{"success":true,"data":{"_id":330203488,"filings":[{"Organization":{"value":null,"Person":["Daniel Pingaro","Lane Avery","Wendy Marshall","Bill Steel","Charlie Steinmetz","Michael Torcaso","Steve Harris","Susan Paish","David Jochim","Jill Tracy","Ty Rogers","Lisa Bartlett","Paul Wyatt","Joseph Muller","Ken Petersen","Lee Gottlieb","Vipe Desai"],"Title":["CEO","Chief Financial Officer","Vice President of Education","Secretary","Board Member","Board Member","Board Member","Board Member","Treasurer","Vice Chairperson","Board Member","Board Member - Non-Voting","Board Member - Non-Voting","Board Member - Non Voting","Board Member","Board Member","Chairperson"],"Hours":[40.0,40.0,40.0,2.0,1.0,2.0,1.0,1.0,2.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,2.0],"Total Compensation":[192200,146317,143994,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[176269,129748,140128,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[15931,16569,3866,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The ocean institute is dedicated to increasing the awareness and understanding of the ocean environment through unique hands-on marine science and maritime history programs. using the ocean as its classroom, the ocean institute inspires children to learn.","year":2019,"name":"Ocean Institute","phone":9494962274,"website":"www.ocean-institute.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Wendy Marshall","year_formation":1986,"state_legal_domicile":"CA","total_volunteers":1635,"tax_period_begin":"2019-01-01T00:00:00","tax_period_end":"2019-12-31T00:00:00","address":"24200 Dana Point Harbor Drive, Dana Point, CA, 92629, USA","city":"Dana Point","state":"CA","country":"USA","zip_code":92629},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":12,"Number of independent voting members":12,"Number of employees total":188,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":188,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":5350910,"Contributions":{"value":2154687,"Other contributions":1749431,"Contributions from gifts and grants":0,"Fundraising revenue":201515,"Dues":0,"Campaigns":0,"Grant revenue":203741,"Related organizations":0},"Program revenue":{"value":2910134,"Total revenue":{"value":2910134,"Educational Program Fees":2706951,"Educational Conference Center":203183},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":72123,"Investment income total":72123,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":213966,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":54796,"Net income from gaming":0,"Net income":159170,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":6636345,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":3487917,"Current officers":482511,"Disqualified persons":0,"Other salaries and wages":2455623,"Pension plan contributions":26981,"Other employee benefits":297542,"Payroll taxes":225260},"Other expenses":{"value":3148428,"Management services":0,"Legal":96478,"Accounting":27220,"Lobbying services":0,"Investment management fees":7951,"Other services":547982,"Advertising":131204,"Office expenses":694084,"Information technology":117777,"Royalties":0,"Occupancy":245877,"Travel":27794,"Conferences and meetings":113782,"Interest":108938,"Payments to affiliates":0,"Depreciation and depletion":770393,"Insurance":258948,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":5618899,"Management And General Expenses":581356,"Fundraising Expenses":436090}},"Assets":{"value":14437038,"Non-interest bearing cash":0,"Savings and temp cash investments":704879,"Pledges and grants receivable":95500,"Accounts receivable":21251,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":47855,"Prepaid expenses deferred charges":76603,"Land, building, equipment":12080585,"Investments publicly traded":1410365,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":1757639,"Sum of Total Liabilities":0,"Accounts payable, accrued":340108,"Grants payable":0,"Deferred, revenue":536567,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":880964,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":12679399,"Net assets without donor restriction":12411535,"Net assets with donor restriction":267864,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8466857886381736,"percentile":0.6881562517622227},"Fundraising Efficiency":{"score":4.940922745304868,"percentile":0.20182661816422282},"Operating Margin":{"score":-0.24022736319616664,"percentile":0.1333979663230466},"Liabilities to Assets Ratio":{"score":0.12174512528123843,"percentile":0.3057280989392576},"Operating Reserve Ratio":{"score":2.175450191332729,"percentile":0.6376220403984513},"Officer Compensation Ratio":{"score":0.07270734116445121,"percentile":0.6536807213704985},"Program Expense Growth":{"score":0.02735571859504466,"percentile":0.43737408965373636},"Revenue Growth":{"score":-0.03697095577076787,"percentile":0.2491744476463324},"Asset Growth":{"score":-0.03703145393691743,"percentile":0.19341868837484968},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.48495900890060645,"percentile":0.2858625029322754}},"source_xml":"202022879349300342_public.xml"},{"Organization":{"value":null,"Person":["Mel Chambers","Cliff Bream","Maurice Masson","Bill Steel","Jim Swenson","Charlie Steinmetz","Michael Torcaso","Steve Harris","Alan Simon","Susan Paish","David Jochim","Jill Tracy","Steve Tappan","Ty Rogers","Debra Lewis","Lisa Bartlett","Paul Wyatt","Dori Moorehead","Lane Avery","Maary Lawson Quellmalz","Daniel Pingaro","Doug Abramson","Wendy Marshall","Scott Connella","Pat Fuscoe","Jens Von Gierke","Greg Wohl","John Tomlinson"],"Title":["Board Member","Chairperson","Secretary","Board Member","Board Member","Board Member","Board Member","Vice Chairperson","Board Member","Board Member","Board Member","Board Member","Treasurer","Board Member","Board Member - Non-Voting","Board Member - Non-Voting","Board Member - Non-Voting","CEO","Chief Financial Officer","Vice President","CEO","Vice President","Vice President","Treasurer","Board Member","Board Member","Board Member","Board Member - Non Voting"],"Hours":[1.0,2.0,2.0,1.0,1.0,1.0,1.0,2.0,1.0,1.0,1.0,1.0,2.0,1.0,1.0,1.0,1.0,40.0,40.0,40.0,40.0,40.0,40.0,0.0,0.0,0.0,0.0,0.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,20952,124414,116510,118899,19152,31252,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,20246,111981,106268,110456,19045,31252,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,706,12433,10242,8443,107,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The ocean institute is dedicated to increasing the awareness and understanding of the ocean environment through unique hands-on marine science and maritime history programs. using the ocean as its classroom, the ocean institute inspires children to learn.","year":2017,"name":"Ocean Institute","phone":9494962274,"website":"www.ocean-institute.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Lane Avery","year_formation":1986,"state_legal_domicile":"CA","total_volunteers":1081,"tax_period_begin":"2017-01-01T00:00:00","tax_period_end":"2017-12-31T00:00:00","address":"24200 Dana Point Harbor Drive, Dana Point, CA, 92629, USA","city":"Dana Point","state":"CA","country":"USA","zip_code":92629},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":17,"Number of independent voting members":14,"Number of employees total":168,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":168,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":5702209,"Contributions":{"value":2024312,"Other contributions":2009912,"Contributions from gifts and grants":0,"Fundraising revenue":14400,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":3399871,"Total revenue":{"value":3399871,"Educational Program Fees":2968835,"Educational Conference Center":431036},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":22376,"Investment income total":22376,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":255650,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":76900,"Net income from gaming":-20126,"Net income":198876,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":6496221,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":3310479,"Current officers":314669,"Disqualified persons":0,"Other salaries and wages":2517565,"Pension plan contributions":0,"Other employee benefits":267356,"Payroll taxes":210889},"Other expenses":{"value":3185742,"Management services":0,"Legal":34351,"Accounting":24270,"Lobbying services":17423,"Investment management fees":7892,"Other services":251285,"Advertising":91338,"Office expenses":1103437,"Information technology":145521,"Royalties":0,"Occupancy":344240,"Travel":31403,"Conferences and meetings":62662,"Interest":9947,"Payments to affiliates":0,"Depreciation and depletion":804786,"Insurance":257187,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":5483937,"Management And General Expenses":573573,"Fundraising Expenses":438711}},"Assets":{"value":15512875,"Non-interest bearing cash":0,"Savings and temp cash investments":687852,"Pledges and grants receivable":106500,"Accounts receivable":104505,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":84306,"Prepaid expenses deferred charges":96950,"Land, building, equipment":12793275,"Investments publicly traded":1639487,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":1095133,"Sum of Total Liabilities":0,"Accounts payable, accrued":275260,"Grants payable":0,"Deferred, revenue":319873,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":500000,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":14417742,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":12726701,"Temporarily restricted net assets":51553,"Permanently restricted net assets":1639488},"Ratings":{"Program Expense Ratio":{"score":0.8441734048148916,"percentile":0.684488613019906},"Fundraising Efficiency":{"score":4.614226677698986,"percentile":0.1867785717508787},"Operating Margin":{"score":-0.13924638679501225,"percentile":0.18885563942536285},"Liabilities to Assets Ratio":{"score":0.07059510245521865,"percentile":0.35835615248601765},"Operating Reserve Ratio":{"score":2.3879844912911676,"percentile":0.6605205992653174},"Officer Compensation Ratio":{"score":0.06637381948674467,"percentile":0.6806490888853833},"Program Expense Growth":{"score":0.029361148120881152,"percentile":0.44612001189373446},"Revenue Growth":{"score":-0.06648290791696741,"percentile":0.1894096366281796},"Asset Growth":{"score":-0.03851268949738302,"percentile":0.189669137303267},"Independent Voting Board Pct":{"score":0.8235294117647058,"percentile":0.19691544689275844},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.43613695864298907,"percentile":0.18453526459873174}},"source_xml":"201812209349300431_public.xml"},{"Organization":{"value":null,"Person":["Lisa Bartlett","Charles Bream III","Scott Burrows","Scott Connella","Dennis Gabrick","Pat Fuscoe","Harold Kaufman","Aram Keith","Bob McKnight","Barbara Merriman","Toni Iseman","Jim Samuels","Johnny So","Charlie Steinmetz","Bryan Stirrat","Jim Swenson","Michael Torcaso","Greg Wohl","Robert Wyland","Tim McMahon","Wayne Rayfield","Jens Von Gierke","John M Williams III","Mel Chambers","Bill Steel","Maurice Masson","Bruce Brainerd","Carlos Olveras","Doug Abramson","Pat Bates","Phil Immel","Beth Apodaca","Jean Sticher","Steve Tappan","Robert Poteraj","Daniel Stetson","Bentley Cavazzi","Kajsa James"],"Title":["Board Member","Board Member","Board Member","Treasurer","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","At Large","Board Member","Board Member","Immediate Past Chair","Secretary","At Large","Chair","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Chief Financial Officer","President","Vice President","Vice President"],"Hours":[1.0,1.0,0.0,2.0,0.0,1.0,0.0,0.0,0.0,1.0,0.0,0.0,0.0,1.0,1.0,1.0,1.0,1.0,0.0,2.0,0.0,1.0,2.0,2.0,2.0,2.0,0.0,1.0,1.0,0.0,0.0,1.0,0.0,1.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,98321,125432,86840,81054],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,98321,125432,86840,81054],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The ocean institute is dedicated to increasing the awareness and understanding of the ocean environment through unique hands-on marine science and maritime history programs. using the ocean as its classroom, the ocean institute inspires children to learn.","year":2014,"name":"Ocean Institute","phone":9494962274,"website":"www.ocean-institute.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Robert Poteraj","year_formation":1986,"state_legal_domicile":"CA","total_volunteers":304,"tax_period_begin":"2014-01-01T00:00:00","tax_period_end":"2014-12-31T00:00:00","address":"24200 Dana Point Harbor Drive, Dana Point, CA, 92629, USA","city":"Dana Point","state":"CA","country":"USA","zip_code":92629},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":20,"Number of independent voting members":20,"Number of employees total":162,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":162,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":5518131,"Contributions":{"value":2025532,"Other contributions":1784269,"Contributions from gifts and grants":0,"Fundraising revenue":241263,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":2788788,"Total revenue":{"value":2788788,"Educational Program Fees":2527015,"Educational Conference Center":261773},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":45415,"Investment income total":45415,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":658396,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":-71957,"Net income from gaming":556142,"Net income":174211,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":6589382,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":3408173,"Current officers":371829,"Disqualified persons":0,"Other salaries and wages":2573630,"Pension plan contributions":0,"Other employee benefits":243020,"Payroll taxes":219694},"Other expenses":{"value":3181209,"Management services":0,"Legal":4643,"Accounting":16759,"Lobbying services":22000,"Investment management fees":8543,"Other services":239262,"Advertising":176542,"Office expenses":1343107,"Information technology":0,"Royalties":0,"Occupancy":270060,"Travel":43173,"Conferences and meetings":35963,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":749800,"Insurance":226334,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":45023,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":5180096,"Management And General Expenses":444585,"Fundraising Expenses":964701}},"Assets":{"value":17228382,"Non-interest bearing cash":0,"Savings and temp cash investments":742215,"Pledges and grants receivable":180850,"Accounts receivable":24574,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":95862,"Prepaid expenses deferred charges":120768,"Land, building, equipment":14506330,"Investments publicly traded":1557783,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":678067,"Sum of Total Liabilities":0,"Accounts payable, accrued":423665,"Grants payable":0,"Deferred, revenue":254402,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":16550315,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":14443732,"Temporarily restricted net assets":548800,"Permanently restricted net assets":1557783},"Ratings":{"Program Expense Ratio":{"score":0.7861277430872881,"percentile":0.6087398193872701},"Fundraising Efficiency":{"score":2.099647455532854,"percentile":0.07887695529076985},"Operating Margin":{"score":-0.19413294102659034,"percentile":0.1543746799006008},"Liabilities to Assets Ratio":{"score":0.03935755545703595,"percentile":0.4080885907514015},"Operating Reserve Ratio":{"score":2.614567193099444,"percentile":0.6818252641989839},"Officer Compensation Ratio":{"score":0.059436074581804485,"percentile":0.711902095531873},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5101992166870598,"percentile":0.34779295905933605}},"source_xml":"201531759349300223_public.xml"},{"Organization":{"value":null,"Person":["JAMES COLLIE IV","BRIAN SKELTON","JIM DUNKERLEY","JEANNINE SMITH","MIKE KILLEBREW","JENNA KOHNKE GAFFNEY","STEVE HARRIS","JIM PHILLIPS","KEN PETERSON","DOUG CICIONE","VIC HAUSMANINGER","TODD LARSON","BRYCE CULLINANE","CLAUDIA WHITE","JILL TRACY","KERSTIN WOODS V","KELLY STEWARD","LYNDA ZADRA-SYMES","JIM COBB","MIKE FROST","KATRINA FOLEY","JUAN GONZALEZ","WENDY LEAVELL"],"Title":["CHAIRMAN","VICE CHAIR","TREASURER","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","GOVERNMENT REPRESENTATIVE","GOVERNMENT REPRESENTATIVE","ALTERNATIVE","PRESIDENT & CEO"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,261260],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,261260],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The ocean institute provides experiential educational programming to schools, youth groups, and the public to develop knowledge about the ocean and maritime history. we embody our motto, \"experience is the teacher\" through field trips, summer camp programs, public cruises and exhibits, special events and speakers, and guided tours on and around our oceanfront campus.","year":2024,"name":"OCEAN INSTITUTE","phone":9494962274,"website":"WWW.OCEANINSTITUTE.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"WENDY LEAVELL","year_formation":1986,"state_legal_domicile":"CA","total_volunteers":2697,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"24200 DANA POINT HARBOR DRIVE, DANA POINT, CA, 92629, USA","city":"DANA POINT","state":"CA","country":"USA","zip_code":92629},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":20,"Number of independent voting members":20,"Number of employees total":88,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":88,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":5663468,"Contributions":{"value":3078352,"Other contributions":2836089,"Contributions from gifts and grants":0,"Fundraising revenue":239263,"Dues":0,"Campaigns":0,"Grant revenue":3000,"Related organizations":0},"Program revenue":{"value":2348817,"Total revenue":{"value":2348817,"EDUCATIONAL PROGRAM FE":2022936,"EDUCATIONAL CONFERENCE":325881},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":98096,"Investment income total":98096,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":138203,"Other total":98098,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":-165128,"Net income from gaming":0,"Net income":205233,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":5302374,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":2508168,"Current officers":261260,"Disqualified persons":0,"Other salaries and wages":1923997,"Pension plan contributions":0,"Other employee benefits":162697,"Payroll taxes":160214},"Other expenses":{"value":2794206,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":12691,"Other services":556163,"Advertising":19462,"Office expenses":93570,"Information technology":8467,"Royalties":0,"Occupancy":211383,"Travel":0,"Conferences and meetings":19180,"Interest":25586,"Payments to affiliates":0,"Depreciation and depletion":943072,"Insurance":488059,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":398543,"PROGRAM SERVICE COSTS":217757,"BANKING EXPENSE":88356,"MAINTENANCE AND REPAIR":68307,"MISCELLANEOUS":24123},"All other expenses":18030},"Functional Expenses":{"value":null,"Program Service Expenses":4082482,"Management And General Expenses":934916,"Fundraising Expenses":284976}},"Assets":{"value":14743578,"Non-interest bearing cash":1224427,"Savings and temp cash investments":910585,"Pledges and grants receivable":0,"Accounts receivable":90181,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":110153,"Prepaid expenses deferred charges":402880,"Land, building, equipment":9145509,"Investments publicly traded":2820259,"Investments other":39584,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":1108541,"Sum of Total Liabilities":0,"Accounts payable, accrued":199394,"Grants payable":0,"Deferred, revenue":371807,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":495238,"Unsecured notes loans payable":0,"Other liabilities":42102},"Fund balance":{"value":13635037,"Net assets without donor restriction":12512326,"Net assets with donor restriction":1122711,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7699347499818006,"percentile":0.591939089524945},"Fundraising Efficiency":{"score":10.802144742013363,"percentile":0.4227575540252132},"Operating Margin":{"score":0.06375846036386186,"percentile":0.5545818261190512},"Liabilities to Assets Ratio":{"score":0.0751880581497924,"percentile":0.35257024775782364},"Operating Reserve Ratio":{"score":2.780561688028796,"percentile":0.6957402593518246},"Officer Compensation Ratio":{"score":0.049272269364627995,"percentile":0.7604211283062122},"Program Expense Growth":{"score":-0.034440991095153084,"percentile":0.2263969782373794},"Revenue Growth":{"score":-0.0384941933801959,"percentile":0.24550016224081014},"Asset Growth":{"score":-0.021197266125968128,"percentile":0.24184352086602462},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5377900172826507,"percentile":0.42213346457661344}},"source_xml":"202541299349303534_public.xml"},{"Organization":{"value":null,"Person":["STEVE HARRIS","VIC HAUSMANINGER","VIPE DESAI","LEE GOTTLIEB","CHARLIE STEINMETZ","COLLIE F JAMES IV","JENNA KOHNKE","JILL TRACY","KEN PETERSEN","LEONARD SHULMAN","MEL CHAMBERS","MICHALE TORCASO","RUSS PILLAR","SCOTT VAN VLIET","SUSAN PAISH","TY ROGERS","LANE AVERY","WENDY MARSHALL"],"Title":["SECRETARY","TREASURER","CHAIRPERSON","VICE CHAIRPERSON","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","CFO","PRESIDENT AND CEO"],"Hours":[2.0,2.0,2.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,214912,175304],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,211906,170511],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,3006,4793]},"Basic":{"value":null,"mission":"The ocean institute provides experiential educational programming to schools, youth groups, and the public to develop knowledge about the ocean and maritime history. we embody our motto, \"experience is the teacher\" through field trips, summer camp programs, public cruises and exhibits, special events and speakers, and guided tours on and around our oceanfront campus.","year":2020,"name":"OCEAN INSTITUTE","phone":9494962274,"website":"WWW.OCEANINSTITUTE.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"WENDY MARSHALL","year_formation":1986,"state_legal_domicile":"CA","total_volunteers":285,"tax_period_begin":"2020-01-01T00:00:00","tax_period_end":"2020-12-31T00:00:00","address":"24200 DANA POINT HARBOR DRIVE, DANA POINT, CA, 92629, USA","city":"DANA POINT","state":"CA","country":"USA","zip_code":92629},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":16,"Number of independent voting members":16,"Number of employees total":132,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":132,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":4080915,"Contributions":{"value":3562700,"Other contributions":3482282,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":14168,"Campaigns":0,"Grant revenue":66250,"Related organizations":0},"Program revenue":{"value":718318,"Total revenue":{"value":718318,"EDUCATIONAL PROGRAM FEES":662437,"EDUCATIONAL CONFERENCE CENTER":55881},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":-311599,"Investment income total":27572,"Net investment gain":-339171,"Income from invest bond proceeds":0},"Other revenues":{"value":111496,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":111496,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":3931999,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":2000778,"Current officers":390214,"Disqualified persons":0,"Other salaries and wages":1145787,"Pension plan contributions":0,"Other employee benefits":352987,"Payroll taxes":111790},"Other expenses":{"value":1931221,"Management services":142063,"Legal":10677,"Accounting":84256,"Lobbying services":0,"Investment management fees":0,"Other services":90582,"Advertising":49416,"Office expenses":10412,"Information technology":0,"Royalties":0,"Occupancy":103735,"Travel":20300,"Conferences and meetings":2717,"Interest":72265,"Payments to affiliates":0,"Depreciation and depletion":786562,"Insurance":219041,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":305956,"PROGRAM SERVICE COSTS":195339,"MAINTENANCE AND REPAIR":60390,"DUES, LICENSES, AND SUB":38380,"TELEPHONE":11847},"All other expenses":33239},"Functional Expenses":{"value":null,"Program Service Expenses":2968464,"Management And General Expenses":643982,"Fundraising Expenses":319553}},"Assets":{"value":14165458,"Non-interest bearing cash":0,"Savings and temp cash investments":1320595,"Pledges and grants receivable":159927,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":35737,"Prepaid expenses deferred charges":113292,"Land, building, equipment":11146531,"Investments publicly traded":1389376,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":1298826,"Sum of Total Liabilities":0,"Accounts payable, accrued":154641,"Grants payable":0,"Deferred, revenue":313222,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":830963,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":12866632,"Net assets without donor restriction":12364989,"Net assets with donor restriction":501643,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7549503445957133,"percentile":0.5778485575954823},"Fundraising Efficiency":{"score":11.14901127512494,"percentile":0.4322813909794287},"Operating Margin":{"score":0.03649083600123992,"percentile":0.493726612236097},"Liabilities to Assets Ratio":{"score":0.09168965804000125,"percentile":0.33391978965411573},"Operating Reserve Ratio":{"score":3.6026097666861054,"percentile":0.7493787208794043},"Officer Compensation Ratio":{"score":0.09924112391686774,"percentile":0.5545704201173404},"Program Expense Growth":{"score":-0.020189636194927932,"percentile":0.25938109735981374},"Revenue Growth":{"score":-0.05435372250988951,"percentile":0.21120365883123343},"Asset Growth":{"score":-0.036267922537185276,"percentile":0.19539074925697264},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5157804037340382,"percentile":0.3622436521362464}},"source_xml":"202103079349302740_public.xml"},{"Organization":{"value":null,"Person":["Lisa Bartlett","Charles Bream III","Scott Connella","Pat Fuscoe","Steve Harris","Barbara Merriman","Charlie Steinmetz","Bryan Stirrat","Jim Swenson","Michael Torcaso","Greg Wohl","Tim McMahon","Jens Von Gierke","John M Williams III","Mel Chambers","Bill Steel","Maurice Masson","Carlos Olvera","Doug Abramson","Beth Apodaca","Steve Tappan","Robert Poteraj","Daniel Stetson","Dori Dennis Moorehead","Bentley Cavazzi","Kajsa James","Doug Abramson"],"Title":["Board Member","Board Member","Treasurer","At Large","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","At Large","Secretary","At Large","Chair","Board Member","Board Member","Board Member","Board Member","Chief Financial Officer","President","President","Vice President","Vice President","Vice President"],"Hours":[1.0,1.0,2.0,2.0,1.0,0.0,1.0,0.0,1.0,1.0,1.0,0.0,1.0,0.0,2.0,2.0,2.0,1.0,0.0,0.0,0.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,122418,139143,78358,40963,104018,64270],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,111253,132526,77780,39535,96859,59598],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,11165,6617,578,1428,7159,4672]},"Basic":{"value":null,"mission":"The ocean institute is dedicated to increasing the awareness and understanding of the ocean environment through unique hands-on marine science and maritime history programs. using the ocean as its classroom, the ocean institute inspires children to learn.","year":2015,"name":"Ocean Institute","phone":9494962274,"website":"www.ocean-institute.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Robert Poteraj","year_formation":1986,"state_legal_domicile":"CA","total_volunteers":466,"tax_period_begin":"2015-01-01T00:00:00","tax_period_end":"2015-12-31T00:00:00","address":"24200 Dana Point Harbor Drive, Dana Point, CA, 92629, USA","city":"Dana Point","state":"CA","country":"USA","zip_code":92629},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":14,"Number of independent voting members":14,"Number of employees total":155,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":155,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":6350573,"Contributions":{"value":2573132,"Other contributions":1784641,"Contributions from gifts and grants":0,"Fundraising revenue":322291,"Dues":0,"Campaigns":0,"Grant revenue":466200,"Related organizations":0},"Program revenue":{"value":3103227,"Total revenue":{"value":3103227,"Educational Program Fees":2813765,"Educational Conference Center":289462},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":31902,"Investment income total":31902,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":642312,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":-118464,"Net income from gaming":568742,"Net income":192034,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":6859443,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":3713480,"Current officers":487787,"Disqualified persons":0,"Other salaries and wages":2784613,"Pension plan contributions":0,"Other employee benefits":232028,"Payroll taxes":209052},"Other expenses":{"value":3145963,"Management services":0,"Legal":22250,"Accounting":2251,"Lobbying services":26000,"Investment management fees":8142,"Other services":186767,"Advertising":199055,"Office expenses":1094016,"Information technology":0,"Royalties":0,"Occupancy":485579,"Travel":48644,"Conferences and meetings":11309,"Interest":47174,"Payments to affiliates":0,"Depreciation and depletion":767024,"Insurance":247752,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":5427244,"Management And General Expenses":568013,"Fundraising Expenses":864186}},"Assets":{"value":17365067,"Non-interest bearing cash":0,"Savings and temp cash investments":1126384,"Pledges and grants receivable":196500,"Accounts receivable":19165,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":86864,"Prepaid expenses deferred charges":131436,"Land, building, equipment":14248336,"Investments publicly traded":1556382,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":1348575,"Sum of Total Liabilities":0,"Accounts payable, accrued":1034004,"Grants payable":0,"Deferred, revenue":314571,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":16016492,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":14165110,"Temporarily restricted net assets":295000,"Permanently restricted net assets":1556382},"Ratings":{"Program Expense Ratio":{"score":0.791207682606299,"percentile":0.6144139753329091},"Fundraising Efficiency":{"score":2.97752104292363,"percentile":0.1139279395005938},"Operating Margin":{"score":-0.08012977726576799,"percentile":0.2448440177154446},"Liabilities to Assets Ratio":{"score":0.07766022440339562,"percentile":0.3495677061057006},"Operating Reserve Ratio":{"score":2.531556425208286,"percentile":0.6742840259574125},"Officer Compensation Ratio":{"score":0.08006043639403375,"percentile":0.6241321933025225},"Program Expense Growth":{"score":0.06607116544827586,"percentile":0.5871507393738309},"Revenue Growth":{"score":-0.10931224275644538,"percentile":0.13423236299610483},"Asset Growth":{"score":-0.023890726839048606,"percentile":0.23286411143573826},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.48475270222168204,"percentile":0.28539273891619904}},"source_xml":"201621729349300232_public.xml"},{"Organization":{"value":null,"Person":["VIPE DESAI","STEVE HARRIS","JIM PHILLIPS","JEANNINE SMITH","JENNA KOHNKE GAFFNEY","VIC HAUSMANINGER","DOUG CICIONE","COLLIE JAMES IV","MIKE KILLEBREW","TODD LARSON","KEN PETERSON","BRIAN SKELTON","CHARLIE STEINMETZ","KELLY STEWARD","JILL TRACY","TOM TURNER","KERSTIN WOODS V","LYNDA ZADRA-SYMES","MIKE FROST","KATRINA FOLEY","JUAN GONZALEZ","WENDY LEAVELL"],"Title":["CHAIRMAN","VICE CHAIR","TREASURER","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","GOVERNMENT REPRESENTATIVE","GOVERNMENT REPRESENTATIVE","ALTERNATIVE","PRESIDENT & CEO"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,294010],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,271147],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,22863]},"Basic":{"value":null,"mission":"The ocean institute provides experiential educational programming to schools, youth groups, and the public to develop knowledge about the ocean and maritime history. we embody our motto, \"experience is the teacher\" through field trips, summer camp programs, public cruises and exhibits, special events and speakers, and guided tours on and around our oceanfront campus.","year":2023,"name":"OCEAN INSTITUTE","phone":9494962274,"website":"WWW.OCEANINSTITUTE.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"WENDY LEAVELL","year_formation":1986,"state_legal_domicile":"CA","total_volunteers":2629,"tax_period_begin":"2023-01-01T00:00:00","tax_period_end":"2023-12-31T00:00:00","address":"24200 DANA POINT HARBOR DRIVE, DANA POINT, CA, 92629, USA","city":"DANA POINT","state":"CA","country":"USA","zip_code":92629},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":18,"Number of independent voting members":18,"Number of employees total":107,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":107,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":4177558,"Contributions":{"value":2323269,"Other contributions":1799238,"Contributions from gifts and grants":0,"Fundraising revenue":253645,"Dues":0,"Campaigns":0,"Grant revenue":270386,"Related organizations":0},"Program revenue":{"value":1886407,"Total revenue":{"value":1886407,"EDUCATIONAL PROGRAM FEES":1598729,"EDUCATIONAL CONFERENCE":287678},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":37807,"Investment income total":37807,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":-69925,"Other total":1500,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":-162924,"Net income from gaming":0,"Net income":91499,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":5196801,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":2439339,"Current officers":294010,"Disqualified persons":0,"Other salaries and wages":1799828,"Pension plan contributions":0,"Other employee benefits":190149,"Payroll taxes":155352},"Other expenses":{"value":2757462,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":9394,"Other services":535446,"Advertising":26208,"Office expenses":87947,"Information technology":13699,"Royalties":0,"Occupancy":197870,"Travel":0,"Conferences and meetings":25162,"Interest":22259,"Payments to affiliates":0,"Depreciation and depletion":906555,"Insurance":466975,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":434679,"PROGRAM SERVICE COSTS":208954,"MAINTENANCE AND REPAIR":122052,"BANKING EXPENSE":74971,"IN-KIND EXPENSES":28702},"All other expenses":31268},"Functional Expenses":{"value":null,"Program Service Expenses":3967254,"Management And General Expenses":842156,"Fundraising Expenses":387391}},"Assets":{"value":14136699,"Non-interest bearing cash":2740736,"Savings and temp cash investments":45468,"Pledges and grants receivable":0,"Accounts receivable":41022,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":127917,"Prepaid expenses deferred charges":325744,"Land, building, equipment":9726679,"Investments publicly traded":1053470,"Investments other":75663,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":1227167,"Sum of Total Liabilities":0,"Accounts payable, accrued":256069,"Grants payable":0,"Deferred, revenue":392726,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":500000,"Unsecured notes loans payable":0,"Other liabilities":78372},"Fund balance":{"value":12909532,"Net assets without donor restriction":11617694,"Net assets with donor restriction":1291838,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7634031012540214,"percentile":0.5856299291888539},"Fundraising Efficiency":{"score":5.997219863135695,"percentile":0.2494006799174729},"Operating Margin":{"score":-0.24398057429723297,"percentile":0.1319389346643626},"Liabilities to Assets Ratio":{"score":0.08680718178975162,"percentile":0.33912190097880646},"Operating Reserve Ratio":{"score":2.720269450379185,"percentile":0.6908324725928857},"Officer Compensation Ratio":{"score":0.056575189236609216,"percentile":0.7251726089804044},"Program Expense Growth":{"score":-0.037918892415172795,"percentile":0.2194942420786272},"Revenue Growth":{"score":-0.05432040412767656,"percentile":0.211263011810963},"Asset Growth":{"score":-0.025042307959211595,"percentile":0.22897662263967386},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.44872778286488196,"percentile":0.2087328110666723}},"source_xml":"202421779349301117_public.xml"},{"Organization":{"value":null,"Person":["Lisa Bartlett","Gary Capata","Scott Burrows","Scott Connella","Dennis Gabrick","Rick Hadley","Harold Kaufman","Aram Keith","Bob McKnight","Barbara Merriman","Toni Iseman","Jim Samuels","Johnny So","Charlie Steinmetz","Bryan Stirrat","Jim Swenson","Michael Torcaso","Greg Wohl","Wyland","Tim McMahon","Wayne Rayfield","Jens Von Gierke","John M Williams III","Mel Chambers","Bill Steel","Maurice Masson","Bruce Brainerd","Mark Slymen","Doug Abramson","Pat Bates","Phil Immel","Kajsa James","Jean Sticher","Daniel Stetson","Robert Poteraj","Rick Baker","Bentley Cavazzi","Susan Miller","Kajsa James"],"Title":["Board Member","Board Member","Board Member","Vice Chair/Treasurer","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","At Large","Immediate Past Chair","Board Member","Chair","Secretary","At Large","At Large","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","President","Chief Financial Officer","Vice President","Vice President","Vice President","Vice President"],"Hours":[1.0,0.0,1.0,2.0,1.0,0.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,2.0,2.0,1.0,2.0,2.0,2.0,2.0,1.0,0.0,1.0,1.0,1.0,0.0,1.0,40.0,40.0,0.0,40.0,0.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,162245,122131,9062,106963,15037,64182],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,148198,107833,9062,102473,11571,61216],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,14047,14298,0,4490,3466,2966]},"Basic":{"value":null,"mission":"The ocean institute is dedicated to increasing the awareness and understanding of the ocean environment through unique hands-on marine science and maritime history programs. using the ocean as its classroom, the ocean institute inspires children to learn.","year":2013,"name":"Ocean Institute","phone":9494962274,"website":"www.ocean-institute.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Robert Poteraj","year_formation":1986,"state_legal_domicile":"CA","total_volunteers":612,"tax_period_begin":"2013-01-01T00:00:00","tax_period_end":"2013-12-31T00:00:00","address":"24200 Dana Point Harbor Drive, Dana Point, CA, 92629, USA","city":"Dana Point","state":"CA","country":"USA","zip_code":92629},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":29,"Number of independent voting members":28,"Number of employees total":144,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":144,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":7782663,"Contributions":{"value":3700404,"Other contributions":1572379,"Contributions from gifts and grants":0,"Fundraising revenue":224101,"Dues":0,"Campaigns":0,"Grant revenue":1903924,"Related organizations":0},"Program revenue":{"value":2897799,"Total revenue":{"value":2897799,"Educational Program Fees":2648948,"Educational Conference Center":248851},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":29403,"Investment income total":29403,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":1155057,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":-75436,"Net income from gaming":1046351,"Net income":184142,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":6110144,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":3132614,"Current officers":478157,"Disqualified persons":0,"Other salaries and wages":2213369,"Pension plan contributions":0,"Other employee benefits":236421,"Payroll taxes":204667},"Other expenses":{"value":2977530,"Management services":0,"Legal":653,"Accounting":34015,"Lobbying services":24948,"Investment management fees":4227,"Other services":160560,"Advertising":214008,"Office expenses":1252811,"Information technology":82026,"Royalties":0,"Occupancy":251638,"Travel":34085,"Conferences and meetings":26927,"Interest":1444,"Payments to affiliates":0,"Depreciation and depletion":646322,"Insurance":198794,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":45072,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":4750759,"Management And General Expenses":573620,"Fundraising Expenses":785765}},"Assets":{"value":18206012,"Non-interest bearing cash":0,"Savings and temp cash investments":1404358,"Pledges and grants receivable":104850,"Accounts receivable":9439,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":101753,"Prepaid expenses deferred charges":100716,"Land, building, equipment":14946853,"Investments publicly traded":1538043,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":579003,"Sum of Total Liabilities":0,"Accounts payable, accrued":374659,"Grants payable":0,"Deferred, revenue":204344,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":17627009,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":15520166,"Temporarily restricted net assets":568800,"Permanently restricted net assets":1538043},"Ratings":{"Program Expense Ratio":{"score":0.7775199733426904,"percentile":0.5995317522334915},"Fundraising Efficiency":{"score":4.7093011269272615,"percentile":0.19119678724113068},"Operating Margin":{"score":0.21490317645772405,"percentile":0.7707569620918752},"Liabilities to Assets Ratio":{"score":0.03180284622464272,"percentile":0.4246632024161263},"Operating Reserve Ratio":{"score":2.9796371411213878,"percentile":0.7108803318500507},"Officer Compensation Ratio":{"score":0.0784956950278095,"percentile":0.6302898053133823},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":0.9655172413793104,"percentile":0.27432809796853846},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5741698635494064,"percentile":0.5292724577297379}},"source_xml":"201401779349300130_public.xml"},{"Organization":{"value":null,"Person":["WENDY MARSHALL","JIM PHILLIPS","JEANNINE SMITH","JENNA KOHNKE","STEVE HARRIS","VIC HAUSMANINGER","CHARLIE STEINMETZ","COLLIE F JAMES IV","JILL TRACY","KEN PETERSEN","MEL CHAMBERS","SUSAN PAISH","JOSEPH MULLER","LISA BARTLETT","DOUG CICIONE","JIM COBB","MIKE KILLEBREW","VIPE DESAI","MICHALE TORCASO","SCOTT VAN VLIET","TY ROGERS"],"Title":["PRESIDENT AND CEO","TREASURER","SECRETARY","CHAIRPERSON","VICE CHAIRPERSON","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER TERM ENDED 1/6/22","BOARD MEMBER TERM ENDED 6/1/22","BOARD MEMBER TERM ENDED 1/3/22"],"Hours":[40.0,2.0,2.0,2.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[258381,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[238998,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[19383,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The ocean institute provides experiential educational programming to schools, youth groups, and the public to develop knowledge about the ocean and maritime history. we embody our motto, \"experience is the teacher\" through field trips, summer camp programs, public cruises and exhibits, special events and speakers, and guided tours on and around our oceanfront campus.","year":2022,"name":"OCEAN INSTITUTE","phone":9494962274,"website":"WWW.OCEANINSTITUTE.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"WENDY MARSHALL","year_formation":1986,"state_legal_domicile":"CA","total_volunteers":608,"tax_period_begin":"2022-01-01T00:00:00","tax_period_end":"2022-12-31T00:00:00","address":"24200 DANA POINT HARBOR DRIVE, DANA POINT, CA, 92629, USA","city":"DANA POINT","state":"CA","country":"USA","zip_code":92629},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":15,"Number of independent voting members":15,"Number of employees total":81,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":81,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":4036794,"Contributions":{"value":2436104,"Other contributions":2065577,"Contributions from gifts and grants":0,"Fundraising revenue":276977,"Dues":62300,"Campaigns":0,"Grant revenue":31250,"Related organizations":0},"Program revenue":{"value":1502532,"Total revenue":{"value":1502532,"EDUCATIONAL PROGRAM FE":1198583,"EDUCATIONAL CONFERENCE":303949},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":13802,"Investment income total":13802,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":84356,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":-6204,"Net income from gaming":0,"Net income":90560,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":4417606,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":1727764,"Current officers":258381,"Disqualified persons":0,"Other salaries and wages":1237230,"Pension plan contributions":0,"Other employee benefits":122773,"Payroll taxes":109380},"Other expenses":{"value":2689842,"Management services":367410,"Legal":0,"Accounting":126662,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":41256,"Office expenses":100813,"Information technology":0,"Royalties":0,"Occupancy":130480,"Travel":33969,"Conferences and meetings":0,"Interest":21333,"Payments to affiliates":0,"Depreciation and depletion":787929,"Insurance":434246,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":614816,"PROGRAM SERVICE COSTS":301470,"MAINTENANCE AND REPAIR":140810,"MISCELLANEOUS EXPENSE":121746,"BANK FEES":50790},"All other expenses":30928},"Functional Expenses":{"value":null,"Program Service Expenses":3219203,"Management And General Expenses":795420,"Fundraising Expenses":402983}},"Assets":{"value":14909007,"Non-interest bearing cash":0,"Savings and temp cash investments":2868177,"Pledges and grants receivable":17500,"Accounts receivable":21721,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":99917,"Prepaid expenses deferred charges":83457,"Land, building, equipment":10452606,"Investments publicly traded":1365629,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":1003446,"Sum of Total Liabilities":0,"Accounts payable, accrued":184353,"Grants payable":0,"Deferred, revenue":319093,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":500000,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":13905561,"Net assets without donor restriction":12588417,"Net assets with donor restriction":1317144,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7287211670755608,"percentile":0.5560701022290607},"Fundraising Efficiency":{"score":6.045178084435324,"percentile":0.25152914226903494},"Operating Margin":{"score":-0.09433525713722325,"percentile":0.22903638081887973},"Liabilities to Assets Ratio":{"score":0.06730468367209164,"percentile":0.36265061869810383},"Operating Reserve Ratio":{"score":3.3749064538575873,"percentile":0.7366400990732296},"Officer Compensation Ratio":{"score":0.05848891911139201,"percentile":0.7163366701716737},"Program Expense Growth":{"score":-0.03985914933582817,"percentile":0.21583871821875045},"Revenue Growth":{"score":-0.05697359254641011,"percentile":0.20620261035524717},"Asset Growth":{"score":-0.02736001352328774,"percentile":0.2213659367275172},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4579893907547602,"percentile":0.22729418926510228}},"source_xml":"202331869349301518_public.xml"},{"Organization":{"value":null,"Person":["Bill Steel","Charlie Steinmetz","Michael Torcaso","Steve Harris","Susan Paish","David Jochim","Jill Tracy","Ty Rogers","Lisa Bartlett","Paul Wyatt","Joseph Muller","Ken Petersen","Lee Gottlieb","Lane Avery","Daniel Pingaro","Mary Lawson Quellmalz","Wendy Marshall","Mel Chambers","Cliff Bream","Maurice Masson","Jim Swenson","Alan Simon","Steve Tappan","Debra Lewis"],"Title":["Secretary","Board Member","Chairperson","Board Member","Board Member","Treasurer","Vice Chairperson","Board Member","Board Member - Non-Voting","Board Member - Non-Voting","Board Member - Non Voting","Board Member","Board Member","Chief Financial Officer","CEO","Vice President","Vice President of Education","Board Member","Board Member","Board Member","Board Member","Board Member","Boared Member","Board Member - Non-Voting"],"Hours":[2.0,1.0,2.0,1.0,1.0,2.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0,40.0,40.0,40.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,120165,178650,46080,132635,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,113422,173696,45604,129560,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,6743,4954,476,3075,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The ocean institute is dedicated to increasing the awareness and understanding of the ocean environment through unique hands-on marine science and maritime history programs. using the ocean as its classroom, the ocean institute inspires children to learn.","year":2018,"name":"Ocean Institute","phone":9494962274,"website":"www.ocean-institute.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Lane Avery","year_formation":1986,"state_legal_domicile":"CA","total_volunteers":1325,"tax_period_begin":"2018-01-01T00:00:00","tax_period_end":"2018-12-31T00:00:00","address":"24200 Dana Point Harbor Drive, Dana Point, CA, 92629, USA","city":"Dana Point","state":"CA","country":"USA","zip_code":92629},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":10,"Number of independent voting members":10,"Number of employees total":187,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":187,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":6339185,"Contributions":{"value":2853137,"Other contributions":2663135,"Contributions from gifts and grants":0,"Fundraising revenue":158752,"Dues":0,"Campaigns":0,"Grant revenue":31250,"Related organizations":0},"Program revenue":{"value":3273958,"Total revenue":{"value":3273958,"Educational Program Fees":2918782,"Educational Conference Center":355176},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":29743,"Investment income total":29743,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":182347,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":-9044,"Net income from gaming":0,"Net income":191391,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":6828673,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":3399946,"Current officers":477530,"Disqualified persons":0,"Other salaries and wages":2340926,"Pension plan contributions":0,"Other employee benefits":378393,"Payroll taxes":203097},"Other expenses":{"value":3428727,"Management services":0,"Legal":46818,"Accounting":197805,"Lobbying services":8429,"Investment management fees":8141,"Other services":421856,"Advertising":81079,"Office expenses":1118711,"Information technology":0,"Royalties":0,"Occupancy":399278,"Travel":18064,"Conferences and meetings":68594,"Interest":24242,"Payments to affiliates":0,"Depreciation and depletion":779369,"Insurance":256341,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":5907459,"Management And General Expenses":508997,"Fundraising Expenses":412217}},"Assets":{"value":15349184,"Non-interest bearing cash":0,"Savings and temp cash investments":1247933,"Pledges and grants receivable":134265,"Accounts receivable":72152,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":60605,"Prepaid expenses deferred charges":69641,"Land, building, equipment":12122683,"Investments publicly traded":1641905,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":1439783,"Sum of Total Liabilities":0,"Accounts payable, accrued":420639,"Grants payable":0,"Deferred, revenue":319144,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":700000,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":13909401,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":11215943,"Temporarily restricted net assets":1051553,"Permanently restricted net assets":1641905},"Ratings":{"Program Expense Ratio":{"score":0.865096190724025,"percentile":0.7164138464389002},"Fundraising Efficiency":{"score":6.921444287838687,"percentile":0.28869994825253914},"Operating Margin":{"score":-0.07721623521004672,"percentile":0.24831948452303482},"Liabilities to Assets Ratio":{"score":0.09380192458439485,"percentile":0.3317431620381068},"Operating Reserve Ratio":{"score":2.247755017702561,"percentile":0.6457056916382106},"Officer Compensation Ratio":{"score":0.0699301313739873,"percentile":0.6652999906717648},"Program Expense Growth":{"score":0.03489874976868715,"percentile":0.470103710279597},"Revenue Growth":{"score":-0.03426767166367738,"percentile":0.25600200008343016},"Asset Growth":{"score":-0.03553861566644156,"percentile":0.19729664488914098},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5242479315738681,"percentile":0.3847913249845062}},"source_xml":"201931839349300328_public.xml"},{"Organization":{"value":null,"Person":["Mel Chambers","Cliff Bream","Maurice Masson","Scott Connella","Bill Steel","Jim Swenson","Pat Fuscoe","Charlie Steinmetz","Michael Torcaso","Jens Von Gierke","Greg Wohl","Steve Harris","Alan Simon","Susan Paish","John Tomlinson","Lisa Bartlett","Carlos Olvera","Doug Abramson","Dori Moorehead","Robert Poteraj","Maary Lawson Quellmalz","Doug Abramson"],"Title":["Chairperson","Vice Chairperson","Secretary","Treasurer","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member - Non Voting","Board Member","Board Member","Board Member","CEO","Chief Financial Officer","Vice President","Vice President"],"Hours":[2.0,2.0,2.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,0.0,0.0,0.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,185600,78993,98602,102838],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,176295,69026,93382,97399],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,9305,9967,5220,5439]},"Basic":{"value":null,"mission":"The ocean institute is dedicated to increasing the awareness and understanding of the ocean environment through unique hands-on marine science and maritime history programs. using the ocean as its classroom, the ocean institute inspires children to learn.","year":2016,"name":"Ocean Institute","phone":9494962274,"website":"www.ocean-institute.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Lane Avery","year_formation":1986,"state_legal_domicile":"CA","total_volunteers":441,"tax_period_begin":"2016-01-01T00:00:00","tax_period_end":"2016-12-31T00:00:00","address":"24200 Dana Point Harbor Drive, Dana Point, CA, 92629, USA","city":"Dana Point","state":"CA","country":"USA","zip_code":92629},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":16,"Number of independent voting members":14,"Number of employees total":184,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":184,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":5567582,"Contributions":{"value":1307994,"Other contributions":839156,"Contributions from gifts and grants":0,"Fundraising revenue":46001,"Dues":0,"Campaigns":0,"Grant revenue":422837,"Related organizations":0},"Program revenue":{"value":3319829,"Total revenue":{"value":3319829,"Educational Program Fees":3083204,"Educational Conference Center":236625},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":17424,"Investment income total":17424,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":922335,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":186334,"Net income from gaming":534905,"Net income":201096,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":6432433,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":3404749,"Current officers":466033,"Disqualified persons":0,"Other salaries and wages":2558085,"Pension plan contributions":3872,"Other employee benefits":165921,"Payroll taxes":210838},"Other expenses":{"value":3027684,"Management services":0,"Legal":4660,"Accounting":23497,"Lobbying services":19001,"Investment management fees":8134,"Other services":292905,"Advertising":92880,"Office expenses":1052136,"Information technology":0,"Royalties":0,"Occupancy":405072,"Travel":63191,"Conferences and meetings":5771,"Interest":415,"Payments to affiliates":0,"Depreciation and depletion":802747,"Insurance":257275,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":5245670,"Management And General Expenses":525960,"Fundraising Expenses":660803}},"Assets":{"value":16111851,"Non-interest bearing cash":0,"Savings and temp cash investments":572873,"Pledges and grants receivable":106500,"Accounts receivable":10623,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":92137,"Prepaid expenses deferred charges":142505,"Land, building, equipment":13599655,"Investments publicly traded":1587558,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":938120,"Sum of Total Liabilities":0,"Accounts payable, accrued":685729,"Grants payable":0,"Deferred, revenue":252391,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":15173731,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":13586173,"Temporarily restricted net assets":0,"Permanently restricted net assets":1587558},"Ratings":{"Program Expense Ratio":{"score":0.8155032473715622,"percentile":0.645255693490047},"Fundraising Efficiency":{"score":1.9794008199115318,"percentile":0.0744184171037359},"Operating Margin":{"score":-0.15533691286450743,"percentile":0.17738902422595812},"Liabilities to Assets Ratio":{"score":0.05822546397679571,"percentile":0.3754617088882443},"Operating Reserve Ratio":{"score":2.504783337813235,"percentile":0.6717554598496158},"Officer Compensation Ratio":{"score":0.07245050201066999,"percentile":0.6547048736854392},"Program Expense Growth":{"score":0.03362260565045162,"percentile":0.46454758821971875},"Revenue Growth":{"score":-0.09219735525060938,"percentile":0.1529324711473127},"Asset Growth":{"score":-0.03567366704613025,"percentile":0.19693413782053348},"Independent Voting Board Pct":{"score":0.875,"percentile":0.22520058322737488},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4147603250686438,"percentile":0.14603541368731154}},"source_xml":"201713069349301461_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["JAMES COLLIE IV","BRIAN SKELTON","JIM DUNKERLEY","JEANNINE SMITH","MIKE KILLEBREW","JENNA KOHNKE GAFFNEY","STEVE HARRIS","JIM PHILLIPS","KEN PETERSON","DOUG CICIONE","VIC HAUSMANINGER","TODD LARSON","BRYCE CULLINANE","CLAUDIA WHITE","JILL TRACY","KERSTIN WOODS V","KELLY STEWARD","LYNDA ZADRA-SYMES","JIM COBB","MIKE FROST","KATRINA FOLEY","JUAN GONZALEZ","WENDY LEAVELL"],"Title":["CHAIRMAN","VICE CHAIR","TREASURER","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","GOVERNMENT REPRESENTATIVE","GOVERNMENT REPRESENTATIVE","ALTERNATIVE","PRESIDENT & CEO"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,261260],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,261260],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The ocean institute provides experiential educational programming to schools, youth groups, and the public to develop knowledge about the ocean and maritime history. we embody our motto, \"experience is the teacher\" through field trips, summer camp programs, public cruises and exhibits, special events and speakers, and guided tours on and around our oceanfront campus.","year":2024,"name":"OCEAN INSTITUTE","phone":9494962274,"website":"WWW.OCEANINSTITUTE.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"WENDY LEAVELL","year_formation":1986,"state_legal_domicile":"CA","total_volunteers":2697,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"24200 DANA POINT HARBOR DRIVE, DANA POINT, CA, 92629, USA","city":"DANA POINT","state":"CA","country":"USA","zip_code":92629},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":20,"Number of independent voting members":20,"Number of employees total":88,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":88,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":5663468,"Contributions":{"value":3078352,"Other contributions":2836089,"Contributions from gifts and grants":0,"Fundraising revenue":239263,"Dues":0,"Campaigns":0,"Grant revenue":3000,"Related organizations":0},"Program revenue":{"value":2348817,"Total revenue":{"value":2348817,"EDUCATIONAL PROGRAM FE":2022936,"EDUCATIONAL CONFERENCE":325881},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":98096,"Investment income total":98096,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":138203,"Other total":98098,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":-165128,"Net income from gaming":0,"Net income":205233,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":5302374,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":2508168,"Current officers":261260,"Disqualified persons":0,"Other salaries and wages":1923997,"Pension plan contributions":0,"Other employee benefits":162697,"Payroll taxes":160214},"Other expenses":{"value":2794206,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":12691,"Other services":556163,"Advertising":19462,"Office expenses":93570,"Information technology":8467,"Royalties":0,"Occupancy":211383,"Travel":0,"Conferences and meetings":19180,"Interest":25586,"Payments to affiliates":0,"Depreciation and depletion":943072,"Insurance":488059,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":398543,"PROGRAM SERVICE COSTS":217757,"BANKING EXPENSE":88356,"MAINTENANCE AND REPAIR":68307,"MISCELLANEOUS":24123},"All other expenses":18030},"Functional Expenses":{"value":null,"Program Service Expenses":4082482,"Management And General Expenses":934916,"Fundraising Expenses":284976}},"Assets":{"value":14743578,"Non-interest bearing cash":1224427,"Savings and temp cash investments":910585,"Pledges and grants receivable":0,"Accounts receivable":90181,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":110153,"Prepaid expenses deferred charges":402880,"Land, building, equipment":9145509,"Investments publicly traded":2820259,"Investments other":39584,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":1108541,"Sum of Total Liabilities":0,"Accounts payable, accrued":199394,"Grants payable":0,"Deferred, revenue":371807,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":495238,"Unsecured notes loans payable":0,"Other liabilities":42102},"Fund balance":{"value":13635037,"Net assets without donor restriction":12512326,"Net assets with donor restriction":1122711,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7699347499818006,"percentile":0.591939089524945},"Fundraising Efficiency":{"score":10.802144742013363,"percentile":0.4227575540252132},"Operating Margin":{"score":0.06375846036386186,"percentile":0.5545818261190512},"Liabilities to Assets Ratio":{"score":0.0751880581497924,"percentile":0.35257024775782364},"Operating Reserve Ratio":{"score":2.780561688028796,"percentile":0.6957402593518246},"Officer Compensation Ratio":{"score":0.049272269364627995,"percentile":0.7604211283062122},"Program Expense Growth":{"score":-0.034440991095153084,"percentile":0.2263969782373794},"Revenue Growth":{"score":-0.0384941933801959,"percentile":0.24550016224081014},"Asset Growth":{"score":-0.021197266125968128,"percentile":0.24184352086602462},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5377900172826507,"percentile":0.42213346457661344}},"source_xml":"202541299349303534_public.xml"},"sector":"Religion Related","donation_categories":[],"zakat_policy":null},"error":null}