Sea & Sage Audubon Society (EIN 237003681) - 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

1958

Legal Domicile

Phone

9492617963

Tax Period

2023-01-01 to 2023-12-31

Sea & Sage Audubon Society, founded in 1958, is a small nonprofit in the Environment sector that reported $321K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $287K left a modest 11% surplus.

Mission

This organization's exempt purpose is to be a leader in creating an understanding of nature in Orange County, California through conservation, research & environmental education programs for children & adults. This is accomplished with classes, field activities, publications & volunteer opportunities.

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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 $243,497

Program Service Revenue $57,952

Investment Income $18,557

Other Revenue $1,124

TOTAL REVENUE $321,130

Expense Breakdown

Grants Paid $0

Salaries & Benefits $119,919

Fundraising Expenses $0

Program Expenses $248,260

Other Expenses $167,083

TOTAL EXPENSES $287,002

Year-over-Year Comparison

	2023	2022	Change
Revenue	$321,130	$370,381	-0.1%
Expenses	$287,002	$272,900	+0.1%
Net Income	$34,128	$97,481	-0.6%

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

850

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
Amber Heredia	Board Member	2.00	Director	$0	$0	$0
Vic Leipzig	Director	6.00	Director	$0	$0	$0
Barbara Wasbin	Director	2.00	Director	$0	$0	$0
MARTIN FEE	Director	0.00	Director	$0	$0	$0
DEVON BRADLEY	Director	0.00	Director	$0	$0	$0
Doug Lithgow	Past President	8.00	Director	$0	$0	$0
Mary Ellen Wynn	Director	2.00	Director	$0	$0	$0
Kathlyn Graberstein	Secretary	0.00	Officer Director	$0	$0	$0
Cheryl Thomas	Board Member	6.00	Director	$0	$0	$0
Ashley Hopkins	Director	0.00	Director	$0	$0	$0
Susan Sheakley	Board Member	15.00	Director	$0	$0	$0
Andrea Carpio	Director	0.00	Director	$0	$0	$0
Sylvia Gallagher	Board Member	30.00	Director	$0	$0	$0
Janet Baumann	Board Member	2.00	Director	$0	$0	$0
Mary Joseph	Board Member	4.00	Director	$0	$0	$0
Hal Sheakley	Board Member	0.00	Director	$0	$0	$0
Jim Kissinger	Board Member	10.00	Director	$0	$0	$0
Nancy Kenyon	Board Member	20.00	Director	$0	$0	$0
Darrell Wilson	Board Member	20.00	Director	$0	$0	$0
Janet Baumann	Board Member	0.00	Director	$0	$0	$0
Scott Thomas	Board Member	15.00	Director	$0	$0	$0
Chris Obaditch	Board Member	2.00	Director	$0	$0	$0
Catherine Steinberg	Director	2.00	Director	$0	$0	$0
Ellyn Siskind	Board Member	10.00	Director	$0	$0	$0
Maia Nguyen	Director	2.00	Director	$0	$0	$0
Melissa Rapp	Secretary	5.00	Officer Director	$0	$0	$0
Sandrine Biziaux-Scherson	Board Member	4.00	Director	$0	$0	$0
Sharon Rockwell	Board Member	2.00	Director	$0	$0	$0
Sudha Warrier	Director	2.00	Director	$0	$0	$0
Tom Van Huss	Board Member	4.00	Director	$0	$0	$0
Carolyn Noble	Board Member	0.00	Director	$0	$0	$0
Paula Monroe	Board Member	0.00	Director	$0	$0	$0
Dev Sellin	Board Member	0.00	Director	$0	$0	$0
Sandy DeSimone	Board Member	0.00	Director	$0	$0	$0
GAIL RICHARDS	President	8.00	Officer	$0	$0	$0
Jonathan Aguayo	Vice President	15.00	Officer	$0	$0	$0
Chris Byrd	Treasurer	15.00	Officer	$0	$0	$0
Christine Kim	Vice President	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
2024	No data	No data	No data	No data
2023	$321,130	$287,002	$1,569,206	$34,128
2022	$370,381	$272,900	$1,353,891	$97,481
2021	$339,234	$249,224	$1,434,609	$90,010
2020	$174,938	$209,823	$1,279,482	$-34,885
2019	$344,938	$255,100	$1,248,793	$89,838
2018	$336,416	$214,831	$1,095,962	$121,585
2018	$336,416	$214,831	$1,095,962	$121,585

Sea & Sage Audubon Society