MORRO COAST AUDUBON SOCIETY

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1967

Legal Domicile

Principal Officer

NANCY FOLEY

Phone

8057721991

Tax Period

2024-01-01 to 2024-12-31

MORRO COAST AUDUBON SOCIETY, founded in 1967, is a small nonprofit in the Environment sector that reported $192K in total revenue in fiscal year 2024. Revenue surged 93% from the prior year, signaling strong growth momentum. Expenses of $166K left a modest 14% surplus.

Mission

TO PROMOTE THE APPRECIATION, CONSERVATION, AND RESTORATION OF ECOSYSTEMS, FOCUSING ON THE BIOLOGICAL DIVERSITY OF BIRDS, OTHER WILDLIFE, AND THEIR HABITATS, PARTICULARLY IN SAN LUIS OBISPO COUNTY, CALIFORNIA.

Program Service Accomplishments

Program 1

Expenses: $52,935 Revenue: $34,865

SWEET SPRINGS NATURE PRESERVE: 32+ ACRES LOCATED OFF RAMONA AVENUE IN THE TOWN OF LOS OSOS, HAS BEEN OWNED, MANAGED, AND BY THE MORRO COAST AUDUBON SOCIETY SINCE 1989. THE PRESERVE OFFERS HIKING...

SWEET SPRINGS NATURE PRESERVE: 32+ ACRES LOCATED OFF RAMONA AVENUE IN THE TOWN OF LOS OSOS, HAS BEEN OWNED, MANAGED, AND BY THE MORRO COAST AUDUBON SOCIETY SINCE 1989. THE PRESERVE OFFERS HIKING TRAILS, BEAUTIFUL VIEWS OF MORRO BAY AND MORRO ROCK, AND EXCELLENT BIRDING OPPORTUNITIES OPEN TO THE PUBLIC.

Program 2

Expenses: $36,875 Revenue: $26,559

EDUCATIONAL PROGRAMS LIKE "FEATHER AND BIYN" ENGAGE STUDENTS OF DIFFERENT AGES IN HANDS-ON ENVIRONMENTAL LEARNING. FEATHER (FOSTERING ENVIRONMENTAL AWARENESS THROUGH HIGH SCHOOL EDUCATION AND...

EDUCATIONAL PROGRAMS LIKE "FEATHER AND BIYN" ENGAGE STUDENTS OF DIFFERENT AGES IN HANDS-ON ENVIRONMENTAL LEARNING. FEATHER (FOSTERING ENVIRONMENTAL AWARENESS THROUGH HIGH SCHOOL EDUCATION AND RESEARCH) IS A TRANSDISCIPLINARY PROGRAM FOR HIGH SCHOOL STUDENTS THAT COMBINES SCIENCE, RESEARCH, COLLEGE-READINESS SKILLS, AND BIRD STUDIES TO PROMOTE CONSERVATION AWARENESS AND REAL-WORLD CITIZEN SCIENCE EXPERIENCES. BIYN (BIRDS IN YOUR NEIGHBORHOOD) INTRODUCES 3RD AND 4TH GRADERS ACROSS SAN LUIS OBISPO COUNTY TO LOCAL BIRD SPECIES THROUGH INTERACTIVE LESSONS ON TOPICS LIKE NESTS, FEATHERS, AND TAXIDERMY, FOLLOWED BY GUIDED BIRD WALKS WHERE STUDENTS USE BINOCULARSOFTEN FOR THE FIRST TIMETO IDENTIFY BIRDS AROUND THEIR SCHOOLYARDS. OVER 1350+ STUDENTS PARTICIPANT EVERY YEAR.

Program 3

Expenses: $13,777 Revenue: $15,054

HI MOUNTAIN CONDOR LOOKOUT: A FIELD RESEARCH FACILITY WHICH MONITORS MOVEMENTS OF THE ENDANGERED CALIFORNIA CONDOR POPULATION AND CONDUCTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $81,895

Program Service Revenue $78,223

Investment Income $32

Other Revenue $31,628

TOTAL REVENUE $191,778

Expense Breakdown

Grants Paid $0

Salaries & Benefits $92,927

Fundraising Expenses $0

Program Expenses $113,758

Other Expenses $72,661

TOTAL EXPENSES $165,588

Year-over-Year Comparison

	2024	2023	Change
Revenue	$191,778	$99,429	+0.9%
Expenses	$165,588	$70,304	+1.4%
Net Income	$26,190	$29,125	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

380

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
CAROLINA VAN STONE	Secretary	3.00	Officer Director	$0	$0	$0
ROSEANN MILLWARD	Treasurer	10.00	Officer Director	$0	$0	$0
NANCY FOLEY	President	10.00	Officer Director	$0	$0	$0
MICHAEL MULROY	Director	2.00	Director	$0	$0	$0
ROBBIE REVEL	Director	5.00	Director	$0	$0	$0
MARCELLA MUNSON	Director	5.00	Director	$0	$0	$0
STEVE SCHUBERT	Director	2.00	Director	$0	$0	$0
MARIE GOEIRTZ	Director	5.00	Director	$0	$0	$0
JOANNE AASEN	Director	15.00	Director	$0	$0	$0
KAAREN PERRY	Director	5.00	Director	$0	$0	$0
WENDY MCKEOWN	Director	2.00	Director	$0	$0	$0
MINI NAGENDRAN	Director	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
2024	$191,778	$165,588	$3,165,342	$26,190
2023	$99,429	$70,304	$3,085,343	$29,125
2022	$374,578	$117,591	$2,996,821	$256,987
2021	$96,966	$95,395	$2,745,023	$1,571