CONSORTIUM FOR OCEAN LEADERSHIP (EIN 521892964) - 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

1994

Legal Domicile

Principal Officer

DR BRADLEY MORAN

Phone

7038350806

Tax Period

2021-10-01 to 2022-09-30

CONSORTIUM FOR OCEAN LEADERSHIP, founded in 1994, is a community nonprofit that reported $4.8M in total revenue in fiscal year 2021. Expenses of $5.7M exceeded revenue, resulting in a 18% operating deficit.

Mission

TO SHAPE THE FUTURE OF OCEAN SCIENCE AND TECHNOLOGY THROUGH DISCOVERY, UNDERSTANDING AND ACTION.

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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 (2021)

Revenue Breakdown

Contributions & Grants $4,551,319

Program Service Revenue $277,839

Investment Income $769

Other Revenue $0

TOTAL REVENUE $4,829,927

Expense Breakdown

Grants Paid $273,595

Salaries & Benefits $3,080,420

Fundraising Expenses $0

Program Expenses $4,222,520

Other Expenses $2,357,179

TOTAL EXPENSES $5,711,194

Year-over-Year Comparison

	2021	2020	Change
Revenue	$4,829,927	$4,673,668	+0.0%
Expenses	$5,711,194	$5,255,483	+0.1%
Net Income	$-881,267	$-581,815	+0.5%

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

1054

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

$364,538

Total Directors

Key Employees

$410,064

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR WILLIAM GRAHAM	BOARD CHAIR (END OCT 21)	2.00	Officer Director	$0	$0	$0
DR S BRADLEY MORAN	TREASURER & BOARD CHAIR	2.00	Officer Director	$0	$0	$0
DR MARK ABBOTT	BOARD MEMBER	2.00	Director	$0	$0	$0
DR DEBORAH BRONK	BOARD MEMBER	2.00	Director	$0	$0	$0
DR CHRISTOPHER F D'ELIA	BOARD MEMBER	2.00	Director	$0	$0	$0
DR JON KAYE	BOARD MEMBER	2.00	Director	$0	$0	$0
DR JENNIFER MIKSIS-OLDS	BOARD MEMBER (END OCT 21)	2.00	Director	$0	$0	$0
DR RUTH PERRY	BOARD MEMBER	2.00	Director	$0	$0	$0
DR CHRIS SCHOLIN	BOARD MEMBER (END OCT 21)	2.00	Director	$0	$0	$0
DR DEBBIE THOMAS	BOARD MEMBER	2.00	Director	$0	$0	$0
DR ALAN LEONARDI	PRESIDENT & CEO (END JULY 22)	40.00	Officer	$155,105	$18,303	$173,408
HAILEY FRENCH	SECRETARY/ADMIN ASST (END JULY 22)	40.00	Officer	$56,754	$10,033	$66,787
MARCH MOORE	ACTNG SEC/EXEC OFF MGR (END JAN 22)	40.00	Officer	$88,904	$35,439	$124,343
YAN XING	VP & CFO (END AUG 22)	40.00	Key Emp	$163,068	$48,379	$211,447
KRISTEN YARINCIK	VP RESEARCH & EDUCATION	40.00	Key Emp	$158,998	$39,619	$198,617
LEIGH ZIMMERMAN	SR. MANAGER GOMRI	40.00	Highest	$136,426	$20,284	$156,710
YIN YIN	OOI CONTROLLER AND SR. MANAGER	40.00	Highest	$126,915	$29,281	$156,196
ANDREA MCCURDY	SR. PROGRAM MANAGER, EOPOLC	40.00	Highest	$121,970	$28,123	$150,093
TAMMY HANCOCK	SR. ACCOUNTING MANAGER	40.00	Highest	$117,891	$13,388	$131,279
JASON MALLET	SR. MANAGER, ART DIRECTION & WEB SER	40.00	Highest	$100,844	$20,484	$121,328
RADM JON WHITE	FORMER PRES & CEO (END MAY 21)	40.00		$132,119	$13,916	$146,035

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
2022	$4,829,927	$5,711,194	$989,046	$-881,267
2021	$4,673,668	$5,255,483	$4,687,674	$-581,815
2020	$19,622,002	$19,760,809	$5,759,427	$-138,807
2019	$36,656,926	$36,911,225	$24,977,459	$-254,299
2018	$103,424,634	$103,670,892	$37,479,919	$-246,258

CONSORTIUM FOR OCEAN LEADERSHIP