MONTEREY BAY FISHERIES TRUST (EIN 471978379) - 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

MELISSA MAHONEY

Phone

8312333101

Tax Period

2024-01-01 to 2024-12-31

MONTEREY BAY FISHERIES TRUST, founded in 2014, is a small nonprofit in the Animal-Related sector that reported $618K in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. Net assets of $1.4M represent 28 months of operating reserves.

Mission

TO ADVANCE THE SOCIAL, ECONOMIC, AND ENVIRONMENTAL SUSTAINABILITY OF MONTEREY BAY FISHERIES.

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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 $535,885

Program Service Revenue $70,003

Investment Income $25,253

Other Revenue $-12,678

TOTAL REVENUE $618,463

Expense Breakdown

Grants Paid $0

Salaries & Benefits $378,241

Fundraising Expenses $131,822

Program Expenses $308,996

Other Expenses $243,604

TOTAL EXPENSES $621,845

Year-over-Year Comparison

	2024	2023	Change
Revenue	$618,463	$418,327	+0.5%
Expenses	$621,845	$551,223	+0.1%
Net Income	$-3,382	$-132,896	-1.0%

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

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

$146,321

Total Directors

$146,321

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELISSA MAHONEY	EXECUTIVE DIRECTOR	40.00	Officer Director	$112,062	$34,259	$146,321
DAVID M CRABBE	PRESIDENT	2.00	Officer Director	$0	$0	$0
STEVE SCHEIBLAUER	CHAIRMAN	2.00	Officer Director	$0	$0	$0
MARGARET SPRING	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MONICA GALLIGAN	TREASURER	2.00	Officer Director	$0	$0	$0
CHAPS PODURI	SECRETARY	2.00	Officer Director	$0	$0	$0
BOB DOOLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN FIELD	BOARD MEMBER	2.00	Director	$0	$0	$0
ALYSON HUNTER	BOARD MEMBER	2.00	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	$618,463	$621,845	$1,668,930	$-3,382
2023	$418,327	$551,223	$1,703,263	$-132,896
2022	$509,175	$458,955	$1,859,299	$50,220
2021	$435,933	$455,385	$1,837,471	$-19,452
2020	$532,355	$476,858	$1,930,788	$55,497
2019	$521,127	$448,624	$1,851,483	$72,503
2018	$391,841	$341,117	$1,789,915	$50,724

MONTEREY BAY FISHERIES TRUST