Monterey Bay Aquarium Foundation (EIN 942487469) - 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

1978

Legal Domicile

Phone

8316484800

Tax Period

2023-01-01 to 2023-12-31

Monterey Bay Aquarium Foundation, founded in 1978, is a major nonprofit in the Animal-Related sector that reported $155.9M in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $47.1M, a strong 30% operating margin.

Mission

The mission of the Monterey Bay Aquarium is to inspire conservation of the ocean. Millions of people worldwide draw inspiration from the Aquarium and look to us to advocate for the ocean and its wildlife.

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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 $70,908,550

Program Service Revenue $70,441,774

Investment Income $13,683,172

Other Revenue $872,401

TOTAL REVENUE $155,905,897

Expense Breakdown

Grants Paid $733,951

Salaries & Benefits $56,132,278

Fundraising Expenses $6,291,487

Program Expenses $89,017,731

Other Expenses $51,772,274

TOTAL EXPENSES $108,770,852

Year-over-Year Comparison

	2023	2022	Change
Revenue	$155,905,897	$208,463,349	-0.3%
Expenses	$108,770,852	$92,597,542	+0.2%
Net Income	$47,135,045	$115,865,807	-0.6%

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

610

Volunteers

1097

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

$1,495,135

Total Directors

$444,520

Key Employees

$1,814,337

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Executive Director	28.0	Officer Director	$399,916	$44,604	$444,520
N/A	Chairman (thru June 2023) / Trustee	1.0	Officer Director	$0	$0	$0
N/A	Trustee / Chairman (beg June 2023)	1.0	Officer Director	$0	$0	$0
N/A	Trustee (Beg June 2023, thru Nov 2023)	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Ex-Officio Trustee	1.0	Director	$0	$0	$0
N/A	Trustee (thru June 2023)	1.0	Director	$0	$0	$0
N/A	Trustee (beg Mar 2023)	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee (thru June 2023)	1.0	Director	$0	$0	$0
N/A	Trustee (thru Sept 2023)	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee (thru June 2023)	1.0	Director	$0	$0	$0
N/A	Chief Financial Officer (beg Feb 2023)	40.0	Officer	$285,068	$20,800	$305,868
N/A	Exec. Office Ops Mgr	40.0	Officer	$82,881	$17,461	$100,342
N/A	Secretary	1.0	Officer	$0	$0	$0
N/A	Exec. VP and Deputy Dir. (Beg Nov 2023)	40.0	Officer	$66,283	$0	$66,283
N/A	Chief Operating Officer (thru Jan 2023)	40.0	Officer	$95,020	$12,787	$107,807
N/A	Board & Exec Office Sr Mg	40.0	Officer	$112,533	$20,045	$132,578
N/A	VP of Finance	40.0	Officer	$281,093	$56,644	$337,737
N/A	Chief Development Officer	40.0	Key Emp	$396,707	$45,141	$441,848
N/A	Chief Marketing Officer	40.0	Key Emp	$242,202	$57,487	$299,689
N/A	VP of Animal Care	40.0	Key Emp	$219,817	$41,800	$261,617
N/A	Chief Conservation&Sci Officer	40.0	Key Emp	$252,510	$46,810	$299,320
N/A	VP of Exhibitions	40.0	Key Emp	$209,752	$20,711	$230,463
N/A	Chief Human Resources Officer	40.0	Key Emp	$238,213	$43,187	$281,400
N/A	VP US & CA Ocean Conservation	40.0	Highest	$197,625	$29,195	$226,820
N/A	VP of Gift Planning	40.0	Highest	$201,807	$29,250	$231,057
N/A	VP of Guest Experience	40.0	Highest	$193,155	$16,607	$209,762
N/A	VP of Global Ocean Initiatives	40.0	Highest	$221,466	$34,495	$255,961
N/A	Controller	40.0	Highest	$210,869	$24,228	$235,097

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	$155,905,897	$108,770,852	$739,524,414	$47,135,045
2022	$208,463,349	$92,597,542	$663,947,623	$115,865,807
2021	$114,460,200	$73,186,793	$643,593,112	$41,273,407
2020	$89,087,691	$79,342,191	$564,471,028	$9,745,500
2019	$121,635,220	$98,211,659	$541,058,075	$23,423,561
2018	$124,876,136	$96,605,501	$485,041,278	$28,270,635

Monterey Bay Aquarium Foundation