Birdscaribbean EIN 03-0455080

Birdscaribbean

EIN  03-0455080 Public charity (501(c)(3)) Natick, MA
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Size
$100K–1M
What they do
Promotes scientific study and conservation of Caribbean birds and their habitats.
Leadership
Lisa Sorenson · Executive Director · $60K
Money in and out
$984K revenue, $878K expenses
Bottom line
85% program efficiency

Promotes scientific study and conservation of Caribbean birds and their habitats. For fiscal year 2024 it reported $984K in revenue, $878K in expenses, and $742K in net assets.Pt I

Where the money goes · FY2024
Total revenue
$984K
Pt VIII · Ln 12
Total expenses
$878K
Pt IX · Ln 25
Net assets
$742K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $106K
Where spending went · Part IX cols B–D
Program services $0.85 Management & general $0.12 Fundraising $0.03
Program efficiency
85%
of spending reaches programs0% vs prior filing year
Operating runway
9.8mo
months of highly liquid reserves at operating expense rate▲ +24% vs prior filing year
Surplus margin
+11%
revenue over expenses, this year▲ +233% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$984K
FY2024▲ +49%
Expenses
$878K
FY2024▲ +23%
Total assets
$842K
FY2024▲ +13%
Total liabilities
$100K
FY2024▲ +10%
Total revenue
$984K
Pt VIII · Ln 12
Total expenses
$878K
Pt IX · Ln 25
Net assets
$742K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$106K
Total assetsPt X · Ln 16$842K
Program-expense ratioPt IX · col B85%
Voting members of governing bodyPt I · Ln 311
Independent voting membersPt I · Ln 411
Mission & Programs · Part III

Where the work happens

3 program services account for $587K of program spending, described in the organization's own filed words · FY2024.
01

International Conference

The 2024 birdscaribbean international meeting in santo domingo showcased major accomplishments for regional bird conservation. More than 200 participants from across the caribbean and beyond shared new research, strengthened collaborations, and advanced strategies to protect threatened species.

$254Kprogram expense
02

Carribbean Birdwatch

In 2024, birdscaribbeans landbird monitoring, banding, and motus programs made significant strides in strengthening knowledge and conservation of caribbean birds. Expanded standardized monitoring allowed partners to track population trends for key resident and migratory species across more islands than ever before.

$187Kprogram expense
03

Caribbean Birding Trail

In 2024, the caribbean birding trail program achieved major progress in promoting sustainable nature tourism and community-based conservation across the region. New interpretive materials and updated site profiles helped visitors discover key birding hotspots while highlighting local culture and conservation stories.

$146Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CBirdscaribbean
EINHdr · item D03-0455080
Principal addressHdr · item CNatick, MA
WebsiteHdr · item Jwww.birdscaribbean.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MMA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFAnimals (D31)
Ruling yearIRS BMFJan 2003

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a11
Independent voting membersPt VI · Ln 1b11
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2Yes

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Executive Director
$60,000Pt VII · Sec A
$22,000Pt VII · Sec A
Past President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Lisa Sorenson’s $60K as Executive Director is at the 68th percentile of top reported officer pay among 1217 $100K–1M animals nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Lisa Sorenson$60,000$60,000$60,000$60,000$60,000
Adrianne Tossas$22,000
Justin Proctor$9,156$15,414

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Contributions & grants$802K · 81%
Program service revenue$75K · 8%
Other revenue$69K · 7%
Investment income$38K · 4%
Contributions & grants81%$802K
Program service revenue8%$75K
Other revenue7%$69K
Investment income4%$38K
— government grantsLn 1e$172K
Total revenueLn 12$984K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.85 Management & general $0.12 Fundraising $0.03
Program services85%$749K
Management & general12%$104K
Fundraising3%$25K
Total functional expensesLn 25$878K

Balance Sheet

Part X · end of year
CashLn 1$693K
Total assetsLn 16$842K
Total liabilitiesLn 26$100K
Total net assetsLn 32$742K
Months of cash on handcomputed9.5

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $716K · Operating expenses/yr $878K
9.8 months
Where the money goes
Program services
Program services $749K · Total expenses $878K
85%
Management & General
Management & general $104K · Total expenses $878K
12%
Fundraising
Fundraising $25K · Total expenses $878K
3%
Cost to raise $1
Fundraising expense (3-yr avg) $9K · Solicited contributions (3-yr avg) $523K
$0.02 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $802K · Total revenue $984K
81%
Government reliance
Government grants $172K · Total revenue $984K
17%
Earned-income share
Program service revenue $75K · Total revenue $984K
8%
Investment reliance
Investment income $38K · Total revenue $984K
+4%
Program self-sufficiency
Program service revenue $75K · Total expenses $878K
9%
Growth & trend
Revenue growth (YoY)
This year $984K · Prior year $662K
+49%
Revenue CAGR
FY2020 $429K · FY2024 $984K
+23%
Net-asset trend (YoY)
End of year $742K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $984K · Expenses $878K
+11%
Liabilities-to-Assets
Total liabilities — · Total assets $842K
Net-asset ratio
Net assets $742K · Total assets $842K
88%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $23K · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $842K
3%
People & payroll
Highest Reported Total Compensation
Individual Lisa Sorenson · Reported title Executive Director · Highest reported compensation $60K · Total expenses $878K
7%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $101K · Total expenses $878K
11%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 85%
Overhead ratio 12%
Fundraising cost ratio 3%
Revenue growth 49%
Accounting fee ratio 1%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 5 funders →
Grants paid · 11 grants · $127K · 2020–2024
Unitemized GrantFY2024$3,000
Unitemized GrantFY2024$1,650
Unitemized GrantFY2024$805
Unitemized GrantFY2021$4,000
Unitemized GrantFY2021$3,165
Unitemized GrantFY2021$409
Peregrine Fund INCID · FY2020$20,396
Unitemized GrantFY2020$3,871
Unitemized GrantFY2020$2,000

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$984K revenue · viewing · ⤓ 990 PDF
FY2023$662K revenue · ⤓ 990 PDF
FY2022$737K revenue · ⤓ 990 PDF
FY2021$461K revenue · ⤓ 990 PDF
FY2020$429K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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