Drive on the Ocean

Nonprofit profile at a glance

EIN
822349318
IRS 990 coverage
2020–2024
Forms available
Form 990 2024, Form 990-EZ 2019
Location
Downingtown, PA, USA
Phone
4848853177
Rating
79
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Management & Technical Assistance

Official website

Reported finances

Revenue
$1,079,575
Expenses
$869,704
Assets
$1,366,356
Liabilities
$85,250

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • KATHRYN HALL (PRESIDENT/CEO)

People named in this filing

  • GEORGE HALL (RESEARCH DIRECTOR)
  • KATHRYN HALL (PRESIDENT/CEO)
  • CONSTANCE LARTIGUE (RN)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Drive on the ocean is working to prevent the suffering of individuals and families with untreated or under-treated mental health disorders by (1) closing gaps in the health care delivery system, (2) providing mindfulness-based training programs, and (3) informing the field to scale positive and lasting change.

What it reported doing in 2024

Mindfulness based stress reduction (mbsr-this project of drive on the ocean involves the use of an evidence based digital wellness solution. This solution is an e-learning platform - edtech tool that offers custom content and the opportunity to practice new skills., which are outlined in two books published by drive on the ocean in 2023. The platform helps individuals and companies maximize energy and improve their wellbeing by fueling higher performance and inspiring purposeful living, these elearning classes combine live sessions with a proprietary creative mindful ness model and the power of a peer learning community. An on demand wellbeing solution, services provide symptom relief and improvement accessible from anywhere, anytime, on an device.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 93% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 72
  • Transparency & Controls: 85
  • Accountability: 94
  • Sustainability: 67
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 70.7%; rating input score 71
  • Program expense ratio: 87.7%; rating input score 88
  • Fundraising efficiency: $7.44 raised per $1 spent on fundraising; rating input score 28; 28th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 90.9%; rating input score 91; 8th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 6 of 7 controls in place; rating input score 86
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Fail
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 19.4%; rating input score 75; 75th percentile among comparable filings
  • Total-asset coverage ratio: 1.57; rating input score 57; 57th percentile among comparable filings
  • Liabilities to assets ratio: 0.06; rating input score 49; 49th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings

Growth

  • Program expense growth: -11.7% per year; rating input score 0; 4th percentile among comparable filings
  • Revenue growth: 8.2% per year; rating input score 100; 60th percentile among comparable filings
  • Asset growth: 28.2% per year; rating input score 100; 90th percentile among comparable filings

Details

  • Where the money goes: 70.7% of revenue deployed · 87.7% of spending went to programs
  • Governance: 10 of 10 board members independent · 6 of 7 filing controls reported
  • Programs: 3 filed program accomplishments · $794K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 20 of 21 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules · includes major donors
  • Filing history: 5 filing years from 2020 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Financial Efficiency: Fundraising efficiency scored 28/100.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Accountability: Governance controls: Board meeting minutes documented not reported.
  • Review — Transparency & Controls: Schedule G fundraiser detail did not reconcile in the filed values.
  • Review — Sustainability: Total-asset coverage ratio scored 57/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 49/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.