2026-06-25T14:15:54-07:00 2025-09-30 200276349 MUN CPAs LLP 2901 Douglas Blvd Ste 290 Roseville CA 95661 990 2024-10-01 651261006 California Ocean Science Trust CALI 5012818320 1017 L Street 293 Sacramento CA 95814 ELIZABETH WHITEMAN Executive Dir. 2026-06-25 true true Justin J Williams CPA P00851793 9167744208 2024 2025-03-06 01:10:19Z ELIZABETH WHITEMAN 1017 L Street 293 Sacramento CA 95814 2872976 false X WWW.OCEANSCIENCETRUST.ORG X 2003 CA SCIENCE ADVISOR TO STATE AGENCIES, CONVENING WORKING GROUPS & STAKEHOLDERS RELATED TO THE OCEAN & COASTAL MATTERS, ADMINISTERING OF SCIENCE STUDIES. 10 10 13 10 0 1690428 2227963 0 494245 645013 0 2184673 2872976 10000 0 1362565 1434775 0 215529 596080 800703 1958645 2245478 226028 627498 13717513 14244175 782489 322205 12935024 13921970 CALIFORNIA OCEAN SCIENCE TRUST (OST) IS A NON-PROFIT ORGANIZATION DEDICATED TO ACCELERATING PROGRESS TOWARDS A HEALTHY AND PRODUCTIVE OCEAN FUTURE FOR CALIFORNIA. CREATED BY STATE LEGISLATION, OST BRIDGES THE GAP BETWEEN CUTTING-EDGE SCIENTIFIC RESEARCH AND SOUND OCEAN MANAGEMENT. OST DELIVERS ON THIS MANDATE BY DRAWING RESOURCES TO SOLUTIONS-ORIENTED SCIENCE, SUPPORTING GRADUATE EDUCATION TO FOSTER THE SCIENCE-POLICY WORKFORCE OF TOMORROW, AND DELIVERING PRAGMATIC, SALIENT SCIENCE ADVISE TO CALIFORNIA POLICYMAKERS, REGULATORS, AND MANAGERS. false false 1622963 10000 Program accomplishments this year included serving as science advisor to California, developing and creating an ocean health status, which will be published in the coming months; convening stakeholders, including state and federal government staff, on federal fisheries disasters and insurance; advancing state of the science flood risk assessment, modeling, and communications materials in collaboration with Cal Dept of Insurance; convening briefings for lawmakers on wildfires and their impacts on the ocean and coast, Harmful Algal Blooms, and eDNA; launching our SeaChange Scholars Fund pilot, which pairs graduate level students with state research priorities in partnership with CDFW and university partners; and working with the Oregon Ocean Science Trust and counterparts in Washington state to convene a series of stakeholder meetings within coastal communities with the goal of collaboratively developing a West Coast Ocean Science Action Agenda. 1622963 true true false true false false false false false false true true false false true true true false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false true 14 0 true 13 true false false false false false false false 0 false false false false false false false false false false X 10 10 false false false false false true false true false false false true true true true true true true false false CA X X X Lori Zook 5102518320 1610 R Street STE 300 Sacramento CA 95811 ELIZABETH WHITEMAN Executive Dir. 40.00 0.00 X 180372 0 13942 Lora Zook Finance Director 40.00 0.00 124667 0 20678 Anthony Rogers Strategy Director 40.00 0.00 138181 0 6290 David Lawlor Philanthropy DIR 40.00 0.00 124692 0 15488 Gary Griggs Chair 1.00 0.00 X X 0 0 0 Alexis Jackson Vice-Chair 1.00 0.00 X X 0 0 0 Dr Phillip Taylor Treasurer 1.00 0.00 X X 0 0 0 Rafael Castellanos Trustee 1.00 0.00 X 0 0 0 Jenn Eckerle Trustee 1.00 0.00 X 0 0 0 Margaret Leinen Trustee 1.00 0.00 X 0 0 0 Karen Mogus Trustee 1.00 0.00 X 0 0 0 Karina Nielsen Trustee 1.00 0.00 X 0 0 0 Michele Perrault Trustee 1.00 0.00 X 0 0 0 Margaret Spring Trustee 1.00 0.00 X 0 0 0 567912 56398 4 false true false 0 829354 1398609 2227963 0 645013 645013 0 0 0 0 0 0 0 0 2872976 645013 X 10000 10000 0 0 0 222108 153123 45880 23105 0 1035072 713554 213845 107673 19569 13490 4043 2036 61444 42358 12694 6392 96582 66582 19953 10047 0 0 35054 5296 19147 10611 8000 1208 4370 2422 0 0 543999 451321 59631 33047 0 6319 6319 9556 250 5023 4283 0 24954 17194 5165 2595 50394 44715 5592 87 0 0 0 0 4298 1433 1432 1433 11676 3892 3892 3892 Events and meetings 82155 77297 4858 Honorariums 15298 12250 3048 Sponsorships 9000 9000 0 2245478 1622963 406986 215529 472858 150169 108798 75598 161389 0 379870 0 0 0 0 75861 27592 27444 20009 8610 7435 0 12889997 13576738 0 0 26773 13717513 14244175 121670 258273 660819 36575 27357 782489 322205 X 12935024 13482589 439381 12935024 13921970 13717513 14244175 627498 359448 X false true X true false X 782878 709055 11135578 1690428 2227963 16545902 0 0 782878 709055 11135578 1690428 2227963 16545902 0 16545902 87998 2109 193128 494244 645013 1422492 0 265 265 17968659 0.92080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false false false true 8000 8000 false false Part II-B, Line 1i - Other Activities Description LOBBYING EXPENSES RELATED TO SUPPORTING LEGISLATION THAT CLARIFIES THE ABILITY OF THE OCEAN SCIENCE TRUST TO PROVIDE SERVICES TO AGENCIES AND DEPARTMENTS IN CALIFORNIA STATE GOVERNMENT. THIS INCLUDED SHEPHERDING THE LEGISLATION THROUGH THE LEGISLATURE AND WITH THE GOVERNOR'S OFFICE. Part IV - Additional Information 27444 20009 7435 7435 13576738 Lease Liability 27357 27357 X 3232424 359448 359448 2872976 2872976 2245478 2245478 2245478 Part X : FIN48 Footnote The Organization, pursuant to a determination letter from the Internal Revenue Service, is exempt from Federal and State income taxes under Section 501(c)(3) of the Internal Revenue code and Section 23701(d) of the California Revenue and Taxation Code. FASB ASC 740-10 prescribes a recognition threshold and measurement standard for financial statement recognition and measurement of an income tax position taken or expected to be taken in a tax return. In addition, FASB ASC 740-10 provides guidance on derecognition, classification, interest and penalties, accounting in interim periods, disclosures, and transition. The provisions of FASB ASC 740-10 have been applied to all tax positions of the Organization and did not have a material impact on the Organization's financial position, results of operations, or cash flows. false UC Santa Cruz Foundation 1156 High Street Santa Cruz CA 95064 237394590 501(c)(3) 10000 0 Support for their communications 1 0 X X X X false false false false false false false false false ELIZABETH WHITEMAN Executive Dir. 180372 13084 858 194314 Form 990, Part VI, Section B, Line 11b THE EXECUTIVE DIRECTOR AND BOARD FINANCE SUBCOMMITTEE REVIEWED THE FORM 990 BEFORE IT WAS FILED WITH THE IRS; A COPY OF THE FILED 990 WILL BE PRESENTED AT THE NEXT FULL BOARD MEETING. Form 990, Part VI, Section B, Line 12c CALIFORNIA OCEAN SCIENCE TRUST GOVERNANCE DOCUMENTS INCLUDE A CONFLICT OF INTEREST POLICY REQUIRING ALL MEMBERS OF THE BOARD OF TRUSTEES TO DISCLOSE ANY AFFILIATIONS WITH OUTSIDE ENTITIES THAT HAVE RECEIVED, CURRENTLY RECEIVE, OR HAVE PLANS OR ASPIRATIONS TO RECEIVE FUNDING FROM THE TRUST; SUCH MEMBERS ARE REQUIRED TO RECUSE THEMSELVES FROM PARTICIPATING IN DECISION-MAKING THAT IMPACTS THEIR AFFILIATED ENTITIES. THIS POLICY WILL CONTINUE TO BE ENFORCED IN THE CURRENT YEAR AND IN FUTURE YEARS.IN ADDITION, ALL MEMBERS OF THE OST BOARD OF TRUSTEES ANNUALLY FILE A CALIFORNIA FORM 700 STATEMENT OF ECONOMIC INTERESTS, WHICH INCLUDES DISCLOSURES OF ALL BUSINESS INTERESTS, INVESTMENTS, INCOME, PROPERTY, AND/OR GIFTS. Form 990, Part VI, Section B, Line 15a A FORMAL EVALUATION OF THE EXECUTIVE DIRECTOR MUST TAKE PLACE AT LEAST EVERY TWO YEARS, AND A SHORTER NARRATIVE EVALUATION MAY BE UNDERTAKEN IN BETWEEN. THE BOARD WILL SEEK THE INPUT OF THE EXECUTIVE DIRECTOR ON MATTERS OF PERFORMANCE AND COMPENSATION.THE BOARD IS RESPONSIBLE FOR DETERMINING AND ADJUSTING THE EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE, AND WILL REVIEW THE COMPENSATION (SALARY AND BENEFITS) AND AVAILABLE BUDGET UPON COMPLETION OF EACH FORMAL PERFORMANCE REVIEW. THE BOARD OF TRUSTEES, WHO ARE VOLUNTEERS AND NOT COMPENSATED BY OST, WILL OPERATE INDEPENDENTLY, AND NO MEMBER OF THE BOARD WILL BE A STAFF MEMBER, THE RELATIVE OF A STAFF MEMBER, OR HAVE ANY RELATIONSHIP WITH STAFF THAT COULD PRESENT A CONFLICT OF INTEREST. THE REVIEW WILL INVOLVE A COMPARISON OF THE ED'S SALARY AND BENEFITS WITH OTHERS IN COMPARABLE POSITIONS AND COMPARABLE ORGANIZATIONS. THE ED'S ASSISTANCE MAY BE ENLISTED IN DETERMINING WHAT COMPARISON DATA WILL BE USED, AND THIS DATA MAY INCLUDE ANY OF THE FOLLOWING:- SALARY AND BENEFIT COMPENSATION STUDIES BY INDEPENDENT SOURCES;- WRITTEN JOB OFFERS FOR POSITIONS AT SIMILAR ORGANIZATIONS;- DOCUMENTED TELEPHONE CALLS ABOUT SIMILAR POSITIONS AT BOTH NONPROFIT AND FOR-PROFIT ORGANIZATIONS; AND- INFORMATION OBTAINED FROM THE IRS FORM 990 FILINGS OF SIMILARORGANIZATIONS. Form 990, Part VI, Section C, Line 19 THE ORGANIZATIONS' GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.