OCEAN GRANTS FOUNDATION (EIN 852690732) - 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

2020

Legal Domicile

Principal Officer

JENNIFER PERSSON

Phone

4088585221

Tax Period

2024-07-01 to 2025-06-30

OCEAN GRANTS FOUNDATION, founded in 2020, is a community nonprofit in the Environment sector that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 1334% from the prior year, signaling strong growth momentum. The organization ran a surplus of $981K, a strong 65% operating margin.

Mission

TO SUPPORT OCEAN GRANTS, A 501(C)(3) PUBLIC CHARITY, THAT EDUCATES THE PUBLIC ABOUT OCEAN CONSERVATION AND TO PROVIDE GRANTS TO OTHER OCEAN-FOCUSED NONPROFIT ORGANIZATIONS, THROUGH FUNDRAISING AND GRANT-MAKING.

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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 $1,444,543

Program Service Revenue $70,750

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,515,293

Expense Breakdown

Grants Paid $4,308

Salaries & Benefits $12,000

Fundraising Expenses $0

Program Expenses $501,228

Other Expenses $517,958

TOTAL EXPENSES $534,266

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,515,293	$105,649	+13.3%
Expenses	$534,266	$257,839	+1.1%
Net Income	$981,027	$-152,190	-7.4%

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

$12,000

Total Directors

$12,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER PERSSON	PRESIDENT AND CHAIRMAN	40.00	Officer Director	$12,000	$0	$12,000
PATRICK SCHEUFLER	SECRETARY / TREASURER	0.00	Officer Director	$0	$0	$0
CLAIRE LABRUNERIE	DIRECTOR	0.00	Director	$0	$0	$0
MIKE DAVIS	DIRECTOR	0.00	Director	$0	$0	$0
MARY ANNE ROOKE	DIRECTOR	0.00	Director	$0	$0	$0
NOREEN BERGIN	DIRECTOR	0.00	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
2025	$1,515,293	$534,266	$1,609,707	$981,027
2024	No data	No data	No data	No data
2021	$270,000	$35,681	$276,345	$234,319

OCEAN GRANTS FOUNDATION