SAN JOAQUIN WILDLIFE SANCTUARY INC (EIN 330527271) - 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

1992

Legal Domicile

Principal Officer

STEVEN LAMAR

Phone

9494535300

Tax Period

2024-07-01 to 2025-06-30

SAN JOAQUIN WILDLIFE SANCTUARY INC, founded in 1992, is a micro nonprofit in the Environment sector that reported $19K in total revenue in fiscal year 2024. Revenue fell 55% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $14K, a strong 76% operating margin.

Mission

SCIENTIFIC CONSERVATION AND EDUCATION.

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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 $38

Program Service Revenue $0

Investment Income $18,778

Other Revenue $0

TOTAL REVENUE $18,816

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,450

Other Expenses $4,450

TOTAL EXPENSES $4,450

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,816	$42,103	-0.6%
Expenses	$4,450	$6,505	-0.3%
Net Income	$14,366	$35,598	-0.6%

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

$63,784

Total Directors

$63,784

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PEER SWAN	PRESIDENT	1.00	Officer Director	$0	$29,791	$63,784
CHRIS OBADITCH	VICE PRESIDENT (UNTIL 11/16/24)	1.00	Officer Director	$0	$0	$0
MELISSA RAPP	VICE PRESIDENT (AS OF 3/29/25)	1.00	Officer Director	$0	$0	$0
CHRISTINE FRANCHVILLE	DIRECTOR	1.00	Director	$0	$0	$0
JOYCE WEGNER-GWIDT	DIRECTOR	1.00	Director	$0	$0	$0
STARLYN HOWARD	DIRECTOR	1.00	Director	$0	$0	$0
MARY AILEEN MATHEIS	DIRECTOR (UNTIL 3/5/25)	1.00	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	$18,816	$4,450	$1,011,001	$14,366
2024	$42,103	$6,504	$997,259	$35,599
2023	$28,826	$1,583	$961,036	$27,243
2022	$9,754	$1,096	$933,793	$8,658
2021	$8,828	$1,040	$925,135	$7,788
2020	$17,566	$1,020	$917,347	$16,546
2019	$16,735	$2,105	$900,801	$14,630
2018	$10,887	$2,000	$886,171	$8,887

SAN JOAQUIN WILDLIFE SANCTUARY INC