HAPPILY EVER AFTER ANIMAL SANCTUARY

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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

2005

Legal Domicile

Principal Officer

AMANDA REITZ

Phone

9206349701

Tax Period

2023-01-01 to 2023-12-31

HAPPILY EVER AFTER ANIMAL SANCTUARY, founded in 2005, is a small nonprofit in the Animal-Related sector that reported $839K in total revenue in fiscal year 2023.

Mission

TO INCREASE HUMANITY'S CAPACITY TO CARE FOR ITS COMPANION ANIMALS.

Program Service Accomplishments

Program 1

Expenses: $680,808 Revenue: $301,674

ADOPTION: IN 2023 HAPPILY EVER AFTER EXPERIENCED RECORD-BREAKING ADOPTION OUTCOMES. IN TOTAL 761 DOGS AND CATS WERE PLACED WITH FAMILIES IN 107 COMMUNITIES. SPAY/NEUTER: HEA FACILITATED 2,731...

ADOPTION: IN 2023 HAPPILY EVER AFTER EXPERIENCED RECORD-BREAKING ADOPTION OUTCOMES. IN TOTAL 761 DOGS AND CATS WERE PLACED WITH FAMILIES IN 107 COMMUNITIES. SPAY/NEUTER: HEA FACILITATED 2,731 SPAY/NEUTER SURGERIES IN 2023. THIS WAS A RECORD FOR THE PROGRAM. THESE EFFORTS INCLUDED THE SPAYING OF 1,299 FEMALE CATS. THESE ACTIONS PREVENTED MORE THAN 88,000 FELINE OFFSPRING FROM BEING BORN OVER THE NEXT (4) YEARS. THE NUMBER OF OFFSPRING PREVENTED IS THE EQUIVALENT OF 250 YEARS OF HEA'S FELINE INTAKE. THIS PROGRAM GREW ITS TOTAL SURGERY COUNT BY 100% OVER 2022. SIMILARLY, THE NUMBER OF CATS WHO WERE SPAYED TROUGH THIS PROGRAM INCREASED BY 100% COMPARED TO 2022.REHABILITATION & LIFETIME CARE: AS OF DECEMBER 31, 2023, 18% OF THE DOGS AND CATS AT HEA WERE MEMBERS OF HEA'S REHABILITATION AND LIFETIME CARE PROGRAMS. TO SEE A COMPLETE OUTLINE OF HEA'S PROGRAM IMPACT, PLEASE VISIT HEANOKILL.ORG/NEWS/THE-COMPANION-SUMMER-2024, CLICK ON VIEW PDF, AND REFERENCE PAGE 19.

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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 (2023)

Revenue Breakdown

Contributions & Grants $516,714

Program Service Revenue $282,635

Investment Income $20,521

Other Revenue $19,039

TOTAL REVENUE $838,909

Expense Breakdown

Grants Paid $0

Salaries & Benefits $360,759

Fundraising Expenses $83,761

Program Expenses $680,808

Other Expenses $538,056

TOTAL EXPENSES $898,815

Year-over-Year Comparison

	2023	2022	Change
Revenue	$838,909	$782,318	+0.1%
Expenses	$898,815	$716,152	+0.3%
Net Income	$-59,906	$66,166	-1.9%

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

210

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

$97,463

Total Directors

$133,335

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA BANKER	MEMBER	1.00	Director	$0	$0	$0
RYAN GRACYALNY	MEMBER	1.00	Director	$0	$0	$0
AMANDA REITZ	PRESIDENT	65.00	Officer Director	$38,009	$0	$38,009
KEN REITZ	VICE PRESIDENT	65.00	Officer Director	$29,727	$0	$29,727
LOIS REITZ	TREASURER	45.00	Officer Director	$29,727	$0	$29,727
MARCUS REITZ	MEMBER	70.00	Director	$35,872	$0	$35,872

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	$838,909	$898,815	$1,715,229	$-59,906
2022	$782,318	$716,152	$1,741,953	$66,166
2021	$1,014,235	$644,947	$1,688,522	$369,288
2020	$745,188	$582,285	$1,332,835	$162,903
2019	$631,170	$544,428	$1,174,161	$86,742
2018	$719,724	$407,670	$788,622	$312,054