SARASOTA AUDUBON SOCIETY INC (EIN 237382804) - 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

1989

Legal Domicile

Principal Officer

JEANNE DUBI

Phone

9413126533

Tax Period

2024-06-01 to 2025-05-31

SARASOTA AUDUBON SOCIETY INC, founded in 1989, is a small nonprofit that reported $232K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $52K, a strong 22% operating margin.

Mission

BIRD AND BIRD HABITAT PROTECTION THROUGH EDUCATION AND CONSERVATION.

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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 $196,438

Program Service Revenue $4,980

Investment Income $8,376

Other Revenue $22,604

TOTAL REVENUE $232,398

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $163,841

Other Expenses $180,885

TOTAL EXPENSES $180,885

Year-over-Year Comparison

	2024	2023	Change
Revenue	$232,398	$294,778	-0.2%
Expenses	$180,885	$189,983	0.0%
Net Income	$51,513	$104,795	-0.5%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEANNE DUBI	PRESIDENT	10.00	Officer Director	$0	$0	$0
KATHRYN YOUNG	FIRST VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
LYNN JAKUBOWICZ	SECOND VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
ANDREW SCHNEIDER	TREASURER	12.00	Officer Director	$0	$0	$0
MARY HEINLEN	SECRETARY	2.00	Officer Director	$0	$0	$0
SARA KING	DIRECTOR	5.00	Director	$0	$0	$0
HELEN KING	DIRECTOR	6.00	Director	$0	$0	$0
BETTY NEUPERT	WEBMASTER - DIRECTOR	3.00	Director	$0	$0	$0
SUE HERRING	HEAD DOCENT - DIRECTOR	8.00	Director	$0	$0	$0
WADE WOLFE	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTIAN DILLON	DIRECTOR	4.00	Director	$0	$0	$0
STU WILSON	DIRECTOR	2.00	Director	$0	$0	$0
AARON VIRGIN	DIRECTOR	2.00	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	$232,398	$180,885	$1,680,812	$51,513
2024	$294,778	$189,983	$1,628,530	$104,795
2023	$341,193	$618,483	$1,523,522	$-277,290
2022	$383,260	$153,808	$1,801,236	$229,452
2021	$181,456	$229,099	$1,596,649	$-47,643
2020	$193,745	$124,337	$1,684,599	$69,408
2019	$136,345	$134,904	$1,615,408	$1,441

SARASOTA AUDUBON SOCIETY INC