MEDVET CHARITABLE FOUNDATION (EIN 311671780) - 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

1999

Legal Domicile

Principal Officer

SARAH BERGER

Phone

6148465800

Tax Period

2024-01-01 to 2024-12-31

MEDVET CHARITABLE FOUNDATION, founded in 1999, is a community nonprofit in the Animal-Related sector that reported $1.9M in total revenue in fiscal year 2024. Revenue surged 1599% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 73% operating margin.

Mission

PROVIDE FINANCIAL RELIEF TO MEDVET EMPLOYEES IN TIME OF NEED

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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 $1,904,420

Program Service Revenue $0

Investment Income $39,700

Other Revenue $0

TOTAL REVENUE $1,944,120

Expense Breakdown

Grants Paid $523,319

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $523,319

Other Expenses $6,750

TOTAL EXPENSES $530,069

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,944,120	$114,398	+16.0%
Expenses	$530,069	$200,097	+1.6%
Net Income	$1,414,051	$-85,699	-17.5%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAURA STEVENSON	BOARD MEMBER	1.00	Director	$0	$0	$0
TIM KOLB	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW SUTTER	BOARD MEMBER	1.00	Director	$0	$0	$0
GREG BERNARD	BOARD MEMBER	1.00	Director	$0	$0	$0
BETH KELLOGG	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH BERGER	BOARD PRESIDENT	5.00	Officer	$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	$1,944,120	$530,069	$3,039,057	$1,414,051
2023	$114,398	$200,097	$1,625,006	$-85,699
2022	$504,615	$149,181	$1,710,704	$355,434
2021	$104,733	$246,662	$1,355,270	$-141,929
2020	$216,105	$451,234	$1,497,199	$-235,129
2019	$1,468,858	$6,005	$1,732,328	$1,462,853

MEDVET CHARITABLE FOUNDATION