SANTA MARIA VALLEY HUMANE SOCIETY (EIN 770002949) - 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

1982

Legal Domicile

Principal Officer

MIKE INKROTT

Phone

8053493435

Tax Period

2019-07-01 to 2020-01-31

SANTA MARIA VALLEY HUMANE SOCIETY, founded in 1982, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2019. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $1.3M exceeded revenue, resulting in a 22% operating deficit.

Mission

PROVIDE SHELTER/CLINIC SERVICES TO HOMELESS DOGS & CATS WHILE LOCATING PERMANENT HOMES FOR 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 (2019)

Revenue Breakdown

Contributions & Grants $649,774

Program Service Revenue $425,158

Investment Income $2,220

Other Revenue $1,124

TOTAL REVENUE $1,078,276

Expense Breakdown

Grants Paid $0

Salaries & Benefits $689,531

Fundraising Expenses $97,336

Program Expenses $1,124,717

Other Expenses $627,278

TOTAL EXPENSES $1,316,809

Year-over-Year Comparison

	2019	2018	Change
Revenue	$1,078,276	$1,774,681	-0.4%
Expenses	$1,316,809	$2,572,707	-0.5%
Net Income	$-238,533	$-798,026	-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

Volunteers

180

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

$106,781

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE INKROTT	PRESIDENT	7.00	Officer Director	$0	$0	$0
FRANCES ROMERO	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
NANCY DOHERTY	SECRETARY	4.00	Officer Director	$0	$0	$0
LINDA COSTA	TREASURER	4.00	Officer Director	$0	$0	$0
DAVID COELHO	DIRECTOR	2.00	Director	$0	$0	$0
RYAN DIAS	DIRECTOR	2.00	Director	$0	$0	$0
SHAM DUCKWORTH	DIRECTOR	2.00	Director	$0	$0	$0
CLAIRE SHEEHY	DIRECTOR	2.00	Director	$0	$0	$0
VONNIE STEWART	DIRECTOR	2.00	Director	$0	$0	$0
SEAN HAWKINS	CEO	40.00	Officer	$98,725	$8,056	$106,781

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
2020	$1,078,276	$1,316,809	No data	$-238,533
2019	$1,774,681	$2,572,707	$4,576,022	$-798,026
2018	$1,669,518	$2,065,891	$5,428,659	$-396,373

SANTA MARIA VALLEY HUMANE SOCIETY