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 |
| September 30, 2024 | 990 | $2,184,673 | $1,958,645 | $226,028 | $13,717,513 | $782,489 | $12,935,024 |
| September 30, 2023 | 990 | $11,328,706 | $1,485,642 | $9,843,064 | $11,776,170 | $884,156 | $10,892,014 |
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 |
990 for the year ended September 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELIZABETH WHITEMAN | EXECUTIVE DIRECTOR Officer | 40 | $178,532 | $7,527 |
| ANTHONY C ROGERS | EMPLOYEE Highest-paid employee | 40 | $128,315 | $8,715 |
| DAVID F LAWLOR | EMPLOYEE Highest-paid employee | 40 | $128,774 | $6,392 |
| LORI ZOOK | DIR OF FINANCE AND ADMINIS Officer | 40 | $113,151 | $14,675 |
| GARY GRIGGS | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PHILLIP TAYLOR | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ALEXIS JACKSON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| NANCY SUTLEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JENN ECKERLE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KAREN MOGUS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARGARET LEINEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHELE PERRAULT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KARINA NIELSEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARGARET SPRING | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELIZABETH WHITEMAN | EXECUTIVE DIRECTOR Officer | 40 | $161,532 | $6,929 |
| ANTHONY C ROGERS | EMPLOYEE Highest-paid employee | 40 | $118,881 | $8,619 |
| LORI ZOOK | DIR OF FINANCE AND ADMINIS Officer | 40 | $107,652 | $13,985 |
| NANCY SUTLEY | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PHILLIP TAYLOR | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JONATHAN BISHOP | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GARY GRIGGS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JEN ECKERLE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ALEXIS JACKSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARGARET LEINEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHELE PERRAULT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KARINA NIELSEN | 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
- Website
- WWW.OCEANSCIENCETRUST.ORG
- Return prepared by
- MUN CPAs LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 65-1261006 or by the name CALIFORNIA OCEAN SCIENCE TR.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 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 | $2,872,976 | $2,245,478 | $14,244,175 | XML |
| 990 | September 2024 | $2,184,673 | $1,958,645 | $13,717,513 | XML |
| 990 | September 2023 | $11,328,706 | $1,485,642 | $11,776,170 | XML |
| 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 bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 65-1261006).
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 16, 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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