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Education : Youth Education Programs and Services

Ocean Institute

Experience is the teacher

three stars

85.50

24200 Dana Point Harbor Drive Dana Point, CA 92629
tel: (949) 496-2274   Web Site
EIN: 33-0203488

Board Leadership
Mel Chambers
Chair

CEO
Dori Dennis Moorehead
President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 85.50 three stars
  Financial 82.70 three stars
  Accountability & Transparency 89.00 three stars
This rating was published 02/01/2017 and includes data from FY2015, the most recent 990 received at that time.

Learn more about how we calculate the overall score and rating.

Financial

three stars

82.70

Accountability & Transparency

three stars

89.00

This rating was published 02/01/2017 and includes data from FY2015, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity’s total expenses spent on the programs
and services it delivers)
78.5%
  Administrative Expenses 8.1%
  Fundraising Expenses 13.3%
  Fundraising Efficiency $0.31
  Working Capital Ratio (years) 2.21
  Program Expenses Growth 4.6%
  Liabilities to Assets 7.7%
All data for Financial Performance Metrics calculations was provided by Ocean Institute on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Ocean Institute on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Ocean Institute (CA) 85.50 three stars
MATHCOUNTS (VA) 85.57 three stars
Silicon Valley Education Foundation (CA) 96.39 four stars
Society for Science & the Public (DC) 94.93 four stars
NAF (NY) 92.07 four stars

Compare These Charities (Highly Rated)

Founded in 1977, the Ocean Institute works to inspire all generations through education to become responsible stewards for our oceans. The Ocean Institute has become nationally known for its hands-on marine science, environmental education and maritime history programs. More than 110,000 K-12 students and 6,000 teachers annually participate in the Institute's 61 award-winning, immersion style programs. We are an educational facility specializing in innovative marine and social science programs. To learn maritime history and literature, students spend an entire night aboard the brig Pilgrim - each student hauling lines, hoisting sails, standing night watch and swabbing decks. Our vision is to be the world's best experiential ocean educational organization.

REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,784,641
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $322,291
   Related Organizations $0
   Government Grants $466,200
Total Contributions $2,573,132
   Program Service Revenue $3,103,227
Total Primary Revenue $5,676,359
   Other Revenue $674,214
TOTAL REVENUE $6,350,573
   
EXPENSES  
   Program Expenses $5,427,244
   Administrative Expenses $568,013
   Fundraising Expenses $864,186
TOTAL FUNCTIONAL EXPENSES $6,859,443
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-508,870
   
Net Assets $16,016,492

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Ocean Science & Environment Education $4,432,057 81.7%
Maritime History Education $873,662 16.1%
Research $121,525 2.2%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2015-12 02/01/2017 85.50 three stars
2014-12 06/01/2016 86.68 three stars
 
CN 2.0
2014-12 11/01/2015 78.53 two stars
2013-12 06/01/2015 84.88 three stars
2012-12 12/01/2013 87.68 three stars
2011-12 06/01/2013 77.52 two stars
2010-12 04/01/2012 79.64 two stars
2009-12 09/20/2011 74.92 two stars
 
CN 1.0
2009-12 05/01/2011 64.84 one star
2008-12 04/01/2010 75.45 two stars
2007-12 12/01/2008 76.80 two stars
2006-12 09/01/2007 72.81 two stars
2005-06 06/01/2006 77.44 two stars
2004-06 07/01/2005 65.33 one star
2003-06 04/01/2004 77.86 two stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 33-0203488
Name in IRS Master File OCEAN INSTITUTE
NTEE Code B99
NTEE Classification Education N.E.C.
NTEE Type Educational Institutions and Related Activities
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (320) Boy Scouts, Girl Scouts, etc.
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date July, 1997
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2015
  • December, 2014
  • December, 2013
  • December, 2012
  • December, 2011

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

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Compensation % of Expenses Paid to Title
$132,526 1.93% Daniel Stetson President
Other Salaries of Note
$77,780 1.13% Dori Dennis Moorehead President

Founded in 1977, the Ocean Institute works to inspire all generations through education to become responsible stewards for our oceans. The Ocean Institute has become nationally known for its hands-on marine science, environmental education and maritime history programs. More than 110,000 K-12 students and 6,000 teachers annually participate in the Institute's 61 award-winning, immersion style programs. We are an educational facility specializing in innovative marine and social science programs. To learn maritime history and literature, students spend an entire night aboard the brig Pilgrim - each student hauling lines, hoisting sails, standing night watch and swabbing decks. Our vision is to be the world's best experiential ocean educational organization.

Highly Rated

Charity Name & State Overall Score Overall Rating
Ocean Institute (CA) 85.50 three stars
Silicon Valley Education Foundation (CA) 96.39 four stars
FIRST (NH) 95.40 four stars
National Math + Science Initiative (TX) 86.84 three stars
MATHCOUNTS (VA) 85.57 three stars

Compare These Charities (Highly Rated)

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Charity Contact Info

Ocean Institute
24200 Dana Point Harbor Drive
Dana Point, CA 92629
tel: (949) 496-2274
EIN: 33-0203488

Visit Web Site

Board Leadership

Mel Chambers
Chair

CEO

Dori Dennis Moorehead
President, CEO

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