OCEANS FORWARD (EIN 471874294) - 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

2014

Legal Domicile

Principal Officer

JUDAH LEVENSON

Phone

5086483570

Tax Period

2023-01-01 to 2023-12-31

OCEANS FORWARD, founded in 2014, is a community nonprofit in the Animal-Related sector that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 160% from the prior year, signaling strong growth momentum. The organization ran a surplus of $470K, a strong 38% operating margin.

Mission

LEADING OCEAN CONSERVATION THROUGH INNOVATIVE SUSTAINABLE PARTNERSHIPS, BUILDING COASTAL ECONOMIC OPPORTUNITIES AND SUPPORTING OCEAN RESEARCH AND 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 (2023)

Revenue Breakdown

Contributions & Grants $1,256,526

Program Service Revenue $0

Investment Income $-30,000

Other Revenue $0

TOTAL REVENUE $1,226,526

Expense Breakdown

Grants Paid $517,884

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $756,251

Other Expenses $238,367

TOTAL EXPENSES $756,251

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,226,526	$470,955	+1.6%
Expenses	$756,251	$497,208	+0.5%
Net Income	$470,275	$-26,253	-18.9%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANE GERO	BOARD MEMBER	4.00	Director	$0	$0	$0
JUDAH LEVENSON	PRESIDENT	15.00	Officer	$0	$0	$0
IMOGEN SCOTT	TREASURER	4.00	Officer	$0	$0	$0
ALLISTAIR DOVE	SECRETARY	4.00	Officer	$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	No data	No data	No data	No data
2023	$1,226,526	$756,251	$471,338	$470,275
2022	$470,955	$497,208	$1,063	$-26,253
2021	$297,232	$294,486	$27,316	$2,746
2020	$441,510	$459,933	$24,570	$-18,423
2019	$235,934	$196,445	$42,993	$39,489

OCEANS FORWARD