Friends of Upland Animal Shelter Inc (EIN 462546783) - 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

ANDREW PETERSON

Phone

9099314185

Tax Period

2023-01-01 to 2023-12-31

Friends of Upland Animal Shelter Inc, founded in 2013, is a community nonprofit in the Animal-Related sector that reported $1.2M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $1.5M exceeded revenue, resulting in a 28% operating deficit.

Mission

Friends of Upland Animal Shelter Inc was formed in order to supplement the staffing and public funding of Upland Animal Services department

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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 $279,249

Program Service Revenue $893,183

Investment Income $12,234

Other Revenue $0

TOTAL REVENUE $1,184,666

Expense Breakdown

Grants Paid $0

Salaries & Benefits $689,746

Fundraising Expenses $45,713

Program Expenses $1,378,513

Other Expenses $824,790

TOTAL EXPENSES $1,514,536

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,184,666	$1,094,961	+0.1%
Expenses	$1,514,536	$971,120	+0.6%
Net Income	$-329,870	$123,841	-3.7%

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

N/A

Volunteers

398

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
ANDREW PETERSON	President	20.00	Officer	$0	$0	$0
JUDY LOVERING	Secretary	20.00	Officer	$0	$0	$0
KATHY FERGUSON	Treasurer	20.00	Officer	$0	$0	$0
KAREN HERMANN	Fundraising Chair	35.00	Officer	$0	$0	$0
SHELLEY FOGLESONG	Vice President	40.00	Officer	$0	$0	$0
KAREN PETERSON	Member	40.00	Officer	$0	$0	$0
SHERRIE DARROW	Volunteer Coordinator	35.00	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	No data	No data	No data	No data
2023	$1,184,666	$1,514,536	$676,254	$-329,870
2022	$1,094,961	$971,120	$1,009,024	$123,841
2021	$1,329,377	$720,852	$879,019	$608,525
2020	$596,420	$607,854	$619,099	$-11,434
2019	$812,973	$806,538	$286,556	$6,435
2018	$779,451	$695,320	$290,254	$84,131

Friends of Upland Animal Shelter Inc