PACIFIC SHELLFISH INSTITUTE (EIN 911703218) - 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

2004

Legal Domicile

Principal Officer

ROBERTA HUDSON

Phone

3607542741

Tax Period

2023-09-01 to 2024-08-31

PACIFIC SHELLFISH INSTITUTE, founded in 2004, is a community nonprofit in the Science & Technology sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum.

Mission

FOSTERING SUSTAINABLE SHELLFISH RESOURCES AND A HEALTHY MARINE ENVIRONMENT THROUGH RESEARCH AND EDUCATION.

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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 $1,334,976

Program Service Revenue $0

Investment Income $0

Other Revenue $2,762

TOTAL REVENUE $1,337,738

Expense Breakdown

Grants Paid $0

Salaries & Benefits $575,979

Fundraising Expenses $4,546

Program Expenses $1,259,628

Other Expenses $746,314

TOTAL EXPENSES $1,322,293

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,337,738	$1,090,515	+0.2%
Expenses	$1,322,293	$1,072,396	+0.2%
Net Income	$15,445	$18,119	-0.1%

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

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

$101,168

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LIZ TOBIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
BILL DEWEY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CLARA DUNCAN	TREASURER	1.00	Officer Director	$0	$0	$0
RICH DOENGES	SECRETARY	1.00	Officer Director	$0	$0	$0
CHRIS EARDLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
BETSY PEABODY	BOARD MEMBER	1.00	Director	$0	$0	$0
DANI TOEPELT	BOARD MEMBER	1.00	Director	$0	$0	$0
JOTH DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA BUTLER	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIN MARTIN	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS LANGDON	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHLEEN NISBET MONCY	BOARD MEMBER	1.00	Director	$0	$0	$0
JOE SCHUMACKER	BOARD MEMBER	1.00	Director	$0	$0	$0
MARGARET PILARO	BOARD MEMBER	1.00	Director	$0	$0	$0
KATE LITLE	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERTA HUDSON	EXECUTIVE DIRECTOR	40.00	Officer	$98,221	$2,947	$101,168

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	$1,337,738	$1,322,293	$333,364	$15,445
2023	$1,090,515	$1,072,396	$323,474	$18,119
2022	$939,696	$963,113	$333,461	$-23,417
2021	$930,129	$876,666	$212,140	$53,463
2020	$691,730	$697,119	$239,759	$-5,389

PACIFIC SHELLFISH INSTITUTE