THE NEW WORLD AQUARIUM INC (EIN 650238309) - 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

1990

Legal Domicile

Principal Officer

JOSEPH COX

Phone

9544676637

Tax Period

2024-10-01 to 2025-09-30

THE NEW WORLD AQUARIUM INC, founded in 1990, is a small nonprofit in the Animal-Related sector that reported $600K in total revenue in fiscal year 2024. The organization ran a surplus of $502K, a strong 84% operating margin.

Mission

CONNECTING PEOPLE TO INSPIRING SCIENCE.

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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 $0

Program Service Revenue $600,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $600,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $80,006

Fundraising Expenses $0

Other Expenses $17,967

TOTAL EXPENSES $97,973

Year-over-Year Comparison

	2024	2023	Change
Revenue	$600,000	N/A	N/A
Expenses	$97,973	N/A	N/A
Net Income	$502,027	N/A	N/A

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

N/A

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

$469,144

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHNATHAN ROBERTSON	CHAIRMAN	2.00	Officer Director	$0	$0	$0
CAITLIN STELLA	VICE CHAIR	2.00	Officer Director	$0	$0	$0
PATTY HOOLEY	SECRETARY	2.00	Officer Director	$0	$0	$0
BRIAN CLAY	TREASURER	2.00	Officer Director	$0	$0	$0
RICK J BURGESS ESQ	IMMEDIATE PA	2.00	Officer Director	$0	$0	$0
MOISES ALMONTE	TRUSTEE	2.00	Director	$0	$0	$0
JOSHUA BASS	TRUSTEE	2.00	Director	$0	$0	$0
DR ANA BENEDETTI DMD MSD	TRUSTEE	2.00	Director	$0	$0	$0
RONALD L BOOK ESQ	TRUSTEE	2.00	Director	$0	$0	$0
ANITA BYER	TRUSTEE	2.00	Director	$0	$0	$0
BALDWYN ENGLISH	TRUSTEE	2.00	Director	$0	$0	$0
M AUSTIN FORMAN	TRUSTEE	2.00	Director	$0	$0	$0
DEBRA HIXON	TRUSTEE	2.00	Director	$0	$0	$0
DEREK JAVARONE	TRUSTEE	2.00	Director	$0	$0	$0
SANDRA M JULIACHS	TRUSTEE	2.00	Director	$0	$0	$0
THE HON CHIP LAMARCA	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT B LOCHRIE III ESQ	TRUSTEE	2.00	Director	$0	$0	$0
YVETTE MARTINEZ	TRUSTEE	2.00	Director	$0	$0	$0
DOMINICK MINIACI ESQ	TRUSTEE	2.00	Director	$0	$0	$0
KELLY PHILLIPS	TRUSTEE	2.00	Director	$0	$0	$0
STACY RITTER	TRUSTEE	2.00	Director	$0	$0	$0
BRANDON SINGER	TRUSTEE	2.00	Director	$0	$0	$0
SHEA SMITH	TRUSTEE	2.00	Director	$0	$0	$0
KENNETH STILES	TRUSTEE	2.00	Director	$0	$0	$0
ERICK STRATI	TRUSTEE	2.00	Director	$0	$0	$0
SHANE STRUM	TRUSTEE	2.00	Director	$0	$0	$0
JON L SWERGOLD ESQ	TRUSTEE	2.00	Director	$0	$0	$0
ERIC SPANN	TRUSTEE	2.00	Director	$0	$0	$0
NICKY TESSER	TRUSTEE	2.00	Director	$0	$0	$0
SHAWN THORNTON	TRUSTEE	2.00	Director	$0	$0	$0
PHILIP VERDE	TRUSTEE	2.00	Director	$0	$0	$0
JOSEPH COX	PRESIDENT/CE	2.00	Officer	$0	$7,846	$334,633
CATHERINE NONNENMACHER	CFO	2.00	Officer	$0	$5,600	$134,511

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	$600,000	$97,973	$602,027	$502,027

THE NEW WORLD AQUARIUM INC