SHARK RESEARCH INSTITUTE

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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

1991

Legal Domicile

Principal Officer

MARIE LEVINE

Phone

6099213522

Tax Period

2023-01-01 to 2023-12-31

Mission

PUBLIC EDUCATION AND RESEARCH ON SHARKS

Program Service Accomplishments

Program 1

WHALE SHARK RESEARCH: TO DETERMINE GLOBAL MOVEMENTS OF WHALE SHARKS, VISUAL ID TAGS AND SATELLITE TAGS WERE DEPLOYED ON WHALE SHARKS IN THE CARIBBEAN SEA, INDIAN OCEAN AND PACIFIC OCEAN. SCIENTIFIC PAPERS ON DNA STUDIES OF WHALE SHARKS AND SATELLITE TELEMETRY WERE SUBMITTED TO SCIENTIFIC JOURNALS. DNA STUDIES CONTINUED. VISUAL ID TAGS AND SATELLITE TAGS WERE UTILIZED TO TRACK WHALE SHARKS IN THE INDIAN OCEAN AND RADIO TELEMETRY WAS USED TO TRACK SCALLOPED HAMMERHEAD SHARKS IN THE PACIFIC OCEAN.

Program 2

EDUCATION: CONTINUING TO WORK WITH EDUCATORS IN THE US, UK, HONDURAS, INDIA, MEXICO AND TANZANIA, AND PROVIDED THEM WITH TEACHING MATERIALS. THE WHALE SHARK ADOPTION PROGRAM IS INCLUDED IN THIS...

EDUCATION: CONTINUING TO WORK WITH EDUCATORS IN THE US, UK, HONDURAS, INDIA, MEXICO AND TANZANIA, AND PROVIDED THEM WITH TEACHING MATERIALS. THE WHALE SHARK ADOPTION PROGRAM IS INCLUDED IN THIS CATEGORY. THE TRAINING PROGRAM FOR SPORT DIVERS WHO WISH TO ASSIST WITH RESEARCH WAS EXPANDED TO INCLUDE TRAINING ON THE USE OF NEW TECHNOLOGY. EDUCATIONAL SEMINARS WERE PRESENTED IN COSTA RICA, DJIBOUTI, TWO LOCATIONS IN MEXICO AND AT SEMINARS / TRADE SHOWS IN THE USA. STILL PHOTOGRAPHS AND VIDEO FOOTAGE WERE PROVIDED TO THE MEDIA.

Program 3

GLOBAL SHARK ATTACK FILE: THE GSAF IS MAINTAINED TO PROVIDE ACCURATE INFORMATION TO PHYSICIANS, MEDICAL PERSONNEL, THE MEDIA AND BEACH AUTHORITIES. WE PROVIDED ONSITE INVESTIGATORS FOR INCIDENTS THAT TOOK PLACE IN AUSTRALIA, BAHAMAS, SOUTH AFRICA, AND THE USA. CASE REPORTS OF INCIDENTS THAT TOOK PLACE IN AUSTRALIA, BAHAMAS, BRAZIL, COMOROS, COSTA RICA, CUBA, EGYPT, JAPAN, LIBYA, MALAYSIA, MAURITIUS, NEW ZEALAND, THE PHILIPPINES, REUNION ISLAND, SAMOA, SOLOMON ISLANDS, SPAIN, ST. HELENA, UK AND THE USA WERE POSTED ON THE GSAF SPREADSHEET, WHICH CONTAINS REPORTS OF MORE THAN 6,300 INCIDENTS FROM 725 B.C. TO THE PRESENT.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$67,263	-1.0%
Expenses	N/A	$50,419	-1.0%
Net Income	N/A	$16,844	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

N/A

Volunteers

N/A

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
CHERILYN CHIN	WEBMASTER	N/A	Director	$0	$0	$0
RALPH COLLIER	DIRECTOR, GS	N/A	Director	$0	$0	$0
LEONARD COMPAGNO	DIRECTOR	N/A	Director	$0	$0	$0
DAVID DOUBILET	BOD	N/A	Director	$0	$0	$0
WILLIAM L BUNTING JR ESQ	LEGAL CSL, B	N/A	Director	$0	$0	$0
CHARLIE FASANO	RESEARCHER	N/A	Director	$0	$0	$0
ROBERT FERRARA	CHAIR, BOD	N/A	Director	$0	$0	$0
DEAN FESSLER	DEPUTY DIREC	N/A	Director	$0	$0	$0
DAVID GRANT	LIAISON OFFI	N/A	Director	$0	$0	$0
JENNIFER HAYES	BOD	N/A	Director	$0	$0	$0
CHRIS HEBEL	SOCIAL MEDIA	N/A	Director	$0	$0	$0
JUPP KERCKERINCK	CEO	N/A	Director	$0	$0	$0
ELISE LEVIN	EVENTS	N/A	Director	$0	$0	$0
MARIE LEVINE	EXEC. DIRECT	N/A	Officer Director	$0	$0	$0
MELISSA MICHAELSON	DEVELOPMENT	N/A	Director	$0	$0	$0
TAYLOR NEISEN	SOCIAL MEDIA	N/A	Director	$0	$0	$0
CAROLYN NICKELS	MEMBER SERVI	N/A	Director	$0	$0	$0
JENNIFER SCHMIDT PHD	DNA STUDY	N/A	Director	$0	$0	$0
PATRICK NASON PHD	EXPEDITIONS	N/A	Director	$0	$0	$0
SYLVIA EARLE PHD	HONORARY PRE	N/A	Director	$0	$0	$0
MATT POTENSKI	FIELD DIRECT	N/A	Director	$0	$0	$0
LESLEY ROCHAT	DIR. MEDIA P	N/A	Director	$0	$0	$0
LESLEY ROCHAT	MEDIA PRODUC	N/A	Director	$0	$0	$0
MIKE TICHENOR	EVENTS	N/A	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
2023	No data	No data	$81,202	No data
2022	$67,263	$50,419	$81,202	$16,844
2021	$79,613	$44,095	$60,376	$35,518
2020	$68,596	$48,775	$16,679	$19,821
2019	$140,169	$122,865	$13,418	$17,304
2018	$94,612	$98,866	$6,804	$-4,254