PETFIX NORTHEAST OHIO INC (EIN 202205609) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

CHRISTIE LUCCO

Phone

2167327040

Tax Period

2023-01-01 to 2023-12-31

PETFIX NORTHEAST OHIO INC, founded in 2004, is a small nonprofit in the Animal-Related sector that reported $929K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

THE ORGANIZATION'S PRINCIPAL ACTIVITY IS TO OFFER HIGH QUALITY, AFFORDABLE SPAY AND NEUTER SURGERIES TO END PET HOMELESSNESS AND THE NEED FOR UNNECESSARY EUTHANASIA. THE ORGANIZATION PROVIDES THESE SURGERIES FOR CAT AND DOG OWNERS, FERAL CAT CAREGIVERS, SHELTERS, RESCUES AND ANIMAL CONTROL AGENCIES PLACING ANIMALS FOR ADOPTION. THE ORGANIZATION SERVICES ALL OF NORTHEAST OHIO.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $145,970

Program Service Revenue $773,776

Investment Income $7,226

Other Revenue $2,326

TOTAL REVENUE $929,298

Expense Breakdown

Grants Paid $0

Salaries & Benefits $589,497

Fundraising Expenses $32,293

Program Expenses $811,639

Other Expenses $335,348

TOTAL EXPENSES $924,845

Year-over-Year Comparison

	2023	2022	Change
Revenue	$929,298	$853,808	+0.1%
Expenses	$924,845	$802,736	+0.2%
Net Income	$4,453	$51,072	-0.9%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$95,215

Total Directors

$95,215

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER ROACH	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
JILL DUGOVICS	MEMBER	1.00	Director	$0	$0	$0
NICOLE PONTIUS	SECRETARY	3.00	Officer Director	$0	$0	$0
CHRISTIE LUCCO	EXECUTIVE DIRECTOR	40.00	Officer Director	$95,215	$0	$95,215
PERSIS SOSIAK	MEMBER	1.00	Director	$0	$0	$0
KATY FRANZ	PRESIDENT	6.00	Officer Director	$0	$0	$0
RACHEL MARGULIS	TREASURER	5.00	Officer 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	No data	No data	No data	No data
2023	$929,298	$924,845	$1,057,256	$4,453
2022	$853,808	$802,736	$1,042,877	$51,072
2021	$1,150,672	$758,373	$981,536	$392,299
2020	$754,344	$666,671	$591,501	$87,673
2019	$801,423	$700,145	$516,965	$101,278
2018	$748,613	$622,794	$425,618	$125,819

PETFIX NORTHEAST OHIO INC