Cox Science Center and Aquarium Inc (EIN 590915177) - 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

1959

Legal Domicile

Principal Officer

Alisa Holmes

Phone

5618321988

Tax Period

2023-10-01 to 2024-09-30

Cox Science Center and Aquarium Inc, founded in 1959, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $43.9M in total revenue in fiscal year 2023. Revenue surged 90% from the prior year, signaling strong growth momentum. The organization ran a surplus of $36.2M, a strong 82% operating margin.

Mission

To excite curiosity and further the understanding and appreciation of science and technology.

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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 $42,548,290

Program Service Revenue $3,108,406

Investment Income $-1,734,670

Other Revenue $-38,466

TOTAL REVENUE $43,883,560

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,415,343

Fundraising Expenses $312,225

Program Expenses $5,154,666

Other Expenses $4,309,982

TOTAL EXPENSES $7,725,325

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,883,560	$23,053,756	+0.9%
Expenses	$7,725,325	$7,576,689	+0.0%
Net Income	$36,158,235	$15,477,067	+1.3%

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

140

Volunteers

200

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

$342,764

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Eric Stonestrom	Chairman	10.00	Officer Director	$0	$0	$0
Wendy Bingham Cox	Vice Chairman	6.00	Officer Director	$0	$0	$0
Harvey Oyer III Esq	Secretary	4.00	Officer Director	$0	$0	$0
Brian Simmons	Treasurer	4.00	Officer Director	$0	$0	$0
Katie Carpenter	Trustee	1.00	Director	$0	$0	$0
Ed De Varona	Trustee	1.00	Director	$0	$0	$0
Chip DiPaula	Trustee	1.00	Director	$0	$0	$0
Katharine Eyre	Trustee	1.00	Director	$0	$0	$0
Lorna James	Trustee	1.00	Director	$0	$0	$0
Matthew B Lorentzen	Trustee	1.00	Director	$0	$0	$0
Langdon Neal	Trustee	1.00	Director	$0	$0	$0
Carter A Pottash MD	Trustee	1.00	Director	$0	$0	$0
Caroline Rafferty	Trustee	1.00	Director	$0	$0	$0
Heath Randolph	Trustee	1.00	Director	$0	$0	$0
Jason Rawding	Trustee	1.00	Director	$0	$0	$0
Sandy Rogers	Trustee	1.00	Director	$0	$0	$0
Tara Vecellio	Trustee	1.00	Director	$0	$0	$0
Rhys L Williams	Trustee	1.00	Director	$0	$0	$0
Katherine Arrizza	President/CEO	40.00	Officer	$201,708	$11,634	$213,342
Carla Duhaney	COO	40.00	Officer	$0	$0	$0
Alisa Holmes	CFO	40.00	Officer	$129,422	$0	$129,422

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	$43,883,560	$7,725,325	$85,253,228	$36,158,235
2023	$23,053,756	$7,576,689	$46,911,127	$15,477,067
2022	$24,064,576	$6,925,016	$31,757,055	$17,139,560
2021	$6,179,164	$4,138,512	$15,064,947	$2,040,652
2020	$4,058,047	$3,961,830	$12,600,840	$96,217
2019	$5,496,833	$4,448,322	$11,916,768	$1,048,511
2018	$5,797,463	$3,433,676	$11,123,487	$2,363,787

Cox Science Center and Aquarium Inc