MORRO COAST AUDUBON SOCIETY (EIN 237165021) - 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

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.

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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 $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

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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

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

MORRO COAST AUDUBON SOCIETY