Helotes Humane Society (EIN 262134193) - 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

2008

Legal Domicile

Principal Officer

John Walvoord

Phone

2104226242

Tax Period

2024-01-01 to 2024-12-31

Helotes Humane Society, founded in 2008, is a small nonprofit in the Animal-Related sector that reported $350K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year.

Mission

Rescue and place abandoned and unwanted pets. Provide low cost spay / neuter. Provide low-cost microchips. Provide community education.

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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 $153,435

Program Service Revenue $193,579

Investment Income $2,508

Other Revenue $0

TOTAL REVENUE $349,522

Expense Breakdown

Grants Paid $0

Salaries & Benefits $170,122

Fundraising Expenses $19,258

Program Expenses $290,813

Other Expenses $202,907

TOTAL EXPENSES $373,029

Year-over-Year Comparison

	2024	2023	Change
Revenue	$349,522	$424,528	-0.2%
Expenses	$373,029	$355,189	+0.1%
Net Income	$-23,507	$69,339	-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

Volunteers

143

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

$19,167

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sherri Morris	President	8.00	Officer Director	$0	$0	$0
Mary Washburn	Vice President	8.00	Officer Director	$0	$0	$0
Diane Swanson	Secretary	8.00	Officer Director	$0	$0	$0
John Walvoord	Treasurer	8.00	Officer Director	$0	$0	$0
Janice Barth	Board Member	8.00	Director	$0	$0	$0
Cathron Sterling	Board Member	8.00	Director	$0	$0	$0
Janice Barth	Board Member	8.00	Director	$0	$0	$0
Kim O'Connor	Board Member	8.00	Director	$0	$0	$0
Jason Gonzales	Board Member	8.00	Director	$0	$0	$0
Lisa Neitzel	Executive Director	40.00	Officer	$10,000	$0	$10,000
Ericka Higdon	Executive Director	40.00	Officer	$9,167	$0	$9,167

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	$349,522	$373,029	$611,121	$-23,507
2023	$424,528	$355,189	$651,757	$69,339
2022	$366,193	$355,931	$597,828	$10,262
2021	$326,701	$343,471	$605,844	$-16,770
2020	$425,893	$446,219	$637,879	$-20,326
2019	$490,405	$425,465	$673,112	$64,940

Helotes Humane Society