COASTAL WATERSHED INSTITUTE (EIN 911719691) - 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

1996

Legal Domicile

Principal Officer

DR ANNE SHAFFER

Phone

3604610799

Tax Period

2023-07-01 to 2024-06-30

COASTAL WATERSHED INSTITUTE, founded in 1996, is a small nonprofit in the Environment sector that reported $139K in total revenue in fiscal year 2023. Revenue surged 179% from the prior year, signaling strong growth momentum. The organization ran a surplus of $84K, a strong 61% operating margin.

Mission

TO PROTECT AND RESTORE MARINE AND TERRESTRIAL ECOSYSTEMS THROUGH SCIENTIFIC RESEARCH AND LOCAL COMMUNITY PLACED BASED PARTNERSHIPS.

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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 $138,944

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $138,944

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,514

Fundraising Expenses $0

Program Expenses $29,015

Other Expenses $37,018

TOTAL EXPENSES $54,532

Year-over-Year Comparison

	2023	2022	Change
Revenue	$138,944	$49,712	+1.8%
Expenses	$54,532	$73,007	-0.3%
Net Income	$84,412	$-23,295	-4.6%

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

$560

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANN PREZENA	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOHN ALBISO	TREASURER	2.00	Officer Director	$0	$0	$0
DAVID PARKS	SECRETARY	2.00	Officer Director	$0	$0	$0
DR CAROLYN BYERLY	MEMBER AT LARGE	1.00	Director	$0	$0	$0
ROWAN KELSALL	MEMBER AT LARGE	1.00	Director	$0	$0	$0
JASON ROBERTS	MEMBER AT LARGE	1.00	Director	$0	$0	$0
CAROL HOLMAN	MEMBER AT LARGE	1.00	Director	$0	$0	$0
ANNE SHAFFER	EXECUTIVE DIRECTOR	40.00	Officer	$560	$0	$560

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	$138,944	$54,532	$2,653,943	$84,412
2023	$49,712	$73,007	$2,572,170	$-23,295
2022	$324,691	$307,027	$2,601,682	$17,664
2021	$325,724	$382,586	$2,577,231	$-56,862
2021	$325,724	$382,586	$2,577,231	$-56,862
2020	$1,874,095	$336,075	$2,634,665	$1,538,020
2020	$1,874,095	$336,075	$2,634,665	$1,538,020
2019	$310,756	$305,310	$1,095,480	$5,446

COASTAL WATERSHED INSTITUTE