BANFIELD FOUNDATION (EIN 474183567) - 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

2015

Legal Domicile

Principal Officer

KIM VAN SYOC

Phone

3607847866

Tax Period

2023-01-01 to 2023-12-31

BANFIELD FOUNDATION, founded in 2015, is a community nonprofit in the Animal-Related sector that reported $4.1M in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year.

Mission

TO IMPROVING THE WELL-BEING OF PETS AND COMMUNITIES.

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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 $3,640,722

Program Service Revenue $253,000

Investment Income $152,062

Other Revenue $55,272

TOTAL REVENUE $4,101,056

Expense Breakdown

Grants Paid $3,364,901

Salaries & Benefits $837,537

Fundraising Expenses $145,909

Program Expenses $4,100,648

Other Expenses $267,776

TOTAL EXPENSES $4,470,214

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,101,056	$4,972,862	-0.2%
Expenses	$4,470,214	$5,990,162	-0.3%
Net Income	$-369,158	$-1,017,300	-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

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

$345,162

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAM STEWART	BOARD PRESIDENT & CHAIR	1.00	Officer Director	$0	$0	$0
BRENT MAYABB	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
HANNAH PETERS	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
JULIA GEORGESEN DVM	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEA HARRISON DVM	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIE LAWLESS	BOARD MEMBER	1.00	Director	$0	$0	$0
HELEN MILLS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLOTTE ROSSETTER	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA STOCKMON	BOARD MEMBER	1.00	Director	$0	$0	$0
KIM VAN SYOC	EXECUTIVE DIRECTOR	40.00	Officer	$193,763	$9,285	$203,048
ALISON BENNINGER	DIRECTOR OF FINANCE	40.00	Officer	$118,851	$23,263	$142,114
PAULA LITTLE	DIRECTOR OF DEVELOPMENT	40.00	Highest	$143,921	$6,083	$150,004

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	$4,101,056	$4,470,214	$7,851,581	$-369,158
2022	$4,972,862	$5,990,162	$7,977,398	$-1,017,300
2021	$6,026,415	$3,591,962	$8,957,328	$2,434,453
2020	$4,944,612	$3,387,454	$6,486,403	$1,557,158

BANFIELD FOUNDATION