SIMI VALLEY NONPROFIT SPAY AND NEUTER CL (EIN 770568506) - 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

DIANE BENTZ

Phone

8053382823

Tax Period

2023-01-01 to 2023-12-31

SIMI VALLEY NONPROFIT SPAY AND NEUTER CL, founded in 2001, is a community nonprofit in the Animal-Related sector that reported $1.9M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $1.8M left a modest 6% surplus.

Mission

THE SPECIFIC PURPOSE OF THIS ORGANIZATION IS TO OPERATE A LOW COST SPAY AND NEUTER CLINIC FOR DOGS AND CATS AND TO EDUCATE THE PUBLIC OF THE BENEFITS OF SUCH A PROGRAM. THE ORGANIZATION ALSO PROVIDES ASSISTANCE TO UNOWNED AND INJURED ANIMALS.

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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 $32,447

Program Service Revenue $1,771,976

Investment Income $20,907

Other Revenue $80,376

TOTAL REVENUE $1,905,706

Expense Breakdown

Grants Paid $0

Salaries & Benefits $696,658

Fundraising Expenses $0

Program Expenses $1,762,740

Other Expenses $1,100,145

TOTAL EXPENSES $1,796,803

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,905,706	$1,749,075	+0.1%
Expenses	$1,796,803	$1,538,531	+0.2%
Net Income	$108,903	$210,544	-0.5%

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

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

$121,293

Total Directors

$121,293

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANE BENTZ	PRESIDENT	1.00	Officer Director	$121,293	$0	$121,293
CAROLYN HERMAN	VP/SECRETARY	0.00	Officer Director	$0	$0	$0
JOYCE PETERS	CFO	0.00	Officer Director	$0	$0	$0
DPAULA TEMME	DIRECTOR OF EDUCATION	0.00	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	No data	No data	No data	No data
2023	$1,905,706	$1,796,803	$2,030,040	$108,903
2022	$1,749,075	$1,538,531	$1,939,736	$210,544
2021	$1,770,256	$1,472,873	$1,735,677	$297,383
2020	$1,621,381	$1,398,355	$1,458,697	$223,026
2019	$1,208,639	$1,076,649	$1,235,671	$131,990
2018	$1,142,555	$1,031,009	$1,103,681	$111,546

SIMI VALLEY NONPROFIT SPAY AND NEUTER CL