SANTA BARBARA AUDUBON SOCIETY (EIN 237051362) - 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

1963

Legal Domicile

Principal Officer

CHRISTOPHER MERSEY

Phone

8059641468

Tax Period

2024-07-01 to 2025-06-30

SANTA BARBARA AUDUBON SOCIETY, founded in 1963, is a small nonprofit in the Environment sector that reported $322K in total revenue in fiscal year 2024. The organization ran a surplus of $50K, a strong 16% operating margin.

Mission

SANTA BARBARA AUDUBON SOCIETY PROTECTS AREA BIRDLIFE AND HABITAT AND CONNECTS PEOPLE WITH BIRDS THROUGH EDUCATION, CONSERVATION, AND SCIENCE.

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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 $292,912

Program Service Revenue $3,975

Investment Income $25,115

Other Revenue $0

TOTAL REVENUE $322,002

Expense Breakdown

Grants Paid $7,850

Salaries & Benefits $156,049

Fundraising Expenses $24,899

Program Expenses $210,071

Other Expenses $108,140

TOTAL EXPENSES $272,039

Year-over-Year Comparison

	2024	2023	Change
Revenue	$322,002	$312,159	+0.0%
Expenses	$272,039	$231,205	+0.2%
Net Income	$49,963	$80,954	-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

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

$111,449

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHERINE EMERY	Executive Dir.	22.00	Director	$67,866	$0	$67,866
HANNAH ATKINSON	EITS DIRECTOR	20.00	Director	$43,583	$0	$43,583
JANICE LEVASHEFF	President	20.00	Director	$0	$0	$0
BRIANA SAPP	Vice President	2.00	Director	$0	$0	$0
KATHLEEN BOEHM	Secretary	3.00	Director	$0	$0	$0
CHRISTOPHER MERSEY	Treasurer	10.00	Director	$0	$0	$0
RON HIRST	Director	1.00	Director	$0	$0	$0
SAM FRANZ	Director	1.00	Director	$0	$0	$0
CHRISTY ZWICKE	COMMUNICATIONS	5.00	Director	$0	$0	$0
JESSIE ALTSTATT	CONSERVATN/SCI	7.00	Director	$0	$0	$0
JESSICA PRICHARD	EDUCATION	3.00	Director	$0	$0	$0
PAGE HILLER-ADAMS	EDUCATION	3.00	Director	$0	$0	$0
PETER THOMPSON	FIELD TRIPS CHR	3.00	Director	$0	$0	$0
ROMAN BARATIAK	PROGRAMS	5.00	Director	$0	$0	$0
ELAINE MAH BEST	MEMBERSHIP	1.00	Director	$0	$0	$0
KARL WEIS	FIELD TRIPS	3.00	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	$322,002	$272,039	$851,814	$49,963
2024	$312,159	$231,205	$755,147	$80,954
2023	$268,914	$177,050	$621,903	$91,864
2022	$195,440	$166,571	$530,039	$28,869
2021	$294,095	$162,105	$501,170	$131,990
2020	$243,394	$159,257	$369,180	$84,137
2018	$224,382	$178,207	$268,294	$46,175

SANTA BARBARA AUDUBON SOCIETY