THE HEART AND SOUL ANIMAL SANCTUARY (EIN 311549681) - 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

Phone

5057576817

Tax Period

2025-01-01 to 2025-12-31

THE HEART AND SOUL ANIMAL SANCTUARY is a small nonprofit in the Animal-Related sector that reported $569K in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $486K left a modest 15% surplus.

Mission

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 (2025)

Revenue Breakdown

Contributions & Grants $532,680

Program Service Revenue $0

Investment Income $34,955

Other Revenue $1,000

TOTAL REVENUE $568,635

Expense Breakdown

Grants Paid $0

Salaries & Benefits $122,646

Fundraising Expenses $3,424

Program Expenses $354,901

Other Expenses $363,288

TOTAL EXPENSES $485,934

Year-over-Year Comparison

	2025	2024	Change
Revenue	$568,635	$518,227	+0.1%
Expenses	$485,934	$441,708	+0.1%
Net Income	$82,701	$76,519	+0.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NATALIE OWINGS	President	99.00	Officer Director	$0	$0	$0
FAITH SUZIO	OUTREACH	1.00	Director	$0	$0	$0
JOHN FELL STEVENSON	Vice President	1.00	Officer Director	$0	$0	$0
ANDREA S WARD	Director	1.00	Director	$0	$0	$0
TERRY DUDDING	Treasurer	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
2025	$568,635	$485,934	$2,091,921	$82,701
2024	$518,227	$441,708	$1,942,197	$76,519
2023	$554,550	$442,203	$1,850,224	$112,347
2022	$1,177,871	$437,864	$1,690,169	$740,007
2021	$362,855	$343,831	$1,078,857	$19,024
2020	$417,211	$286,989	$1,047,701	$130,222
2019	$353,414	$380,819	$898,313	$-27,405
2018	$430,973	$387,412	$896,934	$43,561

THE HEART AND SOUL ANIMAL SANCTUARY