SANTA MARIA VALLEY HUMANE SOCIETY

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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

THE SANTA MARIA VALLEY HUMANE SOCIETY EXISTS TO RESCUE, SHELTER, HEAL, PLACE, AND TRAIN DOGS AND CATS WHILE ENGAGING THE CENTRAL CALIFORNIA COASTAL COMMUNITY TO END ANIMAL HOMELESSNESS.

Program Service Accomplishments

Program 1

Expenses: $660,929 Revenue: $135,135

ANIMAL SHELTER / ANIMAL RESCUE: SERVING THE CENTRAL CALIFORNIA COUNTIES OF SAN LUIS OBISPO, SANTA BARBARA AND VENTURA, SANTA MARIA VALLEY HUMANE SOCIETY RESCUES DOGS AND CATS AT RISK OF EUTHANASIA IN AREA SHELTERS. FROM JULY 1, 2019 TO JANUARY 31, 2020 WE RESCUED 764 HOMELESS DOGS AND CATS. OUR SHELTER SERVES AS A LEARNING CENTER FOR THE COMMUNITY AS OUR STATE-OF-THE-ART FACILITY IS A PLEASANT, FRIENDLY, QUIET PLACE FOR PEOPLE TO GO TO SEE ANIMAL INTERACTIONS AND POSITIVE BEHAVIORS MODELED IN THE DAILY ROUTINES. EVERY DOG AND CAT IN THE CARE OF SANTA MARIA VALLEY HUMANE SOCIETY LEARNS BASIC MANNERS, HOUSETRAINING, AND SOCIAL SKILLS TO BECOME A SUCCESSFUL NEW FAMILY MEMBER. IT IS NOT UNCOMMON FOR AS MANY AS 100 HOMELESS ANIMALS PER NIGHT TO SEEK REFUGE AND SAFETY IN OUR SHELTER. FROM JULY 1, 2019 TO JANUARY 31, 2020, 652 HOMELESS DOGS AND CATS FOUND NEW HOMES THROUGH THE EDWIN & JEANNE WOODS ANIMAL CARE COMPLEX.

Program 2

Expenses: $463,788 Revenue: $295,384

VETERINARY CARE: QUALITY, AFFORDABLE MEDICAL SERVICES AND SPAYING OR NEUTERING OF DOGS AND CATS IN THE COMMUNITY THROUGH OUR MODERN VETERINARY CLINIC IS A CRITICAL PART OF THE SANTA MARIA VALLEY...

VETERINARY CARE: QUALITY, AFFORDABLE MEDICAL SERVICES AND SPAYING OR NEUTERING OF DOGS AND CATS IN THE COMMUNITY THROUGH OUR MODERN VETERINARY CLINIC IS A CRITICAL PART OF THE SANTA MARIA VALLEY HUMANE SOCIETY MISSION. KEEPING ANIMALS WHO HAVE HOMES HEALTHY, HELPS THOSE ANIMALS STAY IN THEIR HOMES AND OUT OF THE SHELTER. SPAYING OR NEUTERING PETS PREVENTS PUPPIES AND KITTENS FROM BEING BORN, FURTHER REDUCING PET OVERPOPULATION. FROM JULY 1, 2019 TO JANUARY 31, 2020, 1,410 DOGS AND CATS WERE SPAYED OR NEUTERED, PREVENTING TENS OF THOUSANDS OF HOMELESS PUPPIES AND KITTENS FROM BEING BORN.

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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