AQUATIC RESEARCH FOUNDATION (EIN 814952262) - 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

Principal Officer

TRACI HAVELIN

Phone

2282052557

Tax Period

2024-01-01 to 2024-12-31

AQUATIC RESEARCH FOUNDATION, founded in 2016, is a micro nonprofit in the Animal-Related sector that reported $121 in total revenue in fiscal year 2024. Revenue surged 218% from the prior year, signaling strong growth momentum. The organization ran a surplus of $80, a strong 66% operating margin.

Mission

THE AQUATIC RESEARCH FOUNDATION IS AFFILIATED WITH THE MISSISSIPPI AQUARIUM OPERATING ENTITY, A PUBLICLY SUPPORTED ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE CODE. ITS PURPOSE IS TO OPERATE EXCLUSIVELY FOR SUCH CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSE OF THE MISSISSIPPI AQUARIUM IN SUCH WAYS AS THE BOARD DETERMINES IN ITS DISCRETION.

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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 $121

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $121

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $41

TOTAL EXPENSES $41

Year-over-Year Comparison

	2024	2023	Change
Revenue	$121	$38	+2.2%
Expenses	$41	$1,330	-1.0%
Net Income	$80	$-1,292	-1.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KURT ALLEN	PRESIDENT/CEO	1.00	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	$121	$41	$5,000,399	$80
2023	$38	$1,330	$5,000,319	$-1,292
2022	No data	$33,932	$5,001,611	No data
2022	No data	$33,629	$5,001,611	No data
2021	$120,872	$7,096,982	$5,035,240	$-6,976,110
2020	$4,799,690	$4,623,839	$12,076,617	$175,851
2019	$7,609,395	$1,176,182	$11,853,606	$6,433,213
2018	$307,303	$392,635	$5,405,588	$-85,332

AQUATIC RESEARCH FOUNDATION