Morro Bay Bird Festival

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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

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

Program Service Accomplishments

Program 1

Expenses: $231,671 Revenue: $248,507

Was able to 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%)

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

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
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