OCEANA INC (EIN 510401308) - 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

2001

Legal Domicile

Principal Officer

CHRISTOPHER M SHARKEY

Phone

2028333900

Tax Period

2024-01-01 to 2024-12-31

OCEANA INC, founded in 2001, is a mid-sized nonprofit in the Environment sector that reported $34.7M in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $45.5M exceeded revenue, resulting in a 31% operating deficit.

Mission

TO ADVOCATE FOR POLICY CHANGES BY GOVERNMENTS AND CORPORATIONS IN ORDER TO PRESERVE OCEAN LIFE AND RETURN THE OCEANS TO THEIR FORMER ABUNDANCE.

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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 $34,526,730

Program Service Revenue $0

Investment Income $466,000

Other Revenue $-324,044

TOTAL REVENUE $34,668,686

Expense Breakdown

Grants Paid $993,027

Salaries & Benefits $29,928,634

Fundraising Expenses $5,220,783

Program Expenses $33,193,063

Other Expenses $14,321,666

TOTAL EXPENSES $45,522,287

Year-over-Year Comparison

	2024	2023	Change
Revenue	$34,668,686	$46,497,996	-0.3%
Expenses	$45,522,287	$45,500,415	+0.0%
Net Income	$-10,853,601	$997,581	-11.9%

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

175

Volunteers

35149

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

$1,266,156

Total Directors

Key Employees

$999,371

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAM WATERSTON	CHAIR THRU 9/24; DIRECTOR AS OF 9/24	6.00	Director	$0	$0	$0
MARA EUGENIA GIRON	VICE-CHAIR	3.00	Director	$0	$0	$0
KEITH ADDIS	PRESIDENT	6.00	Director	$0	$0	$0
JAMES SANDLER	SECRETARY	3.00	Director	$0	$0	$0
DIANA THOMSON	TREASURER THRU 9/24; CHAIR AS OF 9/24	5.00	Director	$0	$0	$0
GARY ALAZRAKI	DIRECTOR	2.00	Director	$0	$0	$0
HERBERT M BEDOLFE III	DIRECTOR	5.00	Director	$0	$0	$0
CHRISTINA CHEMTAI HICKS	DIRECTOR	3.00	Director	$0	$0	$0
TED DANSON	DIRECTOR	5.00	Director	$0	$0	$0
NICHOLAS DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
PATRICE ETLIN	DIRECTOR	2.00	Director	$0	$0	$0
MAYA GABEIRA	DIRECTOR	5.00	Director	$0	$0	$0
CESAR GAVIRIA	DIRECTOR	1.00	Director	$0	$0	$0
LOIC GOUZER	DIRECTOR	3.00	Director	$0	$0	$0
JENA KING	DIRECTOR	2.00	Director	$0	$0	$0
BEN KOERNER	DIRECTOR	1.00	Director	$0	$0	$0
SARA LOWELL	DIRECTOR	5.00	Director	$0	$0	$0
DR KRISTIAN PARKER	DIRECTOR	3.00	Director	$0	$0	$0
DR DANIEL PAULY	DIRECTOR	3.00	Director	$0	$0	$0
DAVID ROCKEFELLER JR	DIRECTOR	3.00	Director	$0	$0	$0
SUSAN ROCKEFELLER	DIRECTOR	6.00	Director	$0	$0	$0
LEX SANT	DIRECTOR	4.00	Director	$0	$0	$0
SIMON SIDAMON-ERISTOFF	DIRECTOR	5.00	Director	$0	$0	$0
DR RASHID SUMALIA	DIRECTOR	2.00	Director	$0	$0	$0
VALARIE VAN CLEAVE	DIRECTOR UNTIL 4/24	1.00	Director	$0	$0	$0
ELIZABETH WAHLER	DIRECTOR	4.00	Director	$0	$0	$0
ANTHA WILLIAMS	DIRECTOR	2.00	Director	$0	$0	$0
JEAN WEISS	DIRECTOR	2.00	Director	$0	$0	$0
JAMES F SIMON PRESIDENT GEN	COUNSEL THRU 7/24; CEO AS OF 7/24	40.00	Officer	$498,693	$55,697	$554,390
CHRISTOPHER M SHARKEY	CHIEF FINANCIAL OFFICER	40.00	Officer	$314,414	$47,547	$361,961
ANDREW F SHARPLESS	CHIEF EXECUTIVE OFFICER THRU 6/24	40.00	Officer	$307,397	$42,408	$349,805
JACQUELINE SAVITZ	CHIEF POLICY OFFICER, NORT	40.00	Key Emp	$368,683	$30,913	$399,596
NANCY GOLDEN	VP, GLOBAL DEVELOPMENT	40.00	Key Emp	$304,372	$36,228	$340,600
BETH LOWELL	VICE PRESIDENT, UNITED STATES	40.00	Key Emp	$215,187	$43,988	$259,175
KATHY WHELPLEY	CHIEF OF STAFF	40.00	Highest	$295,541	$45,595	$341,136
MATTHEW LITTLEJOHN	SR. VP, STRATEGIC INITIATI	40.00	Highest	$276,435	$46,958	$323,393
KATHRYN MATTHEWS	CHIEF SCIENTIST & SVP	40.00	Highest	$243,122	$30,871	$273,993
PASCALE MOEHRLE	EXECUTIVE DIRECTOR, EUROPE	40.00	Highest	$242,753	$0	$242,753
DANIEL OLIVARES	SENIOR VICE PRESIDENT	40.00	Highest	$242,418	$0	$242,418

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	$34,668,686	$45,522,287	$62,222,743	$-10,853,601
2023	$46,497,996	$45,500,415	$74,734,235	$997,581
2022	$43,967,787	$41,500,110	$74,617,155	$2,467,677
2021	$35,660,414	$35,324,557	$64,267,240	$335,857
2020	$36,350,526	$33,188,974	$66,584,495	$3,161,552
2019	$38,632,475	$36,005,199	$60,289,592	$2,627,276
2018	$51,896,477	$38,122,695	$56,507,862	$13,773,782

OCEANA INC