The Humane Society of Beaufort County (EIN 237410316) - 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

2001

Legal Domicile

Phone

2529461591

Tax Period

2025-01-01 to 2025-12-31

The Humane Society of Beaufort County, founded in 2001, is a small nonprofit in the Animal-Related sector that reported $278K in total revenue in fiscal year 2025. Revenue surged 37% from the prior year, signaling strong growth momentum.

Mission

To prevent domestic animal overpopulation through spaying and neutering programs, to place animals into proper homes, to educate the public on responsible pet ownership, and assist at the animal shelter.

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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 (2025)

Revenue Breakdown

Contributions & Grants $219,017

Program Service Revenue $0

Investment Income $14,150

Other Revenue $44,797

TOTAL REVENUE $277,964

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $273,923

Other Expenses $284,726

TOTAL EXPENSES $284,726

Year-over-Year Comparison

	2025	2024	Change
Revenue	$277,964	$202,973	+0.4%
Expenses	$284,726	$179,860	+0.6%
Net Income	$-6,762	$23,113	-1.3%

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

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
Carrie Garcia	Member	1.00	Director	$0	$0	$0
Barbara Grau	Treasurer	8.00	Officer	$0	$0	$0
Melissa Jarvis	Member	4.00	Director	$0	$0	$0
Stacy Lynch	Member	1.00	Director	$0	$0	$0
Amanda Manning	Member	1.00	Director	$0	$0	$0
Erin Massey	Member	1.00	Director	$0	$0	$0
Margaret Peterson	Vice-President 1	10.00	Officer	$0	$0	$0
Florence Piegols	Secretary	1.00	Officer	$0	$0	$0
Marty Poffenberger	President	5.00	Officer	$0	$0	$0
Linda Roberts	Member	2.00	Director	$0	$0	$0
Barbara Robitaille	Vice-President 2	3.00	Officer	$0	$0	$0
April Schmidt	Member	2.00	Director	$0	$0	$0
Barbara Jones	Member	8.00	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
2025	$277,964	$284,726	$491,722	$-6,762
2024	$202,973	$179,860	$339,181	$23,113
2023	$178,161	$154,115	$316,068	$24,046
2022	$178,334	$163,707	$292,022	$14,627

The Humane Society of Beaufort County