HOMEWARD TRAILS ANIMAL RESCUE INC (EIN 320086330) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

SUE BELL

Phone

7037662647

Tax Period

2023-01-01 to 2023-12-31

HOMEWARD TRAILS ANIMAL RESCUE INC, founded in 2003, is a community nonprofit in the Animal-Related sector that reported $1.7M in total revenue in fiscal year 2018. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $1.5M left a modest 12% surplus.

Mission

ANIMAL RESCUE AND PLACEMENT

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,151,795

Program Service Revenue $771,034

Investment Income $20,870

Other Revenue $1,057

TOTAL REVENUE $3,944,756

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,504,318

Fundraising Expenses $198,908

Program Expenses $2,497,572

Other Expenses $1,377,095

TOTAL EXPENSES $2,881,413

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,944,756	$2,866,368	+0.4%
Expenses	$2,881,413	$2,726,976	+0.1%
Net Income	$1,063,343	$139,392	+6.6%

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

Independent Members

Employees

Volunteers

950

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

$130,538

Total Directors

$130,538

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEIDI MEINZER	PRESIDENT	1.00	Officer Director	$0	$0	$0
MELISSA DULSKI	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SUE BELL	EXECUTIVE DIRECTOR	45.00	Officer Director	$130,538	$0	$130,538
TIM MCFILLIN	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA CHEN	DIRECTOR	1.00	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	$3,944,756	$2,881,413	$2,387,219	$1,063,343
2022	$2,866,368	$2,726,976	$1,318,061	$139,392
2021	$2,572,042	$2,411,133	$1,147,972	$160,909
2020	$2,614,913	$2,144,925	$1,148,940	$469,988
2019	$1,878,911	$1,809,902	$511,718	$69,009
2018	$1,699,115	$1,489,895	$454,751	$209,220

HOMEWARD TRAILS ANIMAL RESCUE INC