California Ocean Alliance (EIN 813669877) - 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

2016

Legal Domicile

Phone

5105411066

Tax Period

2024-01-01 to 2024-12-31

California Ocean Alliance, founded in 2016, is a small nonprofit in the Science & Technology sector that reported $268K in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $298K exceeded revenue, resulting in a 11% operating deficit.

Mission

The mission of the California Ocean Alliance is to conduct world-class marine research which leads directly to sound policy decisions that safeguard the oceans and allow marine mammals to thrive into the next century.

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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 $260,871

Program Service Revenue $4,442

Investment Income $1

Other Revenue $2,536

TOTAL REVENUE $267,850

Expense Breakdown

Grants Paid $0

Salaries & Benefits $74,184

Fundraising Expenses $2,413

Program Expenses $178,004

Other Expenses $223,880

TOTAL EXPENSES $298,064

Year-over-Year Comparison

	2024	2023	Change
Revenue	$267,850	$476,167	-0.4%
Expenses	$298,064	$574,925	-0.5%
Net Income	$-30,214	$-98,758	-0.7%

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

$17,280

Total Directors

$17,280

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kristin Southall	Rotating Member Finance Director	8.00	Officer Director	$17,280	$0	$17,280
Carlie Wiener	BOD Member	0.00	Director	$0	$0	$0
Frances Gullard	BOD Member	0.00	Director	$0	$0	$0
Robert Mazurek	Chair	6.00	Officer Director	$0	$0	$0
Hilary Bryant	Secretary	0.00	Officer Director	$0	$0	$0
John Calambokidis	Treasurer	0.00	Officer 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	$267,850	$298,064	$93,636	$-30,214
2023	$476,167	$574,925	$123,850	$-98,758
2022	$293,198	$364,685	$222,608	$-71,487
2021	$351,707	$149,130	$294,095	$202,577
2020	$177,850	$140,392	$88,213	$37,458
2019	$99,443	$71,301	$50,750	$28,142

California Ocean Alliance