OCEAN RESEARCH & CONSERVATION ASSOCIATION INC (EIN 200901011) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

EDITH WIDDER

Phone

7724671600

Tax Period

2023-07-01 to 2024-06-30

OCEAN RESEARCH & CONSERVATION ASSOCIATION INC, founded in 2004, is a community nonprofit in the Environment sector that reported $2.7M in total revenue in fiscal year 2023. Expenses of $2.3M left a modest 14% surplus.

Mission

TO STUDY AND PROTECT MARINE ECOSYSTEMS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,666,034

Program Service Revenue $0

Investment Income $38,150

Other Revenue $17,214

TOTAL REVENUE $2,721,398

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,227,951

Fundraising Expenses $272,387

Program Expenses $1,666,608

Other Expenses $1,114,736

TOTAL EXPENSES $2,342,687

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,721,398	N/A	N/A
Expenses	$2,342,687	N/A	N/A
Net Income	$378,711	N/A	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY CHAPMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
WAYNE MILLS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
COLIN BAILEY	DIRECTOR	1.00	Officer Director	$0	$0	$0
JONATHAN BARKETT	DIRECTOR	1.00	Officer Director	$0	$0	$0
ANGELA SCHINSKE	TREASURER	1.00	Officer Director	$0	$0	$0
TRUDIE RAINONE	DIRECTOR	1.00	Officer Director	$0	$0	$0
DR ED MASSEY	DIRECTOR	1.00	Officer Director	$0	$0	$0
GEORGE JONES	EMPLOYEE REPRESENTATIVE	1.00	Officer Director	$0	$0	$0
SUZANNE CARTER	DIRECTOR	1.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$2,721,398	$2,342,687	$4,245,697	$378,711
2023	$3,654,078	$2,301,569	$3,512,746	$1,352,509
2022	$2,827,426	$1,987,879	$3,145,295	$839,547
2021	$2,174,367	$1,690,128	$1,520,786	$484,239
2020	$1,881,676	$1,568,564	$1,294,047	$313,112
2019	$1,323,203	$1,491,034	$652,085	$-167,831
2018	$1,689,366	$1,312,789	$703,939	$376,577

OCEAN RESEARCH & CONSERVATION ASSOCIATION INC