ORGANIZATION FOR TROPICAL STUDIES INC (EIN 562125831) - 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

1963

Legal Domicile

Principal Officer

ELIZABETH BRAKER

Phone

9196845774

Tax Period

2024-07-01 to 2025-06-30

ORGANIZATION FOR TROPICAL STUDIES INC, founded in 1963, is a community nonprofit in the International Affairs sector that reported $9.7M in total revenue in fiscal year 2024. Expenses of $8.8M left a modest 9% surplus.

Mission

SEE PART III, LINE 1.

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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 $5,942,893

Program Service Revenue $3,549,247

Investment Income $209,049

Other Revenue $348

TOTAL REVENUE $9,701,537

Expense Breakdown

Grants Paid $231,338

Salaries & Benefits $4,241,853

Fundraising Expenses $369,745

Program Expenses $7,282,679

Other Expenses $4,325,104

TOTAL EXPENSES $8,798,295

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,701,537	$9,219,213	+0.1%
Expenses	$8,798,295	$9,858,737	-0.1%
Net Income	$903,242	$-639,524	-2.4%

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

$235,636

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHELSEA WARD	DIRECTOR/ CHAIR	2.00	Officer Director	$0	$0	$0
RAFAEL MUNOZ-CARPENA	DIRECTOR/ TREASURER	1.00	Officer Director	$0	$0	$0
ERIN KUPREWICZ	DIRECTOR / SECRETARY	1.00	Officer Director	$0	$0	$0
SUSAN CORDELL	DIRECTOR (UNTIL JUNE 2025)	1.00	Director	$0	$0	$0
JAMES DALLING	DIRECTOR	1.00	Director	$0	$0	$0
KYLE HARMS	DIRECTOR, (FROM JUNE 2025)	1.00	Director	$0	$0	$0
BRYAN HEIDORN	DIRECTOR	1.00	Director	$0	$0	$0
ANDRE KESSLER	DIRECTOR	1.00	Director	$0	$0	$0
JAVIER MATEO-VEGA	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE MIDDENDORF III	DIRECTOR	1.00	Director	$0	$0	$0
NATHAN MUCHHALA	DIRECTOR	1.00	Director	$0	$0	$0
MURIEL POSTON	DIRECTOR	1.00	Director	$0	$0	$0
OSCAR ROCHA	DIRECTOR	1.00	Director	$0	$0	$0
JOHN TOBIN	DIRECTOR	1.00	Director	$0	$0	$0
ALVARO UMANA	DIRECTOR	1.00	Director	$0	$0	$0
TERRY VOGT	DIRECTOR, (UNTIL JULY 2024)	1.00	Director	$0	$0	$0
MICHAEL WASSERMAN	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM WCISLO	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER KELLEY	CHIEF ADMINISTRATIVE OFFICER	40.00	Officer	$89,760	$20,770	$110,530
MIGUEL MENDEZ	CHIEF OPERATING OFFICER	40.00	Officer	$86,608	$11,831	$98,439
ELIZABETH BRAKER	DIR./PRES./CEO (FROM NOV. 24)	40.00	Officer	$26,667	$0	$26,667

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	$9,701,537	$8,798,295	$18,625,423	$903,242
2024	$9,219,213	$9,858,737	$15,633,974	$-639,524
2023	$8,814,178	$9,350,545	$14,966,697	$-536,367
2022	$4,521,186	$4,875,291	$14,310,445	$-354,105
2021	$2,862,547	$3,272,598	$17,564,008	$-410,051
2020	$4,220,880	$4,597,253	$14,551,927	$-376,373
2019	$4,225,194	$5,789,918	$15,138,124	$-1,564,724
2018	$6,242,782	$7,481,398	$16,795,304	$-1,238,616

ORGANIZATION FOR TROPICAL STUDIES INC