Virginia Society of Ornithology (EIN 541081406) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Principal Officer

Dixie Sommers

Phone

7039697931

Tax Period

2025-01-01 to 2025-12-31

Virginia Society of Ornithology, founded in 1993, is a small nonprofit in the Diseases & Disorders sector that reported $474K in total revenue in fiscal year 2021. The organization ran a surplus of $437K, a strong 92% operating margin.

Mission

to encourage the systematic study of birds in Virginia, to stimulate interest in birds, and to assist the conservation of wildlife and other natural resources

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $123,525

Program Service Revenue $1,300

Investment Income $12,160

Other Revenue $813

TOTAL REVENUE $137,798

Expense Breakdown

Grants Paid $31,300

Salaries & Benefits $0

Fundraising Expenses $2,409

Program Expenses $230,239

Other Expenses $209,386

TOTAL EXPENSES $240,686

Year-over-Year Comparison

	2025	2024	Change
Revenue	$137,798	$182,375	-0.2%
Expenses	$240,686	$206,604	+0.2%
Net Income	$-102,888	$-24,229	+3.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Diane Lepkowski	President	15.00	Officer Director	$0	$0	$0
Daniel Albrecht-Malinger	Vice President	1.00	Officer Director	$0	$0	$0
Dixie Sommers	Treasurer	20.00	Officer Director	$0	$0	$0
Phil Kenny	Secretary ending 6/30/25	2.00	Officer Director	$0	$0	$0
Rebecca Currin	Secretary starting 7/1/25	2.00	Officer Director	$0	$0	$0
Shirley Devan	Membership Secretary	15.00	Officer Director	$0	$0	$0
Ashley Peele	Director starting 7/1/25	1.00	Director	$0	$0	$0
Matthew Anthony	Director	5.00	Director	$0	$0	$0
Guy Babineau	Director	1.00	Director	$0	$0	$0
Todd Day	Director	1.00	Director	$0	$0	$0
Jason Bulluck	Director ending 6/30/25	1.00	Director	$0	$0	$0
Meredith Bell	Director	3.00	Director	$0	$0	$0
Nick Newberry	Director	1.00	Director	$0	$0	$0
Monica Hoel	Director	1.00	Director	$0	$0	$0
Lisa Perry	Director	2.00		$0	$0	$0
Kathy Richardson	Director starting 7/1/25	1.00		$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	$137,798	$240,686	$684,254	$-102,888
2024	No data	No data	No data	No data
2023	$175,214	$61,546	$811,271	$113,668
2022	$131,898	$45,282	$697,603	$86,616
2021	$474,390	$36,985	$610,989	$437,405

Virginia Society of Ornithology