EIN 33-0203488

Ocean Institute

IRS 501(c) type
501(c)(3)
Num. employees
107
Year formed
1986
Most recent tax filings
2023-12-01
Description
The Ocean Institute is an ocean education organization located in Dana Point, California. Founded as the Orange County Marine Institute in 1977, it offers ocean science and maritime history programs for K–12 students and their teachers.
Total revenues
$4,177,558
2023
Total expenses
$5,196,801
2023
Total assets
$14,136,699
2023
Num. employees
107
2023

Program areas at Ocean Institute

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.

Who funds Ocean Institute

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
The Shanahan Family Charitable FoundationGeneral Purpose$400,000
Swenson Family FoundationGeneral Operating Support$200,000
Nicholas EndowmentProgram Support$175,000
...and 30 more grants received totalling $1,398,559

Personnel at Ocean Institute

NameTitleCompensation
Wendy LeavellChief Executive Officer and President$271,147
Michael TorcasoVice President , Chief Information Officer and Cfo; Toshiba America Business Solutions$0
Ken PetersonDirector$0
Jenna KohnkeExecutive Director, Strategic Initiatives$0
Steve HarrisVice Chair$0
...and 17 more key personnel

Financials for Ocean Institute

RevenuesFYE 12/2023
Total grants, contributions, etc.$2,323,269
Program services$1,886,407
Investment income and dividends$37,807
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$-162,924
Net income from gaming activities$0
Net income from sales of inventory$91,499
Miscellaneous revenues$1,500
Total revenues$4,177,558

Form 990s for Ocean Institute

Fiscal year endingDate received by IRSFormPDF link
2023-122024-06-25990View PDF
2022-122023-07-05990View PDF
2021-122022-11-14990View PDF
2020-122021-11-03990View PDF
2019-122021-02-19990View PDF
...and 10 more Form 990s

Organizations like Ocean Institute

OrganizationLocationRevenue
SilverliningWashington, DC$2,764,182
The Marine Mammal CenterSausalito, CA$20,472,796
OpenlandsChicago, IL$8,069,742
Freshwater SocietySaint Paul, MN$2,441,287
Public Technical Identifiers (PTI)Los Angeles, CA$8,919,582
Tall Timbers ResearchTallahassee, FL$15,946,954
Walking MountainsAvon, CO$4,524,874
Sanibel-Captiva Conservation Foundation (SCCF)Sanibel, FL$12,009,920
Delaware Nature SocietyHockessin, DE$3,637,027
Audubon Society Of PortlandPortland, OR$8,351,062
Data update history
August 29, 2024
Posted financials
Added Form 990 for fiscal year 2023
August 28, 2024
Updated personnel
Identified 9 new personnel
August 25, 2024
Used new vendors
Identified 2 new vendors, including , and
July 16, 2024
Received grants
Identified 7 new grant, including a grant for $49,550 from Sahm Family Foundation
May 18, 2024
Received grants
Identified 18 new grant, including a grant for $400,000 from The Shanahan Family Charitable Foundation
Nonprofit Types
Grantmaking organizationsSocial advocacy organizationsResearch centersCharities
Issues
Science and technologyEducation
Characteristics
Funds one specific organizationConducts researchLobbyingFundraising eventsState / local levelReceives government fundingEndowed supportCommunity engagement / volunteeringTax deductible donationsAccepts online donations
General information
Address
24200 Dana Point Harbor Dr
Dana Point, CA 92629
Metro area
Los Angeles-Long Beach-Anaheim, CA
County
Orange County, CA
Website URL
oceaninstitute.org/ 
Phone
(949) 496-2274
Facebook page
OceanInstitute 
Twitter profile
@oceaninstitute 
IRS details
EIN
33-0203488
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1986
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
U11: Science and Technology Single Organization Support
NAICS code, primary
813312: Environment, Conservation, and Wildlife Organizations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current
FTB status revoked
Not revoked
AG Registration Number
065373
FTB Entity ID
1537040
AB 488 data last updated ("as-of") date
2024-10-16
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