SAN CLEMENTE OCEAN FESTIVAL (EIN 953637016) - 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

1981

Legal Domicile

Principal Officer

MAUREEN HENRY

Phone

9494406141

Tax Period

2024-11-01 to 2025-10-31

SAN CLEMENTE OCEAN FESTIVAL, founded in 1981, is a small nonprofit that reported $212K in total revenue in fiscal year 2024. Expenses of $237K exceeded revenue, resulting in a 12% operating deficit.

Mission

EDUCATION OF PUBLIC REGARDING OCEAN AND BEACH SAFETY SKILLS, OCEAN AND BEACH PRESERVATION THROUGH PRINTED MATERIALS AND SPECIAL EVENTS; PROMOTE FAMILY BEACH ACTIVITIES THROUGH SPECIAL EVENTS.

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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 $211,559

Program Service Revenue $0

Investment Income $38

Other Revenue $0

TOTAL REVENUE $211,597

Expense Breakdown

Grants Paid $4,190

Salaries & Benefits $40,951

Fundraising Expenses $0

Program Expenses $157,650

Other Expenses $191,414

TOTAL EXPENSES $236,555

Year-over-Year Comparison

	2024	2023	Change
Revenue	$211,597	$214,850	0.0%
Expenses	$236,555	$219,497	+0.1%
Net Income	$-24,958	$-4,647	+4.4%

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

N/A

Employees

Volunteers

275

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETH APODACA	PRESIDENT	10.00	Officer	$0	$0	$0
JAMES OSBORNE	VICE PRESIDENT	8.00	Officer	$0	$0	$0
STEFFANIE GRIFFITH	SECRETARY	8.00	Officer	$0	$0	$0
MAUREEN HENRY	TREASURER	8.00	Officer	$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	$211,597	$236,555	$119,601	$-24,958
2024	$214,850	$219,497	$148,778	$-4,647
2023	$14,833	$43,021	$148,680	$-28,188
2022	$134,919	$131,696	$176,868	$3,223
2021	$18,752	$39,500	$175,421	$-20,748
2020	$27,542	$71,368	$196,001	$-43,826
2019	$169,272	$141,604	$237,140	$27,668
2018	$168,059	$138,433	$209,335	$29,626

SAN CLEMENTE OCEAN FESTIVAL