FRIENDS OF PATUXENT RESEARCH REFUGE INC (EIN 521762775) - 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

RICHARD DOLESH

Phone

3014975789

Tax Period

2023-10-01 to 2024-09-30

FRIENDS OF PATUXENT RESEARCH REFUGE INC, founded in 1992, is a small nonprofit in the Animal-Related sector that reported $110K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $28K, a strong 25% operating margin.

Mission

Friends of Patuxent was formed to support the mission and programs of the Patuxent Research Refuge and the Eastern Ecological Science Center by raising funds for educational programs,exhibits,and research.

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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 $59,529

Program Service Revenue $5,722

Investment Income $16,871

Other Revenue $27,761

TOTAL REVENUE $109,883

Expense Breakdown

Grants Paid $23,035

Salaries & Benefits $17,765

Fundraising Expenses $2,519

Program Expenses $71,696

Other Expenses $41,408

TOTAL EXPENSES $82,208

Year-over-Year Comparison

	2023	2022	Change
Revenue	$109,883	$123,557	-0.1%
Expenses	$82,208	$89,780	-0.1%
Net Income	$27,675	$33,777	-0.2%

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

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
RICHARD J DOLESH	CHAIR	2.00	Officer Director	$0	$0	$0
LOWELL ADAMS	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE KAUFMAN	TREASURER	2.00	Officer Director	$0	$0	$0
HELEN LOWE METZMAN	DIRECTOR	2.00	Director	$0	$0	$0
KAREN H ATWOOD	SECRETARY	1.00	Officer Director	$0	$0	$0
ABBY G ERSHOW	DIRECTOR	1.00	Director	$0	$0	$0
LIZ HUMES	DIRECTOR	1.00	Director	$0	$0	$0
ROSS A FELDNER	DIRECTOR	1.00	Director	$0	$0	$0
LINDA CONBOY	DIRECTOR	1.00	Director	$0	$0	$0
SANDY SPENCER	DIRECTOR	1.00	Director	$0	$0	$0
MARK E TOMASSONI	DIRECTOR	1.00	Director	$0	$0	$0
ANN CARLSON	BOOKSTORE MANAGER	N/A	Key Emp	$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	$109,883	$82,208	$352,328	$27,675
2023	$123,557	$89,780	$319,154	$33,777
2022	$94,781	$86,054	$289,397	$8,727
2021	$72,735	$43,748	$284,279	$28,987
2020	$54,857	$45,053	$250,683	$9,804
2019	$71,111	$65,348	$241,360	$5,763
2018	$77,129	$70,758	$235,444	$6,371

FRIENDS OF PATUXENT RESEARCH REFUGE INC