HAPPY TRAILS FARM ANIMAL SANCTUARY

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Phone

3302965914

Tax Period

2025-01-01 to 2025-12-31

HAPPY TRAILS FARM ANIMAL SANCTUARY, founded in 2001, is a community nonprofit in the Animal-Related sector that reported $1.0M in total revenue in fiscal year 2025. Revenue fell 36% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $328K, a strong 32% operating margin.

Program Service Accomplishments

Program 1

Expenses: $560,174

TO RESCUE, REHABILITATE, AND PROVIDE AN ADOPTION PROGRAM FOR ABUSED, ABANDONED, AND NEGLECTED FARM ANIMALS IN THE STATE OF OHIO

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $635,195

Program Service Revenue $83,849

Investment Income $187,578

Other Revenue $118,770

TOTAL REVENUE $1,025,392

Expense Breakdown

Grants Paid $0

Salaries & Benefits $386,980

Fundraising Expenses $52,797

Program Expenses $560,174

Other Expenses $310,865

TOTAL EXPENSES $697,845

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,025,392	$1,612,703	-0.4%
Expenses	$697,845	$690,937	+0.0%
Net Income	$327,547	$921,766	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$62,800

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURIE JACKSON	EXECUTIVE DIRECTOR	40.00	Key Emp	$62,800	$0	$62,800
GINA FORTUNATO	BOARD MEMBER	2.00	Director	$0	$0	$0
JENNIFER HIGHFIELD	PRESIDENT	2.00	Officer Director	$0	$0	$0
JESS RIST	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
JULIE CARUSO	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
LAUREN HUGHES	TREASURER	2.00	Officer Director	$0	$0	$0
LILLI BENCK	BOARD MEMBER	2.00	Director	$0	$0	$0
MIKE GHEEN	BOARD MEMBER	2.00	Director	$0	$0	$0
PETE GRASSO	BOARD MEMBER	2.00	Director	$0	$0	$0
RYAN RIMMELE	SECRETARY	2.00	Officer Director	$0	$0	$0
RYAN SHEEHAN	BOARD MEMBER	2.00	Director	$0	$0	$0
TOM KAUFMAN	BOARD MEMBER	2.00	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
2025	$1,025,392	$697,845	$4,137,652	$327,547
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	$1,111,027	$557,427	$2,000,571	$553,600
2021	$968,992	$553,375	$1,816,552	$415,617
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