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Laguna Ocean Foundation

 P.O. Box 5247, c/o Morgan Lamb
 Laguna Beach, CA 92652
[P] (949) 415-8575
[F] --
www.LagunaOceanFoundation.org
[email protected]
Louise Thornton
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 »

Laguna Ocean Foundation is dedicated to sustainable ocean ecosystems along the Laguna Coast.

We envision an evolving understanding of our local urban marine resources in order for Laguna Beach to better protect and enhance this valuable wilderness.

Values:

We believe that through:

• Education and Outreach, we establish a knowledgeable public that cares about our oceans.

• Research and Monitoring, we utilize the expertise of regional scientists we follow an evolving agenda that helps us better manage our coastal resources.

• Policy based on current science and working in collaboration with key partners, we establish sound management strategies to conserve and restore our marine habitats.

• Leadership, we provide measurable outcomes to protect our ocean ecosystems in a highly stressed urban environment, providing local solutions that will be scaled globally.

Mission Statement

Laguna Ocean Foundation is dedicated to sustainable ocean ecosystems along the Laguna Coast.

We envision an evolving understanding of our local urban marine resources in order for Laguna Beach to better protect and enhance this valuable wilderness.

Values:

We believe that through:

• Education and Outreach, we establish a knowledgeable public that cares about our oceans.

• Research and Monitoring, we utilize the expertise of regional scientists we follow an evolving agenda that helps us better manage our coastal resources.

• Policy based on current science and working in collaboration with key partners, we establish sound management strategies to conserve and restore our marine habitats.

• Leadership, we provide measurable outcomes to protect our ocean ecosystems in a highly stressed urban environment, providing local solutions that will be scaled globally.


FinancialsMORE »

Fiscal Year 2015
Projected Expenses $125,000.00
Projected Revenue $133,000.00

ProgramsMORE »

  • Tidewater Docent Program
  • Tidepool Interpretive Program

Revenue vs. Expense ($000s)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

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


Overview


Mission Statement

Laguna Ocean Foundation is dedicated to sustainable ocean ecosystems along the Laguna Coast.

We envision an evolving understanding of our local urban marine resources in order for Laguna Beach to better protect and enhance this valuable wilderness.

Values:

We believe that through:

• Education and Outreach, we establish a knowledgeable public that cares about our oceans.

• Research and Monitoring, we utilize the expertise of regional scientists we follow an evolving agenda that helps us better manage our coastal resources.

• Policy based on current science and working in collaboration with key partners, we establish sound management strategies to conserve and restore our marine habitats.

• Leadership, we provide measurable outcomes to protect our ocean ecosystems in a highly stressed urban environment, providing local solutions that will be scaled globally.


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 tenth anniversary in 2013, the Board of Trustees began the creation of a Five Year Plan.  While this Plan is still under development, we have accomplished the first major goal:  Conduct a reflective analysis of Laguna Ocean Foundation, including a review of its Goals and Mission — which, as a result, were rewritten last year.  In addition, while on-going, we have enhanced Laguna Ocean Foundation Board Strength and Participation with the creation of a Governance Team and Board will be increased by two new members at the February 2014 meeting.  Two other goals are also well on their way to competition: (1) the creation and development of a Research Agenda to help guide LOF’s policy and management efforts and (2) the creation of a Coastal Management Plan that will oversee policy and management decisions for the Laguna Beach coastline.

Our goals for the coming year, while continuing the above items, also includes the evaluation and enhancement LOF’s Education and Outreach Programming. Finally, our long term goals include increasing the public’s awareness of LOF through an aggressive communication, branding and marketing campaign, which will include 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 the Board, hiring an Executive Director and increasing visibility of the Foundations strategic plans and outcomes.


Needs Statement

(1) LOF is continually seeks new Docents to augment our signature volunteer program as well as our Educator Program. 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. LOF is seeking $15,000 to increase our part-time Docent Coordinator to 20 hrs a month and to hire a new part-time Educator Coordinator at the same level.

(2) Funding is needed for the Heisler Park Tidepool Interpretive Program to more adequately meet the visitor to educator ratio and increase public awareness about the importance and sensitivity of intertidal ecosystems. We are seeking $30,000 to double the capacity of the Educators on site.
 
(3) LOF has obtained funding from the California Coastal Conservancy to develop a feasible plan to restore the Aliso Creek Estuary in Laguna. In its current condition, the mouth of Aliso Creek is a degraded lagoon. The first step, not funded by the grant, toward restoration of the estuary is development of clearly defined and feasible Restoration Objectives. LOF seeks $17,100 in funds to support development of Restoration Objectives by a team of leading restoration ecologists specializing in the historical role of estuarine ecosystems in So Cal.

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 in person at sponsored events.  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.  

Geographic Area Served

South Orange County
Laguna Beach, CA

Organization Categories

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

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Programs


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 Louise Thornton
CEO Term Start July 2008
CEO Email [email protected]
CEO Experience --

Former CEOs and Terms

Name Start End
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
-- --

Collaborations

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Staff Information

Number of Full Time Staff 0
Number of Part Time Staff 0
Number of Volunteers 201
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? Under Development
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 --
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy No

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 Louise B. Thornton
Board Chair Company Affiliation Retired
Board Chair Term July 2013 - June 2015
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
Edward Almanza Self, Environmental Consultant Voting
Candice Burroughs Self, Real Estate Professional Voting
Scott Ferguson The Conservation Fund Voting
Jeremy Frimond Marine Protection Office, City of Laguna Beach Exofficio
Morgan Lamb Self, Nonprofit Consultant Voting
Jeffrey Rosaler Marine Biologist, LOF Consultant NonVoting
Jayson Smith PhD. Biologist/Professor, Cal Poly Pomona Voting
Louise B. Thornton Retired, Estate Planning Voting
Sean Vogt PhD. Biologist, City of Dana Point Voting

Constituent Board Members

Name Company Affiliations Status
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Youth Board Members

Name Company Affiliations Status
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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: 3
Male: 6
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 65%
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

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

Fiscal Year July 01, 2014 to June 30, 2015
Projected Revenue $133,000.00
Projected Expenses $125,000.00
Form 990s

2014 LOF 990

2013 LOF 990

2012 LOF 990

Audit Documents

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 2014 2013 2012
Total Revenue $138,465 $141,595 $136,218
Total Expenses $116,028 $129,917 $118,508

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2014 2013 2012
Foundation and
Corporation Contributions
$138,465 $141,595 $136,218
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 2014 2013 2012
Program Expense $110,760 $124,917 $113,667
Administration Expense $5,268 $5,000 $4,841
Fundraising Expense -- -- --
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.19 1.09 1.15
Program Expense/Total Expenses 95% 96% 96%
Fundraising Expense/Contributed Revenue 0% 0% 0%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2014 2013 2012
Total Assets $237,082 $213,269 $208,785
Current Assets $237,049 $213,269 $208,785
Long-Term Liabilities $8,940 $7,564 $14,758
Current Liabilities -- -- --
Total Net Assets $228,142 $205,705 $194,027

Short Term Solvency

Fiscal Year 2014 2013 2012
Current Ratio: Current Assets/Current Liabilities inf inf inf

Long Term Solvency

Fiscal Year 2014 2013 2012
Long-term Liabilities/Total Assets 4% 4% 7%
Endowment Value $0.00
Spending Policy N/A
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.