AUBURN VALLEY HUMANE SOCIETY FOUNDATION (EIN 464627379) - 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

2014

Legal Domicile

Principal Officer

Phil Morgan

Phone

2532497849

Tax Period

2023-01-01 to 2023-12-31

AUBURN VALLEY HUMANE SOCIETY FOUNDATION, founded in 2014, is a small nonprofit in the Animal-Related sector that reported $360K in total revenue in fiscal year 2023. Revenue surged 60% from the prior year, signaling strong growth momentum. The organization ran a surplus of $344K, a strong 96% operating margin.

Mission

To support the Auburn Valley Humane Society.

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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 $360,090

Program Service Revenue $0

Investment Income $1

Other Revenue $0

TOTAL REVENUE $360,091

Expense Breakdown

Grants Paid $4,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,000

Other Expenses $11,734

TOTAL EXPENSES $15,734

Year-over-Year Comparison

	2023	2022	Change
Revenue	$360,091	$224,836	+0.6%
Expenses	$15,734	$11,814	+0.3%
Net Income	$344,357	$213,022	+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

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

$62,504

Total Directors

$212,768

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Phil Morgan	Board Member	1	Director	$0	$0	$150,264
Sharon LaVigne	Secretary	1	Officer Director	$0	$0	$62,504
Marsha Goodwin	Board Member	1	Director	$0	$0	$0
Jan Speer	Board Member	1	Director	$0	$0	$0
jme Thomas	Board Member	0	Director	$0	$0	$0
Rick Oliveira	Board Chair	1	Officer Director	$0	$0	$0
Alexis Singletary	Vice Chair	1	Officer Director	$0	$0	$0
Laura Fox	Treasurer	1	Officer 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
2024	No data	No data	No data	No data
2023	$360,091	$15,734	$1,747,539	$344,357
2022	$224,836	$11,814	$1,243,727	$213,022
2021	$278,642	$10,791	$1,207,314	$267,851
2020	$515,933	$4,050	$884,627	$511,883

AUBURN VALLEY HUMANE SOCIETY FOUNDATION