HAPPY TRAILS FARM ANIMAL SANCTUARY (EIN 341968434) - 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

2001

Legal Domicile

Phone

3302965914

Tax Period

2024-01-01 to 2024-12-31

HAPPY TRAILS FARM ANIMAL SANCTUARY, founded in 2001, is a community nonprofit in the Animal-Related sector that reported $1.6M in total revenue in fiscal year 2024. Revenue surged 113% from the prior year, signaling strong growth momentum. The organization ran a surplus of $922K, a strong 57% operating margin.

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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 $1,402,042

Program Service Revenue $55,323

Investment Income $104,149

Other Revenue $51,189

TOTAL REVENUE $1,612,703

Expense Breakdown

Grants Paid $0

Salaries & Benefits $364,821

Fundraising Expenses $0

Program Expenses $596,635

Other Expenses $326,116

TOTAL EXPENSES $690,937

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,612,703	$756,705	+1.1%
Expenses	$690,937	$634,066	+0.1%
Net Income	$921,766	$122,639	+6.5%

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

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
GINA FORTUNATO	BD MEMBER	10.00	Director	$0	$0	$0
TOM KAUFMAN	BD MEMBER	10.00	Director	$0	$0	$0
LAURIE D JACKSON	EXECUTIVE DIRECTOR	40.00	Director Key Emp	$0	$0	$0
STACEY JO JOHNSON	BD MEMBER	10.00	Director	$0	$0	$0
DIA RAY	BD MEMBER	10.00	Director	$0	$0	$0
KELEIGH VERALDO-ZUCCHERO	BD MEMBER	10.00	Director	$0	$0	$0
JESS RIST	PRESIDENT	10.00	Officer	$0	$0	$0
JENNIFER L HIGHFIELD	SECRETARY	10.00	Officer	$0	$0	$0
JEFF BRIGGS	TREASURER	40.00	Officer	$0	$0	$0
PETE GRASSO	VICE PRESIDENT	10.00	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	$1,612,703	$690,937	$4,336,699	$921,766
2023	$756,705	$634,066	$2,821,321	$122,639
2022	$1,405,941	$617,235	$2,617,735	$788,706
2021	$968,992	$553,375	$1,816,552	$415,617
2021	$1,111,027	$557,427	$2,000,571	$553,600
2020	$615,637	$458,752	$771,291	$156,885
2020	$1,300,221	$458,752	$1,450,447	$841,469
2019	$503,743	$491,199	$559,425	$12,544
2018	$462,294	$449,707	$545,792	$12,587

HAPPY TRAILS FARM ANIMAL SANCTUARY