FRIENDS OF SHERBURNE NATIONAL WILDLIFE REFUGE INC (EIN 411763001) - 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

1993

Legal Domicile

Phone

7633893323

Tax Period

2023-01-01 to 2023-12-31

FRIENDS OF SHERBURNE NATIONAL WILDLIFE REFUGE INC, founded in 1993, is a small nonprofit in the Animal-Related sector that reported $184K in total revenue in fiscal year 2023. Revenue surged 89% from the prior year, signaling strong growth momentum. The organization ran a surplus of $146K, a strong 80% operating margin.

Mission

The Friends of Sherburne National Wildlife Refuge engages in activities to support educational outreach to school groups. The Friends provide assistance to Refuge staff to provide the best educational experience possible. In some cases the Friends assist with financial support to help transport students to the Refuge for activities.

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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 $186,930

Program Service Revenue $0

Investment Income $383

Other Revenue $-3,806

TOTAL REVENUE $183,507

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,007

Other Expenses $37,007

TOTAL EXPENSES $37,007

Year-over-Year Comparison

	2023	2022	Change
Revenue	$183,507	$97,198	+0.9%
Expenses	$37,007	$48,265	-0.2%
Net Income	$146,500	$48,933	+2.0%

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
Steve Chesney	President	20.00	Officer	$0	$0	$0
Carol Mertesdorf	Vice President	10.00	Officer	$0	$0	$0
Roger Leider	Treasurer	10.00	Officer	$0	$0	$0
Mike Brubaker	Secretary	5.00	Officer	$0	$0	$0
Bruce Galer	Board Member	5.00	Director	$0	$0	$0
Helle Lukk	Board Member	5.00	Director	$0	$0	$0
Matt Finn	Board Member	5.00	Director	$0	$0	$0
Bill Kolbinger	Board Member	5.00	Director	$0	$0	$0
Leah Bronken	Board Member	5.00	Director	$0	$0	$0
Scott Suhsen	Board Member	5.00	Director	$0	$0	$0
BearPaw Sheilds	Board Member	5.00	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
2023	$183,507	$37,007	$333,759	$146,500

FRIENDS OF SHERBURNE NATIONAL WILDLIFE REFUGE INC