Shelter Friends (EIN 461701972) - 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

2013

Legal Domicile

Principal Officer

Tana Mason

Phone

5412266488

Tax Period

2021-01-01 to 2021-12-31

Shelter Friends, founded in 2013, is a small nonprofit in the Animal-Related sector that reported $240K in total revenue in fiscal year 2021. Revenue surged 361% from the prior year, signaling strong growth momentum. The organization ran a surplus of $188K, a strong 79% operating margin.

Mission

Shelter Friends is a nonprofit 501c3 charitable organization dedicatedto the welfare, rehabilitation and rehoming of displaced animals inJosephine County, Oregon.

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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 (2021)

Revenue Breakdown

Contributions & Grants $239,990

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $239,990

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $144

Program Expenses $43,322

Other Expenses $51,505

TOTAL EXPENSES $51,505

Year-over-Year Comparison

	2021	2020	Change
Revenue	$239,990	$52,104	+3.6%
Expenses	$51,505	$47,379	+0.1%
Net Income	$188,485	$4,725	+38.9%

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

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
Tana Mason	President	25.00	Director	$0	$0	$0
Tammy Moore	Vice President	20.00	Director	$0	$0	$0
Tammie Schmidt-Kirk	Treasurer	5.00	Director	$0	$0	$0
Raleigh Smith	Director	30.00	Director	$0	$0	$0
Cathi Harley	Secretary	2.00	Director	$0	$0	$0
Kathleen Hoffman	Director	1.00	Director	$0	$0	$0
Jenny Pace	Director	6.00	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
2021	$239,990	$51,505	$250,499	$188,485

Shelter Friends