HERITAGE FARMS ANIMAL RESCUE

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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

2012

Legal Domicile

Principal Officer

LISA BARTELS

Phone

4195916621

Tax Period

2024-01-01 to 2024-12-31

HERITAGE FARMS ANIMAL RESCUE, founded in 2012, is a micro nonprofit in the Animal-Related sector that reported $87K in total revenue in fiscal year 2024. Expenses of $80K left a modest 8% surplus.

Mission

ANIMAL RESCUE AND ADOPTION

Program Service Accomplishments

Program 1

Expenses: $66,672 Revenue: $72,650

WE RESCUED 679 DOGS. WE ADOPTED 492 DOGS TO FAMILIES. EACH DOG WAS VACCINATED, ALTERED AND EXAMINED TO ENSURE FAMILIES WERE ADOPTING HEALTHY ANIMALS. ALL MEDICAL ISSUES WERE ADDRESSED AND TREATED.

Program 2

Expenses: $6,836

WE FEED HIGH QUALITY DOG FOOD TO PROMOTE GOOD HEALTH. WE ALSO PROVIDE TOYS AND TREATS TO KEEP OUR DOGS MENTALLY HEALTHY AND HAPPY.

Program 3

Expenses: $3,891

WE USE FUEL TO HELP SAVE THE DOGS AT RISK FROM AREA SHELTERS AND BREEDERS. WE ALSO NEED TO TRANSPORT TO VET APPOINTMENTS.

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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 $14,191

Program Service Revenue $72,650

Investment Income $0

Other Revenue $0

TOTAL REVENUE $86,841

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $77,399

Other Expenses $80,122

TOTAL EXPENSES $80,122

Year-over-Year Comparison

	2024	2023	Change
Revenue	$86,841	$85,106	+0.0%
Expenses	$80,122	$81,013	0.0%
Net Income	$6,719	$4,093	+0.6%

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

N/A

Independent Members

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA BARTELS	TREASURER	35.00	Officer	$0	$0	$0
AMY GASAWAY	PRESIDENT	30.00	Officer	$0	$0	$0
TONYA HAMMOND	SECRETARY	20.00	Officer Key Emp	$0	$0	$0
LAURA NICHOLSON	FOSTER	20.00	Key Emp	$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	$86,841	$80,122	$22,605	$6,719
2023	$85,106	$81,013	$15,886	$4,093
2022	$58,349	$56,114	$11,793	$2,235
2021	$42,972	$41,919	$9,558	$1,053