WOODS HOLE OCEANOGRAPHIC INSTITUTION Charity Report

Public IRS 990 nonprofit record

WOODS HOLE OCEANOGRAPHIC INSTITUTION

EIN 04-2105850 · Science & Technology (U210)

What they do

SEE SCHEDULE O

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $87.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe explanation is very short. Ask what work they really do.

They name their leaders46 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

89.29%of revenue went to mission work87.0% of expenses · Program services

1.51%of revenue went to fundraising1.5% of expenses

$102.58spent for every $100 of revenueSpending was higher than revenue this year.

11.78%of revenue went to management and office costs11.5% of expenses

$2.22in assets for every $1 spent this yearSome assets cannot be spent right away.

96.3%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $8,867,661 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $1,338,162 for PETER DE MENOCAL (PRESIDENT/DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$344,338,772

Mission workProgram services$307,447,02389.29% of revenue87.0% of expenses

ManagementOffice and general costs$40,552,00811.78% of revenue11.5% of expenses

FundraisingAsking for donations$5,207,4021.51% of revenue1.5% of expenses

Total expenses$353,206,433102.58% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 87.0% mission · 11.5% management · 1.5% fundraisingTotal expenses: 102.58% of revenue

2023Expense mix: 86.8% mission · 11.6% management · 1.6% fundraisingTotal expenses: 95.88% of revenue

2022Expense mix: 87.2% mission · 11.4% management · 1.5% fundraisingTotal expenses: 83.72% of revenue

2021Expense mix: 88.1% mission · 10.4% management · 1.5% fundraisingTotal expenses: 100.94% of revenue

2020Expense mix: 88.2% mission · 10.3% management · 1.5% fundraisingTotal expenses: 103.91% of revenue

2019Expense mix: 89.5% mission · 8.6% management · 1.9% fundraisingTotal expenses: 98.30% of revenue

2018Expense mix: 88.6% mission · 10.0% management · 1.3% fundraisingTotal expenses: 111.76% of revenue

2017Expense mix: 88.9% mission · 9.8% management · 1.2% fundraisingTotal expenses: 108.07% of revenue

Money in and money out

Revenue$344,338,772

Expenses$353,206,433

Annual shortfall $8,867,661 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$307,447,023 · 87.0% of expenses

Management and office costs$40,552,008 · 11.5% of expenses

Fundraising$5,207,402 · 1.5% of expenses

See all reported dollar amounts

Revenue$344,338,772

Expenses$353,206,433

Assets$785,140,988

Income$393,913,698

Contributions$331,673,405

Mission work (program services)$307,447,023

Fundraising$5,207,402

Management and general$40,552,008

Stocks and bonds$97,303,504

Accounting fees$716,753

Investing fees$1,413,753

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

PETER DE MENOCALPRESIDENT/DIRECTOR · 50 hrs/week $1,338,162Base $682,313 · Other $655,849

RICHARD MURRAYDD & VP SCI & ENG (UNTIL 9/24) · 50 hrs/week $799,518Base $767,692 · Other $31,826

KATHRYN LINKVP OPS & CFO · 50 hrs/week $592,822Base $543,958 · Other $48,864

ROBERT MUNIERVP MARINE FACILITIES & OPS · 50 hrs/week $494,533Base $413,668 · Other $80,865

SAMUEL HARPVP FOR ADVANCEMENT & CMO · 50 hrs/week $477,643Base $405,704 · Other $71,939

GEORGE C CLAYTONCHIEF DEVELOPMENT OFFICER · 50 hrs/week $409,093Base $332,776 · Other $76,317

KENT SHEASLEYMASTER SHIP OPERATIONS · 50 hrs/week $404,866Base $322,643 · Other $82,223

KEITH GLAVINSR. DIR. INFORMATION SYSTEMS · 50 hrs/week $396,553Base $325,819 · Other $70,734

PAUL MATTHIASSENIOR PROGRAM MANAGER AOPE · 50 hrs/week $387,229Base $301,132 · Other $86,097

BENJAMIN VAN MOOYACTING DDVPR(AS OF 9/24) · 50 hrs/week $329,075Base $256,362 · Other $72,713

CRYSTAL TALLEYVP LEGAL AFRS/GC (AS OF 5/24) · 50 hrs/week $311,555Base $280,649 · Other $30,906

MARY MCNAIRINTERIM SECRETARY (UNTIL 05/24 · 40 hrs/week $138,667Base $121,790 · Other $16,877

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (46)

PETER DE MENOCALPRESIDENT/DIRECTOR

RICHARD MURRAYDD & VP SCI & ENG (UNTIL 9/24)

KATHRYN LINKVP OPS & CFO

ROBERT MUNIERVP MARINE FACILITIES & OPS

SAMUEL HARPVP FOR ADVANCEMENT & CMO

GEORGE C CLAYTONCHIEF DEVELOPMENT OFFICER

KENT SHEASLEYMASTER SHIP OPERATIONS

KEITH GLAVINSR. DIR. INFORMATION SYSTEMS

PAUL MATTHIASSENIOR PROGRAM MANAGER AOPE

BENJAMIN VAN MOOYACTING DDVPR(AS OF 9/24)

CRYSTAL TALLEYVP LEGAL AFRS/GC (AS OF 5/24)

MARY MCNAIRINTERIM SECRETARY (UNTIL 05/24

ROBIN POWELL MANDJESTRUSTEE

MICHAEL ESPOSITOTRUSTEE

PAUL SALEMCHAIRMAN

ROBERT JEFFETRUSTEE

ROBERT SMITHTRUSTEE

ROBERT C DUCOMMUNTRUSTEE

LINDA SALLOPTRUSTEE

SALLY ROCKERTRUSTEE

SAMUEL COLEMANTRUSTEE(UNTIL 05/24)

SARAH JOHNSONTRUSTEE

SHARI SANTTRUSTEE (AS OF 05/2024)

STEPHANIE VAN PUTTENTRUSTEE

SUSAN BURKETRUSTEE

SUSAN LOZIERTRUSTEE (AS OF 05/2024)

WILLIAM SCHMIDTTREASURER

JAMES P ROSENFIELDTRUSTEE(UNTIL 05/24)

ANNE C KRONENBERGTRUSTEE

BARBARA WUTRUSTEE

CLINT HARRISTRUSTEE

CULLEN BUIETRUSTEE

EDWARD TREGURTHATRUSTEE

GEORGE DAVIDTRUSTEE

H LARRY CLARKTRUSTEE

JAMES A AUSTIN JRTRUSTEE(UNTIL 05/24)

JAMES M CLARK JRCHAIR OF CORP.

MARIA WILHELMVICE CHAIR - BD OF TRUSTEES

JEFFERSON E HUGHES JRTRUSTEE(UNTIL 05/24)

JEROME VASCELLAROTRUSTEE (AS OF 02/2024)

JOHN KREIDERTRUSTEE

JOHN STAVISTRUSTEE

JOYCE K MOSSTRUSTEE(UNTIL 05/24)

LAWRENCE FISHTRUSTEE

ALAN CHUNGTRUSTEE

MARGARET A FLANAGANVICE CHAIR - BD OF TRUSTEES

About this charity

Recognized since: January 1954
Location: 569 WOODS HOLE RDMS14, WOODS HOLE, MA 02543-1041
County: Barnstable
In care of: % DANA FERNANDEZ SR DIR FINAN
Primary officer: KATHRYN LINK, VP OPS & CFO

How to reach them

WebsiteVisit the charity’s website Emailmedia@whoi.edu Phone(508) 457-2000

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: PWC US TAX LLP
NTEE classification: Science & Technology (U210)