BUENA VISTA AUDUBON SOCIETY (EIN 237292749) - 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

1973

Legal Domicile

Principal Officer

MARGIE ELLSWORTH

Phone

7604392473

Tax Period

2023-07-01 to 2024-06-30

BUENA VISTA AUDUBON SOCIETY, founded in 1973, is a small nonprofit in the Environment sector that reported $644K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $977K exceeded revenue, resulting in a 52% operating deficit.

Mission

CONSERVATION THROUGH EDUCATION, ADVOCACY AND MONITORING

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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 $376,295

Program Service Revenue $0

Investment Income $265,291

Other Revenue $2,754

TOTAL REVENUE $644,340

Expense Breakdown

Grants Paid $0

Salaries & Benefits $119,982

Fundraising Expenses $32,493

Program Expenses $864,478

Other Expenses $856,918

TOTAL EXPENSES $976,900

Year-over-Year Comparison

	2023	2022	Change
Revenue	$644,340	$826,786	-0.2%
Expenses	$976,900	$1,177,000	-0.2%
Net Income	$-332,560	$-350,214	-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

146

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

$76,667

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NATALIE SHARIRO	Executive Dir.	40.00	Director	$76,667	$0	$76,667
CURT BUSK	President	1.00	Officer Director	$0	$0	$0
PATRICIA LANGEN	Director	2.00	Director	$0	$0	$0
MARGIE ELLSWORTH	Treasurer	4.00	Officer Director	$0	$0	$0
JOAN BOCKMAN	Director	2.00	Director	$0	$0	$0
KELLY DEVENEY	Director	4.00	Director	$0	$0	$0
RICK GROVE	Director	2.00	Director	$0	$0	$0
DANNY DIMENTO	Director	1.00	Director	$0	$0	$0
JR KINANDER	Director	2.00	Director	$0	$0	$0
LISA KULETO	Director	1.00	Director	$0	$0	$0
MARGOT LOWE	Director	1.00	Director	$0	$0	$0
JOAN HERSKOWITZ	Director	3.00	Director	$0	$0	$0
BARBARA SWANSON	Director	1.00	Director	$0	$0	$0
SALLY BICKERTON	Secretary	3.00	Officer 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	No data	No data	No data	No data
2024	$644,340	$976,900	$8,170,731	$-332,560
2023	$826,786	$1,177,000	$8,415,191	$-350,214
2022	$376,856	$615,972	$8,958,377	$-239,116
2021	$179,792	$430,942	$9,263,954	$-251,150
2020	$212,457	$451,137	$9,277,807	$-238,680
2019	$4,805,125	$196,801	$9,229,814	$4,608,324

BUENA VISTA AUDUBON SOCIETY