CALIFORNIA AUDUBON SOCIETY SAN FERNANDO VALLEY AUDUBON SOCIETY (EIN 951856339) - 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

1906

Legal Domicile

Principal Officer

PATRICIA BATES

Phone

7472373720

Tax Period

2023-01-01 to 2023-12-31

CALIFORNIA AUDUBON SOCIETY SAN FERNANDO VALLEY AUDUBON SOCIETY, founded in 1906, is a small nonprofit in the Environment sector that reported $233K in total revenue in fiscal year 2023. Revenue surged 478% from the prior year, signaling strong growth momentum. The organization ran a surplus of $143K, a strong 61% operating margin.

Mission

PROMOTION OF CONSERVATION OF NATURAL RESOURCES, PRESERVATION AND ENHANCEMENT OF NATURAL HABITAT.

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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 $201,915

Program Service Revenue $0

Investment Income $30,653

Other Revenue $0

TOTAL REVENUE $232,568

Expense Breakdown

Grants Paid $44,323

Salaries & Benefits $0

Fundraising Expenses $4,539

Program Expenses $78,085

Other Expenses $45,529

TOTAL EXPENSES $89,852

Year-over-Year Comparison

	2023	2022	Change
Revenue	$232,568	$40,237	+4.8%
Expenses	$89,852	$92,418	0.0%
Net Income	$142,716	$-52,181	-3.7%

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
KATHERYN BARTON	President	20.00	Officer Director	$0	$0	$0
PATRICIA BATES	Treasurer	15.00	Officer Director	$0	$0	$0
NATALIE BECKMAN-SMITH	Director	5.00	Director	$0	$0	$0
LUISA BERGERON	Director	5.00	Director	$0	$0	$0
TERRI CARNESCIALI	CORR. Secretary	15.00	Officer Director	$0	$0	$0
MARIANNE DAVIS	Director	5.00	Director	$0	$0	$0
RICHARD DAVIS	Director	5.00	Director	$0	$0	$0
ALEXANDER DEBARROS	Director	5.00	Director	$0	$0	$0
BARBARA HEIDEMANN	REC. Secretary	15.00	Officer Director	$0	$0	$0
JOLENE WALLACE	Director	5.00	Director	$0	$0	$0
MURIEL KOTIN	Director	5.00	Director	$0	$0	$0
REBECCA LEVINE	1ST VP	15.00	Officer Director	$0	$0	$0
REBECCA MARSCHALL	Director	5.00	Director	$0	$0	$0
JOANNE MILLIUS	Director	5.00	Director	$0	$0	$0
CAROLYN OPPENHEIMER	Director	5.00	Director	$0	$0	$0
PAULA ORLOVICH	2ND VP	15.00	Officer Director	$0	$0	$0
PAT TURNER	Director	5.00	Director	$0	$0	$0
CHARLIE WILKEN	Director	5.00	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	$232,568	$89,852	$967,692	$142,716
2022	$40,237	$92,418	$761,846	$-52,181
2021	$68,436	$110,775	$884,980	$-42,339
2020	$79,301	$69,738	$878,594	$9,563
2020	$79,301	$69,738	$878,594	$9,563
2019	$48,556	$100,807	$839,923	$-52,251
2018	$45,828	$314,459	$854,577	$-268,631

CALIFORNIA AUDUBON SOCIETY SAN FERNANDO VALLEY AUDUBON SOCIETY