Pacific Flyway Fund
Nonprofit profile at a glance
- EIN
- 474675766
- IRS 990 coverage
- 2020–2024
- Forms available
- Form 990 2024
- Location
- Concord, CA, USA
- Phone
- 9254782000
- Rating
- 59
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Natural History, Natural Science Museums
Reported finances
- Revenue
- $693,795
- Expenses
- $79,826
- Assets
- $7,459,402
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- LISA HOFMANN MORGAN (PRESIDENT/CHAIRMAN)
- CLAUDE GRILLO (VICE PRESIDENT)
People named in this filing
- LISA HOFMANN MORGAN (PRESIDENT/CHAIRMAN)
- CLAUDE GRILLO (VICE PRESIDENT)
- DENNIS DREW (CFO/TREASURER/SECRETARY)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To inspire education and conservation of the pacific flyway.
What it reported doing in 2024
The pacific flyway, one of four flyways in north america, is an aerial superhighway that runs from the arctic to patagonia and is traveled by a billion migratory birds. The organization's mission is to inspire the conservation of the pacific flyway. The center sits in an ideal interface between human culture and a globally significant natural wetland area. The pacific flyway project is still under development and consists of 3 phases: phase 1) develop the walk in the marsh taking visitors through 124 acres of restored and enhanced wetlands on a mile of gravel trails and 4,500 linear feet of raised boardwalks; phase 2) build a 23,000 square foot wonders of wildlife building which will include exhibits, cafe, media room, and (cont. On sch. O)administrative offices; and phase 3) build an additional 74,000 square foot building to house main exhibits displays, learning, and educational classrooms, lecture areas and a large theater. Walk in the marsh is expected to be completed by the end of 2026 to the general public for tours and youth education.
Operating model
- Revenue model
- Donor-supported. 100% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 22
- Transparency & Controls: 92
- Accountability: 76
- Sustainability: 96
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 6.5%; rating input score 6
- Program expense ratio: 56.3%; rating input score 56
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 3 of 7 controls in place; rating input score 43
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 88.5%; rating input score 99; 99th percentile among comparable filings
- Total-asset coverage ratio: 93.45; rating input score 99; 99th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 91; 91st percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings
Growth
- Program expense growth: 49.6% per year; rating input score 100; 96th percentile among comparable filings
- Revenue growth: -0.1% per year; rating input score 0; 14th percentile among comparable filings
- Asset growth: 7.2% per year; rating input score 100; 48th percentile among comparable filings
Details
- Where the money goes: 6.5% of revenue deployed · 56.3% of spending went to programs
- Governance: 3 of 3 board members independent · 3 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $45K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 18 of 18 current checks pass
- Schedules: 4 filed schedules · includes major donors
- Filing history: 4 filing years from 2020 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 6/100.
- Review — Financial Efficiency: Program expense ratio scored 56/100.
- Moderate — Accountability: Governance controls: 3 of 6 not reported.
- High — Growth: Revenue growth scored 0/100.