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Laguna Ocean Foundation

 P.O. Box 5247
 Laguna Beach, CA 92652
[P] (949) 338-2955
[F] --
www.LagunaOceanFoundation.org
[email protected]
Robin C Zur Schmiede
FOUNDED: 2003
INCORPORATED: 2004
 Printable 1 Page Summary
 Printable Profile
Organization DBA --
Former Names Ocean Laguna Foundation (2007)
Organization received a competitive grant from the community foundation in the past five years No
Employer Identification Number 71-0953427 00000

Summary


Mission StatementMORE »

We strive to optimize the health of Laguna's vital coastal ecosystems through science, education and community involvement.
 
We are devoted to fostering environmentally responsible stewardship of Laguna's coastal and near shore habitats.

Mission Statement

We strive to optimize the health of Laguna's vital coastal ecosystems through science, education and community involvement.
 
We are devoted to fostering environmentally responsible stewardship of Laguna's coastal and near shore habitats.

FinancialsMORE »

Fiscal Year 2020
Projected Expenses $184,673.00
Projected Revenue $191,502.00

ProgramsMORE »

  • Aliso Creek Estuary Restoration Project
  • Tidewater Docent Program
  • Tidepool Interpretive Program

Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

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


Overview


Mission Statement

We strive to optimize the health of Laguna's vital coastal ecosystems through science, education and community involvement.
 
We are devoted to fostering environmentally responsible stewardship of Laguna's coastal and near shore habitats.

Background Statement

Laguna Ocean Foundation is a non-profit 501(C)(3) organization founded in 2003 by a small group of concerned Laguna Beach residents in response to the Community's VISION 2030 report. It was recognized through the report process that the coastal resources of Laguna Beach were an essential part of the community and there was a need for further protection and conservation of these resources. Locals and visitors flock to the beaches, tidepools, kelp forests and offshore habitats of Laguna Beach. And the landscape of pristine sandy coves nestled between rocky intertidal points, has long captured the imagination of artists. With increasing visitation it was recognized that beach patrons to this community needed to be better educated concerning the delicacy of the marine ecosystems, with this goal in mind the Tidewater Docent program was created in 2002 to provide interpretive education experiences at several Laguna Beach tidepool sites. As the program expanded, the organizers decided that the program needed a home and that more could be done to further enlighten the community concerning conservation marine biology. After eleven years, the Foundation has expanded and grown, with a governing Board of Trustees who oversees programs, a professional consulting staff, and a large group of local volunteers and supporters.


Impact Statement

As Laguna Ocean Foundation approached its 15th anniversary in 2018, the Board of Trustees reviewed and updated the Five Year Plan.  While this Plan is a living document, we have accomplished many of our goals and found that many are in continual evolution.  We added a new Goal: The Aliso Creek Estuary Restoration Project.  The Board also recently reviewed our Goals and Mission, which, as a result, were rewritten last year.  In addition, while on-going, the Governance Committee continues to enhance Laguna Ocean Foundation Board Strength and Participation with the addition of several new members.  Over the past few years, our Strategic Planning goal oversaw the the redesign of our corporate Logo as well as a complete upgrade and redesign of our website.

Our goals for the coming year will see the Education Committee working on the evaluation and enhancement LOF’s Education and Outreach Programming, the Marketing Committee developing fund raising and awareness materials and the Outreach Committee is beginning an event participation program to increase public awareness of LOF.  Finally, our long term goals include ever increasing the public’s awareness of of Mission;  enhancing the Board with appropriate expertise; using traditional development, fund raising efforts and grant opportunities to annually improve the operating budget of Laguna Ocean Foundation and increasing the capacity of Laguna Ocean Foundation by increasing visibility of the Foundations strategic plans and outcomes.


Needs Statement

(1) LOF is continually seeks new volunteers to augment our signature TideWater Docent program and our Educator Programs. Experience shows that hands on administrative oversight is necessary for the general well being of our docents and educators alike and vital for the success of both programs.  As a result, LOF is seeking $10,000 additional funding to support a full-time Coordinator for the programs.

 (2) Beach visitors are no longer a "seasonal" event in Laguna, but year round totally disrupting our visitor to education ratio.  $50,000 in funding is needed for the Heisler Park Program to more than double the capacity and hours of the Educators on site. 
 
(3) The Laguna Ocean Foundation, funded by a grant from the California Coastal Conservancy, has prepared a Restoration Plan to return the Aliso Creek Estuary in South Laguna to a healthy ecosystem. The restored wetland habitats will result in cleaner water entering the ocean. With the first stage completed, LOF with the support of stakeholders: including the California Coastal Conservancy, water districts, the County of Orange and the State of California, various Aliso Creek communities and the Army Corp of Engineers is gathering funding to move to the next level of the project.

CEO Statement

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Board Chair Statement

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Other Ways to Donate/Volunteer

Donations may be made by check (mailed to the above P.O. Box), PayPal (link is on our website) or on website.  Please contact us through our website regarding donations in kind so arrangements may be made.  LOF is a volunteer organization.  Please refer to our website for a link to volunteer.  

Geographic Area Served

South Orange County
Laguna Beach, California

Organization Categories

  1. Environment - Environmental Education
  2. Environment - Natural Resources Conservation & Protection
  3. Environment - Water Resource, Wetlands Conservation & Management

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Programs


Aliso Creek Estuary Restoration Project

The Laguna Ocean Foundation, funded by a grant from the California Coastal Conservancy, has prepared a Restoration Plan to return the Aliso Creek Estuary in South Laguna to a healthy ecosystem. The degraded estuary, located at Aliso Beach County Park, is currently the site of invasive plants bordering a stagnant lagoon of unhealthy urban runoff. The plan, prepared by a team of scientists with expertise in estuary habitats, will restore the estuary’s ecosystem to support beach dune, tidal mudflats, salt marsh, tule marsh, cattails and shallow freshwater habitats, which in turn will support a wide diversity of fish and wildlife species. The restored wetland habitats will result in cleaner water entering the ocean.

With the first stage completed, LOF with the support of stakeholders: including the California Coastal Conservancy, water districts, the County of Orange and the State of California, various Aliso Creek communities and the Army Corp of Engineers is preparing for the next stage of the project.


Budget  unknown
Category  Environment, General/Other Natural Resources Conservation & Protection
Population Served General/Unspecified US& International
Program Short-Term Success  Securing the State and Federal Funding
Program Long-Term Success 

A restored ecosystem will support beach dune, tidal mudflats, salt marsh, tule marsh, cattails and shallow freshwater habitats, which in turn will support a wide diversity of fish and wildlife species. The restored wetland habitats will result in cleaner water entering the ocean.

Program Success Monitored By  By necessity, the Project will be in stages, design, funding, EIRs.  Completing each stage will be a success story.
Examples of Program Success 
Securing funding.
Finalization of plan design by a team of scientists with expertise in estuary habitats.
Approval by California Coastal Commission. 

Tidewater Docent Program

Our initial program, the volunteer TideWater Docent program, initiated during the spring of 2003, has trained over 200 volunteers to provide interpretive education at local intertidal areas. The TideWater Docent Program was formally recognized by the City of Laguna Beach in its Fall 2003 Annual Report where it was cited as a Key City Accomplishment. Each docent has undergone six (6) hours of training (classroom and beach site) conducted by Foundation consulting staff members, members of the Board of Trustees, and members of the Orange Country Marine Protected Areas Council (OCMPAC). After undergoing their training, the TideWater Docents sign up for three (3) hour shifts at various intertidal locations during low tides throughout Laguna Beach’s approximately seven miles of coast line.

Budget  $1,000.00
Category  Environment, General/Other Environmental Education
Population Served General/Unspecified Children and Youth (0 - 19 years) Adults
Program Short-Term Success 

The benefits derived by Laguna Beach and its residents from the efforts of the volunteer TideWater Docents include an upgraded level of awareness of the fact that all of Laguna Beach coastal waters are in Marine Protected Areas, including the Laguna Marine Reserve; a greater understanding and appreciation of Laguna Beach’s intertidal zone ecosystems, which, in turn, enhances the long-term protection of the intertidal environment; and more fun at the beach for residents and visitors alike and the resultant contribution to the city’s economy and property values.

Program Long-Term Success  The long term success of the TideWater Docent Program will best be defined by the general character and healthiness of the intertidal ecosystem over the years to come.  Studies comparing before and after the initiation of the program suggest that this educational program has reduced the impact from human behavior.  
Program Success Monitored By  The most basic measure for the success of the TideWater Docent Program is the increase or decease of MPA violations.  Docents greet as many beach visitors as possible during their shifts.  The purpose of this interaction is to offer assistance and to notify the visitor of the area's marine protected status.  They are also offered various educational materials to help them enjoy their experience at an enhanced level.
Examples of Program Success  The major examples of the success of the TideWater Docent Program is that the Docents are (1) not witnessing few egregious Marine Life Protection Act violations, (2) or are able to correct any improper behavior with minimal interaction and (3) are not having to call the Marine Life Protection Officer to intervene.

Tidepool Interpretive Program

The Foundation currently oversees a paid Tidepool Interpretive Program at two sites along the coast, Heisler Park and Treasure Island. Like the TideWater Docent program, the Tidepool Interpretive Program is providing on-site resource education to visitors to Laguna’s sensitive coast. The purpose of the program is to increase public awareness about the importance and sensitivity of intertidal ecosystems, reduce visitor-related impacts, and increase the overall conservation benefits for the local intertidal resources and ecosystems.

Budget  $126,500.00
Category  Environment, General/Other Environmental Education
Population Served General/Unspecified Children and Youth (0 - 19 years) Adults
Program Short-Term Success 

The benefits derived by Laguna Beach and its residents from the efforts of the Tidepool Interpretive Program include an upgraded level of awareness of the Marine Protected status of all of Laguna Beach’s coastal waters, including the Laguna Marine Reserve; a greater understanding and appreciation of Laguna Beach’s intertidal zone ecosystems, which, in turn, enhances the long-term protection of the intertidal environment; and more fun at the beach for residents and visitors alike and the resultant contribution to the city’s economy and property values.

Program Long-Term Success  Tidepool Interpretive Program will be deemed successful if the intertidal ecosystem of Laguna Beach remains vibrant and healthy, improves where possible and the impact of human interaction is minimal and limited.  Since the area is a Marine Reserve, success will also be determined by the amount and level of MPA rule violations.
Program Success Monitored By 

The objective of the Tidepool Interpretive Program is to provide on-site education to the general public about the rocky intertidal ecosystems, intertidal organisms, prodecology, and the importance of Marine Protected Areas within the Laguna Beach Marine Reserve. It has been documented as well that the presence of paid personnel on-site also acts as a level of enforcement to deter tidepool and other MPA rule breaking. The education, monitoring, and presence provided by Laguna Ocean Foundation educators and volunteers helps develop a communal respect of the area over time, maximizing long-term conservation benefits.  The successes of the Program are monitored by the Educators themselves in witnessing the behavior of the beach going public.  In addition, human use surveys are conducted periodically throughout the year to determine the value of educator/public interaction.  Lastly, random surveys are done by third parties witnessing MPA violations with educators present and without educators present.

Examples of Program Success  The major examples of the success of the Tidepool Interpretive Program is that the Educators are (1) not witnessing few egregious Marine Life Protection Act violations, (2) or are able to correct any improper behavior with minimal interaction and (3) are not having to call the Marine Life Protection Officer to intervene.

Management


CEO/Executive Director Robin Zur Schmiede
CEO Term Start July 2017
CEO Email [email protected]
CEO Experience --

Former CEOs and Terms

Name Start End
Louise B Thornton July 2008 June 2017
Fred Sattler May 2003 June 2008

Senior Staff

Name Title Experience/Biography
-- -- --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
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Collaborations

Laguna Ocean Foundation is a member of the The Orange County Marine Protected Area Council.  OCMPAC is the state's oldest MPA Collaborative, started in 1999.  OCMPAC is a collaboration of city and county officials, institutional representatives, environmental advocates, academic faculty and nonprofit organization members.

Staff Information

Number of Full Time Staff 0
Number of Part Time Staff 0
Number of Volunteers 198
Number of Contract Staff 25
Staff Retention Rate % 0%
Staff Professional Development No

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 9
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 0
Male: 0
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Under Development
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 5
Management Succession Plan No
Organization Policies And Procedures No
Business Continuity of Operations Plan No

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency No N/A
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Government Licenses

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CEO Comments

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Foundation Comments

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Governance


Board Chair Robin Zur Schmiede
Board Chair Company Affiliation Retired
Board Chair Term July 2019 - June 2021
Board Co-Chair Edward Almanza
Board Co-Chair Company Affiliation Self
Board Co-Chair Term July 2013 - June 2015

Board Members

Name Company Affiliations Status
Kristin Allison Retired Voting
Edward Almanza Self, Environmental Consultant Voting
Irene Bowie Retired Voting
Candice Burroughs Self, Real Estate Professional Voting
Morgan Just Community Volunteer Voting
Cynthia Love UCI Voting
Jayson Smith PhD. Biologist/Professor, Cal Poly Pomona Voting
Robin Zur Schmiede -- Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 0
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 5
Male: 3
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 0
Board Meeting Attendance % 80%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Under Development
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 100%
Board Orientation Yes

CEO Comments

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Foundation Comments

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Standing Committees

  • Board Governance
  • Communications / Promotion / Publicity / Public Relations
  • Community Outreach / Community Relations
  • Education

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Fiscal Year July 01, 2019 to June 30, 2020
Projected Revenue $191,502.00
Projected Expenses $184,673.00
Form 990s

2017 Form 990

2016 Form 990

2015 Form 990

2014 LOF 990

2013 LOF 990

Audit Documents

2017 LOF Financial Statement

2014 LOF Financial Statement

2013 LOF Financial Statement

2012 LOF Financial Statement

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $89,118 $139,391 $136,273
Total Expenses $146,294 $106,029 $106,871

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$89,118 $139,391 $136,273
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- --
Individual Contributions -- -- --
Indirect Public Support -- -- --
Earned Revenue -- -- --
Investment Income, Net of Losses -- -- --
Membership Dues -- -- --
Special Events -- -- --
Revenue In-Kind -- -- --
Other -- -- --

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 2015
Program Expense $146,294 $99,881 $99,500
Administration Expense -- $6,148 $7,371
Fundraising Expense -- -- --
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 0.61 1.31 1.28
Program Expense/Total Expenses 100% 94% 93%
Fundraising Expense/Contributed Revenue 0% 0% 0%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 2015
Total Assets $250,295 $301,833 $264,414
Current Assets $250,295 $301,833 $264,414
Long-Term Liabilities -- -- --
Current Liabilities $16,565 $10,927 $6,870
Total Net Assets $233,730 $290,906 $257,544

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities 15.11 27.62 38.49

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 0% 0% 0%
Endowment Value $98,153.00
Spending Policy Income Only
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? No

CEO Comments

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Foundation Comments

Summary financial data is per the Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.

Documents


Other Documents

No Other Documents currently available.