Form 990 for tax year 2023
Filed by GUY HARVEY OCEAN FUND INC.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2023 , filed 27 October 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $2,909,551 changed to $2,862,664
- Total expenses
- $3,873,799 changed to $2,909,223
- Contributions and grants received
- $2,526,721 changed to $2,529,863
- Grants paid
- $415,702 changed to $110,702
- Other revenue
- $188,134 changed to $138,105
- Total assets, end of year
- $1,817,543 changed to $1,865,085
- Total liabilities, end of year
- $1,740,453 changed to $1,637,627
- Net assets or fund balances, end of year
- $77,090 changed to $227,458
- Program services expenses
- $2,720,429 changed to $1,755,853
- Program service expenses (Part III)
- $2,720,429 changed to $1,755,853
Listed under a different title
- Steve RodenSTEVE RODEN: CHAIR then CHAIRMAN
Totals
- Total revenue
- $2,909,551
- Total expenses
- $3,873,799
- Contributions and grants received
- $2,526,721
- Grants paid
- $415,702
- Program service revenue
- $194,696
- Investment income
- $0
- Other revenue
- $188,134
- Total assets, end of year
- $1,817,543
- Total liabilities, end of year
- $1,740,453
- Net assets or fund balances, end of year
- $77,090
- Program services expenses (Part IX)
- $2,720,429
- Management and general expenses
- $819,161
- Fundraising expenses
- $334,209
- Program service expenses (Part III)
- $2,720,429
Program services were 70.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$9,887
-
1e · Government grants (contributions)
$1,148,216
-
1f · All other contributions, gifts and grants
$1,368,618
-
2a · Program service revenue: EXPEDITION REVENUE
total $194,696 · related or exempt $194,696
-
5 · Royalties
total $198,078 · excluded $198,078
-
8a · Fundraising events: gross income
$44,082
-
8a · Fundraising events: contributions included on line 1c
$9,887
-
8b · Fundraising events: direct expenses
$56,935
-
8c · Net income from fundraising events
total -$12,853 · excluded -$12,853
-
9a · Gaming: gross income
$285
-
9b · Gaming: direct expenses
$22
-
9c · Net income from gaming
total $263 · excluded $263
-
11d · All other revenue
total $2,646 · excluded $2,646
-
11e · Other revenue, total
$2,646
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $395,702 · program services $395,702
-
2 · Grants to domestic individuals
total $2,000 · program services $2,000
-
3 · Grants to foreign organizations and individuals
total $18,000 · program services $18,000
-
5 · Compensation of officers, directors and key employees
total $100,000 · management and general $100,000
-
7 · Other salaries and wages
total $683,803 · program services $299,037 · management and general $231,354 · fundraising $153,412
-
8 · Pension plan contributions
total $22,187 · program services $8,238 · management and general $9,559 · fundraising $4,390
-
9 · Other employee benefits
total $62,933 · program services $19,067 · management and general $32,227 · fundraising $11,639
-
10 · Payroll taxes
total $79,375 · program services $20,202 · management and general $49,239 · fundraising $9,934
-
11a · Fees: management
total $2,021 · management and general $2,021
-
11b · Fees: legal
total $3,775 · management and general $3,775
-
11c · Fees: accounting
total $118,975 · management and general $118,975
-
11d · Fees: lobbying
total $36,000 · management and general $36,000
-
11g · Fees: other
total $234,296 · program services $209,134 · management and general $23,360 · fundraising $1,802
-
12 · Advertising and promotion
total $76,821 · program services $572 · management and general $74,982 · fundraising $1,267
-
13 · Office expenses
total $91,433 · program services $47,121 · management and general $33,227 · fundraising $11,085
-
14 · Information technology
total $71,779 · program services $364 · management and general $50,424 · fundraising $20,991
-
15 · Royalties
total $450,000 · program services $350,000 · fundraising $100,000
-
17 · Travel
total $128,795 · program services $83,308 · management and general $27,327 · fundraising $18,160
-
19 · Conferences, conventions and meetings
total $2,494 · program services $55 · management and general $2,221 · fundraising $218
-
23 · Insurance
total $12,258 · management and general $12,258
-
24a · Other expenses: RESEARCH
total $694,133 · program services $694,133
-
24b · Other expenses: EXPEDITIONS
total $318,506 · program services $306,396 · management and general $12,110
-
24c · Other expenses: EDUCATION
total $268,513 · program services $267,100 · management and general $102 · fundraising $1,311
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,155,883 · end of year $1,301,671
-
2 · Savings and temporary cash investments
beginning of year $10,905 · end of year $10,907
-
3 · Pledges and grants receivable
beginning of year $240,466 · end of year $386,965
-
8 · Inventories for sale or use
beginning of year $290 · end of year $0
-
14 · Intangible assets
beginning of year $108,000 · end of year $108,000
-
15 · Other assets
beginning of year $10,000 · end of year $10,000
-
17 · Accounts payable and accrued expenses
beginning of year $326,589 · end of year $87,951
-
18 · Grants payable
beginning of year $2,165,091 · end of year $1,532,794
-
19 · Deferred revenue
end of year $119,708
-
27 · Net assets without donor restrictions
beginning of year -$365,602 · end of year -$304,511
-
28 · Net assets with donor restrictions
beginning of year $399,466 · end of year $381,601
Mission and programs · 2023
Mission
THE GUY HARVEY FOUNDATION (GHF) COLLABORATES WITH LOCAL AND INTERNATIONAL ORGANIZATIONS TO CONDUCT SCIENTIFIC RESEARCH AND HOST EDUCATIONAL PROGRAMS AIMED AT BETTER UNDERSTANDING, AND CONSERVING, THE OCEAN ENVIRONMENT. (CONTINUED ON SCHEDULE O) THE GHF ALSO FUNDS INSPIRED SCIENTIFIC RESEARCH AND INNOVATIVE EDUCATIONAL PROGRAMS DEVELOPED BY UNIVERSITIES, COLLEGES, INSTITUTES, AND NONPROFIT ORGANIZATIONS THAT PROMISE TO BRING NEW IDEAS AND INITIATIVES TO MARINE CONSERVATION AND THAT ENCOURAGE CONSERVATIONS AND BEST MANAGEMENT PRACTICE FOR SUSTAINABLE MARINE ENVIRONMENT.
Activities or mission (Part I)
SCIENTIFIC RESEARCH AND EDUCATIONAL PROGRAMS AIMED AT CONSERVING THE MARINE ENVIRONMENT.
-
SCIENCE AND RESEARCH: THE GUY HARVEY FOUNDATION (GHF) RESEARCH PROGRAMS ARE DEDICATED TO EXPANDING THE SCIENTIFIC KNOWLEDGE NECESSARY FOR EFFECTIVE CONSERVATION OF FISH POPULATIONS AND MAINTENANCE OF FISH BIODIVERSITY. THE HIGH-QUALITY SCIENTIFIC INFORMATION PROVIDED BY GHF IS CRITICAL TO THE UNIVERSALLY RECOGNIZED URGENT NEED TO DEVELOP AND IMPLEMENT EFFECTIVE MEASURES FOR THE CONSERVATION AND ENHANCEMENT OF FISH RESOURCES WORLDWIDE. RESEARCH PROGRAMS INCLUDE: (1) SATELLITE TAGGING SHORTFIN MAKO SHARKS, (2) SATELLITE AND CONVENTIONAL TAGGING DOLPHINFISH IN THE NW ATLANTIC OCEAN, CARIBBEAN SEA, AND EASTERN TROPICAL PACIFIC, (3) TAGGING AND TRACKING BILLFISH IN THE EASTERN TROPICAL PACIFIC OCEAN, AND (4) SATELLITE TAGGING OF WHALE SHARKS OFF THE YUCATN PENINSULA. (CONTINUED ON SCHEDULE O)1. SATELLITE TAGGING SHORTFIN MAKO SHARKS IN THE NW ATLANTIC OCEAN AND WESTERN CARIBBEAN / GULF OF MEXICO. THE GUY HARVEY FOUNDATION AND GUY HARVEY RESEARCH INSTITUTE (GHRI) AT NOVA SOUTHEASTERN UNIVERSITY DEPLOYED FIVE SATELLITE TRACKING TAGS (SPOT TAGS) ON SHORTFIN MAKO SHARKS IN THE NW ATLANTIC OCEAN AND WESTERN CARIBBEAN / GULF OF MEXICO AS PART OF A MULTIYEAR STUDY TO UNDERSTAND THE MIGRATION PATTERNS AND FISHING MORTALITY FOR THIS SPECIES. THIS RESEARCH PROJECT PROVIDED THE FIRST FISHERIES-INDEPENDENT FISHING MORTALITY RATE FOR THIS ECONOMICALLY AND ECOLOGICALLY IMPORTANT SPECIES, WHICH WAS 10 TIMES HIGHER THAN PREVIOUSLY THOUGHT. THIS DISCOVERY LED THE INTERNATIONAL ORGANIZATION THAT MANAGES MAKO SHARKS TO DOWNGRADE THEIR STATUS TO OVERFISHED WITH OVERFISHING OCCURRING. THIS CHANGE OF STATUS, IN TURN, PROMPTED THE U.S. GOVERNMENT (NOAA) TO INCREASE PROTECTIONS FOR MAKO SHARKS IN FEDERAL WATERS, INCLUDING MANDATING THE RELEASE OF LIVE MAKO SHARKS IN THE COMMERCIAL FISHERY AND AN INCREASED MINIMUM SIZE IN THE RECREATIONAL FISHERY.2. SATELLITE AND CONVENTIONAL TAGGING DOLPHINFISH IN THE NW ATLANTIC OCEAN, CARIBBEAN SEA, AND EASTERN TROPICAL PACIFIC. THE FOUNDATION PARTNERED WITH THE DOLPHINFISH RESEARCH PROGRAM TO DEPLOY POP-UP SATELLITE TRACKING TAGS (PSAT TAGS) AND GEOLOCATING TAGS ON ATLANTIC AND PACIFIC DOLPHINFISH AND TO ENGAGE RECREATIONAL ANGLERS IN A TAG AND RECAPTURE CITIZEN SCIENCE STUDY. THIS HIGHLY REPRODUCTIVE FISH HAS LONG BEEN THOUGHT TO BE IMMUNE TO OVERFISHING BUT ANECDOTAL EVIDENCE IS SHOWING A DECLINE IN THE NUMBERS AND SIZE OF DOLPHINFISH AROUND THE WORLD AND SPECIFICALLY IN THE SOUTHEAST UNITED STATES. THE SATELLITE TAGGING STUDY IS HELPING RESEARCHERS BETTER UNDERSTAND THE SEASON MIGRATIONS OF THESE FISH WHILE THE TAG AND RECAPTURE STUDY IS PROVIDING INVALUABLE DATA ABOUT THE INCREDIBLY FAST GROWTH RATE OF THESE FISH AND HOW OFTEN THEY ARE CAUGHT. THESE DATA ARE FUNDAMENTAL TO CONSERVING THIS COMMERCIALLY AND RECREATIONALLY IMPORTANT SPECIES.3. TAGGING AND TRACKING BILLFISH IN THE EASTERN TROPICAL PACIFIC OCEAN. THE FOUNDATION PARTNERED WITH NOVA SOUTHEASTERN UNIVERSITY AND TROPIC STAR LODGE IN PANAMA ON A COMPREHENSIVE STUDY OF THE BILLFISH AND OTHER LARGE VERTEBRATES THAT INHABIT THE EASTERN TROPICAL PACIFIC OCEAN. THIS IS THE FOURTH YEAR OF A FIVE-YEAR STUDY TO DEPLOY SATELLITE POP-UP TAGS AND ACCELEROMETER TAGS ON BLUE MARLIN, BLACK MARLIN, AND SAILFISH TO BETTER UNDERSTAND THEIR MIGRATION PATTERNS AND HOW THESE SPECIES RECOVER FROM THE CATCH AND RELEASE PROCESS. THERE IS A SIGNIFICANT AMOUNT OF COMMERCIAL FISHING IN THIS REGION SO FISHERIES MANAGERS NEED TO KNOW WHERE THESE BILLFISH ARE TRAVELLING. ADDITIONALLY, THE RECREATIONAL FISHERY IS VERY VALUABLE TO THE REGION SO IT IS IMPORTANT TO UNDERSTAND THE EFFECTS THAT THE CATCH AND RELEASE PROCESS HAS ON THESE ANIMALS. DATA COLLECTED FROM THE DEPLOYMENT OF BAITED REMOTE UNDERWATER VIDEO (BRUV) CAMERAS IS IN THE PROCESS OF BEING SCIENTIFICALLY PUBLISHED.4. SATELLITE TAGGING OF WHALE SHARKS OFF THE YUCATN PENINSULA. THE FOUNDATION PARTNERED WITH CH'OOJ AJAUIL AND THE GUY HARVEY RESEARCH INSTITUTE TO DEPLOY SMART POSITION AND TEMPERATURE (SPOT) TRANSMITTING TAGS ON WHALE SHARKS IN A LONG-TERM MOVEMENT ECOLOGY STUDY. WHALE SHARKS ARE A COSMOPOLITAN SPECIES THAT AGGREGATE ANNUALLY IN LARGE NUMBERS OFF MEXICO ATTRACTING NATURALISTS, SCIENTISTS, AND TOURISTS TO THE SITE. WHALE SHARKS ARE THREATENED BY POLLUTION, BOAT STRIKES AND THE SHARK FIN TRADE. THEIR ANNUAL MIGRATION SUPPORTS AN IMPORTANT SEASONAL ECO-TOURISM ATTRACTION AND ALLOWS ABILITY TO STUDY MULTIPLE SHARKS OVER MULTI YEAR PERIODS TO BETTER UNDERSTAND THEIR MIGRATORY BEHAVIOR OUTSIDE OF THE ANNUAL AGGREGATION PERIOD. THEIR TRACKS ARE MADE PUBLICLY AVAILABLE TO SUPPORT EDUCATIONAL AWARENESS OF THIS IMPORTANT SPECIES AND OVERALL AID IN THEIR CONSERVATION.
Expenses $1,671,579 · Grants $367,687 · Revenue $194,696
-
EDUCATION: THE GUY HARVEY FOUNDATION (GHF) OFFERS SCHOLARSHIPS TO UNIVERSITY STUDENTS STUDYING MARINE SCIENCE AND WORKING TO BECOME FUTURE LEADERS OF OCEAN CONSERVATION. GHF, IN CONJUNCTION WITH THE GUY HARVEY ENDOWED SCHOLARSHIP PROGRAM, OFFERS FOUR (4) 4-YEAR FLORIDA UNIVERSITY PLAN SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS WHO PLAN TO ATTEND NOVA SOUTHEASTERN UNIVERSITY.
Expenses $958,350 · Grants $48,015
-
THE GUY HARVEY MAGAZINE EDITORIAL FOCUSES ON FISHING, BOATING, ADVENTURE AND ECO-TRAVEL, SCUBA DIVING AND LIVING THE COASTAL LIFESTYLE THROUGH THE LENS OF MARINE CONSERVATION. THE MAGAZINE IS PUBLISHED QUARTERLY WITH THE FALL EDITION DEDICATED AS THE "EDUCATION ISSUE" WHICH HIGHLIGHTS THE CURRENT GHF EDUCATION INITIATIVES.
Expenses $90,500
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jessica HarveyJESSICA HARVEY
CEO, SECRETARY
- Total calculated
- $100,000
- From this org
- $100,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 41 + 2 related
-
Dr Guy HarveyDR GUY HARVEY
FOUNDER & CHAIR EMERITUS
- Total calculated
- $0
- Hours/week
- 0.5
-
Steve RodenSTEVE RODEN
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Bob OsbornBOB OSBORN
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Rodney BarretoRODNEY BARRETO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Eric CareyERIC CAREY
DIRECTOR (TERM START 5/24/23)
- Total calculated
- $0
- Hours/week
- 0.5
-
Paul CastronovoPAUL CASTRONOVO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Rich DaviesRICH DAVIES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jeff HarkavyJEFF HARKAVY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jim HillJIM HILL
DIRECTOR (TERM START 5/24/23)
- Total calculated
- $0
- Hours/week
- 0.5
-
Dean KlevanDEAN KLEVAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Rob KornahrensROB KORNAHRENS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jodi LewisJODI LEWIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Chris PetersonCHRIS PETERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Robert ThomasROBERT THOMAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jane WyeJANE WYE
DIRECTOR (TERM START 5/24/23)
- Total calculated
- $0
- Hours/week
- 0.5
-
Rich AndrewsRICH ANDREWS
DIRECTOR (TERM END 3/15/23)
- Total calculated
- $0
- Hours/week
- 0.5
-
George SchellengerGEORGE SCHELLENGER
DIRECTOR (TERM END 3/14/23)
- Total calculated
- $0
- Hours/week
- 0.5
-
Susan Capone RodeSUSAN CAPONE RODE
COO
- Total calculated
- $139,211
- From this org
- $120,000
- From related orgs
- $0
- Other
- $19,211
- Hours/week
- 40
-
Tonya ShearerTONYA SHEARER
DIR. STRATEGIC PARTNERSHIPS
- Total calculated
- $113,124
- From this org
- $106,730
- From related orgs
- $0
- Other
- $6,394
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$305,000
SCHOLARSHIP FUND
-
CENTER FOR SPORTFISHING POLICY
$25,000
ADVOCACY FOR SALTWATER RECREATIONAL ANGLERS
-
UNIVERSITY OF FLORIDA FOUNDATION
$21,000
SCHOLARSHIP FUND
-
GRADUATE STUDENT RESEARCH ON MARINE LIFE
-
$10,000
COLLEGIATE INNOVATION AWARD
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
GUY HARVEY OCEAN FUND INC
501(C)(3) EQUIVALENT · RESEARCH AND EDUCATION FOR SUSTAINABLE MARINE ENVIRONMENTS · CJ
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 25 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521189349302317
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