Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 246,076 | 462,463 | 403,035 | 500,079 | 1,015,157 | 2,626,810 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | 64,919 | 145,044 | 83,682 | 1,024 | 294,669 | |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | 246,076 | 527,382 | 548,079 | 583,761 | 1,016,181 | 2,921,479 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 10,000 | 7,000 | 10,000 | 27,000 | ||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | 0 | |||||
| c | Add lines 7a and 7b.. | 10,000 | 7,000 | 10,000 | 27,000 | ||
| 8 | Public support. (Subtract line 7c from line 6.) | 2,894,479 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 246,076 | 527,382 | 548,079 | 583,761 | 1,016,181 | 2,921,479 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 128 | 274 | 630 | 1,692 | 1,275 | 3,999 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 128 | 274 | 630 | 1,692 | 1,275 | 3,999 |
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 246,204 | 527,656 | 548,709 | 585,453 | 1,017,456 | 2,925,478 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2020 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2020 |
(iii) Distributable Amount for 2020 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2020 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2020: | ||||
| a From 2015....... | ||||
| b From 2016....... | ||||
| c From 2017....... | ||||
| d From 2018....... | ||||
| e From 2019....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2020 distributable amount | ||||
|
i
Carryover from 2015 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2020 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2020 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2020, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2020. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2021. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2016..... | ||||
| b Excess from 2017..... | ||||
| c Excess from 2018..... | ||||
| d Excess from 2019..... | ||||
| e Excess from 2020..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, 4A | CONTINUATION OF PROGRAM DESCRIPTIONS: IV. ONSHORE POLLUTION C) SANTA BARBARA COUNTY HOMELESS. HOMELESSNESS IS WIDELY RECOGNIZED AS A MAJOR SOURCE OF WATER POLLUTION BECAUSE OF LACK OF SANITATION IN THE CAMPS. HEAL THE OCEAN HAS BEEN TACKLING THE PROBLEM IN SUMMERLAND SINCE SPRING 2017, AND IN 2020 JOINED A FIRE DEPARTMENT TASK FORCE TO WORK OUT SOLUTIONS FOR HOMELESS CAMPS CREATING FIRE HAZARDS. HTO CONTINUES COMMUNICATION WITH THE CITY CREEKS DEPARTMENT TO TACKLE THE PROBLEM OF POLLUTION OF CREEKS AND WATERWAYS CAUSED BY LACK OF SANITATION IN THE HOMELESS CAMPS IN THOSE AREAS. HARRY RABIN, HEAL THE OCEAN ADVISORY BOARD CONSULTANT, HAS PRODUCED INTERACTIVE GIS MAPS THAT SHOW THE LOCATION OF ALL THE CAMPS FROM SUMMERLAND TO GOLETA, THEREBY KEEPING TRACK OF THE UNSHELTERED POPULATION WHILE WE WORK WITH OTHER AGENCIES TO INSTITUTE MEASURES TO ELIMINATE CAMPS FROM FLAMMABLE AREAS AS WELL AS CREEKS AND WATERSHEDS, WHICH POSE A THREAT TO PUBLIC HEALTH AS WELL AS OCEAN WATER QUALITY. V. BEACH CLEANUPS: A) BECAUSE OF COVID-19, HEAL THE OCEAN SUSPENDED SCHOOL-SUPERVISED BEACH CLEANUPS ALONG THE CALIFORNIA COAST IN 2020, AND UNTIL THE PANDEMIC LIFTS, WE ARE FOCUSED ON KEEPING TRASH OFF THE BEACH. WE HAVE HIRED MARBORG INDUSTRIES FOR EXTRA TRASH PICKUPS AT VARIOUS BEACHES IN THE COUNTY. IN 2020 WE INSTITUTED A STREET SWEEPING PROGRAM FOR CHANNEL DRIVE, WHICH PARALLELS THE POPULAR BUTTERFLY BEACH IN MONTECITO, WITH TRASH PICKUP ALONG THE WALKWAY, TO KEEP IT FROM GETTING ONTO THE BEACH. B) ABANDONED BEACHFRONT HOMELESS ENCAMPMENT CLEANUP. IN 2020 HEAL THE OCEAN SUCCESSFULLY ORGANIZED AND FUNDED A LARGESCALE CLEANUP OF AN ABANDONED HOMELESS CAMP ON THE BEACH IN MONTECITO, NEAR BUTTERFLY BEACH. THE ABANDONED HOMELESS CAMP WAS SURROUNDED BY TRASH, BICYCLE PARTS, CAR BATTERIES, FLOODED TENTS, AND OTHER OFFAL. AFTER BEING NOTIFIED ABOUT THE CAMP HARRY RABIN NOTED THERE WOULD BE A KING TIDE IN 48 HOURS, MEANING THE OCEAN WOULD SWAMP THE HOMELESS CAMP AND CARRY THE GARBAGE OUT TO SEA. HEAL THE OCEAN ADVISORY CONSULTANT HARRY RABIN USED HIS DIRECT CONTACT WITH TWO COUNTY SHERIFFS, WHO INSPECTED THE SITE TO VERIFY IT WAS ABANDONED AND THEN THEY OPENED THE GATE INTO THE CLARK ESTATE FIELD FOR TRUCK ACCESS TO THE CAMP. HTO WAS ABLE TO CONTACT A LOCAL CLEANING COMPANY, BIG GREEN, ON A LATE SATURDAY AFTERNOON - JUST IN TIME - AND THE WORKERS CAME TO THE SITE WITH HAULING TRUCKS TO TAKE THE MATERIAL AWAY. THE CAMP WAS CLEARED OUT IN LESS THAN 48 HOURS BEFORE THE KING TIDE CAME AND ENGULFED THE BEACH. C) BOAT WRECKAGE CLEANUP. IN COLLABORATION WITH MARBORG INDUSTRIES, HEAL THE OCEAN CLEANED UP A BOAT WRECKAGE IN NOVEMBER 2020 BETWEEN EAST BEACH AND HAMMONDS IN SANTA BARBARA/MONTECITO. THE FRACTURED BOAT HAD BEEN ABANDONED NEARLY TWO MONTHS, BREAKING UP IN THE SURF AND LITTERING THE BEACH WITH SPLINTERED PIECES OF WOOD, BOAT MACHINERY, CUSHIONS, ELECTRONICS, OIL BATTERY ACID, SHARP OBJECTS AND OTHER DEBRIS THAT PRESENTED DANGERS TO BEACH USERS. THE WORK, FUNDED THROUGH HEAL THE OCEAN BY THE JOHNSON OHANA FOUNDATION, WAS PERFORMED BY A MARBORG CREW AND HEAVY EQUIPMENT IN A TWO-DAY OPERATION OVERSEEN BY BRIAN BORGATELLO OF MARBORG INDUSTRIES. IT INVOLVED 12 MARBORG LABORERS 1 EQUIPMENT OPERATOR, 1 CAT EXCAVATOR, 1 ROLL-OFF DRIVER AND TRUCK, 1 SEMI-LOW-BED-AND-DRIVER - ALL COMING TO THE WRECKAGE AREA FROM THE EAST BEACH FIELD BY THE CLARK ESTATE. THE PROJECT HAS LED TO HEAL THE OCEAN COLLABORATING WITH THE SANTA BARBARA HARBOR DEPARTMENT, FOR NOTICES OF ABANDONED VESSELS BREAKING THEIR MOORINGS AND HEADED FOR THE BEACH. THE HARBOR OFFICIALS ARE ALSO GUIDING HTO TOWARD A STATE GRANT TO PAY FOR SUCH CLEANUPS IN THE FUTURE. VI. DOG BAG PROGRAM: A) HEAL THE OCEAN RAISED OVER $24,000 IN 2020 TO SEND TO BOTH THE COUNTY AND CITY OF SANTA BARBARA TO PAY FOR COMPOSTABLE DOG BAGS THAT ARE DISPENSED IN COUNTY/CITY DOG BAG DISPENSERS. WE RAISED OVER $20,000 THROUGH OUR DISPENSER SPONSORSHIP PROGRAM AND FROM DIRECT DOGGY BAG DONATIONS THROUGH OUR WEBSITE. WE HAVE EXPANDED THE PROGRAM TO INCLUDE NEW LOCATIONS ACROSS THE CITY AND COUNTY, INCLUDING JALAMA BEACH, A POPULAR SURF/CAMPING LOCATION IN THE NORTH COUNTY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE HEAL THE OCEAN BOARD OF DIRECTORS REVIEWS A DRAFT OF FORM 990 BEFORE FINALIZED FOR SUBMITTAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY AND CONFIDENTIALITY POLICY - IF THERE IS CONCERN ABOUT A CONFLICT OF INTEREST OR THE POSSIBILITY OF A CONFLICT, THE BOARD INVESTIGATES THE ISSUE AND TAKES APPROPRIATE CORRECTIVE ACTION, UP TO AND INCLUDING A REQUEST TO RESIGN OR DISMISSAL FROM THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FULL BOARD OF DIRECTORS REVIEWS AND APPROVES EXECUTIVE COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, 990 AND FINANCIAL STATEMENTS ARE ALL AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS AND RESEARCHERS: PROGRAM SERVICE EXPENSES 53,404. MANAGEMENT AND GENERAL EXPENSES 5,068. FUNDRAISING EXPENSES 2,189. TOTAL EXPENSES 60,661. ADMIN FEES - 401(K): PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,985. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,985. |
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