Civic Intelligence

California Audubon Society

EIN 95-1856339 • 501(c)3 • Van Nuys, CA

Profile

Promotion of conservation of natural resources, preservation and enhancement of natural habitat.

PO Box 7769Van Nuys, CA 91409

www.sfvaudubon.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

73rd percentile

20%

Higher net margin than 73% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

26th percentile

-6.0%

Faster asset growth than 26% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-24%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$909,611

Down $58,081 (-6.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$909,611

Down $58,081 (-6.0%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin73rd percentile

Revenue

Down

$177,888

Down $54,680 (-24%) from 2023

Expenses

Up

$142,575

Up $52,723 (+59%) from 2023

Net Income

Down

$35,313

Down $107,403 (-75%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $573,754Liabilities 2012: $0Net Assets 2012: $573,7542012Assets 2013: $582,379Liabilities 2013: $0Net Assets 2013: $582,3792013Assets 2014: $634,578Liabilities 2014: $0Net Assets 2014: $634,5782014Assets 2015: $626,710Liabilities 2015: $0Net Assets 2015: $626,7102015Assets 2016: $1,082,909Liabilities 2016: $73Net Assets 2016: $1,082,8362016Assets 2017: $1,137,263Liabilities 2017: $515Net Assets 2017: $1,136,7482017Assets 2018: $854,577Liabilities 2018: $0Net Assets 2018: $854,5772018Assets 2019: $839,923Liabilities 2019: $0Net Assets 2019: $839,9232019Assets 2020: $878,594Liabilities 2020: $0Net Assets 2020: $878,5942020Assets 2021: $884,980Liabilities 2021: $0Net Assets 2021: $884,9802021Assets 2022: $761,846Liabilities 2022: $0Net Assets 2022: $761,8462022Assets 2023: $967,692Liabilities 2023: $0Net Assets 2023: $967,6922023Assets 2024: $909,611Liabilities 2024: $0Net Assets 2024: $909,6112024

Highlighted filing

2024

Assets$909,611
Liabilities$0
Net Assets$909,611
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2012: $45,467Expenses 2012: $37,819Net Income 2012: $7,6482012Revenue 2013: $42,497Expenses 2013: $33,872Net Income 2013: $8,6252013Revenue 2014: $59,975Expenses 2014: $41,749Net Income 2014: $18,2262014Revenue 2015: $110,923Expenses 2015: $51,926Net Income 2015: $58,9972015Revenue 2016: $503,986Expenses 2016: $55,331Net Income 2016: $448,6552016Revenue 2017: $41,623Expenses 2017: $74,680Net Income 2017: -$33,0572017Revenue 2018: $45,828Expenses 2018: $314,459Net Income 2018: -$268,6312018Revenue 2019: $48,556Expenses 2019: $100,807Net Income 2019: -$52,2512019Revenue 2020: $79,301Expenses 2020: $69,738Net Income 2020: $9,5632020Revenue 2021: $68,436Expenses 2021: $110,775Net Income 2021: -$42,3392021Revenue 2022: $40,237Expenses 2022: $92,418Net Income 2022: -$52,1812022Revenue 2023: $232,568Expenses 2023: $89,852Net Income 2023: $142,7162023Revenue 2024: $177,888Expenses 2024: $142,575Net Income 2024: $35,3132024

Highlighted filing

2024

Revenue$177,888
Expenses$142,575
Net Income$35,313
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
$909,611
Liabilities
$0
Net assets
$909,611
Revenue
$177,888
Expenses
$142,575
Net income
$35,313
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.00$0.91$0.18$0.14$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.23$0.09$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.04$0.09$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.07$0.11$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.08$0.07$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.05$0.10$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.05$0.31$0.27
2017Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.04$0.07$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.50$0.06$0.45
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.11$0.05$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.06$0.04$0.02
2013Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$0.04$0.03$0.01
2012Summary only. Only limited summary data is available for this year.$0.57$0.00$0.57$0.05$0.04$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 21, 2025
Return Version
2024v5.2
Gross Receipts
$356,546
Mission and Program Overview

Mission

Promotion of conservation of natural resources, preservation and enhancement of the natural habitat within our territory. Increasing public awareness and appreciation of bird life and the natural environment, and creating a social environment that encourages individual knowledge, development and participation.

Promotion of conservation of natural resources, preservation and enhancement of natural habitat.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$863,145$880,476▲ $17,331
Savings and Temporary Cash Investments$80,589$0▼ $80,589
Cash and Non-Interest-Bearing Accounts$22,958$27,169▲ $4,211
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$967,692$909,611▼ $58,081
Other Assets Total$1,000$1,966▲ $966
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$941,133$885,471▼ $55,662
Net Assets With Donor Restrictions$26,559$24,140▼ $2,419
Total Net Assets Fund Balance$967,692$909,611▼ $58,081
Total Liabilities and Net Assets / Fund Balance$967,692$909,611▼ $58,081

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$6,663$6,663
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Katheryn BartonPresident
Alexander DebarrosDirector
Bill LeplerDirector
Carolyn OppenheimerDirector
Charlie WilkenDirector
Joanne MilliusDirector
Jolene HerzDirector
Marianne DavisDirector
Muriel KotinDirector
Natalie Beckman-smithDirector
Oscar RodriguezDirector
Pat TurnerDirector
Richard DavisDirector
Rebecca Levine1st VP
Terri CarnescialiCORR. Secretary
Barbara HeidemannREC. Secretary
Patricia BatesRec. secretary
Paula OrlovichTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$38,184
Program Service Revenue
$0
Investment Income
$139,704
Other Revenue
$0
All Other Contributions
$29,587
Change in Net Assets
$35,313
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$84,035
Other Expenses$58,540
Total Fundraising Expense$778
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$79,035--$79,035
Other Expenses$10,366--$10,366
Advertising$6,222$778$778$7,778
Office Expenses$1,801$4,198-$5,999
Grants to Domestic Individuals$5,000--$5,000
Insurance$1,158$2,347-$3,505
Fees for Services Accounting-$2,000-$2,000
Total Functional Expenses$132,474$9,323$778$142,575
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Resource Conserv Dist of SmTopanga, CAGovtTo Support the Sbeep Program$22,035
Cornell Lab of OrnithologyIthaca, NY501c3Conservation Activities$20,000
California Wildlife CenterCalabasas, CA501c3Conservation Activities$10,000
Santa Monica Mountains FundThousand Oaks, CA501c3Conservation Activities$10,000
Ojai Raptor CenterOak View, CA501c3Conservation Activities$7,000
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
Yes
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
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

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has board members.”

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

“Form 990 is reviewed and approved by the treasurer of the organization before filing.”

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

“The organization monitors and enforces compliance annually.”

Form 990, Part VI, Section C, Line 18

“Form 990 is available upon request on www.guidestar.org and the irs charity search website.”

Form 990, Part VI, Section C, Line 19

“Information available upon request.”

Filing and Contact Details

Filer

Filer Name
California Audubon Society
EIN
95-1856339
Phone
7472373720
Address
PO BOX 7769, VAN NUYS, CA 91409

Signing Officer

Name
Patricia Bates
Title
Rec. Secretary
Signed
2025-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Bates
Formed
1906
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
50

Preparer

Firm
Kevin Wong CPA
Address
301 E foothill blvd ste 202, arcadia, CA 91006
Preparer
Kevin Wong
Phone
6262474339
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