OCEANA ACTION INC (EIN 311814181) - 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

2001

Legal Domicile

Principal Officer

CHRISTOPHER M SHARKEY

Phone

2028333900

Tax Period

2022-01-01 to 2022-12-31

OCEANA ACTION INC, founded in 2001, is a small nonprofit in the Environment sector that reported $292K in total revenue in fiscal year 2022. Revenue surged 484% from the prior year, signaling strong growth momentum. The organization ran a surplus of $176K, a strong 60% operating margin.

Mission

OA PROMOTES AND IMPLEMENTS POLICIES AIMED AT PROTECTING AND RESTORING OCEAN LIFE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $292,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $292,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $54,376

Fundraising Expenses $0

Program Expenses $116,261

Other Expenses $61,885

TOTAL EXPENSES $116,261

Year-over-Year Comparison

	2022	2021	Change
Revenue	$292,000	$50,000	+4.8%
Expenses	$116,261	$103,364	+0.1%
Net Income	$175,739	$-53,364	-4.3%

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

N/A

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

$1,334,339

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAM WATERSTON	CHAIR	1.00	Officer Director	$0	$0	$0
KEITH ADDIS	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARIA EUGENIA GIRON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JAMES SANDLER	SECRETARY	1.00	Officer Director	$0	$0	$0
DIANA THOMSON	TREASURER	1.00	Officer Director	$0	$0	$0
WILLIAM LAHEY	MEMBER	1.00	Director	$0	$0	$0
ANDREW F SHARPLESS	CHIEF EXECUTIVE OFFICER	1.00	Officer	$0	$46,142	$546,078
JAMES F SIMON	PRESIDENT & GENERAL COUNSE	1.00	Officer	$0	$63,026	$457,995
CHRISTOPHER M SHARKEY	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$44,295	$330,266

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
2022	$292,000	$116,261	$481,562	$175,739
2020	$355,005	$299,787	$583,681	$55,218
2018	$250,000	$13,026	$372,665	$236,974

OCEANA ACTION INC