JAKE'S WISH DOG RESCUE (EIN 465281347) - 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

HEIDI SCHLAGEL

Phone

4084837606

Tax Period

2023-01-01 to 2023-12-31

JAKE'S WISH DOG RESCUE, founded in 2014, is a micro nonprofit in the Animal-Related sector that reported $73K in total revenue in fiscal year 2023. Revenue fell 65% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $15K, a strong 20% operating margin.

Mission

TO RESCUE AND TO REHOME OWNER SURRENDERED AND UNADOPTABLE SHELTER DOGS.

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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 $42,858

Program Service Revenue $24,595

Investment Income $1,973

Other Revenue $3,783

TOTAL REVENUE $73,209

Expense Breakdown

Grants Paid $1,050

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $46,415

Other Expenses $57,623

TOTAL EXPENSES $58,673

Year-over-Year Comparison

	2023	2022	Change
Revenue	$73,209	$206,749	-0.6%
Expenses	$58,673	$117,465	-0.5%
Net Income	$14,536	$89,284	-0.8%

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

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
HEIDI SCHLAGEL	PRESIDENT	20.00	Officer Director	$0	$0	$0
LORI SPURLIN	SECRETARY	5.00	Officer Director	$0	$0	$0
LISA HARMON	TREASURER	5.00	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	$73,209	$58,673	$431,134	$14,536
2022	$206,749	$117,465	$416,593	$89,284
2021	$158,913	$199,698	$327,294	$-40,785
2020	$177,572	$215,148	$375,401	$-37,576
2019	$245,780	$119,239	$405,654	$126,541
2018	$218,581	$92,405	$279,112	$126,176

JAKE'S WISH DOG RESCUE