SHARK RESEARCH INSTITUTE (EIN 223110087) - 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

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

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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

SHARK RESEARCH INSTITUTE