NORTH AMERICAN BLUEBIRD SOCIETY INC (EIN 521118450) - 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

1978

Legal Domicile

Principal Officer

Jillian Adams

Phone

5405506712

Tax Period

2024-01-01 to 2024-12-31

NORTH AMERICAN BLUEBIRD SOCIETY INC, founded in 1978, is a small nonprofit in the Animal-Related sector that reported $177K in total revenue in fiscal year 2024. Revenue surged 140% from the prior year, signaling strong growth momentum. The organization ran a surplus of $118K, a strong 67% operating margin.

Mission

Helping bluebirds and other cavity nesting birds.

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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 $159,753

Program Service Revenue $0

Investment Income $13,376

Other Revenue $4,237

TOTAL REVENUE $177,366

Expense Breakdown

Grants Paid $13,797

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $58,953

Other Expenses $45,156

TOTAL EXPENSES $58,953

Year-over-Year Comparison

	2024	2023	Change
Revenue	$177,366	$73,824	+1.4%
Expenses	$58,953	$24,955	+1.4%
Net Income	$118,413	$48,869	+1.4%

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
Bernie Daniel	Board Member	5	Officer	$0	$0	$0
Del Straub	Board Member	5	Officer	$0	$0	$0
Sky Rector	Board Member	5	Officer	$0	$0	$0
Joe Seigrist	Board Member	5	Officer	$0	$0	$0
Harold Sellers	Board Member	5	Officer	$0	$0	$0
Ralph Tanner	Board Member	5	Officer	$0	$0	$0
Peggy McKee	Treasurer	5	Officer	$0	$0	$0
Jillian Adams	Board Member	1	Officer	$0	$0	$0
Mike DeBruhl	First Vice President, Affiliate Relations	15	Officer	$0	$0	$0
Dana Grayson	Second Vice President and Membership Secretary	10	Officer	$0	$0	$0
Cathy Hindeman	Secretary	0	Officer	$0	$0	$0
Bet Zimmerman Smith	Board Member	0	Officer	$0	$0	$0
Stan Fisher	Board Member	0	Officer	$0	$0	$0
Jane Brockway	Board Member	5	Officer	$0	$0	$0
Allen Jackson	Board Member	5	Officer	$0	$0	$0
John Schuster	Board Member	5	Officer	$0	$0	$0
Kathy Kremnitzer	President	20	Officer	$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	$177,366	$58,953	$506,057	$118,413

NORTH AMERICAN BLUEBIRD SOCIETY INC