Humane Society of Marion County Inc (EIN 596196017) - 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

1964

Legal Domicile

Principal Officer

Roseann Morton

Phone

3528548230

Tax Period

2023-01-01 to 2023-12-31

Humane Society of Marion County Inc, founded in 1964, is a community nonprofit in the Animal-Related sector that reported $4.3M in total revenue in fiscal year 2023. Revenue surged 72% from the prior year, signaling strong growth momentum. The organization ran a surplus of $881K, a strong 21% operating margin.

Mission

To prevent cruelty to animals throughout Marion County, FL, to afford relief to such animals as needed and to increase kindness to and consideration of animals through

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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 $2,623,340

Program Service Revenue $730,116

Investment Income $56,962

Other Revenue $846,051

TOTAL REVENUE $4,256,469

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,081,875

Fundraising Expenses $603,128

Program Expenses $2,244,809

Other Expenses $1,293,866

TOTAL EXPENSES $3,375,741

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,256,469	$2,469,550	+0.7%
Expenses	$3,375,741	$2,449,154	+0.4%
Net Income	$880,728	$20,396	+42.2%

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

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

Total Directors

Key Employees

$79,407

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Roseann Morton	President	2.00	Officer Director	$0	$0	$0
Patti Lumpkin	Vice President	1.00	Officer Director	$0	$0	$0
Bill Steward	Treasurer	1.00	Officer Director	$0	$0	$0
Bruce Washburn	Secretary	1.00	Officer Director	$0	$0	$0
John Everett	Director	1.00	Officer Director	$0	$0	$0
Ben Williams	Director	1.00	Director	$0	$0	$0
Dr Jim Henningson	Director	1.00	Director	$0	$0	$0
Dr Leslie Hammond	Director	1.00	Director	$0	$0	$0
Bruce Anderson	Director	1.00	Director	$0	$0	$0
Edward Leedy	Executive Director	40.00	Key Emp Highest	$79,407	$0	$79,407

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	$4,256,469	$3,375,741	$7,822,402	$880,728
2022	$2,469,550	$2,449,154	$7,145,682	$20,396
2021	$3,057,075	$2,284,856	$6,877,123	$772,219
2020	$3,710,804	$1,985,277	$6,290,670	$1,725,527
2019	$2,163,913	$1,527,474	$4,355,237	$636,439
2018	$1,380,969	$1,337,405	$3,740,028	$43,564

Humane Society of Marion County Inc