HUNTINGTON BEACH WETLANDS CONSERVANCY (EIN 330145660) - 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

1985

Legal Domicile

Principal Officer

ANN MCCARTHY

Phone

7145360141

Tax Period

2024-01-01 to 2024-12-31

HUNTINGTON BEACH WETLANDS CONSERVANCY, founded in 1985, is a small nonprofit in the Environment sector that reported $828K in total revenue in fiscal year 2024. Revenue surged 62% from the prior year, signaling strong growth momentum. The organization ran a surplus of $167K, a strong 20% operating margin.

Mission

TO RESTORE AND PRESERVE THE FEW REMAINING WETLAND ACRES IN HUNTINGTON BEACH.

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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 (2024)

Revenue Breakdown

Contributions & Grants $733,132

Program Service Revenue $0

Investment Income $56,980

Other Revenue $37,473

TOTAL REVENUE $827,585

Expense Breakdown

Grants Paid $0

Salaries & Benefits $120,073

Fundraising Expenses $0

Program Expenses $586,175

Other Expenses $540,036

TOTAL EXPENSES $660,109

Year-over-Year Comparison

	2024	2023	Change
Revenue	$827,585	$511,581	+0.6%
Expenses	$660,109	$508,049	+0.3%
Net Income	$167,476	$3,532	+46.4%

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

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

$19,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRODT JACQUELINE	BOARD MEMBER	5.00	Director	$0	$0	$0
GUIDO DAVE	CHAIR	20.00	Director	$0	$0	$0
MCCARTHY ANN	TREASURER	8.00	Officer Director	$0	$0	$0
MOUNTFORD ED	BOARD MEMBER	5.00	Director	$0	$0	$0
NASITKA DAN	BOARD MEMBER	5.00	Director	$0	$0	$0
WEISMAN WILLIAM	SECRETARY	5.00	Officer Director	$0	$0	$0
ZEMBAL RICHARD	BOARD MEMBER	5.00	Director	$19,500	$0	$19,500
ZITT BRIANN	BOARD MEMBER	5.00	Director	$0	$0	$0
BALJEU ANGELA	BOARD MEMBER	5.00	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
2024	$827,585	$660,109	$9,317,702	$167,476
2023	$511,581	$508,049	$9,122,010	$3,532
2022	$452,975	$559,386	$9,097,873	$-106,411
2021	$3,032,805	$631,850	$9,278,506	$2,400,955
2020	$468,401	$541,675	$6,887,530	$-73,274
2019	$477,795	$381,088	$6,967,277	$96,707
2018	$406,281	$356,022	$6,859,038	$50,259

HUNTINGTON BEACH WETLANDS CONSERVANCY