THE LUCY PET FOUNDATION INC (EIN 264448238) - 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

2009

Legal Domicile

Principal Officer

JOSEPH HERRICK

Phone

8554995829

Tax Period

2024-01-01 to 2024-12-31

THE LUCY PET FOUNDATION INC, founded in 2009, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $127K in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $166K exceeded revenue, resulting in a 30% operating deficit.

Mission

TO REDUCE PET OVERPOPULATION BY HAVING MOBILE SPAY/NEUTER CLINICS ACROSS THE COUNTRY AND TO SUPPORT CAUSES THAT BENEFIT ANIMAL WELFARE.

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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 $127,201

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $127,201

Expense Breakdown

Grants Paid $15,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $165,748

Other Expenses $150,748

TOTAL EXPENSES $165,748

Year-over-Year Comparison

	2024	2023	Change
Revenue	$127,201	$185,627	-0.3%
Expenses	$165,748	$112,724	+0.5%
Net Income	$-38,547	$72,903	-1.5%

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
JOSEPH HERRICK	PRESIDENT & CFO	5.00	Officer Director	$0	$0	$0
JUDY BARRON	SECRETARY	1.00	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
2024	$127,201	$165,748	$178,270	$-38,547
2023	$185,627	$112,724	$216,817	$72,903
2022	$136,072	$19,419	$143,914	$116,653
2021	$65,864	$111,261	$139,765	$-45,397
2020	$1,054,534	$412,455	$72,658	$642,079
2019	$1,158,506	$958,578	$167,648	$199,928
2018	$995,481	$1,083,950	$36,057	$-88,469

THE LUCY PET FOUNDATION INC