX CITY SD 57049 MANAGEMENT FEE 56000 0 THE WAITT INSTITUTE CONDUCTED WORK RELATED TO SUSTAINABLE OCEAN MANAGEMENT IN NINE COUNTRIES IN 2023: AZORES, ANTIGUA AND BARBUDA, BERMUDA, FEDERATED STATES OF MICRONESIA, FIJI, MALDIVES, SAMOA, TONGA, AND VANUATU. THESE JOINTLY-FUNDED PROGRAMS PROVIDED FINANCIAL AND TECHNICAL SUPPORT TO OUR GOVERNMENT PARTNERS, WHO ADDITIONALLY PROVIDE IN-KIND SUPPORT TO ACHIEVE JOINT PROGRAM GOALS AS OUTLINED IN OUR MOUS WITH EACH GOVERNMENT.AZORES: WE WORKED WITH THE GOVERNMENT AND LOCAL TEAM TO SUPPORT SUBMISSION OF THE OFFSHORE MARINE PROTECTED AREA NETWORK AND THE PROPOSED LAW AND CONTINUED TO BUILD CAPACITY BY HIRING FOUR LOCAL STAFF TO SUPPORT THE WORK. WE ALSO DRAFTED A FISHERIES SUMMARY DOCUMENT CHARACTERIZING THE AZOREAN FLEET, MAIN FISHING ACTIVITIES, AND OVERLAP WITH MPAS. ANTIGUA AND BARBUDA: WE CONTINUED TO SUPPORT CAPACITY BUILDING FOR BARBUDANGO, A LOCAL NGO THAT WORKS ON A VARIETY OF ENVIRONMENTAL ISSUES THROUGHOUT BARBUDA. (SEE CONTINUATION BELOW) 0 BERMUDA: WE REFINED THE BLUE PROSPERITY PLAN WHICH INCLUDED A MARINE SPATIAL PLAN THAT PROTECTS 20% OF BERMUDA'S WATERS. WE ADVANCED THE CREATION OF THE OCEAN FUND (FORMERLY THE BLUE INVESTMENT FACILITY) TO SUPPORT LONG-TERM FINANCING OF SUSTAINABLE OCEAN MANAGEMENT. WE SUPPORTED EXTENSIVE COMMUNITY AND STAKEHOLDER ENGAGEMENT THROUGH FOCUS GROUP SESSIONS, REGULAR NEWSLETTERS, AND A VARIETY OF MEDIA OUTLETS. FEDERATED STATES OF MICRONESIA: WE WORKED WITH THE GOVERNMENT AND LOCAL TEAM TO ENDORSE THE DRAFT OFFSHORE MARINE SPATIAL PLAN. THERE WAS AN ELECTION AND WE WORKED WITH THE NEW ADMINISTRATION TO GET UP TO SPEED ON THE PROGRAM COMPONENTS AND RESUBMIT THE MSP BILL. WE ALSO SUPPORTED AN EXPEDITION TO GATHER DATA ON FSM'S NEARSHORE ENVIRONMENT. FIJI: THERE WAS A CHANGE IN ADMINISTRATION, AND WE WORKED WITH THE NEW GOVERNMENT ON AN AMENDED MEMORANDUM OF UNDERSTANDING FOR THE PROGRAM. (SEE CONTINUATION BELOW) 0 FIJI (CONT.): WE CONDUCTED AN ARCHIPELAGO-WIDE EXPEDITION TO SUPPORT A BASELINE UNDERSTANDING OF FIJI'S NEARSHORE MARINE ENVIRONMENT. WE HIRED SEVERAL LOCAL TEAM MEMBERS TO SUPPORT THE PROGRAM AND PROGRESS MARINE SPATIAL PLANNING. MALDIVES: WE SUPPORTED THE GOVERNMENT IN DRAFTING A MARINE SPATIAL PLANNING BILL AND PROGRESSING THE OFFSHORE MARINE SPATIAL PLAN. WE SUPPORTED AN EXPEDITION TO GATHER DATA ON THE NEARSHORE ENVIRONMENT. WE WORKED WITH LOCAL PARTNERS TO CREATE A SHORT DOCUMENTARY HIGHLIGHTING THE BLUE ECONOMY SECTOR IN THE MALDIVES. SAMOA: WE SUPPORTED THE REVISION OF THE MARINE SPATIAL PLAN BASED ON FEEDBACK FROM PUBLIC CONSULTATIONS AND CONDUCTED AN ANALYSIS OF FISHING ACTIVITY IN SAMOA'S EEZ. WE ALSO WORKED WITH THE GOVERNMENT TO SUPPORT DRAFTING OF LEGISLATION RELATED TO MARINE SPATIAL PLANNING. (SEE CONTINUATION BELOW) 0 TONGA: WE SUPPORTED FINALIZATION AND SUBMISSION OF THE TONGA OCEAN MANAGEMENT BILL AND WORKED WITH LOCAL PARTNERS TO DRAFT A BLUE ECONOMY FRAMEWORK IN SUPPORT OF A BROADER STRATEGY. WE BEGAN THE SEARCH TO HIRE FOR SEVERAL NEW PROGRAM POSITION THAT WOULD START IN 2024. WE SUPPORTED THE SPECIAL MANAGEMENT AREAS PROGRAM THROUGH LOCAL PARTNERS. VANUATU: WE LAUNCHED OUR WORK IN VANUATU IN EARLY 2023 BY SIGNING A MEMORANDUM OF UNDERSTANDING WITH THE GOVERNMENT. WE CONDUCTED AN EXPEDITION TO ENHANCE BASELINE UNDERSTANDING OF VANUATU'S NEARSHORE ENVIRONMENT. 7262793 0 0 1216053 0 1216053 0 0 1216053 18241 1197812 59891 X 7262793 0 13186 7275979 2006-06-01 X 49811 12392 691 6139 69033 42339 10533 587 5218 58678 7275979 6561707 4898235 3169602 21905523 0 0 0 0 0 7275979 6561707 4898235 3169602 21905523 0 0 39927 56188 28335 29266 153716 0 0 0 0 THEODORE W WAITT X 0 0 14 50308 0 50308 0 50308 0 0 0 0 0 0 0 0 0 0 X X 1 WAITT FOUNDATION 801 RIVER DRIVE NORTH SIOUX CITY SD 57049 6342403 X 2 AMERICAN ENDOWMENT FOUNDATION 5700 DARROW ROAD SUITE 118 HUDSON OH 44236 1000000 X 3 THEODORE WAITT 801 RIVER DRIVE NORTH SIOUX CITY SD 57049 400959 X 4 SAN DIEGO FOUNDATION GRANT 2508 HISTORIC DECATUR RD STE 200 SAN DIEGO CA 92106 143549 X ACCOUNTING FEES 4451 0 0 4451 FORM 990-PF, PART VII, LINE 2 TAMARA MARSHALL PROVIDES SERVICES TO WAITT INSTITUTE (EIN: 20-3274586) AND WAITT FOUNDATION (EIN: 46-0428166). HER FULL COMPENSATION IS REPORTED ON THE FORMS 990-PF OF BOTH ENTITIES. ADVERTISING 39100 0 0 39060 COMMUNICATIONS 425 0 0 425 COMMUNITY EVENTS 46229 0 0 46229 CONTRACT COMPENSATION 789087 0 0 789087 CONTRACTORS/CONSULTANTS 1497148 0 0 1504191 DUES & SUBSCRIPTIONS 3355 0 0 3220 EQUIPMENT 57020 0 0 57020 EXPRESS MAIL AND SHIPPING 239 0 0 239 HOSTED MEALS 36366 0 0 21300 INSURANCE 69007 0 0 63235 IT 1773 0 0 1668 LICENSE & REGISTRATION 5692 0 0 5692 MISCELLANEOUS 5607 0 0 35676 OTHER PROJECTS 497093 0 0 495588 OUTSIDE SERVICES 482486 0 0 482486 PROVISIONS & SUPPLIES - PROJECTS 30658 0 0 30658 S.W.A.G. - OUTREACH 47118 0 0 47118 SUPPLIES 5856 0 0 5257 TRAINING & EDUCATION 5207 0 0 5207 BANK/CREDIT CARD FEES 659 0 0 644 RECRUITMENT 392 0 0 392 VIDEOGRAPHY 5026 0 0 5026 UNREALIZED GAIN/LOSS 61 ADMIN SERVICE FEES 56000 0 0 56000 ADVISOR FEES 497 497 497 0 PAYROLL TAXES 222138 0 0 222138 STATE EXCISE/BUSINESS TAX 708 0 0 0