DHARMA OCEAN FOUNDATION (EIN 202417344) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

CAROLINE PFOHL

Phone

8773427629

Tax Period

2024-01-01 to 2024-12-31

DHARMA OCEAN FOUNDATION, founded in 2005, is a small nonprofit in the Religion sector that reported $392K in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $518K exceeded revenue, resulting in a 32% operating deficit.

Mission

TO STUDY AND PRACTICE THE TEACHINGS OF THE "PRACTICING LINEAGE". TO TRANSMIT TO OTHERS THE VIEW AND THE STEP BY STEP PATH TO REALIZATION OF THE PRACTICING LINEAGE. TO MAKE WHATEVER ADJUSTMENTS AND ADAPTIONS, SUCH AS A GREATER EMPHASIS ON EMBODIMENT AND DIRECT EXPERIENCE, AS MAY BE NECESSARY OR ORDER TO RENDER THIS LINEAGE FULLY ACCESIBLE IN OUR PRESENT WORLD.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $303,930

Program Service Revenue $87,813

Investment Income $0

Other Revenue $0

TOTAL REVENUE $391,743

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $120,278

Fundraising Expenses $1,439

Program Expenses $263,905

Other Expenses $397,071

TOTAL EXPENSES $518,349

Year-over-Year Comparison

	2024	2023	Change
Revenue	$391,743	$662,521	-0.4%
Expenses	$518,349	$998,643	-0.5%
Net Income	$-126,606	$-336,122	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$19,044

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL ADAMS	EXECUTIVE DI	40.00	Officer	$18,510	$534	$19,044
CAROLINE PFOHL	SPIRITUAL DI	10.00	Officer Director	$0	$0	$0
GEORGE HARRIS	SECRETARY	3.00	Officer Director	$0	$0	$0
JAKE LA BOTZ	BOARD PRESID	1.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$391,743	$518,349	$3,182,550	$-126,606
2023	$662,521	$998,643	$3,356,012	$-336,122
2022	$271,918	$839,737	$3,715,047	$-567,819
2021	$463,383	$723,465	$4,440,017	$-260,082
2020	$362,362	$997,610	$4,675,238	$-635,248
2019	$795,122	$1,882,334	$5,308,808	$-1,087,212
2018	$1,805,479	$2,159,112	$6,615,024	$-353,633

DHARMA OCEAN FOUNDATION