Oceanic Society Expeditions

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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

1972

Legal Domicile

Principal Officer

Nicole Bouharb

Phone

4152569604

Tax Period

2024-07-01 to 2025-06-30

Oceanic Society Expeditions, founded in 1972, is a community nonprofit that reported $4.9M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $4.5M left a modest 8% surplus.

Mission

Our mission is to conserve marine wildlife and habitats by deepening the connections between people and nature.

Program Service Accomplishments

Program 1

Expenses: $4,021,605 Revenue: $4,322,745

Education programs - a variety of programs to explore, discover and better understand the marine environment. Research projects - related to public policy interests such as endangered marine species, resource management, etc. Conserving ocean wildlife is central to our mission. Endangered marine species such as sea turtles, whales, sharks, and manatees not only help maintain healthy oceans, they also captivate public interest and galvanize support that can lead to the protection of entire ecosystems.

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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 $1,223,895

Program Service Revenue $3,604,409

Investment Income $0

Other Revenue $67,066

TOTAL REVENUE $4,895,370

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,219,813

Fundraising Expenses $418,902

Program Expenses $4,021,605

Other Expenses $3,293,968

TOTAL EXPENSES $4,513,781

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,895,370	$4,053,227	+0.2%
Expenses	$4,513,781	$3,750,427	+0.2%
Net Income	$381,589	$302,800	+0.3%

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

Total Directors

$350,597

Key Employees

$607,109

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Zachary D Rabinor	Chair	1.00	Officer Director	$0	$0	$0
Dr Charles Betlach 11	Vice Chair	1.00	Officer Director	$0	$0	$0
Finn Torgrimsen Longinotto	Director	1.00	Director	$0	$0	$0
Dr Sylvia Earle	Director	1.00	Director	$0	$0	$0
Hari Balasubramanian	Director	1.00	Director	$0	$0	$0
Mark Stanley	Director	1.00	Director	$0	$0	$0
Roderic B Mast	President & CEO	40.00	Director Key Emp	$205,597	$0	$205,597
Brian Hutchinson	Co-CEO	40.00	Director Key Emp	$145,000	$0	$145,000
Nicole Bouharb	VP OF Finance and Operations	40.00	Key Emp	$139,634	$0	$139,634
N/A	Director, Conservation Travel Program	40.00	Key Emp	$116,878	$0	$116,878

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	$4,895,370	$4,513,781	$3,535,531	$381,589
2024	$4,053,227	$3,170,956	$2,704,274	$882,271
2023	$3,907,816	$3,513,461	$2,482,728	$394,355
2022	$2,603,859	$2,152,582	$2,130,316	$451,277
2022	$2,603,859	$2,152,582	$2,130,316	$451,277
2021	$1,070,677	$1,362,671	$1,543,344	$-291,994
2020	$2,943,338	$3,864,268	$1,514,309	$-920,930
2019	$3,241,774	$3,033,302	$3,221,486	$208,472
2018	$2,071,870	$2,051,783	$2,947,478	$20,087