2025-04-24T15:29:13-07:00 2024-06-30 990 2023-07-01 770464784 ONeill Sea Odyssey ONEI 8314751561 2222 E Cliff Drive 222 Santa Cruz CA 95062 Michael McCabe VP & Treasurer 2025-04-24 true 2023 2025-03-06 01:10:19Z 2222 E Cliff Drive 222 Santa Cruz CA 95062 1248233 false X www.oneillseaodyssey.org X 1997 CA Org's Mission: (i) to promote awareness of the Monterey Bay eco-systems and its adjoining areas; (ii) to conduct educational field trips; (iii) to instill in youth and adults a desire to perform community service to improve and preserve the ecology of the ocean environment. 10 9 15 4 0 759574 1187546 0 12970 34925 -134 7405 772410 1229876 0 0 295660 346007 0 144628 539242 690913 834902 1036920 -62492 192956 3749409 4122286 30478 45819 3718931 4076467 Org's Mission: (i) to promote awareness of the Monterey Bay eco-systems and its adjoining areas; (ii) to conduct educational field trips; (iii) to instill in youth and adults a desire to perform community service to improve and preserve the ecology of the ocean environment. false false 765039 The corporation is formed for the following purposes: (i) to generally promote and foster local, national and international awareness of the eco-systems of the Monterey Bay and its adjoining areas; (ii) to promote, organize, manage and conduct educational field trips to promote such awareness; (iii) to encourage and instill in youth and adults a desire to perform community service aimed at improving and preserving the ecology of the ocean environment.During the fiscal year ended June 30, 2024, in order to keep an accurate count of each presentation offered, OSO staff recorded each scheduled class given on a google spreadsheet. Some teachers only participated in one, one-hour distance learning program, while other teachers participated in multiple one-hour distance learning programs. For the sake of recording our work accurately, one program is equal to one class of students. The total number of students is 4,358 counted by keeping track of the number of students participating in each one-hour distance learning program. Some students received only one hour of instruction, while others received up to 10 hours of instruction from OSO staff. Total count of students tallied in this way was participating in 177 separate programs. Form 990, Part III, Line 4aIncluded under Program expenses is the following:Total Program Costs $765,039 765039 true true false false false false false false false true true false false true true false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 6 0 true 15 true false false false false false false false 0 false false false false false false false X 10 9 true false false false false false false true true false false true true true true true true true true false CA X Tracey Weiss 8314659390 2222 E Cliff Drive 222 Santa Cruz CA 95062 Tracey Weiss Exec. Director 40.00 0.00 X 111579 0 38187 Brad Boardman Director 1.00 0.00 X 0 0 0 Jim Thoits Director 1.00 0.00 X 0 0 0 Dr Daisy Morales Director 1.00 0.00 X 0 0 0 Robert Bremner Director 1.00 0.00 X 0 0 0 Megan Goddard Director 1.00 0.00 X 0 0 0 Michael McCabe VP & Treasurer 1.00 0.00 X 0 0 0 Tim O'Neill President 1.00 0.00 X 0 0 0 Bridget O'Neill Chair 1.00 0.00 X 0 0 0 Nicholas Petredis Secretary 1.00 0.00 X 0 0 0 111579 38187 1 false false false 0 431359 756187 1187546 0 34925 34925 0 0 18527 18357 170 170 170 0 0 0 0 Sales of Merchandise 900099 335 335 Special Fundraising Appeals 900099 6900 6900 7235 1229876 42330 0 0 0 0 346007 154786 80370 110851 0 0 0 0 0 0 0 0 0 0 0 34033 15152 18881 0 0 0 0 24963 18530 2586 3847 0 0 0 0 0 2011 0 Boat Charter Expenses 513300 513300 Transportation 49453 49453 General & Admin Expenses 39376 4210 22961 12205 Fundraising Expense 14585 14585 13192 9608 2455 3140 1036920 765039 127253 144628 0 1817823 1894940 0 66305 275811 0 0 0 0 20074 16804 71278 53483 16511 17795 0 0 0 0 1828696 1916936 3749409 4122286 28690 44031 1788 1788 30478 45819 X 2339199 2435971 1379732 1640496 3718931 4076467 3749409 4122286 192956 164580 X false true X true false X 765918 415292 499145 525035 886646 3092036 0 0 765918 415292 499145 525035 886646 3092036 944077 2147959 161927 155347 145532 30447 53452 546705 0 388 535 246 7235 8404 3647145 0.58890 0.54350 X Support Schedule: Other Income Explanation Schedule A, Line 10 Other IncomeThe Organization derives substantially most of its income from the general public. The Other Income and Event Income reported on Line 10 is from individuals making donations to the Organization. Please see the Schedule A, Part VI - Supplemental Information attached for detail of the Other Income & Event Income received from 2019 through 2023. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1828695 184054 76300 19513 1916936 1751343 29229 114289 61447 4719 1828695 2063203 -216377 74648 20835 1751343 1696344 462340 95480 2063204 1792631 -92075 4212 1696344 0.28760 0.71240 true false false 71278 53483 17795 17795 Permanently Restricted Endowment Fund 1916936 1916936 Tenant Security Deposits 1788 1788 1394456 164580 164580 1229876 1229876 1036920 1036920 1036920 Part V, Line 4: Intended uses of the endowment fund. The intended use of the Organization's Board Designated Quasi Endowment, Permanently Restricted Endowment and Temporary Endowment Fund held at the Community Foundation of Santa Cruz County and Community Foundation of Monterey County follows the Organization's low risk policies and long term investment goals. The Organization's investment policy seeks to maintain fund principal and provide a reasonable rate of return. Safety of principal and preservation of capital is based on prudent investment principles. While short-term stability is desirable, the Organization's investment objective for these Endowment Funds is that of achieving superior long-term returns.Part V, Line 1(g) - Yearend Balances of the Endowment FundsThe year-end balances of the Endowment Funds as reported on Form 990, Part X, line 15-Other Asset and Schedule D, Part V, Line 1(g) reflects the cumulative total of the Organization's contributions, net investment earnings/gains/losses, other expenditures for facilities/programs and administrative costs within these Endowment Funds. Team O'Neill Ltd Related Party 300900 In-kind donation false Team O'Neill Ltd Related Party 212400 Charter expense false O'Neill Wetsuits LLC Related Party 343282 Expense reimbursement false Form 990, Part VI, Section A, Line 2 Section A: Bridget O'Neill and Tim O'Neill - Family RelationshipSection A: Bridget O'Neill and Tim O'Neill - Business Relationship Form 990, Part VI, Section B, Line 11b Section B: The Form 990 is reviewed by all of the officers and directors of the Organization during a board meeting prior to the filing of Form 990. For a complete listing of the Organization's officers and directors please review Form 990, Part VII, Section A. Form 990, Part VI, Section B, Line 12c The Organization's Board of Directors annually allows members to notify the Chairman of any conflicts which might exist in reality or appearance. Form 990, Part VI, Section B, Line 15a A committee of the Organization's Board of Directors prepares an annual compensation survey consisting of local and regional nonprofit organizations which are comparable to the Organization's purpose and annual revenues. The survey and salary recommendation is presented to the Organization's entire Board of Directors for discussion, review and approval. A majority of the Organization's Board of Directors are independent with respect to the Organization. Form 990, Part VI, Section B, Line 15b This compensation and review process is the same as that described on the prior page under Form 990, Part VI, Line 15a - Compensation Review & Approval Process for CEO, Exec. Dir., or Top Management. Form 990, Part VI, Section C, Line 19 The Organization's governing documents, policies and financial statements are open to public inspection. If a member of the public desires to view these Organization documents they are instructed to mail a letter of inquiry to the Organization explaining which document(s) they desire to view. Form 990 Subsequent Events:Per the footnotes to O'Neill Sea Odyssey's audited financial statements FYE 06/30/2024, O'Neill Sea Odysseys management has evaluated events and transactions for potential recognition or disclosure in the audited financial statements through March 19, 2025 the date the audited financial statements were issued. O'Neill Sea Odyssey did not have subsequent events that require recognition or disclosure in the audited financial statements for the year ended June 30, 2024. Form 990, Part V, Line 2a - Form W-3 The Organization does not file Form W-3 "Transmittal of Wage and Tax Statements" itself. The Organization's employees are included within a Form W-3 which is filed annually by a related party O'Neill Wetsuits, LLC (FEIN: 26-1652953). Form 990, Part VII, Section A, Column F The amount appearing in Column F for Tracey Weiss (Exec. Director) of the following:401(k) Deferral Contributions $15,284Employer Sponsored Healthcare Contributions $22,903Total $38,187 Form 990, Part X, Column B, Line 15 Per the footnotes to O'Neill Sea Odyssey's audited financial statements FYE 06/30/2024, the Community Foundation of Santa Cruz County holds an additional fund that does not meet the criteria of a beneficial interest in funds held by others. This designated fund was valued at $1,369. As such, this asset was not recorded on the FYE 06/30/2024 O'Neill Sea Odyssey tax return.