THE BUDDY FOUNDATION (EIN 364007576) - 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

1995

Legal Domicile

Phone

8472905806

Tax Period

2023-03-01 to 2024-02-29

THE BUDDY FOUNDATION, founded in 1995, is a small nonprofit in the Animal-Related sector that reported $645K in total revenue in fiscal year 2023. Revenue decreased 20% compared to the prior year. The organization ran a surplus of $201K, a strong 31% operating margin.

Mission

ANTI EUTHANASIA ANIMAL SHELTER

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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 (2023)

Revenue Breakdown

Contributions & Grants $481,702

Program Service Revenue $0

Investment Income $163,725

Other Revenue $0

TOTAL REVENUE $645,427

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $316,221

Other Expenses $444,413

TOTAL EXPENSES $444,413

Year-over-Year Comparison

	2023	2022	Change
Revenue	$645,427	$805,665	-0.2%
Expenses	$444,413	$350,648	+0.3%
Net Income	$201,014	$455,017	-0.6%

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

N/A

Employees

N/A

Volunteers

100

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
CARMELLA LOWTH	President	50.00	Officer	$0	$0	$0
MARY HAYASHI	Secretary	10.00	Officer	$0	$0	$0
JAN BIERMANN	Treasurer	40.00	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
2025	No data	No data	No data	No data
2024	$645,427	$444,413	$6,458,713	$201,014
2023	$805,665	$350,648	$6,257,699	$455,017
2022	$608,095	$348,017	$5,802,682	$260,078
2021	$418,939	$295,306	$5,542,604	$123,633
2020	$497,255	$331,054	$5,418,971	$166,201
2019	$468,090	$314,602	$5,252,770	$153,488
2018	$1,568,140	$278,912	$5,099,282	$1,289,228

THE BUDDY FOUNDATION