Share |

Ocean Alliance, Inc.

 32 Horton Street
 Gloucester, MA 01930
[P] (978) 281-2814
[F] (978) 281-2816
www.whale.org
[email protected]
Iain Kerr
Facebook Twitter
INCORPORATED: 1971
 Printable Profile (Summary / Full)
EIN 22-2573677

LAST UPDATED: 02/11/2015
Organization DBA Ocean Alliance Inc.
Ocean Alliance
Former Names Whale Conservation Institute (2000)
Organization received a competitive grant from the Boston Foundation in the past five years No

Summary

Mission StatementMORE »

Ocean Alliance strives to increase overall public awareness about whale and ocean health, through research and public education. Working with our scientific partners, we collect a broad spectrum of data on whales and ocean life. Ocean Alliance uses this data to advise educators, policy makers, and the general public on the wise stewardship of the oceans, in order to mitigate pollution, prevent the collapse of marine mammal populations, and promote ocean and human health. 

Mission Statement

Ocean Alliance strives to increase overall public awareness about whale and ocean health, through research and public education. Working with our scientific partners, we collect a broad spectrum of data on whales and ocean life. Ocean Alliance uses this data to advise educators, policy makers, and the general public on the wise stewardship of the oceans, in order to mitigate pollution, prevent the collapse of marine mammal populations, and promote ocean and human health. 

FinancialsMORE »

Fiscal Year July 01, 2014 to June 30, 2015
Projected Income $1,097,997.00
Projected Expense $1,096,877.00

ProgramsMORE »

  • OA Applied Environmental Robotics & STEAM Education
  • Operation Toxic Gulf
  • Southern Right Whale Program
  • The Voyage of the Odyssey and Data Analysis

Revenue vs. Expense ($000s)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

Expense Breakdown 2011 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview

Mission Statement

Ocean Alliance strives to increase overall public awareness about whale and ocean health, through research and public education. Working with our scientific partners, we collect a broad spectrum of data on whales and ocean life. Ocean Alliance uses this data to advise educators, policy makers, and the general public on the wise stewardship of the oceans, in order to mitigate pollution, prevent the collapse of marine mammal populations, and promote ocean and human health. 

Background Statement

Founded in 1971, by Dr. Roger Payne, Ocean Alliance has been on the forefront of whale and ocean research, for over 43 years. Fueled by Dr. Payne’s discovery that humpback whales sing songs (and its catalytic effect on the “Save the Whale” movement,) along with our recent research programs in the Gulf of Mexico (following the Deepwater Horizon Oil disaster), Ocean Alliance continues to be a voice of reason for whale and ocean conservation. 
 
Considering that the oceans are down hill from everything, our primary focus is on ocean pollution, using whales as a bio indicator species for determining ocean health. On the research front, we consider ourselves a pathfinder organization, small and light-footed, able to respond quickly to both opportunities and disasters. During the course of our work, we have developed numerous benign research techniques, many of which are in use around the world. Our work has taken us to more than 20 countries, blending groundbreaking research and innovative technology with education and conservation. 

Ocean Alliance’s first research initiative, the Southern Right Whale program in Patagonia, Argentina has stood the test of time, with last September marking the 44th consecutive field season. The data we have collected not only helps conservation efforts in Argentina, but also the conservation of Northern Right Whales off the coast of New England. 

Data, however, only has real value if you can put it into context. In 2000, Ocean Alliance set off on an ambitious five-year expedition aboard our 94 ft research vessel the Odyssey. The goal was to gather the first ever baseline data set on the distribution, concentration and effects of environmental contaminants throughout the world's oceans. The Voyage of the Odyssey, collected a large and diverse amount of data, including almost 1,000 biopsy samples from sperm whale populations worldwide. 

On April 20, 2010 the Gulf of Mexico was the scene of one of the worst US environmental disasters in recent memory, the Deepwater Horizon Oil disaster. Within two months, the R/V Odyssey had reached the Gulf for a campaign we named, Operation Toxic Gulf. Although our goal was to understand the overall impact of the spill on Gulf whales, we were particularly concerned about the impact of the 2 million plus gallons of dispersants, used during cleanup operations. 

Looking towards the future, we will continue to foster the principles and values of our organization in order to remain a voice of reason.

Impact Statement

In the following year, Ocean Alliance has seen exponential growth in media exposure and global presence/impact, as exemplified by the following:
  1. OA President Dr. Roger Payne and CEO Dr. Iain Kerr were named to the Annenberg Foundation's list of 25 "visionary leaders who are shaping tomorrow."
  2. In collaboration with our sister organization the Instituto de Conservacion de Ballenas (ICB), OA completed the 44th consecutive year of its Southern Right Whale Program in Patagonia, Argentina.
  3. Dr. Payne and Dr. Kerr presented at the launch of RAW for the Oceans in New York City. A collaboration including G-Star Jeans, Bionic Yarn, Parley for the Oceans, Sea Shepherd Conservation Society and recording artist Pharrell Williams, to produce a denim clothing line from recycled ocean plastics.
  4. Operation Toxic Gulf, our five year research program studying the effects of the Deepwater Horizon Disaster on the Gulf of Mexico ecosystem, came to a successful end.
  5. Snot Bot, our whale "snot" collecting aerial robot, made it's media debut and was featured in the Boston Globe, the Discovery Channel's Daily Planet and many tech magazine/online publications. 
In 2015, we will continue to expand upon our success and strive to better our mission by accomplishing the following:
  1. Finish the next phase of renovations/restoration for Ocean Alliance's new headquarters, in the iconic Tarr and Wonson Paint Manufactory.
  2. Begin using Snot Bot in research applications to finally answer "What causes stress in whales?" By far, one of the most pertinent unanswered research questions in both the marine mammal research and ocean energy resource industries.
  3. Continue the development of our regional STEAM (Science, Technology, Engineering, Arts, and Math) education programs, focusing on oceanographic research, marine mammals and robotics. 
  4. Initiate a regional Humpback Whale Research program studying the whale populations that frequent Stellwagen Bank National Marine Sanctuary (just 20 miles from our headquarters location.)

Needs Statement

  1. Capital Improvement/Capital Projects: The "Paint Factory" is one of the most iconic buildings on Cape Ann. Though the facility encompasses over 20,000 sq. ft., only one of the seven buildings has been finished and OA will require the remaining six to be finished, sooner rather than later.
  2. Establishing Regional Foundation Support: With a history of International work and funding, OA finds itself in an odd position where international supporters are unwilling to invest in regional development, yet regional funding sources are not yet forthcoming with support.
  3. Staffing: After the relocation, OA staff decreased significantly. Staff is re-building, but requires the leverage of significant volunteer support.
  4. Board Development: The OA Board of Directors is spread out across the country. OA plans to develop the Board by adding members in the Cape Ann and Boston regions.
  5. G&A funding: The relocation to the "Paint Factory" also symbolized a shift in OA's organizational structure. Prior to the relocation, OA was mostly research focused, often operating just 1 or 2 major research & education programs. Now however, OA is expanding, with programs in research, education and conservation. The expansion requires unrestricted funds for the development of administrative capacity. 

CEO Statement

--

Board Chair Statement

--

Geographic Area Served

Throughout the United States
INTERNATIONAL
NORTHEAST REGION, MA
Ocean Alliance is headquartered in Gloucester, MA, therefore our regional research and education programs serve Cape Ann, the Northeast of Massachusetts, Massachusetts Bay and the Gulf of Maine communities. However, our regional and global research and conservation programs have far reaching effects, ultimately, servicing the planet as a whole by enhancing humanities knowledge and perpetuating the successful stewardship of the oceans.

Organization Categories

  1. Environment - Natural Resources Conservation & Protection
  2. Animal Related - Protection of Endangered Species
  3. Environment - Environmental Education

Independent research has been conducted on this organization's theory of change or on the effectiveness of this organization's program(s)

No

Programs

OA Applied Environmental Robotics & STEAM Education

Throughout our history as a marine mammal research organization, we have leveraged cutting edge technology and methodologies to develop ever increasingly benign research techniques. Founder Roger Payne pioneered the use of photo-identification, which is still used in all marine mammal research, and more recently, Ocean Alliance and the Wise Laboratory were credited for being the first organization to grow whale cell lines at sea.
At present, Ocean Alliance has partnered with Olin College of Engineering to develop the next technological advancements in marine mammal research. Working together, Ocean Alliance and Olin College are developing robotic solutions to specific marine mammal research questions, such as "What cause's stress in Whales?" A very prevalent question that has long been unanswered. Within the shared laboratory space, we are developing a regional youth STEAM education program to engage Cape Ann residents in the development of robotics and ocean conservation technologies.
Budget  $62,500.00
Category  Science & Technology, General/Other Biological & Life Sciences
Population Served US& International
Program Short-Term Success 
Currently, the overall robotics program infrastructure is still under development. However, this has not stopped our partnership with Olin College from producing significant results. This past summer witnessed initial sea trials of "Snot Bot" a whale snot collecting aerial robot. Whale snot, or exhaled breath condensate, can be used to determine overall health, collect DNA and most importantly, stress hormone concentration. The latter of which can be used to answer our initial design question, "What causes whales stress?"
 
The future expansion of both our Olin College and STEAM education programs is currently stunted by the lack of functional laboratory space. Currently, both R&D and education are being run out of a small temporary lab facility in a steel shipping container, formerly a pop-up retail store. Due to the current situation, the program short term success revolved around the final renovation of our on-site facilities and the formalization of program management. 
Program Long-Term Success 
In the long-term, the OA Applied Environmental Robotics Laboratory will use it's unique design process to develop reliable and accessible robotics solutions to major oceanographic and marine mammal questions. There will always be questions to answer, so the Long-term success of this program relies on our ability to finish individual projects. 
 
In parallel, the long-term success of the STEAM education program would result in a very organic program where regional high school and middle school students would become involved in the development of benign research robotics. They would coordinate with Olin College engineering students, professional engineers from partnering corporations (i.e.Applied Materials,) and ultimately gain skills, ideas and confidence in their STEAM abilities. With their continued participation, they would then be mentors for incoming students, while also finding their own mentors in industry, academics and more.  
Program Success Monitored By 
The robotics programs has been wildly successful from multiple viewpoints. First, a media frenzy developed around the small robot this past summer. Snot Bot, Ocean Alliance and Olin College were featured in the Boston Globe, on the Discovery Channels Daily Planet and in half a dozen online publications and tech magazines. Second, initial sea trials were successful. The continued success will be monitored via different formalized goals set internally by the various partners involved. 
 
Our STEAM education program has grown much quicker than expected. Fortunately/Unfortunately, we have hit capacity and cannot bring in any more interested individuals, until we finish our on site laboratory space. The temporary lab is simply too small for the amount of demand. This has, however, given us plenty of time to formalize the management of the program and when renovations are complete the program will be ready to expand.
Examples of Program Success  Please reference the above sections.

Operation Toxic Gulf

Operation Toxic Gulf focused on evaluating the impact of the Deepwater Horizon Oil Disaster on the Gulf of Mexico, specifically the whales and the Gulf ecosystem. In partnership with scientists and students from the University of Southern Maine (USM), we measured contaminant levels in sperm whales living in the vicinity of the Deep Horizon wellhead. 

Research was conducted aboard the R/V Odyssey, the only sailboat in the world equipped with a state-of-the-art cell culture laboratory. Further analysis will be conducted at USM’s Wise Laboratory of Environmental and Genetic Toxicology.

Expedition podcasts, blogs, photos and underwater video will be broadcast through the Ocean Alliance web site, educational partner sites, and media outlets globally. Data collected during the expedition will provide scientists, policymakers, the general public, and Gulf stakeholders with better information to help mitigate current and future oil spill disasters. 
Budget  $185,000.00
Category  Environment, General/Other Water Pollution Control
Population Served US& International
Program Short-Term Success 
Operation Toxic Gulf was completed during the Summer of 2014. 349 biopsies were collected from 4 different species of whale. The large number of samples will ensure that the data and results are statistically accurate. 
 
Our scientific partners will continue to analyze the samples, regularly publishing their results. A number of papers have been produced since the beginning of the expedition and many more will be published each year. These papers have highlighted the toxic nature of the oil dispersants and will serve as a baseline for monitoring the chronic effects of the Deepwater Horizon Oil Spill on Gulf of Mexico whales.
 
In the short term, Operation Toxic Gulf has already been successful.  
Program Long-Term Success 
The results and data collected during Operation Toxic Gulf will hopefully result in the following:
  • Spread awareness of the toxic and destructive nature of oil dispersants and their use in mitigating oil spill disasters
  • Lead to the passing of legislation, barring the use of dispersants, or at the very least, stop their usage in areas with endangered wildlife. 
  • Bring awareness to the potential consequences associated with irresponsible offshore energy practices.
  • Continue to remind the public that the Deepwater Horizon Oil Spill will have long lasting effects.
  • In addition, long term success will require OA to return to the Gulf at regular intervals to continue collecting data over time. 
Program Success Monitored By  Success is monitored by the regular publishing of scientific papers based on the data collected during the expedition. After the publication of these scientific papers, Ocean Alliance will work with environmental advocacy groups to induce positive change in the form of legislation and other conservation initiatives. 
Examples of Program Success 

As of January 13 2015, the EPA announced more restrictive standards for oil spill dispersants.

http://www.nola.com/environment/index.ssf/2015/01/epa_proposes_revised_standards.html

These restrictions are a consequence of the body of work (showing the toxicological nature of dispersants) of which we are a part.


Southern Right Whale Program

For the past 44 years, we have worked closely with our sister organization, Instituto de Conservación de Ballenas (ICB) to study a population of right whales who use the bays of Península Valdés, Argentina as a nursery ground. It is the longest continuous study of any great whale based on known individuals. The study began in 1970 when Ocean Alliance president, Roger Payne, realized that by following living individuals, one could learn far more than was being learned by dead whales produced by the whaling industry.

Currently, directed by Dr. Victoria Rowntree (OA) and Dr. Mariano Sironi (ICB), many of the animals Roger identified in 1970 still return to the Peninsula. The value of such a long-term study increases exponentially as each new year of data gets added to it. Ocean Alliance now follows the lives of more than 2,600 known individual right whales.

Each year, we return to Patagonia to perform population surveys and other biological/ecological research.  


Budget  $14,000.00
Category  Animal-Related, General/Other Marine Animals Preservation & Protection
Population Served US& International
Program Short-Term Success  Our Southern Right Whale Program is approaching it's 45th consecutive field season. Such longevity is astonishing. Our most immediate goal is ensuring the continuation of this program. However, we plan on using the program and our Patagonia whale camp as a testing ground for our marine mammal robotics research and development programs. This included the development of a population survey drone, capable of replacing plane based aerial surveys. Such technology could make marine mammal research far more accessible and inexpensive for researchers and conservationists around the planet.
Program Long-Term Success 
The long-term objective of The Right Whale Program is to promote the recovery of right whales on a worldwide basis through research, conservation and education. Right whales occupy a large portion of the world’s oceans. If we protect right whales, the animals that share their habitat will also be protected. The population of southern right whales that we study off Argentina is threatened by habitat destruction. We continue to improve our understanding of right whales, and those findings are incorporated into right whale protection plans in Argentina as well as globally.
 
Specifically, North Atlantic Right Whales, which frequent Cape Cod and the Gulf of Maine, are among the most endangered of all marine mammals, with some population estimates of less than 500 in the entire North Atlantic. Though a different species, our research on Southern Right Whales in Argentina gives valuable insight into the future conservation and protection of their northern counterparts.
Program Success Monitored By 
The program, in it's current format, is about as efficient as it can possibly be. The budget is limited and usually easily raised, but the results from the program grow exponentially with each passing year. The program regularly produces publications on research and just this past year ICB had two major accomplishments. First, ICB received the Banco Bilbao Vizcaya Argentaria (BBVA) award for the Performance in Biodiversity Conservation Projects. Second, OA and ICB members presented five abstracts at an International Whaling Commission meeting on August 5th and 6th in Puerto Madryn, Argentina. 
Examples of Program Success  Please reference above sections for success.

The Voyage of the Odyssey and Data Analysis

The Voyage of the Odyssey (VOO) was a five-year global research expedition aboard our research vessel Odyssey, focusing on toxicology, genetics and bioacoustics. The expedition resulted in a successful circumnavigation, visiting over 20 countries and sampling almost 1,000 sperm whales. During the expedition, Ocean Alliance staff and crew implemented our WHALE Education program in every country visited. The expedition was chronicled as part of a PBS special named "The Voyage of the Odyssey,"  (http://www.pbs.org/odyssey/) and continues to provide educational materials. While the expedition has completed, the data and samples collected during the VOO and other expeditions since, are still being analyzed. The VOO provides important context to all of our current research programs, allowing us to draw parallels between geographic locations effected by ocean pollution. The data collected during the expedition will only increase in value, as ocean pollution becomes more and more prevalent. 
Budget  $55,000.00
Category  Environment, General/Other Marine Conservation
Population Served US& International
Program Short-Term Success 
Ocean Alliance completed publication of a Voyage Report, highlighting the results of research and education initiatives. Within the next year, we plan mail the reports to all of the supporters of the expedition, as well as the interested members of countries visited. 
 
 In addition, we will continue to analyze remaining samples. Many of these samples are being saved for advancements in analysis technologies. There is no timeline for their use.
Program Long-Term Success  The Voyage of the Odyssey expedition was successfully completed in 2005, finishing it's circumnavigation by returning the Boston, MA. Like all long term research programs, we are required to repeat the Voyage of the Odyssey. This means re-visiting all of the sampling locations from the first expedition, as well as expanding our sampling ares. The long-term success of this program will be achieved when Ocean Alliance sets sails for a repeat circumnavigation, sometime in the next 5-10 years. Before that time, we must have all support systems in place to make the program sustainable and repeatable on a regular basis.  
Program Success Monitored By  --
Examples of Program Success  Ocean Alliance produced an overall VOO report, as mentioned above. This report is extensive, but could be provided as necessary. 

CEO/Executive Director/Board Comments

--

Management


CEO/Executive Director Dr. Iain Kerr
CEO Term Start Feb 1998
CEO Email [email protected]
CEO Experience

Dr. Iain Kerr is the CEO of the Ocean Alliance, an organization recognized as an international leader in whale research and ocean conservation since its founding by renowned scientist Dr. Roger Payne in 1970.  Ocean Alliance programs include the Voyage’s of the Odyssey, a groundbreaking global pollution study, the Patagonia Right Whale Program, the longest continuous study of any great whale species. Ocean Alliance also has a number of education initiatives that fall under the heading of Ocean Encounters. Under Iain and Roger’s leadership, Ocean Alliance has a reputation for developing innovative research techniques that engage scientists and conservationists alike. 

 

Born in Scotland in 1956, Iain has Bachelor of Education Degree, with honors, from the University of London.  Working in the United States since 1983. Iain started with the Ocean Alliance as a volunteer and worked his way up through the ranks over the last 24 years to his current title of CEO.

 

He calls his passion “conservation science”.  He is listed as author or co-author on over 35 scientific papers and has ensured that Ocean Alliance discoveries reach the general public in both technical and layman’s form.  The research vessel Odyssey, with Iain at the helm, has been featured on French TV-“Dans La Nature”, BBC  “Galapagos - Paradise in Peril,” National Geographic’s book – “Whales, Dolphins and Porpoises”, NHK (Japanese Television) “Whales”, PBS “The New Explorers”, The Discovery Channel “Discovery News”, TBS “Diving with the Great Whales” (the first Hi Definition film on whales) the IMAX film “WHALES” and too many press articles to note here.  

 

Iain has led international teams on research and conservation efforts to all parts of the globe. As a result of his efforts in exposing illegal sea cucumber fishing in the Galapagos, Iain received the “SOS Grand Blue” award in 1994, presented by the Mayor of Saint Jean Cap Ferrat (France). For his work on ocean pollution Iain was one of the 5 international winners of the Chevron Conservation Award in 2006 and in recognition of his outstanding contributions to the field of marine mammal and ocean conservation, Iain was awarded an honorary doctorate by the University of Southern Maine at their 2009 commencement ceremony.  In 2014 as part of their 25th anniversary the Annenberg Foundation listed Iain as one of 25 visionary leaders http://www.annenbergfoundation.org/visionary-leaders.

Co-CEO Dr. Roger Payne
Co-CEO Term Start 1971
Co-CEO Email --
Co-CEO Experience For his work in conservation, Payne has been awarded a MacArthur "Genius" Fellowship, the 1994 Lyndhurst Prize, a Knighthood in the Netherlands, and has been named to the United Nations Environmental Program's Global 500 Roll of Honor. The National Geographic Society has referred to him as 'the Dean of modern whale research', and his work has appeared seven times on the pages of National Geographic. One of these articles enclosed a phonograph record of Dr. Payne's original recording 'Songs of the Humpback Whale'. At 10.5 million copies, it still represents the single largest print order in the history of the recording industry. He is the author of Among Whales (1995), his work has appeared in countless publications including three profiles in New Yorker magazine, and has been the subject of more than forty television documentaries, including 1992's 'In the Company of Whales', 1994's popular, Emmy-nominated "Finite Oceans" and in 1995 Payne co-wrote, and co-directed the IMAX production, 'Whales' featuring the R/V Odyssey. In 1992 he shared the Emmy for best interview with Charlie Rose on PBS.

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
-- -- --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --
Member of state association of nonprofits? No
Name of state association --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

Direct

CEO/Executive Director/Board Comments

--

Foundation Comments

--

Staff Information

Number of Full Time Staff 7
Number of Part Time Staff 4
Number of Volunteers 11
Number of Contract Staff 1
Staff Retention Rate % 100%

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 0
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 11
Other (if specified): --
Gender Female: 3
Male: 8
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? No
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 3
Management Succession Plan No
Business Continuity of Operations Plan No
Organization Policies And Procedures Under Development
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
State Charitable Solicitations Permit Yes
State Registration --

Risk Management Provisions

--

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency N/A N/A
Senior Management Formal Evaluation and Frequency N/A N/A
Non Management Formal Evaluation and Frequency Yes Annually

Governance


Board Chair Mr. Jeff Kunz
Board Chair Company Affiliation Retired
Board Chair Term July 2009 -
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Andy DiSabatino Board Member Voting
Muffy DiSabatino Board Members Voting
Thomas Horton Board Member Voting
Iain Kerr Board Member Exofficio
Jeff Kunz Board Member Voting
Linde McNamara Board Member Voting
Andrew Morse Board Member Voting
Roger Payne Board Member Exofficio

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Advisory Board Members

Name Company Affiliations Status
Andrew Bennett, PhD Olin College of Engineering NonVoting
Richard Delaney Center for Coastal Studies NonVoting
Sylvia Earle Explorer in Residence, National Geographic Soc. NonVoting
Sarah Haney -- NonVoting
Lisa Harrow SeaChange NonVoting
Tim Krochuk GRT Capital Partners, LLC NonVoting
Thomas Lovejoy, PhD. The H. John Heinz III Ctr. NonVoting
Mark Murray-Brown NOAA NonVoting
Ilana Schoenfeld MIT NonVoting
Patrick Stewart Actor/Entertainer NonVoting
John C. Warner Warner Babcock Institute for Green Chemistry, LLC -- NonVoting

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 8
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 2
Male: 6
Not Specified 0

Board Information

Board Term Lengths --
Board Term Limits --
Board Meeting Attendance % 100%
Written Board Selection Criteria No
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 63%
Percentage of In-Kind Contributions 63%
Constituency Includes Client Representation No

Standing Committees

    --

CEO/Executive Director/Board Comments

--

Foundation Comments

--

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

Expense Breakdown 2011 (%)

Fiscal Year July 01, 2014 to June 30, 2015
Projected Income $1,097,997.00
Projected Expense $1,096,877.00
Form 990s

2013 OA - Form 990

2012 OA - Form 990

2011 OA - Form 990

Audit Documents

2013 OA - Audited Financials

2012 OA - Audited Financials

2011 OA - Audited Financials

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2013 2012 2011
Total Revenue $932,126 $708,779 $1,681,114
Total Expenses $1,059,008 $690,496 $857,024

Prior Three Years Revenue Sources

Fiscal Year 2013 2012 2011
Foundation and
Corporation Contributions
$536,000 $337,500 $373,233
Government Contributions $25,645 $65,405 $106,296
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $25,645 $65,405 $106,296
Individual Contributions $259,763 $243,892 $315,495
Indirect Public Support -- -- --
Earned Revenue $110,718 $61,981 $69,737
Investment Income, Net of Losses -- $1 $10
Membership Dues -- -- $100
Special Events -- -- --
Revenue In-Kind -- -- $816,243
Other -- -- --

Prior Three Years Expense Allocations

Fiscal Year 2013 2012 2011
Program Expense $952,004 $593,920 $754,233
Administration Expense $79,717 $83,371 $79,596
Fundraising Expense $27,287 $13,205 $23,195
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 0.88 1.03 1.96
Program Expense/Total Expenses 90% 86% 88%
Fundraising Expense/Contributed Revenue 3% 2% 3%

Prior Three Years Assets and Liabilities

Fiscal Year 2013 2012 2011
Total Assets $4,648,157 $4,562,265 $4,406,919
Current Assets $91,669 $28,278 $53,267
Long-Term Liabilities $426,942 $259,233 $164,207
Current Liabilities $319,914 $274,849 $232,812
Total Net Assets $3,901,301 $4,028,183 $4,009,900

Prior Three Years Top Three Funding Sources

Fiscal Year 2013 2012 2011
1st (Source and Amount) -- --
-- --
-- --
2nd (Source and Amount) -- --
-- --
-- --
3rd (Source and Amount) -- --
-- --
-- --

Financial Planning

Endowment Value --
Spending Policy --
Percentage(If selected) --
Credit Line Yes
Reserve Fund No
How many months does reserve cover? --

Capital Campaign

Are you currently in a Capital Campaign? Yes
Capital Campaign Purpose Raising Money for the Paint Factory
Campaign Goal $8,500,000.00
Capital Campaign Dates 2008 -
Capital Campaign Raised-to-Date Amount $4,000,000.00
Capital Campaign Anticipated in Next 5 Years? --

Short Term Solvency

Fiscal Year 2013 2012 2011
Current Ratio: Current Assets/Current Liabilities 0.29 0.10 0.23

Long Term Solvency

Fiscal Year 2013 2012 2011
Long-term Liabilities/Total Assets 9% 6% 4%

CEO/Executive Director/Board Comments

--

Foundation Comments

Financial summary data in the charts and graphs above are per the organization's IRS Form 990s. Additional revenue breakout detail regarding in-kind contributions and funding from Foundations & Corporations was provided by the nonprofit.

Documents


Other Documents

No Other Documents currently available.

Impact

The Impact tab is a section on the Giving Common added in October 2013; as such the majority of nonprofits have not yet had the chance to complete this voluntary section. The purpose of the Impact section is to ask five deceptively simple questions that require reflection and promote communication about what really matters – results. The goal is to encourage strategic thinking about how a nonprofit will achieve its goals. The following Impact questions are being completed by nonprofits slowly, thoughtfully and at the right time for their respective organizations to ensure the most accurate information possible.


1. What is your organization aiming to accomplish?

--

2. What are your strategies for making this happen?

--

3. What are your organization’s capabilities for doing this?

--

4. How will your organization know if you are making progress?

--

5. What have and haven’t you accomplished so far?

--