MONTEREY AUDUBON SOCIETY (EIN 942397544) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1942

Legal Domicile

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

DEDICATED TO CONSERVING AND CELEBRATING THE BIRDS AND WILDLIFE OF THE GREATER MONTEREY BAY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

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

MONTEREY AUDUBON SOCIETY