Whelan Lake Bird Sanctuary Inc

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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

1988

Legal Domicile

Phone

7607292343

Tax Period

2025-01-01 to 2025-12-31

Whelan Lake Bird Sanctuary Inc, founded in 1988, is a small nonprofit in the Animal-Related sector that reported $107K in total revenue in fiscal year 2025. Revenue fell 23% from the prior year — a significant decline worth monitoring. Net assets of $2.1M represent 231 months of operating reserves.

Mission

SEE STATEMENT 1

Program Service Accomplishments

Program 1

Expenses: $100,982 Revenue: $4,248

To own, manage, develop, use and preserve certain real property consisting of Whelan Lake Bird Sanctuary and surrounding acres, for establishing, developing, operating, and maintaining a sanctuary...

To own, manage, develop, use and preserve certain real property consisting of Whelan Lake Bird Sanctuary and surrounding acres, for establishing, developing, operating, and maintaining a sanctuary for migratory waterfowl, and a wildlife and nature preserve for the benefit and use of the general public.

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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 (2025)

Revenue Breakdown

Contributions & Grants $4,248

Program Service Revenue $0

Investment Income $102,556

Other Revenue $0

TOTAL REVENUE $106,804

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $100,982

Other Expenses $114,716

TOTAL EXPENSES $114,716

Year-over-Year Comparison

	2025	2024	Change
Revenue	$106,804	$138,686	-0.2%
Expenses	$114,716	$84,827	+0.4%
Net Income	$-7,912	$53,859	-1.1%

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

N/A

Volunteers

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
Cutter Clotfelter	President	3.00	Officer Director	$0	$0	$0
T Knox Bell	Secretary	0.40	Officer Director	$0	$0	$0
Roxanne L Greene	Treasurer	1.00	Officer Director	$0	$0	$0
Cy R Kackstetter	Vice President	1.00	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	$106,804	$114,716	$2,057,046	$-7,912
2024	No data	No data	No data	No data
2023	$23,558	$74,623	$1,863,829	$-51,065
2022	$18,450	$76,259	$1,686,953	$-57,809
2021	$37,987	$44,174	$2,095,870	$-6,187
2020	$34,866	$32,877	$1,933,539	$1,989
2019	$94,115	$39,296	$1,805,407	$54,819
2018	$259,535	$57,492	$1,750,588	$202,043