THE COLLIE HEALTH FOUNDATION INC (EIN 133376254) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

KAREN ANDERSON

Phone

8054607227

Tax Period

2024-01-01 to 2024-12-31

THE COLLIE HEALTH FOUNDATION INC, founded in 1986, is a small nonprofit in the Animal-Related sector that reported $454K in total revenue in fiscal year 2024. The organization ran a surplus of $282K, a strong 62% operating margin.

Mission

THE SPECIFIC PURPOSES AND OBJECTIVES OF THE FOUNDATION SHALL INCLUDE BUT NOT BE LIMITED TO THE FOLLOWING: (1) TO FOSTER AND PROMOTE THE PUBLICS KNOWLEDGE AND APPRECIATION OF DOGS IN GENERAL AND COLLIES IN PARTICULAR. (2) TO FURTHER UNDERSTANDING OF THE DISEASES, DEFECTS, INJURIES AND OTHER AILMENTS THAT AFFLICT DOGS IN GENERAL AND COLLIES IN PARTICULAR. (3) TO SUPPORT AND PROMOTE THE STUDY OF AND RESEARCH ON THE HISTORY, CHARACTER,VARIETIES, BREEDING GENETICS AND PARTICULAR HEALTH PROBLEMS OF COLLIES. (4) TO ESTABLISH A NATIONAL DATABASE OF RESOURCE MATERIALS ABOUT COLLIES. (5) TO PRODUCE, PUBLISH AND DISTRIBUTE TO THE GENERAL PUBLIC EDUCATIONAL MATERIALS ABOUT THE PROPER CARE, TREATMENT, BREEDING, HEALTH, DEVELOPMENT AND TRAINING OF COLLIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $372,989

Program Service Revenue $0

Investment Income $50,334

Other Revenue $30,798

TOTAL REVENUE $454,121

Expense Breakdown

Grants Paid $128,860

Salaries & Benefits $0

Fundraising Expenses $99

Program Expenses $140,310

Other Expenses $43,746

TOTAL EXPENSES $172,606

Year-over-Year Comparison

	2024	2023	Change
Revenue	$454,121	N/A	N/A
Expenses	$172,606	N/A	N/A
Net Income	$281,515	N/A	N/A

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

100

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY KELSO DVM	DIRECTOR	1.00	Director	$0	$0	$0
YVONNE EVANS	DIRECTOR	1.00	Director	$0	$0	$0
MARK HARTY	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN HERNQUIST	DIRECTOR	1.00	Director	$0	$0	$0
ROBETTE JOHNS	DIRECTOR	1.00	Director	$0	$0	$0
ROXANE JOURDAIN	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA JUNG	DIRECTOR	1.00	Director	$0	$0	$0
JOHANNA LANCE	DIRECTOR	1.00	Director	$0	$0	$0
NANCY MCDONALD	DIRECTOR	1.00	Director	$0	$0	$0
ISABEL OSOSKI	DIRECTOR	1.00	Director	$0	$0	$0
JOHNS STRASSNER	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL SULEWSKI	DIRECTOR	1.00	Director	$0	$0	$0
GINNY WHITE	DIRECTOR	1.00	Director	$0	$0	$0
KAREN ANDERSON	TREASURER	1.00	Officer	$0	$0	$0
PATT CALDWELL	SECRETARY	1.00	Officer	$0	$0	$0
KATHY CONROY	VICE PRESIDE	1.00	Officer	$0	$0	$0
CHANDRA FLAIM	PRESIDENT	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$454,121	$172,606	$1,847,848	$281,515
2023	$198,346	$166,078	$1,458,243	$32,268
2022	$128,619	$73,827	$1,343,331	$54,792
2021	$228,569	$130,400	$1,472,518	$98,169
2020	$141,233	$214,774	$1,355,862	$-73,541
2019	$104,759	$152,576	$1,375,874	$-47,817
2018	$330,426	$108,355	$1,285,890	$222,071

THE COLLIE HEALTH FOUNDATION INC