SOUTHERN WISCONSIN BIRD ALLIANCE INC (EIN 391393389) - 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

1980

Legal Domicile

Principal Officer

MATTHEW REETZ

Phone

6082552473

Tax Period

2023-01-01 to 2023-12-31

SOUTHERN WISCONSIN BIRD ALLIANCE INC, founded in 1980, is a community nonprofit in the Environment sector that reported $3.4M in total revenue in fiscal year 2023. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.3M, a strong 67% operating margin.

Mission

WILDLIFE SANCTUARY MANAGEMENT; ENVIRONMENTAL EDUCATION AND ADVOCACY.

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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 $3,100,830

Program Service Revenue $17,948

Investment Income $226,607

Other Revenue $27,161

TOTAL REVENUE $3,372,546

Expense Breakdown

Grants Paid $0

Salaries & Benefits $681,765

Fundraising Expenses $112,386

Program Expenses $766,587

Other Expenses $429,030

TOTAL EXPENSES $1,110,795

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,372,546	$2,068,997	+0.6%
Expenses	$1,110,795	$993,529	+0.1%
Net Income	$2,261,751	$1,075,468	+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

Volunteers

400

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

$89,953

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW FORTNEY	CHAIR	4.00	Officer Director	$0	$0	$0
PATRICK CLARK	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JEFF GALLIGAN	SECRETARY	1.00	Officer Director	$0	$0	$0
TIM NORRIS	TREASURER	1.00	Officer Director	$0	$0	$0
LISA LEPEAK	DIRECTOR	1.00	Director	$0	$0	$0
DARCY KIND	DIRECTOR	1.00	Director	$0	$0	$0
JOANNE JONES	DIRECTOR	1.00	Director	$0	$0	$0
MATT KRUEGER	DIRECTOR	1.00	Director	$0	$0	$0
OLIVIA DUNN	DIRECTOR	1.00	Director	$0	$0	$0
DEXTER PATTERSON	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK EAGAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID RIHN	DIRECTOR (THRU MAY)	1.00	Director	$0	$0	$0
JOHN SHILLINGLAW	DIRECTOR (THRU FEB)	1.00	Director	$0	$0	$0
MATT REETZ	EXECUTIVE DIRECTOR	40.00	Officer	$87,333	$2,620	$89,953

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	$3,372,546	$1,110,795	$16,336,310	$2,261,751
2022	$2,068,997	$993,529	$13,498,481	$1,075,468
2021	$1,780,558	$918,666	$13,831,823	$861,892
2020	$1,656,153	$749,503	$12,344,250	$906,650
2019	$1,321,773	$683,883	$11,491,072	$637,890
2018	$3,481,223	$597,259	$10,158,466	$2,883,964

SOUTHERN WISCONSIN BIRD ALLIANCE INC