BOLSA CHICA CONSERVANCY (EIN 330392527) - 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

1989

Legal Domicile

Principal Officer

BOB HOXSIE

Phone

7148461114

Tax Period

2024-01-01 to 2024-12-31

BOLSA CHICA CONSERVANCY, founded in 1989, is a small nonprofit in the Environment sector that reported $555K in total revenue in fiscal year 2024. Revenue fell 48% from the prior year — a significant decline worth monitoring. Expenses of $768K exceeded revenue, resulting in a 38% operating deficit.

Mission

BOLSA CHICA CONSERVANCY WAS FORMED TO PRESERVE, RESTORE, AND ENHANCE THE BOLSA CHICA WETLANDS IN HUNTINGTON BEACH, CALIFORNIA THROUGH PUBLIC OUTREACH, PARTICIPATION, EDUCATION

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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 $531,455

Program Service Revenue $0

Investment Income $9,478

Other Revenue $14,217

TOTAL REVENUE $555,150

Expense Breakdown

Grants Paid $0

Salaries & Benefits $395,588

Fundraising Expenses $63,865

Program Expenses $497,536

Other Expenses $372,520

TOTAL EXPENSES $768,108

Year-over-Year Comparison

	2024	2023	Change
Revenue	$555,150	$1,076,757	-0.5%
Expenses	$768,108	$692,167	+0.1%
Net Income	$-212,958	$384,590	-1.6%

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

154

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

$95,500

Total Directors

$95,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARISSA MACIAS	Executive Dir.	40.00	Officer Director	$95,500	$0	$95,500
FRED WILSON	Director	3.00	Director	$0	$0	$0
TOM ROSS	Treasurer	3.00	Officer Director	$0	$0	$0
AARON BELL	Director	3.00	Director	$0	$0	$0
KEVIN ELLIOT	Director	3.00	Director	$0	$0	$0
CHRIS EPTING	Director	3.00	Director	$0	$0	$0
JEFF HYDER	VICE CHAIRMAN	10.00	Officer Director	$0	$0	$0
CLAIRE GROZINGER	Director	3.00	Director	$0	$0	$0
ERIC SMALSTIG	Director	3.00	Director	$0	$0	$0
JOSE PEREZ	Director	3.00	Director	$0	$0	$0
CHRISTINE WHITCRAFT	Director	3.00	Director	$0	$0	$0
ROBERT GRUNDSTROM	Director	3.00	Director	$0	$0	$0
VAN VU	Director	3.00	Director	$0	$0	$0
PT TOWNEND	Director	3.00	Director	$0	$0	$0
MIKE VIGLIOTTA	Director	3.00	Director	$0	$0	$0
PHIL SMITH	Secretary	10.00	Director	$0	$0	$0
STEPHANIE WILSON	Director	3.00	Director	$0	$0	$0
JAMES PETERSON	Director	3.00	Director	$0	$0	$0
BOB HOXSIE	Chairman	3.00	Officer Director	$0	$0	$0
TANYA HOXSIE	Secretary	3.00	Officer 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	$555,150	$768,108	$1,871,541	$-212,958
2023	$1,076,757	$692,167	$2,036,454	$384,590
2022	$983,013	$699,963	$1,929,719	$283,050
2021	$1,124,767	$543,537	$1,770,576	$581,230
2020	$365,221	$518,709	$923,841	$-153,488
2019	$759,908	$736,723	$1,008,856	$23,185
2018	$752,664	$692,664	$985,671	$60,000

BOLSA CHICA CONSERVANCY