SUSTAINABLE OCEAN ALLIANCE INC

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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

2018

Legal Domicile

Principal Officer

DANIELA FERNANDEZ

Phone

7735579137

Tax Period

2023-01-01 to 2023-12-31

SUSTAINABLE OCEAN ALLIANCE INC, founded in 2018, is a community nonprofit in the Environment sector that reported $5.3M in total revenue in fiscal year 2023. Revenue fell 58% from the prior year — a significant decline worth monitoring. Expenses of $7.1M exceeded revenue, resulting in a 33% operating deficit.

Mission

SUSTAINABLE OCEAN ALLIANCE EMPOWERS THE NEXT GENERATION TO BECOME LEADERS IN PRESERVING THE HEALTH AND SUSTAINABILITY OF OUR OCEAN.

Program Service Accomplishments

Program 1

Expenses: $2,228,502 Revenue: $172,484

THE OCEAN SOLUTIONS PROGRAM PROVIDES FINANCIAL GRANTS, FELLOWSHIPS AND MENTORSHIP TO PROJECT LEADERS WHO ARE UNDER 36 AND ADDRESSING CRITICAL OCEAN ISSUES WITH GRASSROOTS, COLLABORATIVE APPROACHES.

Program 2

Expenses: $2,124,608

THE OCEAN LEADERSHIP PROGRAM SUPPORTS OCEAN LEADERS WHO ARE ACTIVELY RAISING AWARENESS OF OCEAN CHALLENGES IN THEIR COMMUNITIES, CREATING OCEAN SOLUTIONS, AND INFLUENCING OTHERS TO TAKE OCEAN ACTION. YOUNG OCEAN LEADERS ARE MEMBERS OF THE SOA COMMUNITY WHO ARE UNDER 35 YEARS OF AGE AND HAVE DEMONSTRATED A CONCRETE COMMITMENT TO UN SDG14: LIFE BELOW WATER. OVERALL, SOA'S GLOBAL NETWORK OF YOUNG OCEAN LEADERS ARE SPEARHEADING PROJECTS THAT ADDRESS THE CAUSES OF OCEAN HARM SUCH AS UNSUSTAINABLE FISHING, MARINE POLLUTION, AND HABITAT DESTRUCTION IN OVER 150 COUNTRIES WORLDWIDE.

Program 3

Expenses: $923,552

PROGRAM MARKETING: STRATEGIC PROMOTION AND COMMUNICATION AIMED SPECIFICALLY TO INCREASE AWARENESS OF THE GLOBAL MOVEMENT TO SAVE OUR OCEAN. THIS INCLUDES EDUCATION PROGRAMS, PROGRAM LAUNCHES, AND...

PROGRAM MARKETING: STRATEGIC PROMOTION AND COMMUNICATION AIMED SPECIFICALLY TO INCREASE AWARENESS OF THE GLOBAL MOVEMENT TO SAVE OUR OCEAN. THIS INCLUDES EDUCATION PROGRAMS, PROGRAM LAUNCHES, AND TARGETED MARKETING TO DRIVE PARTICIPATION AND ENGAGEMENT.

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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 $4,786,743

Program Service Revenue $172,484

Investment Income $371,322

Other Revenue $0

TOTAL REVENUE $5,330,549

Expense Breakdown

Grants Paid $658,250

Salaries & Benefits $2,811,185

Fundraising Expenses $551,140

Program Expenses $5,276,662

Other Expenses $3,508,334

TOTAL EXPENSES $7,098,498

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,330,549	$12,744,319	-0.6%
Expenses	$7,098,498	$5,907,210	+0.2%
Net Income	$-1,767,949	$6,837,109	-1.3%

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

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

$886,877

Total Directors

$360,090

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIELA FERNANDEZ	PRESIDENT / CEO	40.00	Officer Director	$350,000	$10,090	$360,090
KIM KOLT	BOARD MEMBER	1.00	Director	$0	$0	$0
TROND WUELLNER	BOARD MEMBER	1.00	Director	$0	$0	$0
EVA ZLOTNICKA	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID BREKKE	BOARD MEMBER	1.00	Director	$0	$0	$0
JITENDRA KAVATHEKAR	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTINA OCHOA	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC BRISSON	BOARD MEMBER (UNTIL 07/23)	1.00	Director	$0	$0	$0
ROBERT O'CONNOR	BOARD MEMBER (UNTIL 06/23)	1.00	Director	$0	$0	$0
CHRISTOPHER WALKER	COO (UNTIL 12/23)	40.00	Officer	$485,256	$41,531	$526,787
CRAIG DUDENHOEFFER	CHIEF IMPACT & INV. OFFICER	40.00	Highest	$220,000	$12,300	$232,300
MELISSA MURRAY	DIR OF FINANCE & OPERATIONS	40.00	Highest	$159,375	$35,531	$194,906
BRANDON LEVY	CHIEF PROGRAM OFFICER	40.00	Highest	$165,000	$20,541	$185,541
TAYLOR GARRETT	ASSOCIATE DIR. OF GRANT	40.00	Highest	$120,000	$43,257	$163,257
DOREEN WONG	ASSOCIATE DIR. OF IMPACT & INV.	40.00	Highest	$116,846	$17,800	$134,646

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	$5,330,549	$7,098,498	$10,038,233	$-1,767,949
2022	$12,744,319	$5,907,210	$11,587,227	$6,837,109
2021	$3,228,934	$4,015,592	$4,770,789	$-786,658
2020	$2,662,343	$2,853,303	$5,662,452	$-190,960
2019	$5,715,855	$1,480,959	$5,664,239	$4,234,896
2018	$1,793,331	$55,031	$1,738,300	$1,738,300