ARCHBOLD EXPEDITIONS INC (EIN 236400408) - 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

1937

Legal Domicile

Principal Officer

HILARY SWAIN

Phone

8634652571

Tax Period

2023-01-01 to 2023-12-31

ARCHBOLD EXPEDITIONS INC, founded in 1937, is a mid-sized nonprofit in the Unknown sector that reported $11.5M in total revenue in fiscal year 2023. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.3M, a strong 28% operating margin.

Mission

LONG-TERM ECOLOGICAL RESEARCH, CONSERVATION, AND EDUCATIONAL PROGRAMS.

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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 $4,309,129

Program Service Revenue $1,620,669

Investment Income $4,347,792

Other Revenue $1,176,392

TOTAL REVENUE $11,453,982

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,092,023

Fundraising Expenses $287,260

Program Expenses $6,205,848

Other Expenses $4,022,150

TOTAL EXPENSES $8,195,765

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,453,982	$8,038,871	+0.4%
Expenses	$8,195,765	$8,485,832	0.0%
Net Income	$3,258,217	$-446,961	-8.3%

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

110

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

$218,248

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LELA PORTER LOVE	CHAIRPERSON	4.00	Officer Director	$0	$0	$0
LOREN ALEGRIA	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JAMES KUSHLAN	TREASURER	2.00	Officer Director	$0	$0	$0
NICOLE LOVE DOPPELT	SECRETARY	2.00	Officer Director	$0	$0	$0
DANIEL ALEGRIA	DIRECTOR	2.00	Director	$0	$0	$0
MARY HUFTY	DIRECTOR	2.00	Director	$0	$0	$0
SCHELLIE ARCHBOLD	DIRECTOR	2.00	Director	$0	$0	$0
WOODY LARSON	DIRECTOR	2.00	Director	$0	$0	$0
KYLE ASHTON	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT LLOYD GEORGE	DIRECTOR	2.00	Director	$0	$0	$0
AMY CONLEE	DIRECTOR	2.00	Director	$0	$0	$0
SAM MACHOTKA	DIRECTOR	2.00	Director	$0	$0	$0
MALLORY DIMMITT	DIRECTOR	2.00	Director	$0	$0	$0
BURR O'CONNOR	DIRECTOR	2.00	Director	$0	$0	$0
VEVIE DIMMITT	DIRECTOR	2.00	Director	$0	$0	$0
LUANNA PREVOST	DIRECTOR	2.00	Director	$0	$0	$0
JOHN FITZPATRICK	DIRECTOR	2.00	Director	$0	$0	$0
DAVID TERESHCHUK	DIRECTOR	2.00	Director	$0	$0	$0
JACK HUFTY	DIRECTOR	2.00	Director	$0	$0	$0
JON THAXTON	DIRECTOR	2.00	Director	$0	$0	$0
HILARY SWAIN	EXEC DIRECTOR/CEO	40.00	Officer	$196,993	$21,255	$218,248
ELIZABETH BOUGHTON	SENIOR RESEARCH BIOLOGIST	40.00	Highest	$128,316	$6,411	$134,727

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
2024	No data	No data	No data	No data
2023	$11,453,982	$8,195,765	$95,807,854	$3,258,217
2022	$8,038,871	$8,485,832	$92,012,525	$-446,961
2021	$11,127,289	$6,525,404	$99,459,903	$4,601,885
2020	$5,182,964	$5,344,406	$92,397,695	$-161,442
2019	$5,465,685	$5,340,022	$89,509,963	$125,663
2018	$30,167,805	$5,256,773	$86,299,575	$24,911,032

ARCHBOLD EXPEDITIONS INC