Potomac Valley Audubon Society Inc
Nonprofit profile at a glance
- EIN
- 550626891
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024
- Location
- Shepherdstown, WV, USA
- Phone
- 6812521387
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Natural Resources Conservation and Protection
Reported finances
- Revenue
- $582,956
- Expenses
- $621,165
- Assets
- $1,400,569
- Liabilities
- $32,712
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
14 people listed
Executive titles in this filing
- SANDY BROWN (PRESIDENT)
People named in this filing
- SANDY BROWN (PRESIDENT)
- THERESA TRAINOR (VICE PRESIDE)
- DANA FOGLE (TREASURER)
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
Preserving, restoring and enjoying the natural world through education and action.
What it reported doing in 2024
Nature preserve operations - pvas co-manages two nature preserves with the nature conservancy: the 104-acre yankauer preserve, used for school programs and summer day camp, and 354-acre eidolon preserve, in morgan co., wv. Opened in the spring of 2007, it hosts 5 miles of trails and an open- air cabin/shelter. During 2011, pvas obtained 46-acre stauffer's marsh, by the way of gift. It is managed for wildlife habitat, educational programs, and hiking. Pvas also owns cool spring preserve, 13 acres, received in september 2016, by way of gift. Then an additional 50 acres in february, 2020 by way of gift. Also in february 2020, the entire 63 acres of cool spring preserve were placed in conservation easement with the West Virginia land trust. An additional 11 acres were added to cool spring preserve in april 2024.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- 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
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 72
- Transparency & Controls: 92
- Accountability: 100
- Sustainability: 47
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 77.4%; rating input score 77
- Program expense ratio: 72.5%; rating input score 72
- Fundraising efficiency: $12.17 raised per $1 spent on fundraising; rating input score 44; 44th percentile among comparable filings
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: 7 of 7 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- 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: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -6.6%; rating input score 21; 21st percentile among comparable filings
- Total-asset coverage ratio: 2.25; rating input score 68; 68th percentile among comparable filings
- Liabilities to assets ratio: 0.02; rating input score 61; 61st percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings
Growth
- Program expense growth: 7.2% per year; rating input score 100; 52nd percentile among comparable filings
- Revenue growth: 9% per year; rating input score 100; 63rd percentile among comparable filings
- Asset growth: 9.2% per year; rating input score 100; 56th percentile among comparable filings
Details
- Where the money goes: 77.4% of revenue deployed · 72.5% of spending went to programs
- Governance: 14 of 14 board members independent · 7 of 7 filing controls reported
- Programs: 4 filed program accomplishments · $450K in reported program spending
- Leadership: top reported pay $0 · 14 people listed
- Consistency: 32 of 32 current checks pass
- Schedules: 5 filed schedules · includes major donors
- Filing history: 14 filing years from 2010 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.
- Moderate — Financial Efficiency: Fundraising efficiency scored 44/100.
- High — Sustainability: Operating margin scored 21/100.