HUMANE SOCIETY OF VERO BEACH AND INDIAN RIVER COUNTY FL FOUNDATION (EIN 593729687) - 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

2001

Legal Domicile

Principal Officer

DALE KEYSER

Phone

7725716411

Tax Period

2023-10-01 to 2024-09-30

HUMANE SOCIETY OF VERO BEACH AND INDIAN RIVER COUNTY FL FOUNDATION, founded in 2001, is a community nonprofit in the Animal-Related sector that reported $2.8M in total revenue in fiscal year 2023. Revenue surged 207% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 64% operating margin.

Mission

TO SUPPORT ANIMAL SHELTERING AND ADOPTION, PLUS HUMANE EDUCATION ACTIVITIES OF THE HUMANE SOCIETY OF VERO BEACH AND INDIAN RIVER COUNTY, FL THROUGH MANAGEMENT OF FUNDS AND INVESTMENTS.

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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 $1,066,679

Program Service Revenue $0

Investment Income $1,741,899

Other Revenue $0

TOTAL REVENUE $2,808,578

Expense Breakdown

Grants Paid $989,291

Salaries & Benefits $0

Fundraising Expenses $1,953

Program Expenses $997,610

Other Expenses $11,697

TOTAL EXPENSES $1,000,988

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,808,578	$914,844	+2.1%
Expenses	$1,000,988	$685,254	+0.5%
Net Income	$1,807,590	$229,590	+6.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DALE KEYSER	CHAIR	3.00	Officer Director	$0	$0	$0
ANDREW SOWERS	VICE CHAIR/TREASURER	2.00	Officer Director	$0	$0	$0
KATHRYN BARTON	MEMBER	1.00	Director	$0	$0	$0
SAMUEL F BEACH JR	MEMBER	1.00	Director	$0	$0	$0
CHARLESCHIP CRUICE	MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER JOHNS	SECRETARY	2.00	Officer Director	$0	$0	$0
JILL COLLINSON	MEMBER	1.00	Director	$0	$0	$0
JAN HAGEMEIER	MEMBER	1.00	Director	$0	$0	$0
ROB KUSCH	MEMBER	1.00	Director	$0	$0	$0
GENA GROVE	MEMBER	1.00	Director	$0	$0	$0
SUSAN SCHULER SMITH	MEMBER	1.00	Director	$0	$0	$0
STAN KLINEFELTER	MEMBER	1.00	Director	$0	$0	$0
HANS KRAAZ	MEMBER	1.00	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	$2,808,578	$1,000,988	$10,369,204	$1,807,590
2023	$914,844	$685,254	$8,556,364	$229,590
2022	$1,028,117	$636,670	$8,505,074	$391,447
2021	$2,088,519	$469,866	$9,551,767	$1,618,653
2020	$788,908	$1,429,245	$7,933,114	$-640,337
2019	$2,185,880	$551,954	$8,037,257	$1,633,926
2018	$1,864,142	$1,984,566	$6,376,347	$-120,424

HUMANE SOCIETY OF VERO BEACH AND INDIAN RIVER COUNTY FL FOUNDATION