Whelan Lake Bird Sanctuary Inc (EIN 330291597) - 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

1988

Legal Domicile

Phone

7607292343

Tax Period

2023-01-01 to 2023-12-31

Whelan Lake Bird Sanctuary Inc, founded in 1988, is a micro nonprofit in the Animal-Related sector that reported $24K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $75K exceeded revenue, resulting in a 217% operating deficit.

Mission

SEE STATEMENT 1

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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 $0

Program Service Revenue $0

Investment Income $23,558

Other Revenue $0

TOTAL REVENUE $23,558

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $500

Program Expenses $68,021

Other Expenses $74,623

TOTAL EXPENSES $74,623

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,558	$18,450	+0.3%
Expenses	$74,623	$76,259	0.0%
Net Income	$-51,065	$-57,809	-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

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
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

Whelan Lake Bird Sanctuary Inc