DANA POINT, CA
4 risk indicators measuring financial stability and operational resilience
Sign in with your work email to view Tuckman-Chang indicators
Sign In — Free (10 views/day)OCEAN INSTITUTE, founded in 1986, is a community nonprofit in the Religion sector that reported $4.2M in total revenue in fiscal year 2023. Expenses of $5.2M exceeded revenue, resulting in a 24% operating deficit.
THE OCEAN INSTITUTE'S MISSION IS "USING THE OCEAN AS OUR CLASSROOM, WE INSPIRE CHILDREN TO LEARN". OUR ORGANIZATION IS DEDICATED TO PROVIDING OCEAN AND MARITIME HISTORY LEARNING EXPERIENCES THROUGH HIGH-TOUCH REAL-WORLD PROGRAMS. WE HAVE A FIERCE COMMITMENT TO "ACCESS TO ENRICHMENT AND THROUGH OUR ADOPT-A-CLASS AND STUDENT AID PROGRAMS WE REMOVE FINANCIAL BARRIERS TO ENSURE SUCH ACCESS.
SCHOOL AND YOUTH PROGRAMS AND PUBLIC LEARNING EXPERIENCE: OCEAN INSTITUTE PROVIDES HANDS-ON FIELD-TRIP PROGRAMS THAT ENGAGE STUDENTS IN LEARNING EXPERIENCES IN OUR LABS, ON THE WATER, AND IN THE...
SCHOOL AND YOUTH PROGRAMS AND PUBLIC LEARNING EXPERIENCE: OCEAN INSTITUTE PROVIDES HANDS-ON FIELD-TRIP PROGRAMS THAT ENGAGE STUDENTS IN LEARNING EXPERIENCES IN OUR LABS, ON THE WATER, AND IN THE LOCAL ENVIRONMENT. PROGRAMS TAKE PLACE ON CAMPUS IN OUR LEARNING LABS, ON THE WATER ON THE R/V SEA EXPLORER AND TALL SHIP SPIRIT, AND IN OUR LOCAL COASTAL ENVIRONMENT THAT INCLUDES UNIQUE GEOLOGICAL FEATURES, TIDEPOOLS, AND THE OCEAN INSTITUTE NATIVE PLANT GARDEN. OUR "OCEAN IN MOTION" VISITING VAN AND VIRTUAL FIELD TRIPS REACH STUDENTS WHO ARE UNABLE TO VISIT OUR CAMPUS, INCLUDING CHILDREN WITH SPECIAL NEEDS, CHILDREN'S HOSPITALS, AND HOMELESS SHELTERS. ADDITIONALLY, OCEAN INSTITUTE BELIEVES IN LIFELONG LEARNING AND OUR EXPERIENTIAL EDUCATIONIS ALSO OFFERED TO INDIVIDUALS, FAMILIES, PRIVATE GROUPS (FROM SCOUTS TO SENIORS), THROUGH OUR GENERAL ADMISSION AND SPECIAL EVENTS. VISITORS CAN SPEND A DAY VISITING OUR EXHIBITS AND TOUCH TANKS, SEARCH FOR MARINE MAMMALS ON THE R/V SEA EXPLORER CRUISE, SAIL ON THE TALL SHIP SPIRIT, OR JOIN OUR KAYAK, TIDEPOOL, AND GEOLOGY TOURS. SPECIAL EVENTS, INCLUDING MARITIME FEST, GIRLS ON OCEAN SCIENCE, THE MARINE & ENVIRONMENTAL SCIENCE COLLEGE FAIR, INTERN RESEARCH SYMPOSIUM, COASTAL CLEANUPS, AND DISTINGUISHED SPEAKER PRESENTATIONS PROVIDE MULTIPLE PATHWAYS TO LEARNING FOR THE GENERAL PUBLIC.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
Sign in to view Trantor Score and financial metrics
Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $4,177,558 | $4,036,794 | +0.0% |
| Expenses | $5,196,801 | $4,417,606 | +0.2% |
| Net Income | $-1,019,243 | $-380,812 | +1.7% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
Sign in to view all financial metrics
Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| VIPE DESAI | CHAIRMAN | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| STEVE HARRIS | VICE CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| JIM PHILLIPS | TREASURER | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| JEANNINE SMITH | SECRETARY | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| JENNA KOHNKE GAFFNEY | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| VIC HAUSMANINGER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| DOUG CICIONE | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| COLLIE JAMES IV | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| MIKE KILLEBREW | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| TODD LARSON | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| KEN PETERSON | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| BRIAN SKELTON | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| CHARLIE STEINMETZ | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| KELLY STEWARD | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JILL TRACY | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| TOM TURNER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| KERSTIN WOODS V | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| LYNDA ZADRA-SYMES | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| MIKE FROST | GOVERNMENT REPRESENTATIVE | 1.00 |
Director
|
$0 | $0 | $0 |
| KATRINA FOLEY | GOVERNMENT REPRESENTATIVE | 1.00 |
Director
|
$0 | $0 | $0 |
| JUAN GONZALEZ | ALTERNATIVE | 1.00 |
Director
|
$0 | $0 | $0 |
| WENDY LEAVELL | PRESIDENT & CEO | 40.00 |
Officer
|
$271,147 | $22,863 | $294,010 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | No data | No data | No data | No data |
| 2024 | No data | No data | No data | No data |
| 2023 | $4,177,558 | $5,196,801 | $14,136,699 | $-1,019,243 |
| 2022 | $4,036,794 | $4,417,606 | $14,909,007 | $-380,812 |
| 2021 | $4,927,903 | $3,455,834 | $15,364,958 | $1,472,069 |
| 2020 | $4,080,915 | $3,931,999 | $14,165,458 | $148,916 |
| 2019 | $5,350,910 | $6,636,345 | $14,437,038 | $-1,285,435 |
| 2018 | $6,339,185 | $6,828,673 | $15,349,184 | $-489,488 |
Compare OCEAN INSTITUTE with other nonprofits in California and across the country.