Friends of the Elephant Seal (EIN 770481003) - 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

1998

Legal Domicile

Principal Officer

Kathleen Curtis

Phone

8059241628

Tax Period

2023-01-01 to 2023-12-31

Friends of the Elephant Seal, founded in 1998, is a small nonprofit in the Animal-Related sector that reported $204K in total revenue in fiscal year 2023. Expenses of $176K left a modest 14% surplus.

Mission

Friends of the Elephant Sea is a non-profit organization dedicated to educating people about elephant seals and other marine life and teaching stewardship for the ocean along the central coast of California.

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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 $116,585

Program Service Revenue $0

Investment Income $26,238

Other Revenue $61,474

TOTAL REVENUE $204,297

Expense Breakdown

Grants Paid $3,600

Salaries & Benefits $81,646

Fundraising Expenses $3,876

Program Expenses $93,394

Other Expenses $90,966

TOTAL EXPENSES $176,212

Year-over-Year Comparison

	2023	2022	Change
Revenue	$204,297	$190,324	+0.1%
Expenses	$176,212	$144,916	+0.2%
Net Income	$28,085	$45,408	-0.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathleen Curtis	President	010.00	Officer Director	$0	$0	$0
Michael O'Bannon	Treasurer	010.00	Officer Director	$0	$0	$0
Bill Kneeland	Secretary	003.00	Officer Director	$0	$0	$0
Marlyn Denter	Director	002.00	Director	$0	$0	$0
Julie Haugsness	Director	002.00	Director	$0	$0	$0
Carla Switt	Director	003.00	Director	$0	$0	$0
Wendy Smith	Director	002.00	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	$204,297	$176,212	$544,090	$28,085
2022	$190,324	$144,916	$503,597	$45,408
2021	$220,761	$107,643	$423,214	$113,118
2020	$169,445	$130,345	$308,633	$39,100
2019	$244,880	$222,188	$229,468	$22,692
2018	$225,005	$218,987	$197,307	$6,018

Friends of the Elephant Seal