WHALES OF GUERRERO (EIN 831162579) - 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

2018

Legal Domicile

Principal Officer

KATHERINA AUDLEY

Phone

4158477295

Tax Period

2021-07-01 to 2022-06-30

WHALES OF GUERRERO, founded in 2018, is a small nonprofit in the Animal-Related sector that reported $262K in total revenue in fiscal year 2021. Revenue surged 134% from the prior year, signaling strong growth momentum. The organization ran a surplus of $71K, a strong 27% operating margin.

Mission

This corporations primary purpose shall be to advance marine conservation and science through collaborative research, education, capacity building programs in Mexico and the United States.

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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 (2021)

Revenue Breakdown

Contributions & Grants $261,735

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $261,735

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $190,387

Other Expenses $190,387

TOTAL EXPENSES $190,387

Year-over-Year Comparison

	2021	2020	Change
Revenue	$261,735	$112,037	+1.3%
Expenses	$190,387	$98,376	+0.9%
Net Income	$71,348	$13,661	+4.2%

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

N/A

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
DAVID COOPER	Director	1.00	Director	$0	$0	$0
NICK WOLF	Director	1.00	Director	$0	$0	$0
NICOLE LAMPE	Director	1.00	Director	$0	$0	$0
KATHERINA AUDLEY	Executive Dir.	40.00	Officer	$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
2022	$261,735	$190,387	$152,991	$71,348

WHALES OF GUERRERO