Humane Society of Charlotte Inc (EIN 581342479) - 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

1978

Legal Domicile

Principal Officer

Shelly Moore

Phone

7043770534

Tax Period

2023-01-01 to 2023-12-31

Humane Society of Charlotte Inc, founded in 1978, is a community nonprofit in the Animal-Related sector that reported $9.7M in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.6M, a strong 37% operating margin.

Mission

Humane Society of Charlotte mission is to champion the wellbeing of companion animals and strengthen their bond with the people who know, love, and need them.

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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 $7,492,812

Program Service Revenue $1,797,693

Investment Income $230,648

Other Revenue $161,519

TOTAL REVENUE $9,682,672

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,746,110

Fundraising Expenses $878,258

Program Expenses $4,745,879

Other Expenses $2,350,852

TOTAL EXPENSES $6,096,962

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,682,672	$6,944,269	+0.4%
Expenses	$6,096,962	$4,818,118	+0.3%
Net Income	$3,585,710	$2,126,151	+0.7%

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

108

Volunteers

500

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

$188,226

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Shelly Moore	CEO/President	50.00	Officer	$182,383	$5,843	$188,226
KIMBERLY ACKERMAN	Spay Neuter Veteri	40.00		$128,454	$3,090	$131,544
ELLEN TAYLOR	Chief Operating	40.00		$118,222	$3,805	$122,027
AIKO OKAMOTO	Chief Administrati	40.00		$108,263	$3,389	$111,652
CATHERINE TALLEY	Spay Neuter Surgeo	40.00		$105,043	$0	$105,043
DIANA FERRADAS	Shelter Veterinari	40.00		$104,853	$0	$104,853
Greg Bittner	Treasurer	2.00	Officer Director	$0	$0	$0
Jim Hickmon	Director	2.00	Director	$0	$0	$0
Janice Quintana	Secretary	2.00	Officer Director	$0	$0	$0
Michelle Bendel	Director	2.00	Director	$0	$0	$0
Andrea Chomakos	Director	2.00	Director	$0	$0	$0
Christine Edwards	Director	2.00	Director	$0	$0	$0
Alli Davidson	Director	2.00	Director	$0	$0	$0
Lisa Bottle	Director	2.00	Director	$0	$0	$0
John Chevrette	Director	2.00	Director	$0	$0	$0
Tara Keener	Vice Chair	2.00	Officer Director	$0	$0	$0
Marie Brennan	Director	2.00	Director	$0	$0	$0
Kurt Bouley	Chairman	2.00	Officer Director	$0	$0	$0
Paul Koehnke	Director	2.00	Director	$0	$0	$0
Liz May	Director	2.00	Director	$0	$0	$0
Drew Quartapella	Director	2.00	Director	$0	$0	$0
Rodney Sharples	Director	2.00	Director	$0	$0	$0
Marnie Schneider	Director	2.00	Director	$0	$0	$0
Winnye Wilks	Director	2.00	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
2024	No data	No data	No data	No data
2023	$9,682,672	$6,096,962	$25,192,501	$3,585,710
2022	$6,944,269	$4,818,118	$21,725,040	$2,126,151
2021	$7,103,435	$4,407,216	$19,466,329	$2,696,219
2020	$6,403,249	$4,322,748	$17,566,879	$2,080,501
2019	$5,819,341	$4,159,277	$14,978,818	$1,660,064
2018	$6,468,487	$4,507,944	$13,121,480	$1,960,543

Humane Society of Charlotte Inc