OTTER STUDENT UNION AT CSU MONTEREY BAY (EIN 820714842) - 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

2017

Legal Domicile

Principal Officer

JEFF RENSEL

Phone

8315823395

Tax Period

2023-07-01 to 2024-06-30

OTTER STUDENT UNION AT CSU MONTEREY BAY, founded in 2017, is a community nonprofit in the Education sector that reported $1.5M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $1.9M exceeded revenue, resulting in a 26% operating deficit.

Mission

TO PROVIDE & OPERATE FACILITIES, PROGRAMS, AND PROJECTS IN SUPPORT OF CALIFORNIA STATE UNIVERSITY, MONTEREY BAY FOR THE EXCLUSIVE BENEFIT OF STUDENTS, FACULTY, STAFF, AND ALUMNI

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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 $0

Program Service Revenue $1,367,944

Investment Income $0

Other Revenue $132,436

TOTAL REVENUE $1,500,380

Expense Breakdown

Grants Paid $1,980

Salaries & Benefits $13,600

Fundraising Expenses $0

Program Expenses $1,485,202

Other Expenses $1,868,210

TOTAL EXPENSES $1,883,790

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,500,380	$1,386,498	+0.1%
Expenses	$1,883,790	$1,603,609	+0.2%
Net Income	$-383,410	$-217,111	+0.8%

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

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

$183,174

Total Directors

$625,171

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DYLAN WOODBRIDGE	CHAIR	5.00	Officer Director	$0	$0	$0
JIANSHAN CHEN KHALSA	VICE CHAIR	5.00	Officer Director	$0	$0	$3,576
BERENICE LEMUS	TREASURER	5.00	Officer Director	$0	$0	$11,943
LESLEY SOLANO	SECRETARY	5.00	Officer Director	$0	$0	$5,328
JEFF RENSEL	EXECUTIVE DIRECTOR	40.00	Officer Director	$0	$36,206	$162,327
BEN CORPUS	DIRECTOR	1.00	Director	$0	$39,931	$149,931
PATTERSON EMESIBE	DIRECTOR	1.00	Director	$0	$0	$400
KASSANDRA FIMBRES	DIRECTOR	1.00	Director	$0	$0	$10,089
MUHAMMED ALI GHAZALI	DIRECTOR	1.00	Director	$0	$0	$0
BABITA GUPTA PHD	DIRECTOR	1.00	Director	$0	$64,099	$268,761
CALEB HERNANDEZ	DIRECTOR	1.00	Director	$0	$0	$2,476
CITLALY JAUREGUI	DIRECTOR	1.00	Director	$0	$0	$6,138
JENNY MCADAMS	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS NIGRO	DIRECTOR	1.00	Director	$0	$0	$1,228
MEGAN REDICAN	DIRECTOR (PART YEAR)	1.00	Director	$0	$0	$0
ANA RUIZ	DIRECTOR (PART YEAR)	1.00	Director	$0	$0	$0
JENNA SLUSSER	DIRECTOR	1.00	Director	$0	$0	$2,974

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	No data	No data	No data	No data
2024	$1,500,380	$1,883,790	$1,450,140	$-383,410
2023	$1,386,498	$1,603,609	$2,190,951	$-217,111
2022	$1,817,626	$1,384,700	$2,118,696	$432,926
2021	$1,783,308	$837,427	$1,530,631	$945,881
2020	$1,317,121	$971,862	$489,445	$345,259
2019	$520,308	$484,123	$214,091	$36,185

OTTER STUDENT UNION AT CSU MONTEREY BAY