Civic Intelligence

Ventana Wildlife Society

EIN 94-2795935 • 501(c)3 • Monterey, CA

Profile

The conservation of native wildlife,including recovery projects for the bald eagle and california condor,providing educational programs and outdoor experiences, and ownership and management of two wildlife sanctuaries

9699 Blue Larkspur Lane 105Monterey, CA 93940

www.ventanaws.org

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.14x

Higher debt load relative to assets than 52% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

65th percentile

0.30x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

28th percentile

-3.8%

Higher net margin than 28% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

62nd percentile

$161,779

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

42nd percentile

1.7%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

32nd percentile

-2.0%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$5,692,462

Up $96,851 (+1.7%) from 2024

Liabilities

Up

$794,200

Up $111,199 (+16%) from 2024

Net Assets

Down

$4,898,262

Down $14,348 (-0.3%) from 2024

Revenue

Down

$2,656,010

Down $55,527 (-2.0%) from 2024

Expenses

Up

$2,756,108

Up $279,193 (+11%) from 2024

Net Income

Down

-$100,098

Down $334,720 (-143%) from 2024

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,292,576Liabilities 2011: $40,832Net Assets 2011: $1,251,7442011Assets 2012: $1,811,693Liabilities 2012: $29,978Net Assets 2012: $1,781,7152012Assets 2013: $1,694,416Liabilities 2013: $41,438Net Assets 2013: $1,652,9782013Assets 2014: $1,856,854Liabilities 2014: $32,952Net Assets 2014: $1,823,9022014Assets 2015: $2,043,366Liabilities 2015: $34,808Net Assets 2015: $2,008,5582015Assets 2016: $1,970,603Liabilities 2016: $31,337Net Assets 2016: $1,939,2662016Assets 2017: $3,228,671Liabilities 2017: $57,751Net Assets 2017: $3,170,9202017Assets 2018: $4,047,431Liabilities 2018: $840,446Net Assets 2018: $3,206,9852018Assets 2019: $4,040,575Liabilities 2019: $808,787Net Assets 2019: $3,231,7882019Assets 2020: $3,707,459Liabilities 2020: $751,210Net Assets 2020: $2,956,2492020Assets 2021: $5,231,542Liabilities 2021: $746,146Net Assets 2021: $4,485,3962021Assets 2022: $5,379,258Liabilities 2022: $739,395Net Assets 2022: $4,639,8632022Assets 2023: $5,221,679Liabilities 2023: $707,415Net Assets 2023: $4,514,2642023Assets 2024: $5,595,611Liabilities 2024: $683,001Net Assets 2024: $4,912,6102024Assets 2025: $5,692,462Liabilities 2025: $794,200Net Assets 2025: $4,898,2622025

Highlighted filing

2025

Assets$5,692,462
Liabilities$794,200
Net Assets$4,898,262

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $788,0252011Expenses 2012: $799,7842012Revenue 2013: $757,221Expenses 2013: $885,958Net Income 2013: -$128,7372013Revenue 2014: $1,019,404Expenses 2014: $848,480Net Income 2014: $170,9242014Revenue 2015: $1,064,921Expenses 2015: $880,265Net Income 2015: $184,6562015Revenue 2016: $1,035,475Expenses 2016: $1,104,767Net Income 2016: -$69,2922016Revenue 2017: $2,443,518Expenses 2017: $1,211,864Net Income 2017: $1,231,6542017Revenue 2018: $1,201,440Expenses 2018: $1,290,221Net Income 2018: -$88,7812018Revenue 2019: $1,240,883Expenses 2019: $1,232,242Net Income 2019: $8,6412019Revenue 2020: $1,042,076Expenses 2020: $1,243,790Net Income 2020: -$201,7142020Revenue 2021: $2,518,636Expenses 2021: $1,317,927Net Income 2021: $1,200,7092021Revenue 2022: $1,699,509Expenses 2022: $1,718,305Net Income 2022: -$18,7962022Revenue 2023: $2,138,185Expenses 2023: $2,048,090Net Income 2023: $90,0952023Revenue 2024: $2,711,537Expenses 2024: $2,476,915Net Income 2024: $234,6222024Revenue 2025: $2,656,010Expenses 2025: $2,756,108Net Income 2025: -$100,0982025

Highlighted filing

2025

Revenue$2,656,010
Expenses$2,756,108
Net Income-$100,098

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.69$0.79$4.90$2.66$2.76$0.10
2024Detailed filing. Detailed filing data is available for this year.$5.60$0.68$4.91$2.71$2.48$0.23
2023Detailed filing. Detailed filing data is available for this year.$5.22$0.71$4.51$2.14$2.05$0.09
2022Detailed filing. Detailed filing data is available for this year.$5.38$0.74$4.64$1.70$1.72$0.02
2021Detailed filing. Detailed filing data is available for this year.$5.23$0.75$4.49$2.52$1.32$1.20
2020Detailed filing. Detailed filing data is available for this year.$3.71$0.75$2.96$1.04$1.24$0.20
2019Detailed filing. Detailed filing data is available for this year.$4.04$0.81$3.23$1.24$1.23$0.01
2018Detailed filing. Detailed filing data is available for this year.$4.05$0.84$3.21$1.20$1.29$0.09
2017Detailed filing. Detailed filing data is available for this year.$3.23$0.06$3.17$2.44$1.21$1.23
2016Detailed filing. Detailed filing data is available for this year.$1.97$0.03$1.94$1.04$1.10$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.04$0.03$2.01$1.06$0.88$0.18
2014Detailed filing. Detailed filing data is available for this year.$1.86$0.03$1.82$1.02$0.85$0.17
2013Summary only. Only limited summary data is available for this year.$1.69$0.04$1.65$0.76$0.89$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.03$1.78$0.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.04$1.25$0.79
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Dec 23, 2025
Return Version
2024v5.2
Gross Receipts
$2,676,567
Mission and Program Overview

Mission

The conservation of native wildlife,including recovery projects for the bald eagle and california condor,providing educational programs and outdoor experiences, and ownership and management of two wildlife sanctuaries

The conservation of native wildlife, providing educational programs and outdoor experiences, and ownership and management of two wildlife sanctuaries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,265,079$3,410,596▲ $145,517
Investments in Publicly Traded Securities$664,157$707,289▲ $43,132
Accounts Receivable$258,673$324,874▲ $66,201
Cash and Non-Interest-Bearing Accounts$423,116$320,363▼ $102,753
Pledges and Grants Receivable$40,000$20,000▼ $20,000
Prepaid Expenses and Deferred Charges$11,240$0▼ $11,240
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$5,595,611$5,692,462▲ $96,851
Other Assets Total$933,346$909,340▼ $24,006
Liabilities
Mortgage Notes Payable Secured by Investment Property$568,423$527,335▼ $41,088
Deferred Revenue-$134,119-
Accounts Payable and Accrued Expenses$114,578$132,746▲ $18,168
Total Liabilities$683,001$794,200▲ $111,199
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,545,837$2,659,128▲ $113,291
Net Assets With Donor Restrictions$2,366,773$2,239,134▼ $127,639
Total Net Assets Fund Balance$4,912,610$4,898,262▼ $14,348
Total Liabilities and Net Assets / Fund Balance$5,595,611$5,692,462▲ $96,851

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,746,925-$1,746,925
Buildings$671,661$259,092$930,753
Leasehold Improvements$702,105$6,916$709,021
Equipment$289,905$266,130$556,035
Other Assets Org$908,340--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly SorensonExecutive DirectorFT$157,579$4,200$161,779

Board Members and Trustees

NameTitle
Bill EckertChairman
Abel ValdezVice President
Amedee BrickleyDirector
Anna Ibarra-CastroDirector
Dr Robert K BurtonDirector
Frank HespeDirector
J Alan FaganDirector
Mark OsterkampDirector
Mason MalloryDirector
Amanda FreedmanSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,559,323
Program Service Revenue
$34,827
Investment Income
$53,207
Other Revenue
$8,653
All Other Contributions
$1,331,597
Change in Net Assets
$-100,098

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,656,010
Revenue Not Reported on Form 990
$258,815
Total Revenue per Audited Statements
$2,914,825
Total Revenue per Form 990
$2,656,010
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,658,065
Other Expenses$1,098,043
Total Fundraising Expense$139,831
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$876,954$194,608$67,082$1,138,644
Fees for Services Other$271,687-$21,575$293,262
Other Employee Benefits$163,179$36,212$12,482$211,873
Current Officers, Directors, Trustees, and Key Employees$124,159$27,553$9,497$161,209
Travel$114,927--$114,927
Payroll Taxes$77,722$17,247$5,945$100,914
Depreciation Depletion$85,738$4,745$2,372$92,855
Insurance$55,346$13,836-$69,182
All Other Expenses$52,588$4,274$8,927$65,789
Fees for Services Accounting-$49,407-$49,407
Pension Plan Contributions$34,985$7,764$2,676$45,425
Other Expenses$43,985$2,527$2,527$43,985
Occupancy$32,522$7,064$2,826$42,412
Interest$12,514$13,836-$26,350
Conferences and Meetings$13,301--$13,301
Advertising$4,907--$4,907
Total Functional Expenses$2,233,282$382,995$139,831$2,756,108

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,929,173
Expenses per Audited Statements$2,756,108
Total Expenses per Form 990$2,756,108
Expenses Not Reported on Form 990$173,065
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

All board of directors are given a copy of the 990 for review prior to filing.

Form 990, Part VI, Section B, Line 12C

Annually, forms are filled out by each board member and key executive. Board members are required to notify the board if their situation changes.

Form 990, Part VI, Section B, Line 15A

The Executive Committee reviews executive director salary at budget development time and the full board reviews and approves changes to compensation.

Form 990, Part VI, Section B, Line 15B

Bi-Annual reviews are conducted with senior staff after the first 12-month review and initial mid-year check.

Form 990, Part VI, Section C, Line 19

Financial Statements and 990 are available on website while others are available upon request

Filing and Contact Details

Filer

Filer Name
Ventana Wildlife Society
EIN
94-2795935
Phone
8314559514
Address
9699 BLUE LARKSPUR LANE 105, MONTEREY, CA 93940

Signing Officer

Name
Kelly Sorenson
Title
Executive Director
Signed
2025-12-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Sorenson
Formed
1982
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
33
Volunteers
20

Preparer

Firm
McGilloway Ray Brown & Kaufman
Address
2511 Garden Road Suite A-180, Monterey, CA 93940
Preparer
Patricia M Kaufman CPA
Phone
8313733337
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Change in value in split interest trust = $79699

Form 990, Part XI, Line 9

Rounding = $2

Financial Statement Notes

Part X : FIN48 Footnote

Accounting principles generally accepted in the United States of America provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by the Society in its federal and state tax returns are more-likely-than-not to be sustained upon examination.

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

MERCHANDISE INCLUDED IN REVENUE $11651 Change in value in split interest trust $79699 Rounding $2

Part XII, Line 2D: Other expenses and losses per audited F/S

Merchandise included in revenue $11651

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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
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IRS990/MissionDesc0THE CONSERVATION OF NATIVE WILDLIFE,INCLUDING RECOVERY PROJECTS FOR THE BALD EAGLE AND CALIFORNIA CONDOR,PROVIDING EDUCATIONAL PROGRAMS AND OUTDOOR EXPERIENCES, AND OWNERSHIP AND MANAGEMENT OF TWO WILDLIFE SANCTUARIES
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IRS990/ProgSrvcAccomActy2Grp/Desc0SPECIES RECOVERY: FOCUSING ON NATIVE SPECIES OF WILDLIFE, THE SOCIETY REINTRODUCES, MANAGES, AND MONITORS WILD POPULATIONS OF ANIMALS. THE SOCIETY RESTORED A POPULATION OF BALD EAGLES IN CENTRAL CALIFORNIA, ALONG WITH PARTNERS, AND CONTINUES TO RELEASE EAGLES AND OTHER BIRDS OF PREY AS NEEDED. THE SOCIETY IS ACTIVELY REINTRODUCING CALIFORNIA CONDORS TO CENTRAL CALIFORNIA. WORKING CLOSELY WITH LANDOWNERS AND GOVERNMENT, THE SOCIETY HAS BEEN EFFECTIVE AT ENCOURAGING A SWITCH FROM LEAD TO NONLEAD AMMUNITION IN KEY CONDOR AREAS SINCE THE INGESTION OF SPENT LEAD AMMUNITION REMAINS THE GREATEST THREAT TO THEIR RECOVERY. THE SOCIETY IS ALSO PARTICIPATING IN A COLLABORATION TO RESTORE CONDORS TO THE PACIFIC NORTHWEST AND BUILDING A PROGRAM-WIDE, INTER-AGENCY, ONLINE DATABASE TO FACILITATE SHARING AND RESEARCH.
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IRS990/ProgSrvcAccomActy3Grp/Desc0ECOLOGICAL SERVICES: Through research and monitoring projects, the Society determines the status, health, and distribution of wildlife species, with an emphasis on birds. Clients include government and private enterprise and often involve consultation by Society experts to assess risk to birds from wind power and overhead powerlines, large-scale land use changes, and other projects to help safeguard wildlife in the future.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0REBUILDING THE CONDOR SANCTUARY IN BIG SUR, CA: The Dolan Wildfire of August 2020 destroyed all facilities at this remote property where California Condor Recovery work has taken place since 1997 when the first release of captive-bred condors in central California. The rebuilding effort is underway to build bigger and better facilities including a new Condor Release Facility and a Bunkhouse / Research Facility for use by biologists.
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