Pacific Biodiversity 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

1998

Legal Domicile

Principal Officer

Hans Smith

Phone

5099970446

Tax Period

2017-07-01 to 2018-06-30

Pacific Biodiversity Institute, founded in 1998, is a small nonprofit that reported $212K in total revenue in fiscal year 2017. Revenue surged 50% from the prior year, signaling strong growth momentum. Expenses of $298K exceeded revenue, resulting in a 41% operating deficit.

Mission

Pacific Biodiversity Institute combines innovative scientific research, education and technical support to inform, enhance and inspire conservation. Our goal is a rich and enduring biological heritage.

Program Service Accomplishments

Program 1

Expenses: $259,052 Revenue: $62,135

- Conservation research, education and advocacy related to wildlands and biodiversity in South America. We expanded local partnerships, continued conservation research projects and worked with local people in efforts to create new national parks.- Development of an Early Warning System for Biodiversity in the Cascadia region. We worked on building coalitions and policy platforms to bring strong science and citizen science to support public policy, planning, and management on biodiversity and ecosystems under environmental change. - Conservation research on the effects of changing climate and subsequent large wildfires to ponderosa pine and shrub-steppe ecosystems and their wildlife. - Assistance to Washington State Parks with surveys of plant species in several state parks.- Public conservation education programs: presentations, newspaper articles and dissemination of information. - Dissemination of information about biodiversity and the environment via social media, newsletters, etc. -We maintained and enhanced our websites www.pacificbio.org and www.pacificbiodiversity.org to provide public access to all our studies, publications and other educational information.- We provided educational opportunities for two conservation science interns.- We provided scientific and technical support to other NGOs, governmental agencies in the USA and in Argentina. -We developed relationships with core partners for strategic program areas.-Outreach and engagement with citizen scientists, volunteers, the public, and academic partners.-Realignment and presentation of PBI's core work online and via social media.

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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 (2017)

Revenue Breakdown

Contributions & Grants $149,455

Program Service Revenue $62,135

Investment Income $0

Other Revenue $0

TOTAL REVENUE $211,590

Expense Breakdown

Grants Paid $0

Salaries & Benefits $161,929

Fundraising Expenses $17,784

Program Expenses $259,052

Other Expenses $135,749

TOTAL EXPENSES $297,678

Year-over-Year Comparison

	2017	2016	Change
Revenue	$211,590	$141,284	+0.5%
Expenses	$297,678	$410,976	-0.3%
Net Income	$-86,088	$-269,692	-0.7%

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

$11,518

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dave Stokes PhD	Past President	6.00	Officer Director	$0	$0	$0
Jan Hersey	Secretary	6.00	Officer Director	$0	$0	$0
Hans Smith	Treasurer	3.00	Officer Director	$0	$0	$0
Peter Morrison	Board Member	1.00	Director	$10,884	$634	$11,518
Marnee Chua	Vice President	3.00	Officer Director	$0	$0	$0
Aileen Jeffries	Board Member	1.00	Director	$0	$0	$0
Craig Olson PhD	President	6.00	Officer Director	$0	$0	$0
D Eric Harlow	Board Member	3.00	Director	$0	$0	$0
Paul Brookshire	Board Member	3.00	Director	$0	$0	$0
Melissa Haeffner PhD	Board Member	3.00	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
2018	$211,590	$297,678	No data	$-86,088