Civic Intelligence

The Santa Barbara Bird Sanctuary

EIN 77-0218710 • 501(c)3 • Summerland, CA

Profile

To rescue, house and rehabilitate unwanted birds and provide education to parrot owners.

PO Box 454Summerland, CA 93067

www.sbbird.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

30th percentile

-11%

Higher net margin than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$47,404

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 12.8% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

42nd percentile

-7.6%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

-22%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$473,514

Down $39,131 (-7.6%) from 2023

Liabilities

Down

$0

Down $114 (-100%) from 2023

Net Assets

Down

$473,514

Down $39,017 (-7.6%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin30th percentile

Revenue

Down

$371,206

Down $106,801 (-22%) from 2023

Expenses

Up

$410,223

Up $37,995 (+10%) from 2023

Net Income

Down

-$39,017

Down $144,796 (-137%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0-$200KAssets 2010: $337,463Liabilities 2010: $0Net Assets 2010: $337,4632010Assets 2011: $334,219Liabilities 2011: $0Net Assets 2011: $334,2192011Assets 2012: $362,448Liabilities 2012: $0Net Assets 2012: $362,4482012Assets 2013: $419,542Liabilities 2013: $0Net Assets 2013: $419,5422013Assets 2014: $395,723Liabilities 2014: $0Net Assets 2014: $395,7232014Assets 2015: $334,806Liabilities 2015: $0Net Assets 2015: $334,8062015Assets 2016: $259,817Liabilities 2016: $0Net Assets 2016: $259,8172016Assets 2017: $254,429Liabilities 2017: -$1,500Net Assets 2017: $255,9292017Assets 2018: $317,087Liabilities 2018: $0Net Assets 2018: $317,0872018Assets 2019: $289,912Liabilities 2019: $0Net Assets 2019: $289,9122019Assets 2020: $237,682Liabilities 2020: $0Net Assets 2020: $237,6822020Assets 2021: $246,888Liabilities 2021: $0Net Assets 2021: $246,8882021Assets 2022: $406,866Liabilities 2022: $52,928Net Assets 2022: $353,9382022Assets 2023: $512,645Liabilities 2023: $114Net Assets 2023: $512,5312023Assets 2024: $473,514Liabilities 2024: $0Net Assets 2024: $473,5142024

Highlighted filing

2024

Assets$473,514
Liabilities$0
Net Assets$473,514
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $169,1832010Expenses 2011: $177,7942011Expenses 2012: $168,3072012Revenue 2013: $267,220Expenses 2013: $210,126Net Income 2013: $57,0942013Revenue 2014: $185,299Expenses 2014: $209,118Net Income 2014: -$23,8192014Revenue 2015: $165,613Expenses 2015: $232,938Net Income 2015: -$67,3252015Revenue 2016: $168,490Expenses 2016: $247,933Net Income 2016: -$79,4432016Revenue 2017: $228,158Expenses 2017: $232,045Net Income 2017: -$3,8872017Revenue 2018: $351,904Expenses 2018: $286,817Net Income 2018: $65,0872018Revenue 2019: $223,193Expenses 2019: $250,475Net Income 2019: -$27,2822019Revenue 2020: $209,358Expenses 2020: $261,594Net Income 2020: -$52,2362020Revenue 2021: $285,551Expenses 2021: $276,345Net Income 2021: $9,2062021Revenue 2022: $382,652Expenses 2022: $222,674Net Income 2022: $159,9782022Revenue 2023: $478,007Expenses 2023: $372,228Net Income 2023: $105,7792023Revenue 2024: $371,206Expenses 2024: $410,223Net Income 2024: -$39,0172024

Highlighted filing

2024

Revenue$371,206
Expenses$410,223
Net Income-$39,017
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$473,514
Liabilities
$0
Net assets
$473,514
Revenue
$371,206
Expenses
$410,223
Net income
-$39,017
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.74$0.00$4.74$3.71$4.10$0.39
2023Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$4.78$3.72$1.06
2022Detailed filing. Detailed filing data is available for this year.$4.07$0.53$3.54$3.83$2.23$1.60
2021Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$2.86$2.76$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$2.09$2.62$0.52
2019Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$2.23$2.50$0.27
2018Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$3.52$2.87$0.65
2017Detailed filing. Detailed filing data is available for this year.$2.54$0.02$2.56$2.28$2.32$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$1.68$2.48$0.79
2015Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$1.66$2.33$0.67
2014Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$1.85$2.09$0.24
2013Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$2.67$2.10$0.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.62$0.00$3.62$1.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.34$0.00$3.34$1.78
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.37$0.00$3.37$1.69
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$371,206
Mission and Program Overview

Mission

To rescue, house and rehabilitate unwanted birds and provide education to parrot owners.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$459,594$421,636▼ $37,958
Land, Buildings, and Equipment, Net$51,878$51,878→ $0
Prepaid Expenses and Deferred Charges$1,173$0▼ $1,173
Total Assets$512,645$473,514▼ $39,131
Liabilities
Accounts Payable and Accrued Expenses$114$0▼ $114
Total Liabilities$114$0▼ $114
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$512,531$473,514▼ $39,017
Total Net Assets Fund Balance$512,531$473,514▼ $39,017
Total Liabilities and Net Assets / Fund Balance$512,645$473,514▼ $39,131

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$51,878$0$51,878
Land$0--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
JAMIE McLEODOper.mgr./exec.dir./pres.FT$47,404$47,404

Board Members and Trustees

NameTitle
Wilson ShermanVice President
Benjamin LabargeDirector
David De JuteDirector
JAMIE McLEOD-
Jennifer BromalSecretary
JODI McLEODTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
MenagerieBird Care Expenses2430 LILLIE AVE, Summerland, CA 93067$193,011
Revenue and Support

Revenue Composition

Contributions and Grants
$322,982
Program Service Revenue
$40,613
Investment Income
$7,611
Other Revenue
$0
All Other Contributions
$322,982
Change in Net Assets
$-39,017
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$339,150
Salaries, Compensation, and Employee Benefits$71,073
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$37,923$9,481$0$47,404
Occupancy$27,560$6,890$0$34,450
All Other Expenses$31,518$1,160$0$32,678
Payroll Taxes$17,370$4,342$0$21,712
Conferences and Meetings$0$5,787$0$5,787
Office Expenses$3,248$813$0$4,061
Other Expenses$2,803$701$0$3,504
Travel$2,539$0$0$2,539
Insurance$1,583$396$0$1,979
Other Employee Benefits$1,566$391$0$1,957
Advertising$798$0$0$798
Total Functional Expenses$380,199$30,024$0$410,223
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
The Santa Barbara Bird Sanctuary
EIN
77-0218710
Phone
8055651807
Address
PO BOX 454, SUMMERLAND, CA 93067

Signing Officer

Name
JAMIE McLEOD
Title
President
Phone
8055651807
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
JAMIE McLEOD
Formed
2004
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
1
Volunteers
9

Preparer

Firm
Howard Hudson & Co CPA
Address
225 E CARRILLO ST STE 300, SANTA BARBARA, CA 93101
Preparer
Howard Hudson
Phone
8059634447
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“A copy of the 990 return is presented to the officers for review prior to filing the return.”

Pt VI, Line 12C

“A conflict of interest statement is presented to each officer and board member for review on an annual basis.”

Pt VI, Line 19

“In the entrance to the bird sanctuary, a placard is posted on the wall letting patrons know that our governing documents, our conflict of interest policy, and our annual financial statements can be viewed on our website @ www.sbbird.org”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0Jamie McLeod, Sanctuary founder, director, and facilities manager, first recognized a need for a sanctuary for displaced and unwanted parrots decades ago. At the time she was the owner of Menagerie, a retail resource for parrot owners. She was also a member of the Santa Barbara Bird Club. The need for a parrot sanctuary was driven home by the number of requests she was getting from people who could no longer handle their parrots or give them the proper attention and environment. About the same time the bird club closed down. The name and nonprofit status was offered to Jamie. With the name changed to Santa Barbara Bird Sanctuary and a Board of Directors established, she began accepting relinquished parrots in 2004. Since then, she has managed the physical site of the Sanctuary as well as coordinated and facilitated all care of our population of parrots, ranging from 40 to 60 parrots of all species and sizes. Jamie has decision-making and voting power in concert with the Board of Directors and the nonprofits bylaws.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE 990 RETURN IS PRESENTED TO THE OFFICERS FOR REVIEW PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A CONFLICT OF INTEREST STATEMENT IS PRESENTED TO EACH OFFICER AND BOARD MEMBER FOR REVIEW ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN THE ENTRANCE TO THE BIRD SANCTUARY, A PLACARD IS POSTED ON THE WALL LETTING PATRONS KNOW THAT OUR GOVERNING DOCUMENTS, OUR CONFLICT OF INTEREST POLICY, AND OUR ANNUAL FINANCIAL STATEMENTS CAN BE VIEWED ON OUR WEBSITE @ WWW.SBBIRD.ORG
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