MONTEREY AUDUBON SOCIETY

EIN: 942397544 501(c)(3) Environment

CARMEL, CA

Total Revenue
$180,523
Total Expenses
$118,068
Total Assets
$403,078
Net Assets
$403,078
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Financial Trends

Organization Details

Formation Year
1942
Legal Domicile
CA
Principal Officer
ROBERT HORN
Phone
8315408686
Tax Period
2023-07-01 to 2024-06-30

MONTEREY AUDUBON SOCIETY, founded in 1942, is a small nonprofit in the Environment sector that reported $181K in total revenue in fiscal year 2023. The organization ran a surplus of $62K, a strong 35% operating margin.

Mission

THE MONTEREY AUDUBON SOCIETY IS A VOLUNTEER ORGANIZATION DEDICATED TO CONSERVING AND CELEBRATING THE BIRDS AND WILDLIFE OF THE GREATER MONTEREY BAY REGION. OUR CHAPTER INCLUDES 1,200 MEMBERS THROUGHOUT MONTEREY AND PARTS OF SANTA CRUZ AND SAN BENITO COUNTIES. WE ENGAGE IN AN ARRAY OF EDUCATIONAL, COMMUNITY SCIENCE, AND ADVOCACY INITIATIVES GEARED TOWARD PROTECTING THE REGION'S BIRDS AND ITS BIOLOGICAL DIVERSITY.

Program Service Accomplishments

Program 1
Expenses: $46,578 Revenue: $0

ANCILLARY PROGRAM SUPPORT IN EDUCATION, OUTREACH, BIRD CONSERVATION/PRESERVATION. PROMOTE NATURE LITERACY BY HOSTING MULTIPLE FREE MONTHLY FIELD TRIPS FOCUSING ON BEGINNERS, YOUTH, AND PARTICIPANTS...

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ANCILLARY PROGRAM SUPPORT IN EDUCATION, OUTREACH, BIRD CONSERVATION/PRESERVATION. PROMOTE NATURE LITERACY BY HOSTING MULTIPLE FREE MONTHLY FIELD TRIPS FOCUSING ON BEGINNERS, YOUTH, AND PARTICIPANTS WITH DISABILITIES, CONDUCTING PRESENTATIONS AT SCHOOLS AND SENIOR CENTERS, AND ENGAGING IN PUBLIC OUTREACH AT FARMER'S MARKETS AND NATURE-THEMED COMMUNITY EVENTS, LIKE EARTH DAY AND WILDLIFE DAY, INVITING PEOPLE OF ALL BACKGROUNDS TO CONNECT WITH THE BIRDS AROUND THEM.ADVOCATE FOR POLICIES THAT BALANCE ACCESS TO NATURE ALONG WITH THE PROTECTION OF SENSITIVE SITES AND SPECIES, LEADING TO FRUITFUL PARTNERSHIPS WITH LOCAL GOVERNMENT AGENCIES, CITIES, AND NONPROFITS. THE FOLLOWING ARE SOME EXAMPLES OF THIS OUTREACH: BIRD BANDING HANDLING AND DEMOS USING AVIAN BIOMETRICS, PUBLIC DISSEMINATION OF SEABIRD MONITORING PROGRAM INFORMATION USING EBIRD SOFTWARE APPS AND OTHER METHODS, AVIAN CENSUS WORK THROUGHOUT MONTEREY COUNTY AND LOGISTICAL SUPPORT FOR OUR YOUNG BIRDERS BIRDING PROGRAM, SNOWY PLOVER GUARDIAN VOLUNTEER PROGRAM AND OTHER RELATED EFFORTS.THERE ARE TWO GRANTS, THE LARGER GRANT WILL ENCOMPASS HIRING A GRAPHIC DESIGNER TO CREATE A DESCRIPTIVE MAP OF LOCATIONS AND BIRD SPECIES IN MONTEREY COUNTY AND IT WILL BE TRANSLATED INTO SPANISH. THE SMALLER GRANT IS ASSOCIATED WITH OUR GRASSLAND "IMPORTANT BIRD AREAS" (IBA) PROJECTS TO MAKE BROCHURES OF THESE SOUTH MONTEREY COUNTY IMPORTANT ECOLOGICAL ZONES AND INSTITUTE AN OUTREACH PROGRAM TO THE HISPANIC/MINORITY COMMUNITIES OF THE AREA.

Program 2
Expenses: $15,000 Revenue: $0

BLACK OYSTERCATCHER NESTING AND CENSUS MONITORING PROGRAM, FUNDING TWO BIOLOGISTS TO TABULATE NESTING AND REPRODUCTIVE SUCCESS AND VIABILITY RATES ALONG THE MONTEREY BAY AREA SHORELINE. NUMEROUS...

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BLACK OYSTERCATCHER NESTING AND CENSUS MONITORING PROGRAM, FUNDING TWO BIOLOGISTS TO TABULATE NESTING AND REPRODUCTIVE SUCCESS AND VIABILITY RATES ALONG THE MONTEREY BAY AREA SHORELINE. NUMEROUS VOLUNTEER EFFORTS AS WELL AS PAID PROFESSIONALS. GENERAL PUBLIC AS WELL AS BIRD LOVERS BENEFIT FROM THE PROJECT.

Program 3
Expenses: $11,976 Revenue: $0

WHALETAIL INTERN TRAINING FOR BLACK OYSTERCATCHER BIOMETRICS - RECRUITED AND PAID INTERNS FROM CSU MONTEREY BAY'S UNDERGRADUATE RESEARCH OPPORTUNITY CENTER TO ASSIST WITH MONITORING OF NESTING BLACK...

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WHALETAIL INTERN TRAINING FOR BLACK OYSTERCATCHER BIOMETRICS - RECRUITED AND PAID INTERNS FROM CSU MONTEREY BAY'S UNDERGRADUATE RESEARCH OPPORTUNITY CENTER TO ASSIST WITH MONITORING OF NESTING BLACK OYSTERCATCHERS IN THE MONTEREY BAY REGION DURING THE SUMMER OF 2023, ALLOWING THEM TO FORGE A MEANINGFUL CONNECTION TO THE COAST AND DEVELOP SKILLS THAT WILL HELP THEM EXCEL IN THEIR CHOSEN FIELD OF STUDY.THE INTERNS WERE SUPPORTED IN CREATING A SCHOLASTIC PROJECT, IN EITHER FORMAL ECOLOGICAL RESEARCH OR POLICY GUIDANCE, WITH THE HELP OF MONTEREY AUDUBON STAFF WHO SERVED AS THE MAIN MENTOR FOR THE DURATION OF THE INTERNSHIP. THE INTERNS CREATED A RESEARCH PROJECT FOR A FORMAL SYMPOSIUM PRESENTATION.THE MONTEREY AUDUBON STAFF MENTOR PROVIDED FORMAL INTRODUCTORY SESSIONS RELATED TO COASTAL ECOLOGY, PUBLIC OUTREACH, AND SHOREBIRD BIOLOGY. A KEY PART OF THIS PROJECT WAS TO FINANCIALLY SUPPORT THE INTERNS BY PAYING THEM TO CONDUCT SCIENTIFIC RESEARCH.

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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 (2023)

Revenue Breakdown

Contributions & Grants $138,498
Program Service Revenue $0
Investment Income $42,025
Other Revenue $0
TOTAL REVENUE $180,523

Expense Breakdown

Grants Paid $6,000
Salaries & Benefits $54,506
Fundraising Expenses $15,620
Program Expenses $85,209
Other Expenses $57,562
TOTAL EXPENSES $118,068

Year-over-Year Comparison

2023 2022 Change
Revenue $180,523 N/A N/A
Expenses $118,068 N/A N/A
Net Income $62,455 $0 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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Governance

Voting Members
10
Independent Members
10
Employees
1
Volunteers
35

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
5
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BLAKE MATHESON PRESIDENT 10.00
Officer Director
$0 $0 $0
SHAWN WAGONER VICE PRESIDENT 5.00
Officer Director
$0 $0 $0
ROBERT HORN TREASURER 10.00
Officer Director
$0 $0 $0
JAN LOOMIS SECRETARY 10.00
Officer Director
$0 $0 $0
JAN SCOTT MEMBERSHIP CHAIR 4.00
Officer Director
$0 $0 $0
FRED HOCHSTAEDTER FIELD TRIP CHAIR 5.00
Director
$0 $0 $0
TAYLOR HONRATH DONATIONS/MARKETING/DEVELOPMENT 5.00
Director
$0 $0 $0
KAI RUSSELL CONSERVATION/SPECIAL PROJECTS 2.00
Director
$0 $0 $0
CAROL GREENSTREET MARKETING AND PUBLIC RELATIONS 3.00
Director
$0 $0 $0
PAMELA COLE HR, PROMOTIONS & ADVERTISING 15.00
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
2025 No data No data No data No data
2024 $180,523 $118,068 $403,078 $62,455
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