WORLD PARROT TRUST USA INC (EIN 621561595) - 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

1994

Legal Domicile

Principal Officer

JAMES GILARDI

Phone

8646102129

Tax Period

2023-04-01 to 2024-03-31

WORLD PARROT TRUST USA INC, founded in 1994, is a small nonprofit in the Animal-Related sector that reported $900K in total revenue in fiscal year 2023. Revenue fell 67% from the prior year — a significant decline worth monitoring. Expenses of $1.2M exceeded revenue, resulting in a 36% operating deficit.

Mission

HELPING PARROTS SURVIVE IN THE WILD AND THRIVE IN OUR HOMES."

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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 $870,656

Program Service Revenue $12,730

Investment Income $8,970

Other Revenue $7,522

TOTAL REVENUE $899,878

Expense Breakdown

Grants Paid $288,699

Salaries & Benefits $218,729

Fundraising Expenses $114,575

Program Expenses $995,339

Other Expenses $705,711

TOTAL EXPENSES $1,222,334

Year-over-Year Comparison

	2023	2022	Change
Revenue	$899,878	$2,748,406	-0.7%
Expenses	$1,222,334	$1,309,607	-0.1%
Net Income	$-322,456	$1,438,799	-1.2%

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

$147,762

Total Directors

$16,199

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALISON HALES	CHAIRPERSON	0.50	Officer Director	$0	$0	$0
NICK REYNOLDS	DIRECTOR	0.50	Director	$0	$0	$0
DAVID WOOLCOCK	DIRECTOR	0.50	Director	$0	$0	$0
RUUD VONK	DIRECTOR	0.50	Director	$0	$0	$0
STEVE MARTIN	DIRECTOR	0.50	Director	$0	$0	$0
JOSEPH DAVENPORT	DIRECTOR	0.50	Director	$0	$0	$0
CRISTIANA SENNI	DIRECTOR	0.50	Director	$0	$0	$16,199
JAMES GILARDI	EXECUTIVE DIRECTOR	36.00	Officer	$102,462	$0	$102,462
LAUREN SCHMALTZ	USA ADMINISTRATOR/SECRETARY/TREASURER	40.00	Officer	$45,300	$0	$45,300

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	No data	No data	No data	No data
2024	$899,878	$1,222,334	$2,185,093	$-322,456
2023	$2,748,406	$1,309,607	$2,485,160	$1,438,799
2022	$1,081,625	$1,028,966	$1,042,236	$52,659
2021	$1,089,785	$868,106	$983,008	$221,679
2020	$952,007	$1,007,548	$756,578	$-55,541
2019	$649,164	$851,548	$812,214	$-202,384

WORLD PARROT TRUST USA INC