Civic Intelligence

San Diego Bird Alliance

EIN 95-6100273 • 501(c)3 • San Diego, CA

Profile

Fostering the protection of birds and other wildlife through education and research. Advocating for a cleaner and healthier environment.

4010 Morena Boulevard APT 100San Diego, CA 92117-4547

www.sandiegobirdalliance.org

Siviq Scores

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

Liabilities / Assets

36th percentile

0.05x

Higher debt load relative to assets than 36% of similar nonprofits.

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

Liabilities / Revenue

52nd percentile

0.17x

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

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

Net Margin

48th percentile

3.5%

Higher net margin than 48% of similar nonprofits.

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

Top Officer Pay

64th percentile

$167,062

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

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

Asset Growth

63rd percentile

8.7%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

82nd percentile

44%

Faster revenue growth than 82% of similar nonprofits.

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

Assets

Up

$7,569,743

Up $290,361 (+4.0%) from 2023

Liabilities

Down

$193,840

Down $51,347 (-21%) from 2023

Net Assets

Up

$7,375,903

Up $341,708 (+4.9%) from 2023

Revenue

Up

$1,729,535

Up $176,432 (+11%) from 2023

Expenses

Up

$1,897,558

Up $498,822 (+36%) from 2023

Net Income

Down

-$168,023

Down $322,390 (-209%) from 2023

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,281,014Liabilities 2011: $73,900Net Assets 2011: $4,207,1142011Assets 2012: $4,182,152Liabilities 2012: $29,367Net Assets 2012: $4,152,7852012Assets 2013: $4,409,400Liabilities 2013: $30,400Net Assets 2013: $4,379,0002013Assets 2014: $4,981,594Liabilities 2014: $16,420Net Assets 2014: $4,965,1742014Assets 2015: $5,103,041Liabilities 2015: $10,624Net Assets 2015: $5,092,4172015Assets 2016: $4,974,706Liabilities 2016: $39,243Net Assets 2016: $4,935,4632016Assets 2017: $5,451,204Liabilities 2017: $96,985Net Assets 2017: $5,354,2192017Assets 2018: $5,827,570Liabilities 2018: $63,075Net Assets 2018: $5,764,4952018Assets 2019: $5,745,279Liabilities 2019: $29,278Net Assets 2019: $5,716,0012019Assets 2020: $6,215,983Liabilities 2020: $139,889Net Assets 2020: $6,076,0942020Assets 2021: $7,055,260Liabilities 2021: $154,210Net Assets 2021: $6,901,0502021Assets 2022: $7,076,592Liabilities 2022: $98,928Net Assets 2022: $6,977,6642022Assets 2023: $7,279,382Liabilities 2023: $245,187Net Assets 2023: $7,034,1952023Assets 2024: $7,569,743Liabilities 2024: $193,840Net Assets 2024: $7,375,9032024

Highlighted filing

2024

Assets$7,569,743
Liabilities$193,840
Net Assets$7,375,903

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,212,837Expenses 2011: $694,588Net Income 2011: $1,518,2492011Expenses 2012: $542,2542012Revenue 2013: $529,142Expenses 2013: $583,855Net Income 2013: -$54,7132013Revenue 2014: $1,260,486Expenses 2014: $674,312Net Income 2014: $586,1742014Revenue 2015: $736,405Expenses 2015: $609,162Net Income 2015: $127,2432015Revenue 2016: $642,604Expenses 2016: $799,558Net Income 2016: -$156,9542016Revenue 2017: $1,347,960Expenses 2017: $954,442Net Income 2017: $393,5182017Revenue 2018: $1,309,322Expenses 2018: $899,046Net Income 2018: $410,2762018Revenue 2019: $825,498Expenses 2019: $873,992Net Income 2019: -$48,4942019Revenue 2020: $1,007,207Expenses 2020: $864,203Net Income 2020: $143,0042020Revenue 2021: $831,626Expenses 2021: $873,109Net Income 2021: -$41,4832021Revenue 2022: $1,537,776Expenses 2022: $1,072,812Net Income 2022: $464,9642022Revenue 2023: $1,553,103Expenses 2023: $1,398,736Net Income 2023: $154,3672023Revenue 2024: $1,729,535Expenses 2024: $1,897,558Net Income 2024: -$168,0232024

Highlighted filing

2024

Revenue$1,729,535
Expenses$1,897,558
Net Income-$168,023

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.57$0.19$7.38$1.73$1.90$0.17
2023Detailed filing. Detailed filing data is available for this year.$7.28$0.25$7.03$1.55$1.40$0.15
2022Detailed filing. Detailed filing data is available for this year.$7.08$0.10$6.98$1.54$1.07$0.46
2021Detailed filing. Detailed filing data is available for this year.$7.06$0.15$6.90$0.83$0.87$0.04
2020Detailed filing. Detailed filing data is available for this year.$6.22$0.14$6.08$1.01$0.86$0.14
2019Detailed filing. Detailed filing data is available for this year.$5.75$0.03$5.72$0.83$0.87$0.05
2018Detailed filing. Detailed filing data is available for this year.$5.83$0.06$5.76$1.31$0.90$0.41
2017Detailed filing. Detailed filing data is available for this year.$5.45$0.10$5.35$1.35$0.95$0.39
2016Detailed filing. Detailed filing data is available for this year.$4.97$0.04$4.94$0.64$0.80$0.16
2015Detailed filing. Detailed filing data is available for this year.$5.10$0.01$5.09$0.74$0.61$0.13
2014Summary only. Only limited summary data is available for this year.$4.98$0.02$4.97$1.26$0.67$0.59
2013Summary only. Only limited summary data is available for this year.$4.41$0.03$4.38$0.53$0.58$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.18$0.03$4.15$0.54
2011Summary only. Only limited summary data is available for this year.$4.28$0.07$4.21$2.21$0.69$1.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Dec 19, 2024
Return Version
2023v5.1
Gross Receipts
$1,729,535
Mission and Program Overview

Mission

Together we defend the regions birds, unique biodiversity and threatened habitats through advocacy, education and restoration.

Fostering the protection of birds and other wildlife through education and research. Advocating for a cleaner and healthier environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,998,700$4,398,785▲ $400,085
Land, Buildings, and Equipment, Net$1,279,722$1,303,848▲ $24,126
Savings and Temporary Cash Investments$919,256$1,012,069▲ $92,813
Accounts Receivable$337,616$218,333▼ $119,283
Cash and Non-Interest-Bearing Accounts$183,634$101,483▼ $82,151
Prepaid Expenses and Deferred Charges$31,660$34,202▲ $2,542
Total Assets$7,279,382$7,569,743▲ $290,361
Other Assets Total$528,794$501,023▼ $27,771
Liabilities
Accounts Payable and Accrued Expenses$95,594$109,621▲ $14,027
Other Liabilities$132,893$84,219▼ $48,674
Deferred Revenue$16,700--
Total Liabilities$245,187$193,840▼ $51,347
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,894,430$5,009,101▲ $114,671
Net Assets Without Donor Restrictions$2,139,765$2,366,802▲ $227,037
Total Net Assets Fund Balance$7,034,195$7,375,903▲ $341,708
Total Liabilities and Net Assets / Fund Balance$7,279,382$7,569,743▲ $290,361

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,134,453-$1,134,453
Buildings$83,273$194,563$277,836
Other Land Buildings-$83,658$83,658
Equipment$54,916$20,760$75,676
Leasehold Improvements$31,206$22,886$54,092
Other Assets Org$67,990--
Other Securities$180,932--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$5,409,939-▲ $482,898$173,818$5,719,019
2022$5,585,545-▼ $11,648$163,958$5,409,939
2021$5,810,866-▼ $225,321-$5,585,545
2020$5,298,384-▲ $794,483$282,001$5,810,866
2019$4,967,403$339,850▲ $244,460$253,329$5,298,384
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Travis KemnitzExecutive DirectorFT$136,981$136,981

Board Members and Trustees

NameTitle
David StumpPast Board President
Eowyn BatesPresident
Lesley HandaVice President
Connie JamisonMember
Jim PeughMember
Muriel SpoonerMember
Padma JagannathanMember
Robert NickelMember
Sally KaufmanMember
Sandeep DharMember
Tammah WattsMember
Vickie ChurchMember
Lisa ChaddockSecretary
Ruth YorkTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,341,269
Program Service Revenue
$219,669
Investment Income
$138,800
Other Revenue
$29,797
All Other Contributions
$1,278,606
Change in Net Assets
$-168,023
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,157,127
Other Expenses$740,431
Total Fundraising Expense$206,495
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$636,753$135,177$63,338$835,268
Fees for Services Other$129,623$12,000$5,512$147,135
Current Officers, Directors, Trustees, and Key Employees$47,943$27,396$61,642$136,981
Other Employee Benefits$80,493$13,874$12,156$106,523
Occupancy$66,568$14,528$14,853$95,949
Office Expenses$82,074$6,002$1,475$89,551
Payroll Taxes$49,429$13,083$15,843$78,355
Fees for Services Accounting$35,849$5,515$4,596$45,960
Other Expenses$22,912$1,272$1,590$25,774
Depreciation Depletion$20,166$451$450$21,067
Travel$15,160$1,211$909$17,280
Fees for Services Legal$16,551--$16,551
All Other Expenses$11,881$1,084$3,063$16,028
Insurance$12,932$792$1,847$15,571
Information Technology$4,161$731$3,261$8,153
Total Functional Expenses$1,452,721$238,342$206,495$1,897,558
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
Yes
Lobbying activity
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$60,727
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Fiscal Agent Funds$69,544
Federal income taxes$14,675
Operating lease liabillity-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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

The form 990 is reviewed by the President, Executive Director, and the Treasurer, and made available for Board review and discussion prior to filing.

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

SDBA Board members review and sign the conflict of interest policy annually to maintain policy awareness, but the major control is that any expenditures, hiring, or other contractual commitments must have SDBA Board approval. One of the checklist items is whether or not this action would be a conflict of interest issue. If an action is deemed to be a conflict of interest issue, the Board does not approve of the action.

Form 990, Part VI, Section B, Line 15

The President of the Board conducts a performance review of the Executive Director annually. The performance review, salary range information, current SDBA budget, the financial position of SDBA, and the general cost of living index are used to derive a proposed salary increase. The Executive Committee of the Board of Directors shall recommend to the full Board the compensation structure for the Executive Director. The Executive Director facilitates compensation analysis annually using published materials and gathering additional information and recommends compensation adjustments as part of the annual budgeting process, which is reviewed and approved by the Board of Directors.

Form 990, Part VI, Section C, Line 19

The form 990 is available to the public upon request.

Filing and Contact Details

Filer

Filer Name
San Diego Bird Alliance
EIN
95-6100273
Phone
8582737800
Address
4010 Morena Boulevard APT 100, San Diego, CA 92117-4547

Signing Officer

Name
Eowyn Bates
Title
Board President
Phone
8582737800
Signed
2024-12-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eowyn Bates
Formed
1953
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
58
Volunteers
1,870

Preparer

Firm
Sonnenberg & Company CPAs
Address
5190 Governor Dr 201, San Diego, CA 92122
Preparer
Leonard C Sonnenberg
Phone
8584575252
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4A

Fee Based Programs - Bird Festival This program is an annual 3-4 day event with 50 plus education and conservation trips and/or classes. The Education focus includes workshops on topics such as bird identification, photography, drawing, and sounds. The Conservation focus includes field trips and workshops on a range of environmental topics that include visiting coastal National Wildlife Refuges, designated important bird areas, and native habitat restoration. Conservation workshops include seabird conservation, citizen science, and forestry issues. The event attendance is approximately 800 people. These attendees come from the local area as well as across the USA.

Form 990, Part III, Line 4B

Sanctuaries - Silverwood Wildlife Sanctuary 85 acres along Wildcat Canyon Road in Lakeside, CA were donated to SDBA in 1966 as a nature preserve. Currently the sanctuary has expanded to 785 acres of natural habitat for approximately 30 species of native mammals, 25 species of reptiles, and 160 bird species. Silverwood provides the native habitat that allows the community the opportunity to enjoy the nature preserve through nature hikes and educational events. Over 2000 visitors come to Silverwood Wildlife Sanctuary annually. Anstine Audubon Nature Preserve is an 11 acre property located in Northern San Diego County that was donated to SDBA as a permanent Refuge for wildlife and as a resource for the local community to learn about nature, habitat restoration techniques, and wildlife friendly gardening.

Form 990, Part III, Line 4C

Grants Education Program - Bring environmental instruction to students throughout San Diego County through field trips and other active hands-on nature experiences. SDBA core education programs include Outdoor Explore, Silverwood Science Discovery, Sharing our Shores, and Anstine Adventures. Collectively we serve nearly 1,442 students and provide 2,289 student visits to nature in addition to 1,021 on campus student interactions throughout San Diego County. Conservation Program Focuses on protecting endangered species and the places that they rely on. This includes habitat management including coastal dune and salt marsh restoration, supporting species recovery with community science programs, participating in conservation planning and environmental advocacy projects, and creating opportunities for the public to learn about, engage with, and actively protect wildlife. Field Trips - SDBA conducts local birding field trips in the community to increase the publics awareness of birds and their native habitat. Local field trips are conducted 3-6 times per month with 10-50 people per field trip. Workshops and Classes - Education classes are conducted in bird identification, native plant gardening and water conservation, and natural habitat. Tabling Events - Members of SDBA are present at key public events with information and guidance for the public on conservation, birding, native habitat, water conservation landscaping, etc. Publications - Sketches is published 6 time per year and distributed to SDBA members as well as provided at no charge at various locations such as local libraries, nature centers, Colleges and Universities, and retail outlets. The publication contains information on conservation issues of concern in the local communities as well as a listing of activities for members and the public to attend in support of SDBAs conservation and educational efforts.

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IRS990/Form990PartVIISectionAGrp/PersonNm3Ruth York
IRS990/Form990PartVIISectionAGrp/PersonNm4Lisa Chaddock
IRS990/Form990PartVIISectionAGrp/PersonNm5David Stump
IRS990/Form990PartVIISectionAGrp/PersonNm6Vickie Church
IRS990/Form990PartVIISectionAGrp/PersonNm7Sandeep Dhar
IRS990/Form990PartVIISectionAGrp/PersonNm8Sally Kaufman
IRS990/Form990PartVIISectionAGrp/PersonNm9Padma Jagannathan
IRS990/Form990PartVIISectionAGrp/PersonNm10Connie Jamison
IRS990/Form990PartVIISectionAGrp/PersonNm11Robert Nickel
IRS990/Form990PartVIISectionAGrp/PersonNm12Jim Peugh
IRS990/Form990PartVIISectionAGrp/PersonNm13Muriel Spooner
IRS990/Form990PartVIISectionAGrp/PersonNm14Tammah Watts
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IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
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IRS990/OtherExpensesGrp/Desc2Newsletter
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IRS990/ProgSrvcAccomActy3Grp/Desc0Grants - See Schedule O
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