THE SURFRIDER FOUNDATION

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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

1984

Legal Domicile

Principal Officer

CHAD NELSEN

Phone

9494928170

Tax Period

2023-01-01 to 2023-12-31

THE SURFRIDER FOUNDATION, founded in 1984, is a mid-sized nonprofit in the Environment sector that reported $14.3M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $13.5M left a modest 6% surplus.

Mission

THE SURFRIDER FOUNDATION IS DEDICATED TO THE PROTECTION AND ENJOYMENT OF THE WORLD'S OCEAN, WAVES AND BEACHES, THROUGH A POWERFUL ACTIVIST NETWORK.

Program Service Accomplishments

Program 1

Expenses: $4,498,490

VARIOUS ENVIRONMENTAL ACTIVITIES SUCH AS GRASS ROOTS VOLUNTEER ORGANIZING, PROMOTING REDUCTION IN SINGLE USE PLASTICS, PROMOTING OCEAN FRIENDLY GARDEN TECHNIQUES, PROMOTING BEACH WATER QUALITY, BEACH...

Program 2

Expenses: $4,699,749

CHAPTER & STUDENT CLUBS NETWORK SUPPORT - WE DEVELOPED TRAINING MATERIALS, TRAINED AND ASSISTED VOLUNTEERS WITH CAMPAIGN PLANNING, AND FACILITATED THE CHAPTERS IN THEIR GRASS ROOTS ACTIVIST WORKS.

Program 3

Expenses: $1,277,216

PLASTIC POLLUTION INITIATIVES - WE ENCOURAGE INDIVIDUALS, INDUSTRY AND GOVERNMENTS TO PROTECT OUR OCEAN, WAVES AND BEACHES BY REDUCING PLASTICS IN THE MARINE ENVIRONMENT. OUR RISE ABOVE PLASTICS AND OCEAN FRIENDLY RESTAURANTS PROGRAMS ADVOCATE FOR A REDUCTION IN SINGLE USE PLASTICS, FOR THE RECYCLING OF ALL PLASTICS AND DRIVES CHANGE IN BEHAVIOR THAT CREATES SCALABLE IMPACT TO REDUCE PLASTICS IN THE OCEAN.

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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 $12,255,236

Program Service Revenue $0

Investment Income $279,696

Other Revenue $1,774,936

TOTAL REVENUE $14,309,868

Expense Breakdown

Grants Paid $92,019

Salaries & Benefits $7,255,654

Fundraising Expenses $1,370,860

Program Expenses $11,132,719

Other Expenses $5,829,983

TOTAL EXPENSES $13,492,656

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,309,868	$12,280,357	+0.2%
Expenses	$13,492,656	$10,864,451	+0.2%
Net Income	$817,212	$1,415,906	-0.4%

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

Employees

Volunteers

50000

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

$471,722

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADRIANA ESTRADA	CHAIRMAN	2.00	Officer Director	$0	$0	$0
TOM GARCIA	TREASURER	2.00	Officer Director	$0	$0	$0
DAN LAMMOT	VICE CHAIRMAN (UNTIL 2/2023)	2.00	Officer Director	$0	$0	$0
STEVE SHIPSEY	SECRETARY	2.00	Officer Director	$0	$0	$0
ANUPA ASOKAN	DIRECTOR	2.00	Director	$0	$0	$0
TED CHIN	DIRECTOR	2.00	Director	$0	$0	$0
TERESA CHRISTOPHER	DIRECTOR	2.00	Director	$0	$0	$0
AIRRION COPELAND	DIRECTOR	2.00	Director	$0	$0	$0
NATALIE HUBBARD	DIRECTOR	2.00	Director	$0	$0	$0
CLIFF KAPONO	DIRECTOR	2.00	Director	$0	$0	$0
DENISE LEONHARD	DIRECTOR	2.00	Director	$0	$0	$0
SARAH LIM	DIRECTOR	2.00	Director	$0	$0	$0
ED LUNSFORD	DIRECTOR	2.00	Director	$0	$0	$0
ARI LURIE	DIRECTOR	2.00	Director	$0	$0	$0
SHELBY MEADE	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER SPIES	DIRECTOR (UNTIL 6/2023)	2.00	Director	$0	$0	$0
IAN STEWART	DIRECTOR (UNTIL 11/2023)	2.00	Director	$0	$0	$0
MATT JARVIS	DIRECTOR	2.00	Director	$0	$0	$0
CHAD NELSEN	CHIEF EXECUTIVE OFFICER	40.00	Officer	$239,800	$16,443	$256,243
MICHELLE KREMER	CHIEF OPERATING OFFICER	40.00	Officer	$199,252	$16,227	$215,479
SPENCER CAMPBELL	SR. DIRECTOR OF DEVELOPMENT	40.00	Highest	$155,868	$13,305	$169,173
EDUARDO ANAYA	SR. DIR OF MARKETING & COMMUNICATIONS	40.00	Highest	$148,587	$16,102	$164,689
ZACHARY PLOPPER	SR. ENVIRONMENTAL DIRECTOR	40.00	Highest	$136,440	$11,060	$147,500
ANGELA HOWE-STEMRICH	SR. LEGAL DIRECTOR	40.00	Highest	$133,992	$11,501	$145,493
LORI BOOTH	ASSOC. DIR.OF INSTITUTIONAL GIVING	40.00	Highest	$123,345	$16,765	$140,110

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	$14,309,868	$13,492,656	$21,275,824	$817,212
2022	$12,280,357	$10,864,451	$20,166,105	$1,415,906
2021	$13,558,022	$8,859,638	$18,564,951	$4,698,384
2020	$12,597,004	$8,303,339	$13,752,426	$4,293,665
2019	$11,457,073	$7,748,486	$9,368,081	$3,708,587
2018	$8,618,975	$7,701,010	$5,905,831	$917,965