RETRIEVERS AND FRIENDS OF SO CALIF INC (EIN 270443768) - 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

Phone

9512043450

Tax Period

2024-01-01 to 2024-12-31

RETRIEVERS AND FRIENDS OF SO CALIF INC, founded in 2009, is a small nonprofit in the Animal-Related sector that reported $842K in total revenue in fiscal year 2024. Revenue surged 164% from the prior year, signaling strong growth momentum. The organization ran a surplus of $439K, a strong 52% operating margin.

Mission

THIS ORGANIZATION IS DEDICATED TO THE RESCUE, REHABILITATION, SHELTER, AND PLACEMENT OF TEMPORARILY HOMELESS ANIMALS.

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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 $842,197

Program Service Revenue $0

Investment Income $66

Other Revenue $0

TOTAL REVENUE $842,263

Expense Breakdown

Grants Paid $0

Salaries & Benefits $87,483

Fundraising Expenses $0

Program Expenses $403,324

Other Expenses $315,841

TOTAL EXPENSES $403,324

Year-over-Year Comparison

	2024	2023	Change
Revenue	$842,263	$319,327	+1.6%
Expenses	$403,324	$305,171	+0.3%
Net Income	$438,939	$14,156	+30.0%

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

$76,000

Total Directors

$76,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES A MANTERNACH	SECRETARY AND DIRECTOR	10.00	Officer Director	$50,000	$0	$50,000
ELIZABETH WHITE	PRESIDENT AND DIRECTOR	40.00	Officer Director	$26,000	$0	$26,000
MICHAEL ORSAG	DIRECTOR	10.00	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	$842,263	$403,324	$1,467,551	$438,939
2023	$319,327	$305,171	$1,029,970	$14,156
2022	$512,073	$292,481	$1,015,633	$219,592
2021	$316,144	$265,726	$800,522	$50,418
2020	$268,680	$225,741	$752,859	$42,939
2019	$257,300	$260,793	$712,708	$-3,493
2018	$293,810	$243,218	$705,084	$50,592

RETRIEVERS AND FRIENDS OF SO CALIF INC