FELINES & FRIENDS NEW MEXICO (EIN 274453623) - 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

2010

Legal Domicile

Principal Officer

BOBBI VALENTINE HELLER

Phone

5053162281

Tax Period

2023-01-01 to 2023-12-31

FELINES & FRIENDS NEW MEXICO, founded in 2010, is a small nonprofit in the Animal-Related sector that reported $564K in total revenue in fiscal year 2023. The organization ran a surplus of $116K, a strong 21% operating margin.

Mission

FELINES & FRIENDS IS A "SECOND CHANCE" RESCUE AND PLACEMENT ORGANIZATION FOCUSING ON PROVIDING VET CARE AND SOCIALIZATION FOR CATS AND KITTENS WHO MIGHT NOT OTHERWISE FIND HOMES THROUGH ANIMAL SHELTERS. SINCE 2002, WE HAVE PLACED OVER 5,000 CATS AND KITTENS WITH AN AVERAGE RESCUE COST OF $300. HOWEVER, EACH YEAR A NUMBER OF CATS REQUIRE EXTRAORDINARY VET CARE SUCH AS DENTAL AND OPHTHALMIC PROCEDURES. FELINE & FRIENDS IS THE ONLY ORGANIZATION OF ITS TYPE SERVING SANTA FE AND SURROUNDING COMMUNITIES. THROUGH OUR PUBLIC OUTREACH AND EDUCATION, WE ARE MAKING A DIFFERENCE.

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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 $529,638

Program Service Revenue $0

Investment Income $6,188

Other Revenue $28,010

TOTAL REVENUE $563,836

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $10,429

Program Expenses $435,289

Other Expenses $447,938

TOTAL EXPENSES $447,938

Year-over-Year Comparison

	2023	2022	Change
Revenue	$563,836	$544,281	+0.0%
Expenses	$447,938	$317,720	+0.4%
Net Income	$115,898	$226,561	-0.5%

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

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

$31,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOBBI VALENTINE HELLER	EXECUTIVE DIRECTOR	20.00	Director	$0	$0	$31,250
THERESE FRANCIS	TREASURER	1.00	Officer Director	$0	$0	$0
CAROLYN CHAMBERS	PRESIDENT	1.00	Officer Director	$0	$0	$0
ARTHUR FIELDS	DIRECTOR	1.00	Director	$0	$0	$0
GLENN OLAH DVM	DIRECTOR	1.00	Director	$0	$0	$0
CAROL GOVE	VICE PRESIDENT OPERATIONS	1.00	Director	$0	$0	$0
ANNE CHOGNARD	VICE PRESIDENT DEVELOPMENT	1.00	Director	$0	$0	$0
LORI SCIACCA	SECRETARY	1.00	Officer Director	$0	$0	$0
PAM BRAVERMAN	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	No data	No data	No data	No data
2023	$563,836	$447,938	$1,069,899	$115,898
2022	$544,281	$317,720	$1,065,626	$226,561
2021	$798,093	$275,960	$789,439	$522,133
2020	$477,285	$297,214	$355,935	$180,071
2019	$286,603	$262,173	$138,475	$24,430
2018	$268,118	$282,904	$125,241	$-14,786

FELINES & FRIENDS NEW MEXICO