Morro Bay Bird Festival

EIN: 882054972 501(c)(3) Human Services

Morro Bay, CA

Total Revenue
$252,253
Total Expenses
$231,671
Total Assets
$170,529
Net Assets
$170,391
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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
2023
Legal Domicile
CA
Tax Period
2024-05-01 to 2025-04-30

Morro Bay Bird Festival, founded in 2023, is a small nonprofit in the Human Services sector that reported $252K in total revenue in fiscal year 2024. Expenses of $232K left a modest 8% surplus.

Mission

Promote Awareness of the environmental and conservation issues surrounding Morro Bays natural resources

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $248,508
Program Service Revenue $0
Investment Income $3,745
Other Revenue $0
TOTAL REVENUE $252,253

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $231,671
Other Expenses $231,671
TOTAL EXPENSES $231,671

Year-over-Year Comparison

2024 2023 Change
Revenue $252,253 N/A N/A
Expenses $231,671 N/A N/A
Net Income $20,582 N/A N/A
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

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
50

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
2
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Morgan Nolan CFO 10.00
Officer
$0 $0 $0
Bob Revel Secretary 0.00
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
2025 $252,253 $231,671 $170,529 $20,582
2024 $202,725 $177,137 $135,065 $25,588
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