PEACE OF MIND DOG RESCUE (EIN 271154816) - 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

Carie Broecker

Phone

8317189122

Tax Period

2023-01-01 to 2023-12-31

PEACE OF MIND DOG RESCUE, founded in 2009, is a community nonprofit in the Animal-Related sector that reported $2.5M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $2.2M left a modest 14% surplus.

Mission

Peace of Mind Dog Rescue is a resource and advocate for senior dogs and senior people on the Central Coast. We find homes for dogs whose guardians can no longer care for them and for senior dogs in shelters.

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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 $1,954,866

Program Service Revenue $300,993

Investment Income $83,412

Other Revenue $187,981

TOTAL REVENUE $2,527,252

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,115,224

Fundraising Expenses $107,226

Program Expenses $1,772,653

Other Expenses $1,041,794

TOTAL EXPENSES $2,162,018

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,527,252	$2,141,945	+0.2%
Expenses	$2,162,018	$1,793,377	+0.2%
Net Income	$365,234	$348,568	+0.0%

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

Employees

Volunteers

1400

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

$113,405

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carie Broecker	Executive Dir.	40.00	Officer	$110,405	$3,000	$113,405
Cathy Heape	Vice President	40.00	Officer Director	$0	$0	$0
Monica Rua	President	40.00	Officer Director	$0	$0	$0
Alison Day	Treasurer	2.00	Officer Director	$0	$0	$0
Kim Batholomay	Secretary	2.00	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	No data	No data	No data	No data
2023	$2,527,252	$2,162,018	$6,040,903	$365,234
2022	$2,141,945	$1,793,377	$5,647,344	$348,568
2021	$2,380,782	$1,444,439	$5,511,859	$936,343
2020	$1,809,949	$1,264,031	$5,007,695	$545,918
2019	$1,722,490	$1,220,785	$4,461,972	$501,705
2018	$1,393,349	$1,123,284	$3,894,164	$270,065

PEACE OF MIND DOG RESCUE