TRIO ANIMAL FOUNDATION (EIN 263834995) - 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

SUE NAIDEN

Phone

3129099680

Tax Period

2025-01-01 to 2025-12-31

TRIO ANIMAL FOUNDATION, founded in 2008, is a small nonprofit in the Animal-Related sector that reported $503K in total revenue in fiscal year 2025. Revenue grew 20% year-over-year, indicating healthy expansion. Net assets of $1.2M represent 28 months of operating reserves.

Mission

TO PROVIDE MEDICAL ASSISTANCE TO ANIMALS. THEY ASSIST SHELTERS, RESCUES AND INDIVIDUALS BY PAYING THE MEDICAL BILLS OF HOMELESS PETS. THEY PROMOTE PET ADOPTION AND RESPONSIBLE PET OWNERSHIP, INCLUDING SPAYING AND NUETERING.

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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 $498,985

Program Service Revenue $0

Investment Income $1,031

Other Revenue $3,470

TOTAL REVENUE $503,486

Expense Breakdown

Grants Paid $0

Salaries & Benefits $172,281

Fundraising Expenses $4,083

Program Expenses $412,476

Other Expenses $344,205

TOTAL EXPENSES $516,486

Year-over-Year Comparison

	2025	2024	Change
Revenue	$503,486	$419,671	+0.2%
Expenses	$516,486	$459,260	+0.1%
Net Income	$-13,000	$-39,589	-0.7%

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

N/A

Employees

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

$118,800

Total Directors

$118,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUE NAIDEN	PRESIDENT/DI	40.00	Officer Director	$93,600	$0	$93,600
BRIAN NAIDEN	TREASURER	25.00	Officer Director	$25,200	$0	$25,200
JORDAN KASS	BOARD MEMBER	N/A	Officer Director	$0	$0	$0
STACIA KASS	VICE PRESIDE	4.00	Officer Director	$0	$0	$0
BRIGID NOLAN	SECRETARY	4.00	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
2025	$503,486	$516,486	$1,172,358	$-13,000
2024	$419,671	$459,260	$1,183,135	$-39,589
2023	$575,256	$434,519	$1,222,724	$140,737
2022	$727,128	$407,308	$1,080,215	$319,820
2022	$726,278	$397,075	$1,079,321	$329,203
2021	$643,061	$441,881	$758,797	$201,180
2020	$556,054	$431,383	$557,617	$124,671
2019	$569,514	$581,360	$432,945	$-11,846
2018	$563,372	$656,157	$444,791	$-92,785

TRIO ANIMAL FOUNDATION