NUTTALL ORNITHOLOGICAL CLUB INC

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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

1973

Legal Domicile

Principal Officer

WAYNE R PETERSEN

Phone

7817180230

Tax Period

2024-10-01 to 2025-09-30

NUTTALL ORNITHOLOGICAL CLUB INC, founded in 1973, is a small nonprofit in the Animal-Related sector that reported $208K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $60K, a strong 29% operating margin.

Mission

THE CLUB'S PURPOSE IS TO PROMOTE ORNITHOLOGY, TO ENCOURAGE AQUAINTANCE AND DISCUSSION AMONG ITS MEMBERS, TO FOSTER AND UPHOLD SCIENTIFIC METHODS AND STANDARDS OF ACCURACY, AND TO PUBLISH MEMOIRS, JOURNALS, AND OTHER PAPERS ON ORNITHOLOGICAL SUBJECTS.

Program Service Accomplishments

Program 1

Expenses: $21,688 Revenue: $12,460

THE CLUB PUBLISHES ORNITHOLOGICAL, SCIENTIFIC MONOGRAPHS SOLD LARGELY TO SCIENTISTS, STUDENTS, AND INSTITUTIONS. MONTHLY MEETINGS ARE HELD TO DISCUSS ORNITHOLOGICAL SUBJECTS.

Program 2

Expenses: $76,255 Revenue: $0

THE CLUB ADMINISTERS GRANTS TO PROMOTE THE STUDY OF ORNITHOLOGY.

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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 $17,453

Program Service Revenue $13,597

Investment Income $177,136

Other Revenue $0

TOTAL REVENUE $208,186

Expense Breakdown

Grants Paid $76,255

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $97,943

Other Expenses $71,655

TOTAL EXPENSES $147,910

Year-over-Year Comparison

	2024	2023	Change
Revenue	$208,186	$147,553	+0.4%
Expenses	$147,910	$113,615	+0.3%
Net Income	$60,276	$33,938	+0.8%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WAYNE R PETERSEN	PRESIDENT/COUNCIL MEMBER	1.00	Officer Director	$0	$0	$0
DANA R DUXBURY-FOX	VICE PRESIDENT/COUNCIL MEM	1.00	Officer Director	$0	$0	$0
HELEN BLAZIS	SECRETARY/COUNCIL MEMBER	1.00	Officer Director	$0	$0	$0
PAUL B FITZGERALD	TREASURER/COUNCIL MEMBER	1.00	Officer Director	$0	$0	$0
JAMES F MCCOY	COUNCIL MEMBER	1.00	Director	$0	$0	$0
SUSAN JO SHAPIRO	COUNCIL MEMBER	1.00	Director	$0	$0	$0
PATRICIA RANDALL	COUNCIL MEMBER	1.00	Director	$0	$0	$0
JUSTINE HANSON	COUNCIL MEMBER	1.00	Director	$0	$0	$0
ANDREW VITZ	COUNCIL MEMBER	1.00	Director	$0	$0	$0
MICHAEL GREENWALD	COUNCIL MEMBER	1.00	Director	$0	$0	$0
KIMBERLY PETERS	PAST PRESIDENT	1.00	Director	$0	$0	$0
ALLAN R KEITH	TRUSTEE CHAIR	1.00	Director	$0	$0	$0
W CHRISTIAN FLOYD	TRUSTEE	1.00	Director	$0	$0	$0
JOHN A SHETTERLY	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT H STYMEIST	TRUSTEE	1.00	Director	$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	$208,186	$147,910	$2,035,529	$60,276
2024	$147,553	$113,615	$1,967,903	$33,938
2023	$14,412	$205,998	$1,655,928	$-191,586
2022	$195,838	$142,053	$1,614,002	$53,785
2021	$206,947	$133,627	$2,093,523	$73,320
2020	$114,390	$112,098	$1,844,676	$2,292
2019	$130,017	$98,228	$1,779,013	$31,789
2018	$127,630	$112,160	$1,712,384	$15,470