CRYSTAL COVE CONSERVANCY (EIN 330878633) - 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

1999

Legal Domicile

Principal Officer

SHANNON KATE WHEELER

Phone

9494976302

Tax Period

2023-07-01 to 2024-06-30

CRYSTAL COVE CONSERVANCY, founded in 1999, is a mid-sized nonprofit in the Recreation & Sports sector that reported $16.2M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $4.2M, a strong 26% operating margin.

Mission

TO PROMOTE EDUCATIONAL AND INTERPRETATIVE ACTIVITIES OF THE CALIFORNIA STATE PARK SYSTEM AT CRYSTAL COVE STATE PARK, SUPPORT SCIENTIFIC STUDIES, CONTINUE RESTORATION OF THE HISTORIC DISTRICT BUILDINGS AND PRESENTATION OF THESE SUBJECTS TO THE PUBLIC.

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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 $12,354,430

Program Service Revenue $3,394,410

Investment Income $87,818

Other Revenue $411,403

TOTAL REVENUE $16,248,061

Expense Breakdown

Grants Paid $9,584,912

Salaries & Benefits $1,643,481

Fundraising Expenses $478,081

Program Expenses $11,334,715

Other Expenses $773,512

TOTAL EXPENSES $12,001,905

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,248,061	$14,102,544	+0.2%
Expenses	$12,001,905	$12,138,918	0.0%
Net Income	$4,246,156	$1,963,626	+1.2%

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

175

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

$302,597

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LESLIE ANN 'TEDDIE' RAY	CHAIR	1.00	Officer Director	$0	$0	$0
DOUG LE BON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
RICHARD SWINNEY	SECRETARY	1.00	Officer Director	$0	$0	$0
ERIC SMYTH	TREASURER	1.00	Officer Director	$0	$0	$0
ALAN BEDEKAR	DIRECTOR	1.00	Director	$0	$0	$0
ANIE AKLIAN ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
CALEB SILSBY	DIRECTOR	1.00	Director	$0	$0	$0
CYD SWERDLOW	DIRECTOR	1.00	Director	$0	$0	$0
GAVIN HERBERT	DIRECTOR	1.00	Director	$0	$0	$0
GERALD F SCHECK	DIRECTOR	1.00	Director	$0	$0	$0
GLENN BOZARTH	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY COLE	DIRECTOR	1.00	Director	$0	$0	$0
LAURA DAVICK	DIRECTOR	1.00	Director	$0	$0	$0
MAGNUS EGERSTEDT	DIRECTOR	1.00	Director	$0	$0	$0
MARA MURRAY	DIRECTOR	1.00	Director	$0	$0	$0
SARA LOWELL	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE QUESADA	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN ZOTOVICH	DIRECTOR	1.00	Director	$0	$0	$0
NATHAN CHIAVERINI	DIRECTOR	1.00	Director	$0	$0	$0
AL BENNETT	DIRECTOR	1.00	Director	$0	$0	$0
SHELLEY THUNEN	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON KATE WHEELER	PRESIDENT/CEO	40.00	Officer	$240,700	$9,798	$250,498
HALLIE JONES	VICE PRESIDENT	40.00	Officer	$49,725	$2,374	$52,099
CINDY OTTO	DIRECTOR OF ADVANCEMENT	40.00	Highest	$102,138	$17,654	$119,792
REX AUSTIN BARROW	CHIEF OF OPERATIONS	40.00	Highest	$0	$19,139	$183,386

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
2025	No data	No data	No data	No data
2024	$16,248,061	$12,001,905	$13,712,044	$4,246,156
2024	$16,248,061	$12,001,905	$13,712,044	$4,246,156
2023	$14,102,544	$12,138,918	$9,748,113	$1,963,626
2022	$6,236,095	$6,233,236	$6,299,096	$2,859
2021	$4,737,613	$3,999,506	$7,212,040	$738,107
2020	$2,477,422	$4,698,598	$7,332,155	$-2,221,176
2019	$2,376,698	$5,847,774	$10,544,243	$-3,471,076
2018	$1,321,116	$2,251,833	$9,539,921	$-930,717

CRYSTAL COVE CONSERVANCY