Nonprofits›Ocean Institute

Religion-Related

Ocean Institute

DANA POINT, CA

Website

Total revenue

$5.7M

Total expenses

$5.3M

Net assets

$13.6M

Grants received

$6.3M

161 grants

EIN

330203488

Tax year

2024

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.

Financials

FY 2024

Revenue

Contributions & grants$3.1M
Program service revenue$2.3M
Investment income$98K
Other revenue$138K
Total revenue$5.7M

Expenses

Grants paid—
Salaries & benefits$2.5M
Fundraising$285K
Other expenses$2.8M
Total expenses$5.3M
Total assets$14.7M
Net assets$13.6M

People

23 listed

NameRoleCompensation

WENDY LEAVELL

PRESIDENT & CEO

Board

$261K

40 hrs/wk

BRIAN SKELTON

VICE CHAIR

Board

—

1 hrs/wk

JIM DUNKERLEY

TREASURER

Board

—

1 hrs/wk

JEANNINE SMITH

SECRETARY

Board

—

1 hrs/wk

MIKE KILLEBREW

DIRECTOR

Board

—

1 hrs/wk

JENNA KOHNKE GAFFNEY

DIRECTOR

Board

—

1 hrs/wk

STEVE HARRIS

DIRECTOR

Board

—

1 hrs/wk

JIM PHILLIPS

DIRECTOR

Board

—

1 hrs/wk

KEN PETERSON

DIRECTOR

Board

—

1 hrs/wk

DOUG CICIONE

DIRECTOR

Board

—

1 hrs/wk

VIC HAUSMANINGER

DIRECTOR

Board

—

1 hrs/wk

JAMES COLLIE IV

CHAIRMAN

Board

—

1 hrs/wk

BRYCE CULLINANE

DIRECTOR

Board

—

1 hrs/wk

CLAUDIA WHITE

DIRECTOR

Board

—

1 hrs/wk

JILL TRACY

DIRECTOR

Board

—

1 hrs/wk

KERSTIN WOODS V

DIRECTOR

Board

—

1 hrs/wk

KELLY STEWARD

DIRECTOR

Board

—

1 hrs/wk

LYNDA ZADRA-SYMES

DIRECTOR

Board

—

1 hrs/wk

JIM COBB

DIRECTOR

Board

—

1 hrs/wk

MIKE FROST

GOVERNMENT REPRESENTATIVE

Board

—

1 hrs/wk

KATRINA FOLEY

GOVERNMENT REPRESENTATIVE

Board

—

1 hrs/wk

JUAN GONZALEZ

ALTERNATIVE

Board

—

1 hrs/wk

TODD LARSON

DIRECTOR

Board

—

1 hrs/wk

Independent contractors

DIGITAL INSURANCE LLC

INSURANCE SERVICES

$107K

Grants received

Showing 161 of 161

FromAmountPurposeYear
SWENSON FAMILY FOUNDATION
$200K
UNRESTRICTED GENERAL DONATION
2024
NICHOLAS ENDOWMENT
$150K
PROGRAM SUPPORT
2024
THE MARISLA FOUNDATION
$50K
GENERAL SUPPORT
2024
CROUL FAMILY FOUNDATION
$50K
PROGRAM SUPPORT
2024
STEINMETZ FOUNDATION
$50K
SUPPORT STEAM PROGRAMS
2024
SAHM FAMILY FOUNDATION
$50K
GENERAL SUPPORT
2024
THE OLEY FRIENDS FOUNDATION
$20K
USING THE OCEAN AS THEIR CLASSROOM, INSPIRING CHILDREN TO LEARN, HELP CHILDREN IN POVERTY EXPERIENCE THE OCEAN.
2024
THE KLING FAMILY FOUNDATION
$10K
UNRESTRICTED
2024
SAMUELI FOUNDATION
$8K
GENERAL OPERATIONS
2024
WILLIAM AND KAREN LAVOIE FOUNDATION
$5K
CHARITABLE SUPPORT
2024
THE CREAN FOUNDATION
$5K
Educational programs for children.
2024
SCHWARZBEIN GRAHAM FAMILY FOUNDATION
$5K
GRANT TOWARDS ORGANIZATION'S MISSION TO PROMOTE OCEAN EDUCATION.
2024
THE FLETCHER JONES FOUNDATION
$5K
ADOPT-A-CLASS PROGRAM
2024
NICHOLAS ENDOWMENT
$4K
PROFESSIONAL DEVELOPMENT
2024
THE SID AND CECELIA LANCE FAMILY
$3K
MARINE SCIENCE AND MARITIME HISTORY EDUCATIONAL PROGRAMS
2024
The Shanahan Family Charitable
$300K
General Purpose
2023
NICHOLAS ENDOWMENT
$150K
PROGRAM SUPPORT
2023
Stephen Harold Schimmel Foundation
$100K
general fund donation
2023
STEINMETZ FOUNDATION
$50K
TO SUPPORT ITS STEAM PROGRAMS.
2023
Schlinger Family Foundation
$50K
General & Unrestricted
2023
THE MARISLA FOUNDATION
$50K
GENERAL SUPPORT
2023
CROUL FAMILY FOUNDATION
$50K
PROGRAM SUPPORT
2023
SAHM FAMILY FOUNDATION
$50K
GENERAL SUPPORT
2023
THE OLEY FRIENDS FOUNDATION
$45K
USING THE OCEAN AS THEIR CLASSROOM, INSPIRING CHILDREN TO LEARN, HELP CHILDREN IN POVERTY EXPERIENCE THE OCEAN.
2023
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$31K
For grant recipient's exempt purposes
2023
DONOR ADVISED CHARITABLE GIVING INC
$20K
RELIGION RELATED
2023
ORANGE COUNTY COMMUNITY FOUNDATION
$18K
EDUCATION
2023
THE DEVTO SUPPORT FOUNDATION
$15K
ADOPT-A-CLASS
2023
Peter and Mary Muth Foundation
$10K
CONTRIBUTION
2023
LAMB FAMILY FOUNDATION
$10K
GENERAL FUND
2023
JENNIE V FOUNDATION
$10K
SPIRIT OF DANA POINT RESTORATION
2023
LINDA I SMITH FOUNDATION
$9K
GENERAL USE - EDUCATION/ENVIRONMENTAL PROGRAMS
2023
SAMUELI FOUNDATION
$8K
ENVIRONMENT
2023
ARGYROS FAMILY FOUNDATION
$7K
EDUCATION
2023
THE FLETCHER JONES FOUNDATION
$5K
ADOPT-A-CLASS PROGRAM
2023
The Dunham Charitable Foundation CO Westwood Trust
$5K
Charitable
2023
WILLIAM AND KAREN LAVOIE FOUNDATION
$5K
CHARITABLE SUPPORT
2023
THE CREAN FOUNDATION
$5K
Educational programs for children.
2023
NICHOLAS ENDOWMENT
$4K
PROFESSIONAL DEVELOPMENT
2023
NATIONAL CHARITY LEAGUE INC - MONARCH CHAPTER
$3K
—
2023
SCHWARZBEIN GRAHAM FAMILY FOUNDATION
$1K
GRANT TOWARDS ORGANIZATION'S MISSION TO PROMOTE OCEAN EDUCATION.
2023
The Shanahan Family Charitable
$400K
General Purpose
2022
SWENSON FAMILY FOUNDATION
$200K
GENERAL OPERATING SUPPORT
2022
NICHOLAS ENDOWMENT
$175K
PROGRAM SUPPORT
2022
SWENSON FAMILY FOUNDATION
$150K
FINAL SPIRIT PAYMENT
2022
SAHM FAMILY FOUNDATION
$75K
GENERAL SUPPORT
2022
Schlinger Family Foundation
$50K
General & Unrestricted
2022
THE MARISLA FOUNDATION
$50K
SPIRIT OF DANA POINT RESTORATION
2022
CROUL FAMILY FOUNDATION
$50K
PROGRAM SUPPORT
2022
STEINMETZ FOUNDATION
$50K
TO SUPPORT ITS STEAM PROGRAMS.
2022
ANGELS BASEBALL FOUNDATION INC
$25K
GENERAL SUPPORT
2022
SWENSON FAMILY FOUNDATION
$24K
GENERAL OPERATING SUPPORT
2022
ORANGE COUNTY COMMUNITY FOUNDATION
$22K
EDUCATION
2022
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$16K
For grant recipient's exempt purposes
2022
THE KLING FAMILY FOUNDATION
$15K
UNRESTRICTED
2022
AMERICAN ONLINE GIVING FOUNDATION INC
$14K
GENERAL SUPPORT
2022
DONOR ADVISED CHARITABLE GIVING INC
$13K
RELIGION RELATED
2022
JENNIE V FOUNDATION
$12K
SPIRIT OF DANA POINT RESTORATION
2022
Peter and Mary Muth Foundation
$10K
CONTRIBUTION
2022
LAMB FAMILY FOUNDATION
$10K
GENERAL FUND
2022
JOHN & PATRICIA ADAMS FAMILY FOUNDATION
$10K
EDUCATIONAL
2022
THE FLETCHER JONES FOUNDATION
$10K
ADOPT-A-CLASS PROGRAM
2022
LINDA I SMITH FOUNDATION
$9K
GENERAL USE - EDUCATION/ENVIRONMENTAL PROGRAMS
2022
THE BLACKBAUD GIVING FUND
$8K
GENERAL SUPPORT
2022
SAMUELI FOUNDATION
$8K
EDUCATION
2022
NETWORK FOR GOOD
$6K
UNRESTRICTED
2022
WILLIAM AND KAREN LAVOIE FOUNDATION
$6K
CHARITABLE SUPPORT
2022
SUN FAMILY FOUNDATION
$5K
ENVIORNMENT
2022
THE CREAN FOUNDATION
$5K
Educational programs for children.
2022
The Dunham Charitable Foundation CO Westwood Trust
$5K
charitable
2022
KELTNER FAMILY FOUNDATION
$5K
GENERAL OPERATING
2022
NICHOLAS ENDOWMENT
$4K
PROFESSIONAL DEVELOPMENT
2022
SWENSON FAMILY FOUNDATION
$1K
PROVIDE TWO TICKETS TO JAZZ FESTIVAL
2022
John & Diane Prewitt Family Foundation
$1K
Charitable
2022
SEMPRA FOUNDATION
$650
EDUCATION
2022
BAIRD FOUNDATION INC
$250
GENERAL SUPPORT
2022
Bruce and Wendy Hirsch Gary Charitable
$200
General
2022
SWENSON FAMILY FOUNDATION
$601K
SCHOLARSHIP
2021
STEINMETZ FOUNDATION
$50K
TO SUPPORT ITS STEAM PROGRAMS.
2021
McBETH FOUNDATION
$35K
MARINE SCIENCE PROGRAMS
2021
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$30K
For grant recipient's exempt purposes
2021
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$30K
For grant recipient's exempt purposes
2021
LAMB FAMILY FOUNDATION
$30K
GENERAL FUND
2021
ORANGE COUNTY COMMUNITY FOUNDATION
$25K
EDUCATION
2021
AMERICAN ONLINE GIVING FOUNDATION INC
$19K
GENERAL SUPPORT
2021
SUN FAMILY FOUNDATION
$15K
ENVIRONMENT
2021
Peter and Mary Muth Foundation
$10K
CONTRIBUTION
2021
JOHN & PATRICIA ADAMS FAMILY FOUNDATION
$10K
EDUCATIONAL
2021
LINDA I SMITH FOUNDATION
$8K
GENERAL USE - EDUCATION/ENVIRONMENTAL PROGRAMS
2021
DONOR ADVISED CHARITABLE GIVING INC
$6K
RELIGION RELATED
2021
VANGUARD CHARITABLE ENDOWMENT PROGRAM
$6K
For recipient's exempt purpose
2021
THE KLING FAMILY FOUNDATION
$5K
charitable contribution
2021
WILLIAM AND KAREN LAVOIE FOUNDATION
$5K
CHARITABLE SUPPORT
2021
The Dunham Charitable Foundation CO Westwood Trust
$5K
charitable
2021
THE CREAN FOUNDATION
$5K
Educational programs for children.
2021
John & Diane Prewitt Family Foundation
$1K
Charitable
2021
BAIRD FOUNDATION INC
$125
EDUCATION
2021
Bruce and Wendy Hirsch Gary Charitable
$100
General
2021
SWENSON FAMILY FOUNDATION
$389K
PROGRAM SUPPORT
2020
STEINMETZ FOUNDATION
$300K
TO SUPPORT ITS STEAM PROGRAMS.
2020
THE MARISLA FOUNDATION
$300K
GENERAL SUPPORT
2020
SAHM FAMILY FOUNDATION
$150K
GENERAL SUPPORT
2020
NICHOLAS ENDOWMENT
$100K
PROGRAM SUPPORT
2020
PAYPAL CHARITABLE GIVING FUND
$60K
General Support
2020
CROUL FAMILY FOUNDATION
$50K
PROGRAM SUPPORT
2020
Schlinger Family Foundation
$50K
General & Unrestricted
2020
THE WILLIAM JEFF AND JENNIFER GROSS
$50K
GENERAL DONATION
2020
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$45K
For grant recipient's exempt purposes
2020
McBETH FOUNDATION
$35K
MARINE SCIENCE PROGRAMS
2020
ORANGE COUNTY COMMUNITY FOUNDATION
$30K
EDUCATION
2020
NICHOLAS ENDOWMENT
$20K
COVID-19 GRANT
2020
SUN FAMILY FOUNDATION
$15K
ENVIRONMENT
2020
Peter and Mary Muth Foundation
$15K
CONTRIBUTION
2020
SUN FAMILY FOUNDATION
$15K
ENVIRONMENT
2020
THE KLING FAMILY FOUNDATION
$10K
charitable contribution
2020
NATIONAL PHILANTHROPIC TRUST
$10K
EDUCATION
2020
LINDA I SMITH FOUNDATION
$8K
GENERAL USE - EDUCATION/ENVIRONMENTAL PROGRAMS
2020
AMERICAN ONLINE GIVING FOUNDATION INC
$7K
GENERAL SUPPORT
2020
DONOR ADVISED CHARITABLE GIVING INC
$7K
RELIGION RELATED
2020
VANGUARD CHARITABLE ENDOWMENT PROGRAM
$6K
FOR RECIPIENT'S EXEMPT PURPOSE
2020
THE FLUOR FOUNDATION
$5K
ADOPT-A-CLASS VIRTUAL LEARNING PROGR
2020
The Dunham Charitable Foundation CO Westwood Trust
$5K
charitable
2020
THE CREAN FOUNDATION
$5K
Educational programs for children.
2020
EMPLOYEES COMMUNITY FUND OF BOEING
$5K
COMMUNITY SERVICE PROGRAMS
2020
EMPLOYEES COMMUNITY FUND
$5K
COMMUNITY SUPPORT
2020
STEPHENSON POPE BABCOCK FOUNDATION
$4K
CHARITABLE USE
2020
Bellwether Charitable Foundation
$3K
for education of childrens, teachers, parents and visitors
2020
SEMPRA FOUNDATION
$2K
EDUCATION
2020
THE OKINAKA FOUNDATION FOR SOCIAL AND
$250
SUPPORT OF SCIENCE, TECHNOLOGY, ENGINEERING, ART AND MATH(STEAM) PROGRAMS.
2020
BAIRD FOUNDATION INC
$250
EDUCATION
2020
EDWARDS LIFESCIENCES FOUNDATION
$100
MATCHING GIFTS GRANT
2020
EDWARDS LIFESCIENCES FOUNDATION
$50
MATCHING GIFTS GRANT
2020
HAY FOUNDATION
—
—
2020
THE STEVEN & CAROLE WEINBERG FOUNDA
—
General
2020
ORANGE COUNTY COMMUNITY FOUNDATION
$164K
EDUCATION
2019
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$64K
For grant recipient's exempt purposes
2019
McBETH FOUNDATION
$25K
MARINE SCIENCE PROGRAMS
2019
HAY FOUNDATION
$25K
—
2019
THE KENNETH T AND EILEEN L NORRIS
$10K
WATER QUALITY AND RENEWABLE ENERGY
2019
Peter and Mary Muth Foundation
$10K
CONTRIBUTION
2019
DONOR ADVISED CHARITABLE GIVING INC
$7K
RELIGION RELATED
2019
NATIONAL PHILANTHROPIC TRUST
$6K
EDUCATION
2019
STEPHENSON POPE BABCOCK FOUNDATION
$5K
CHARITABLE USE
2019
The Dunham Charitable Foundation CO Westwood Trust
$5K
charitable
2019
Enterprise Holdings Foundation
$2K
Program Support
2019
JPMORGAN CHASE FOUNDATION
$25
GENERAL OPERATING SUPPORT
2019
SWENSON FAMILY FOUNDATION
$100K
CONTRIBUTION
2018
SWENSON FAMILY FOUNDATION
$50K
SCHOLARSHIP
2018
ORANGE COUNTY COMMUNITY FOUNDATION
$28K
ENVIRONMENT & ANIMAL WELFARE
2018
Peter and Mary Muth Foundation
$10K
CONTRIBUTION
2018
Peter and Mary Muth Foundation
$10K
CONTRIBUTION
2018
THE KLING FAMILY FOUNDATION
$8K
charitable contribution
2018
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$7K
For grant recipient's exempt purposes
2018
DONOR ADVISED CHARITABLE GIVING INC
$6K
RELIGION RELATED
2018
SCHWEMM FAMILY FOUNDATION
$5K
Reprint maritime history book
2018
LINDA I SMITH FOUNDATION
$5K
GENERAL USE - EDUCATION/ENVIRONMENTAL PROGRAMS
2018
THE NORBELL FOUNDATION
$2K
GENERAL
2018
John & Diane Prewitt Family Foundation
$1K
Conservation
2018
ORANGE COUNTY COMMUNITY FOUNDATION
$37K
ENVIRONMENT & ANIMAL WELFARE
2017
McBETH FOUNDATION
$25K
MARINE SCIENCE PROGRAMS
2017
PATAGONIAORG
$5K
TO SUPPORT ENVIRONMENTAL PROJECTS.
2017

Funded by

$6.3M from 59 funders · 161 grants · 2017–2024

Swenson Family Foundation

$1.7M · 9 grants · 2018–2024

The Shanahan Family Charitable

$700K · 2 grants · 2022–2023

Nicholas Endowment

$607K · 8 grants · 2020–2024

Steinmetz Foundation

$500K · 5 grants · 2020–2024

The Marisla Foundation

$450K · 4 grants · 2020–2024

Sahm Family Foundation

$325K · 4 grants · 2020–2024

Orange County Community Foundation

$323K · 7 grants · 2017–2023

Fidelity Investments Charitable Gift Fund

$223K · 7 grants · 2018–2023

Details

EIN330203488
NTEE codeX99Z
Subsection03
Ruling date1997-07
Formed1986
Employees88
Volunteers2697
OCEAN INSTITUTE — Mission, Financials & Grants Received | Grantivo