PET ALLIANCE OF GREATER ORLANDO INC (EIN 590637883) - 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

1960

Legal Domicile

Principal Officer

STEPHEN BARDY

Phone

4073517722

Tax Period

2024-07-01 to 2025-06-30

PET ALLIANCE OF GREATER ORLANDO INC, founded in 1960, is a community nonprofit in the Animal-Related sector that reported $7.8M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $1.6M, a strong 21% operating margin.

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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 (2024)

Revenue Breakdown

Contributions & Grants $4,140,665

Program Service Revenue $2,520,141

Investment Income $612,829

Other Revenue $520,140

TOTAL REVENUE $7,793,775

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,829,223

Fundraising Expenses $948,134

Program Expenses $4,740,554

Other Expenses $2,330,840

TOTAL EXPENSES $6,160,063

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,793,775	$9,132,747	-0.1%
Expenses	$6,160,063	$5,695,336	+0.1%
Net Income	$1,633,712	$3,437,411	-0.5%

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

480

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

$589,505

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSH POWERS	CHAIR	4.00	Officer Director	$0	$0	$0
BRIAN DAVIS	VICE-CHAIR	4.00	Officer Director	$0	$0	$0
LUKE PARTRIDGE	TREASURER	4.00	Officer Director	$0	$0	$0
JULIE AXELROD	SECRETARY	4.00	Officer Director	$0	$0	$0
KATHRYN BOYCE	DIRECTOR	2.00	Director	$0	$0	$0
JOHN COX	DIRECTOR	2.00	Director	$0	$0	$0
SUZANNE FLEMING	DIRECTOR	2.00	Director	$0	$0	$0
PADGETT MCCORMICK	DIRECTOR	2.00	Director	$0	$0	$0
LINDY MOORE	DIRECTOR	2.00	Director	$0	$0	$0
LOUISE PHILP	DIRECTOR	2.00	Director	$0	$0	$0
JASON WATKINS	DIRECTOR	2.00	Director	$0	$0	$0
DEBRA ORCHARD	DIRECTOR	2.00	Director	$0	$0	$0
KIMBERLY MELLO	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN BARDY	EXECUTIVE DIRECTOR	50.00	Officer	$184,722	$11,953	$196,675
BARBARA MUZENI	DIRECTOR OF FINANCE	40.00	Officer	$91,940	$5,375	$97,315
CATHLEEN RODGERS	DEVELOPMENT DIRECTOR - JAN - APR	40.00	Officer	$58,101	$7,265	$65,366
KATHY BURNS	DIRECTOR OF OPERATIONS	40.00	Officer	$90,917	$9,056	$99,973
LINDSAY FRAMSTEAD	DIRECTOR OF HUMAN RESOURCE	40.00	Officer	$87,794	$4,432	$92,226
BRANDY BENNETT	DEVELOPMENT DIRECTOR - AUG - DEC	40.00	Officer	$36,300	$1,650	$37,950
DR BRIAN MARTIN	VETERINARIAN	40.00	Highest	$126,986	$9,440	$136,426
DR JULIE ANDERSON	VETERINARIAN	40.00	Highest	$117,345	$23,453	$140,798
DR TSUYOSHI WATANABE	VETERINARIAN	40.00	Highest	$112,417	$28,890	$141,307
DR DAWN KEENAN	VETERINARIAN	40.00	Highest	$119,294	$12,859	$132,153

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
2025	$7,793,775	$6,160,063	$26,886,996	$1,633,712
2024	$9,132,747	$5,695,336	$24,918,103	$3,437,411
2023	$8,988,277	$5,332,873	$20,815,531	$3,655,404
2022	$11,986,009	$5,328,428	$16,880,305	$6,657,581
2021	$9,497,417	$6,198,024	$10,258,494	$3,299,393
2020	$7,167,039	$6,676,815	$6,915,952	$490,224
2019	$6,932,879	$6,925,002	$6,285,021	$7,877
2018	$6,287,394	$6,342,394	$6,162,038	$-55,000

PET ALLIANCE OF GREATER ORLANDO INC