DOG ADOPTION AND WELFARE GROUP

EIN: 770318881 501(c)(3)

SANTA BARBARA, CA

Total Revenue
$441,964
Total Expenses
$590,964
Total Assets
$1,292,820
Net Assets
$1,288,954
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1993
Legal Domicile
CA
Principal Officer
LORI TREMER-HUEY
Phone
2152056505
Tax Period
2019-01-01 to 2019-12-31

DOG ADOPTION AND WELFARE GROUP, founded in 1993, is a small nonprofit that reported $442K in total revenue in fiscal year 2019. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $591K exceeded revenue, resulting in a 34% operating deficit.

Mission

KENNELLING AND PET ADOPTION

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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%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $267,977
Program Service Revenue $22,845
Investment Income $141,855
Other Revenue $9,287
TOTAL REVENUE $441,964

Expense Breakdown

Grants Paid $0
Salaries & Benefits $354,313
Fundraising Expenses $0
Program Expenses $465,996
Other Expenses $236,651
TOTAL EXPENSES $590,964

Year-over-Year Comparison

2019 2018 Change
Revenue $441,964 $389,691 +0.1%
Expenses $590,964 $543,552 +0.1%
Net Income $-149,000 $-153,861 0.0%
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

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Governance

Voting Members
5
Independent Members
4
Employees
26
Volunteers
60

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
4
$0
Total Directors
5
$91,346
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DR CARL ZABOLY DVM Director 25.00
Director
$91,346 $0 $91,346
BRENDA LANG SHELTER MANAGER 40.00
$55,000 $0 $55,000
ONALISA HOODES President 12.00
Officer Director
$0 $0 $0
LORI TREMER-HUEY Treasurer 12.00
Officer Director
$0 $0 $0
DANIEL COHEN Vice President 2.00
Officer Director
$0 $0 $0
JUDITH EFFRON Secretary 2.00
Officer 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
2019 $441,964 $590,964 $1,292,820 $-149,000
2018 $389,691 $543,552 $1,422,338 $-153,861
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