THE SANTA BARBARA BIRD SANCTUARY (EIN 770218710) - 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

2004

Legal Domicile

Principal Officer

JAMIE McLEOD

Phone

8055651807

Tax Period

2023-01-01 to 2023-12-31

THE SANTA BARBARA BIRD SANCTUARY, founded in 2004, is a small nonprofit in the Animal-Related sector that reported $478K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $106K, a strong 22% operating margin.

Mission

TO RESCUE, HOUSE AND REHABILITATE UNWANTED BIRDS AND PROVIDE EDUCATION TO PARROT OWNERS.

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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 $450,487

Program Service Revenue $27,196

Investment Income $324

Other Revenue $0

TOTAL REVENUE $478,007

Expense Breakdown

Grants Paid $0

Salaries & Benefits $39,112

Fundraising Expenses $0

Program Expenses $350,027

Other Expenses $333,116

TOTAL EXPENSES $372,228

Year-over-Year Comparison

	2023	2022	Change
Revenue	$478,007	$382,652	+0.2%
Expenses	$372,228	$222,674	+0.7%
Net Income	$105,779	$159,978	-0.3%

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

$36,000

Total Directors

$36,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMIE McLEOD	EXECUTIVE DIR & PRESIDENT	40.00	Officer Director	$0	$0	$0
WILSON SHERMAN	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JODI McLEOD	TREASURER	10.00	Officer Director	$36,000	$0	$36,000
DAVID DE JUTE	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER BROMAL	SECRETARY	1.00	Officer Director	$0	$0	$0
BENJAMIN LABARGE	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$478,007	$372,228	$512,645	$105,779
2022	$382,652	$222,674	$406,866	$159,978
2021	$285,551	$276,345	$246,888	$9,206
2020	$209,358	$261,594	$237,682	$-52,236
2019	$223,193	$250,475	$289,912	$-27,282
2018	$351,904	$286,817	$317,087	$65,087

THE SANTA BARBARA BIRD SANCTUARY