Homeward Bound Animal Welfare Group Inc (EIN 262532715) - 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

Jennifer K Schwartz

Phone

5748252880

Tax Period

2023-01-01 to 2023-12-31

Homeward Bound Animal Welfare Group Inc, founded in 2008, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $567K in total revenue in fiscal year 2023. Revenue fell 46% from the prior year — a significant decline worth monitoring. Expenses of $626K exceeded revenue, resulting in a 10% operating deficit.

Mission

The organization rescues animals primarily dogs, provides vetting and care, and finds forever homes for 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 (2023)

Revenue Breakdown

Contributions & Grants $306,294

Program Service Revenue $260,625

Investment Income $0

Other Revenue $0

TOTAL REVENUE $566,919

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $625,933

Other Expenses $625,933

TOTAL EXPENSES $625,933

Year-over-Year Comparison

	2023	2022	Change
Revenue	$566,919	$1,048,990	-0.5%
Expenses	$625,933	$751,849	-0.2%
Net Income	$-59,014	$297,141	-1.2%

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

N/A

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
Jennifer Schwartz	Director	040.00	Director	$0	$0	$0
Becky Tropp	Board Member	005.00	Director	$0	$0	$0
Fay Schwartz	Board Member	005.00	Director	$0	$0	$0
Michael Rand	Board Member	005.00	Director	$0	$0	$0
Maggie Neenan-Michel	Board Member	005.00	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	No data	No data	No data	No data
2023	$566,919	$625,933	$320,997	$-59,014
2022	$1,048,990	$751,849	$341,637	$297,141
2021	$72,285	$77,290	$16,695	$-5,005
2020	$362,098	$380,825	$21,700	$-18,727

Homeward Bound Animal Welfare Group Inc