PERRY INSTITUTE FOR MARINE SCIENCE (EIN 591308004) - 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

1971

Legal Domicile

Principal Officer

CRAIG DAHLGREN

Phone

8029890456

Tax Period

2023-01-01 to 2023-12-31

PERRY INSTITUTE FOR MARINE SCIENCE, founded in 1971, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2023. Revenue surged 84% from the prior year, signaling strong growth momentum.

Mission

OUR MISSION IS TO CONDUCT AND SUPPORT INNOVATIVE RESEARCH, CONSERVATION AND EDUCATION THAT RESULTS IN EFFECTIVE STEWARDSHIP OF OUR OCEANS.

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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 $2,629,983

Program Service Revenue $114,488

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,744,471

Expense Breakdown

Grants Paid $251,967

Salaries & Benefits $456,277

Fundraising Expenses $145,117

Program Expenses $2,354,439

Other Expenses $2,059,703

TOTAL EXPENSES $2,767,947

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,744,471	$1,492,475	+0.8%
Expenses	$2,767,947	$1,672,789	+0.7%
Net Income	$-23,476	$-180,314	-0.9%

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

Volunteers

N/A

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

$185,105

Total Directors

$185,105

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CRAIG DAHLGREN	EXECUTIVE DI	40.00	Officer Director	$164,216	$20,889	$185,105
LYNN GAPE	BOARD MEMBER	0.25	Director	$0	$0	$0
MARK GROSBY	BOARD MEMBER	0.25	Director	$0	$0	$0
DAVID KNIGHT	SECRETARY	0.25	Officer Director	$0	$0	$0
DR JOHN MARR	VICE CHAIR	0.25	Officer Director	$0	$0	$0
LIVINGSTON MARSHALL	BOARD MEMBER	0.25	Director	$0	$0	$0
ROGER MCMANUS	BOARD MEMBER	0.25	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	No data	No data	No data	No data
2023	$2,744,471	$2,767,947	$2,038,721	$-23,476
2022	$2,329,840	$1,690,460	$1,820,070	$639,380
2021	$1,963,951	$1,335,163	$1,181,677	$628,788
2020	$937,263	$876,333	$554,274	$60,930
2019	$840,893	$592,169	$486,346	$248,724

PERRY INSTITUTE FOR MARINE SCIENCE