Civic Intelligence

Shellback Expeditions Inc

EIN 81-3488347 • 501(c)3 • Palm Harbor, FL

Profile

To help enact positive change for the world's oceans and coasts by fostering a synergy between scientific research and education in marine ecology and conservation, while promoting sustainable choices and positive cross-cultural interactions.

841 Delaware AvePalm Harbor, FL 34683

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

86th percentile

0.35x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

0.48x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

8th percentile

-116%

Higher net margin than 8% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

23rd percentile

-32%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-31%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$78,329

Down $37,630 (-32%) from 2023

Liabilities

Up

$27,095

Up $27,095 from 2023

Net Assets

Down

$51,234

Down $64,725 (-56%) from 2023

Operations
Liabilities / Revenue91st percentileNet Margin8th percentile

Revenue

Down

$56,667

Down $24,990 (-31%) from 2023

Expenses

Up

$122,345

Up $55,139 (+82%) from 2023

Net Income

Down

-$65,678

Down $80,129 (-554%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2020: $59,963Liabilities 2020: $0Net Assets 2020: $59,9632020Assets 2021: $62,544Liabilities 2021: $0Net Assets 2021: $62,5442021Assets 2022: $118,819Liabilities 2022: $17,555Net Assets 2022: $101,2642022Assets 2023: $115,959Liabilities 2023: $0Net Assets 2023: $115,9592023Assets 2024: $78,329Liabilities 2024: $27,095Net Assets 2024: $51,2342024

Highlighted filing

2024

Assets$78,329
Liabilities$27,095
Net Assets$51,234
Open 2024 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2020: $60,034Expenses 2020: $999Net Income 2020: $59,0352020Revenue 2021: $9,689Expenses 2021: $6,957Net Income 2021: $2,7322021Revenue 2022: $71,496Expenses 2022: $19,155Net Income 2022: $52,3412022Revenue 2023: $81,657Expenses 2023: $67,206Net Income 2023: $14,4512023Revenue 2024: $56,667Expenses 2024: $122,345Net Income 2024: -$65,6782024

Highlighted filing

2024

Revenue$56,667
Expenses$122,345
Net Income-$65,678
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,329
Liabilities
$27,095
Net assets
$51,234
Revenue
$56,667
Expenses
$122,345
Net income
-$65,678
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.78$0.27$0.51$0.57$1.22$0.66
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.82$0.67$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.19$0.18$1.01$0.71$0.19$0.52
2021Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.10$0.07$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.60$0.01$0.59
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jul 7, 2025
Return Version
2023v6.0
Gross Receipts
$56,667
Mission and Program Overview

Mission

To help enact positive change for the world's oceans and coasts by fostering a synergy between scientific research and education in marine ecology and conservation, while promoting sustainable choices and positive cross-cultural interactions.

Program Services

DescriptionGrantsExpenses
In the year 2023/2024, our organization accomplished the following:- We supported research and monitoring efforts in Saint Vincent and the Grenadines. This was in conjunction with a field course taught by director Chantale Bgin, with the University of South Florida. Shellback Expeditions bought supplies needed for research associated with this course, specifically the supplies needed to start coral reef photogrammetry as part of this research and monitoring (high resolution underwater camera, high performance computer, photogrammetry software, hardware needed to set up plots underwater). We shared the results of undergraduate research projects based on this work with partners in the Grenadines. - We successfully finished our ocean rowing campaign (Salty Science) and the Salty Science team rowed across the Atlantic in December 2023, which brought us a lot of attention, media stories and donations. Shellback Expeditions supported all Salty Science on-the-water training in Florida, and continued local beach/island cleanup activities with local youth.-$33,172
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chantale BeginTreasurer, DirectorPT$0--
Brendon BaumeisterPresident, Director-$0--
Christopher ErgenSecretary, Director-$0--
Filing and Contact Details

Filer

Filer Name
Shellback Expeditions Inc
EIN
81-3488347
Phone
7276879701
Address
841 Delaware Ave, Palm Harbor, FL 34683

Signing Officer

Name
Chantale Begin
Title
Treasurer
Signed
2025-07-07
Discuss with paid preparer
Yes

Preparer

Firm
Floyd Green Jr CPA PC
Address
3114 Mercer University Drive Suite, Atlanta, GA 30341
Preparer
Floyd Green Jr CPA
Phone
7704572550
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $1072”

Other Expenses.1002

“Office Expenses $635”

Other Expenses.1005

“Travel $7485”

Other Expenses.1

“ACH Fraud $70175”

Other Expenses.3

“Program Supplies $13361”

Other Expenses.4

“Dues and Subscriptions $12001”

Other Expenses.5

“Fundraising Expenses $2026”

Other Expenses.6

“Meal Expenses $325”

Other Assets.1001

“Automobiles - Beginning $58700 Automobiles - Ending $58700”

Total Liabilities.1

“Deposit Liability - Beginning $0 Deposit Liability - Ending $27095”

Form 990EZ, Part I, Line 16 - ACH Fraud Expense

“The organization experienced serious bank fraud last year and had over $70,000 stolen from our bank account via ACH transfers. The $70,000 transfer occurred in late September, during the 2023-2024 fiscal year. The bank eventually reimbursed that money in May 2025 after months of fighting for it.”

Raw XML Appendix181 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Chantale Begin
IRS990EZ/BooksInCareOfDetail/PhoneNum07276879701
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0841 Delaware Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Palm Harbor
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034683
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057259
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019629
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt056667
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-65678
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01350
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0115959
IRS990EZ/Form990TotalAssetsGrp/EOYAmt078329
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt056667
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0115959
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051234
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0115959
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051234
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Chantale Begin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brendon Baumeister
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Christopher Ergen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer, Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President, Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary, Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt058700
IRS990EZ/OtherAssetsTotalDetail/EOYAmt058700
IRS990EZ/OtherChangesInNetAssetsAmt0953
IRS990EZ/OtherExpensesTotalAmt0107080
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To help enact positive change for the world's oceans and coasts by fostering a synergy between scientific research and education in marine ecology and conservation, while promoting sustainable choices and positive cross-cultural interactions.
IRS990EZ/PrintingPublicationsPostageAmt013915
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0In the year 2023/2024, our organization accomplished the following:- We supported research and monitoring efforts in Saint Vincent and the Grenadines. This was in conjunction with a field course taught by director Chantale Bgin, with the University of South Florida. Shellback Expeditions bought supplies needed for research associated with this course, specifically the supplies needed to start coral reef photogrammetry as part of this research and monitoring (high resolution underwater camera, high performance computer, photogrammetry software, hardware needed to set up plots underwater). We shared the results of undergraduate research projects based on this work with partners in the Grenadines. - We successfully finished our ocean rowing campaign (Salty Science) and the Salty Science team rowed across the Atlantic in December 2023, which brought us a lot of attention, media stories and donations. Shellback Expeditions supported all Salty Science on-the-water training in Florida, and continued local beach/island cleanup activities with local youth.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033172
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt027095
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0122345
IRS990EZ/TotalProgramServiceExpensesAmt033172
IRS990EZ/TotalRevenueAmt056667
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt029990
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt043536
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt025000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt098526
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt056667
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt070023
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt071496
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09689
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt060034
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0267909
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt08860
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt08860
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/OtherIncome509Grp/TotalAmt05000
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.63260
IRS990ScheduleA/PublicSupportPY509Pct00.67330
IRS990ScheduleA/PublicSupportTotal509Amt0178243
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt029990
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt043536
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt025000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt098526
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt056667
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt078883
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt071496
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt09689
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt060034
IRS990ScheduleA/Total509Grp/TotalAmt0276769
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt056667
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt083883
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt071496
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt09689
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt060034
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0281769
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1072
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $7485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACH Fraud $70175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Program Supplies $13361
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Dues and Subscriptions $12001
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Fundraising Expenses $2026
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Meal Expenses $325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Automobiles - Beginning $58700 Automobiles - Ending $58700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Deposit Liability - Beginning $0 Deposit Liability - Ending $27095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10The organization experienced serious bank fraud last year and had over $70,000 stolen from our bank account via ACH transfers. The $70,000 transfer occurred in late September, during the 2023-2024 fiscal year. The bank eventually reimbursed that money in May 2025 after months of fighting for it.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16 - ACH Fraud Expense
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chantale Begin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shellback Expeditions Inc
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0813488347
ReturnHeader/Filer/PhoneNum07276879701
ReturnHeader/Filer/USAddress/AddressLine1Txt0841 Delaware Ave
ReturnHeader/Filer/USAddress/CityNm0Palm Harbor
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034683
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550842444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Floyd Green Jr CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03114 Mercer University Drive Suite
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Atlanta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030341
ReturnHeader/PreparerPersonGrp/PhoneNum07704572550
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Floyd Green Jr CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-07-07T07:57:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.