Nonprofit · EIN 65-1261006
CALIFORNIA OCEAN SCIENCE TR
Also known as ELIZABETH WHITEMAN TTEE
Tax-exempt · SACRAMENTO, CA 95811
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $2,872,976 | $2,245,478 | $627,498 | $14,244,175 | $322,205 | $13,921,970 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $2,227,963
- of which government grants
- $829,354
- Program service revenue
- $0
- Investment income
- $645,013
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $10,000
- Compensation of officers, directors and key employees
- $222,108
- Other salaries and wages
- $1,035,072
- Salaries, compensation and benefits (total)
- $1,434,775
- Professional fundraising fees
- $0
- Accounting fees
- $35,054
- Occupancy
- $24,954
- Travel
- $50,394
- Depreciation
- $4,298
- Program services (functional)
- $1,622,963
- Management and general (functional)
- $406,986
- Fundraising (functional)
- $215,529
Balance sheet and other
- Total assets, start of year
- $13,717,513
- Total assets, end of year
- $14,244,175
- Total liabilities, end of year
- $322,205
- Net assets, end of year
- $13,921,970
- Land, buildings and equipment
- $7,435
- Net assets without donor restrictions
- $13,482,589
- Net assets with donor restrictions
- $439,381
- Gross receipts
- $2,872,976
- Employees
- 13
- Volunteers
- 10
- Year formed
- 2003
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELIZABETH WHITEMAN | Executive Dir. Officer | 40 | $180,372 | $13,942 |
| Lora Zook | Finance Director | 40 | $124,667 | $20,678 |
| Anthony Rogers | Strategy Director | 40 | $138,181 | $6,290 |
| David Lawlor | Philanthropy DIR | 40 | $124,692 | $15,488 |
| Gary Griggs | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Alexis Jackson | Vice-Chair Trustee or director, Officer | 1 | $0 | $0 |
| Dr Phillip Taylor | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Rafael Castellanos | Trustee Trustee or director | 1 | $0 | $0 |
| Jenn Eckerle | Trustee Trustee or director | 1 | $0 | $0 |
| Margaret Leinen | Trustee Trustee or director | 1 | $0 | $0 |
| Karen Mogus | Trustee Trustee or director | 1 | $0 | $0 |
| Karina Nielsen | Trustee Trustee or director | 1 | $0 | $0 |
| Michele Perrault | Trustee Trustee or director | 1 | $0 | $0 |
| Margaret Spring | Trustee Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1610 R ST STE 300, SACRAMENTO, CA 95811-6683
- Principal officer (990 for 2024)
- ELIZABETH WHITEMAN, 1017 L Street 293, Sacramento, CA 95814
- Signed the 990
- ELIZABETH WHITEMAN, Executive Dir.
- Phone
- (501) 281-8320
- Return prepared by
- MUN CPAs LLP
Mission
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.
Program accomplishments
- 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.Expenses $1,622,963 · grants $10,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 65-1261006
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2005
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C32)
- Assets (IRS master file)
- $14,244,175
- Income (IRS master file)
- $2,872,976
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | – | – | – | IRS |
| 990 | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $11,328,706 | $1,485,642 | $11,776,170 | IRS |
| 990 | September 2022 | $711,164 | $1,168,028 | $1,828,866 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about CALIFORNIA OCEAN SCIENCE TR
- What is the EIN of CALIFORNIA OCEAN SCIENCE TR?
- The employer identification number (EIN) of CALIFORNIA OCEAN SCIENCE TR is 65-1261006.
- Is CALIFORNIA OCEAN SCIENCE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to CALIFORNIA OCEAN SCIENCE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CALIFORNIA OCEAN SCIENCE TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CALIFORNIA OCEAN SCIENCE TR due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA OCEAN SCIENCE TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of CALIFORNIA OCEAN SCIENCE TR?
- The 990 for the year ended September 30, 2025 names ELIZABETH WHITEMAN.
- Who are the officers and directors of CALIFORNIA OCEAN SCIENCE TR?
- The 990 for the year ended September 30, 2025 lists 14 people; 4 received compensation from the organization, the highest $180,372 (ELIZABETH WHITEMAN, Executive Dir.).
- How much revenue does CALIFORNIA OCEAN SCIENCE TR have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $2,872,976, expenses of $2,245,478 and total assets of $14,244,175 at year end.
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