CALIFORNIA WATERFOWL FOUNDATION

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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

2013

Legal Domicile

Principal Officer

Jacob Messerli

Phone

9166481406

Tax Period

2024-04-01 to 2025-03-31

CALIFORNIA WATERFOWL FOUNDATION, founded in 2013, is a small nonprofit that reported $286K in total revenue in fiscal year 2024. Expenses of $383K exceeded revenue, resulting in a 34% operating deficit.

Mission

IT IS THE FOUNDATION'S MISSION TO FURTHER THE PURPOSES AND OBJECTIVES OF CALIFORNIA WATERFOWL ASSOCIATION (CWA), A CALIFORNIA CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.

Program Service Accomplishments

Program 1

Expenses: $375,344

THE FOUNDATION PROVIDES RESOURCES TO THE CWA TO SUPPORT ITS SCIENTIFIC, EDUCATIONAL, ADVOCACY,HABITAT MANAGEMENT, AND OTHER PROGRAMS THAT FURTHER CWA'S CHARITABLE GOALS.

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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 $0

Program Service Revenue $0

Investment Income $285,686

Other Revenue $0

TOTAL REVENUE $285,686

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $375,344

Other Expenses $383,295

TOTAL EXPENSES $383,295

Year-over-Year Comparison

	2024	2023	Change
Revenue	$285,686	$294,630	0.0%
Expenses	$383,295	$380,465	+0.0%
Net Income	$-97,609	$-85,835	+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

N/A

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
Dan Sozzi	Trustee	0.50	Director	$0	$0	$0
Austin Edwards	Trustee	0.50	Director	$0	$0	$0
Greg Daniel	Chairman	0.50	Officer Director	$0	$0	$0
Terry Holberton III	Secretary	0.50	Officer Director	$0	$0	$0
Peter Raffetto	Trustee	0.50	Director	$0	$0	$0
Bill Wright	Trustee	0.50	Director	$0	$0	$0
Chris Dobson	Treasurer	0.50	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	$285,686	$383,295	$10,405,448	$-97,609
2024	$294,630	$380,465	$10,205,817	$-85,835
2023	$329,226	$385,300	$9,261,522	$-56,074
2022	$323,654	$371,793	$10,140,219	$-48,139
2021	$216,696	$353,846	$9,992,502	$-137,150
2020	$287,262	$296,770	$8,528,255	$-9,508
2019	$303,868	$303,554	$8,782,748	$314
2018	$273,984	$283,149	$8,860,638	$-9,165