Nine Lives Foundation (EIN 202150714) - 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

2004

Legal Domicile

Principal Officer

Liam Montgomery

Phone

6503681365

Tax Period

2024-01-01 to 2024-12-31

Nine Lives Foundation, founded in 2004, is a community nonprofit in the Animal-Related sector that reported $2.9M in total revenue in fiscal year 2024. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $708K, a strong 25% operating margin.

Mission

Nine Lives Foundation provides lifelines for at-risk cats and kittens and affordable, compassionate care for our feline friends and the people who love them.

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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 $1,337,795

Program Service Revenue $1,464,726

Investment Income $37,462

Other Revenue $10,037

TOTAL REVENUE $2,850,020

Expense Breakdown

Grants Paid $0

Salaries & Benefits $962,488

Fundraising Expenses $207,859

Program Expenses $1,687,400

Other Expenses $1,125,709

TOTAL EXPENSES $2,142,263

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,850,020	$1,900,892	+0.5%
Expenses	$2,142,263	$1,785,204	+0.2%
Net Income	$707,757	$115,688	+5.1%

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

Volunteers

150

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

$181,305

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Liam Montgomery	Executive Dir.	40.00	Officer	$147,403	$33,902	$181,305
Joanne McDermott	President	40.00	Officer Director	$0	$0	$0
Gerry Klein	Treasurer	2.00	Officer Director	$0	$0	$0
Susan Robinson	Secretary	2.00	Officer Director	$0	$0	$0
Jeanne Wu	Vice President	1.00	Officer Director	$0	$0	$0
Michele McNamara	Board Member	3.00	Director	$0	$0	$0
Janaina Pilomia	Board Member	3.00	Director	$0	$0	$0
Mindy McCrory	Board Member	3.00	Director	$0	$0	$0
Bert Picot	Board Member	3.00	Director	$0	$0	$0
Candace Maxwell	Board Member	2.00	Director	$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	$2,850,020	$2,142,263	$2,127,974	$707,757
2023	$1,900,892	$1,785,204	$1,159,784	$115,688
2022	$1,441,780	$1,404,900	$1,039,362	$36,880
2021	$1,369,797	$1,317,394	$1,017,734	$52,403
2020	$1,313,561	$1,247,982	$977,293	$65,579
2019	$1,334,647	$1,099,142	$884,030	$235,505
2018	$1,323,960	$1,119,186	$662,742	$204,774

Nine Lives Foundation