TAILS OF VALOR PAWS OF HONOR PROGRAM IN (EIN 811221443) - 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

2016

Legal Domicile

Principal Officer

HEATHER LLOYD

Phone

2677337294

Tax Period

2024-01-01 to 2024-12-31

TAILS OF VALOR PAWS OF HONOR PROGRAM IN, founded in 2016, is a small nonprofit in the Public & Societal Benefit sector that reported $642K in total revenue in fiscal year 2024. The organization ran a surplus of $205K, a strong 32% operating margin.

Mission

TO PROVIDE NON-MEDICAL THERAPIES IMPROVING PSYCHOLOGICAL & PHYSICAL ISSUES AFFECTING VETERANS AND THEIR FAMILIES

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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 (2024)

Revenue Breakdown

Contributions & Grants $602,738

Program Service Revenue $0

Investment Income $24,390

Other Revenue $14,891

TOTAL REVENUE $642,019

Expense Breakdown

Grants Paid $0

Salaries & Benefits $214,918

Fundraising Expenses $10,242

Program Expenses $363,542

Other Expenses $222,035

TOTAL EXPENSES $436,953

Year-over-Year Comparison

	2024	2023	Change
Revenue	$642,019	$627,493	+0.0%
Expenses	$436,953	$453,023	0.0%
Net Income	$205,066	$174,470	+0.2%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER LLOYD	TREASURER, FOUNDER	50.00	Officer Director	$0	$0	$0
DR KARA BALLEK	DIRECTOR	5.00	Director	$0	$0	$0
BRIAN STAUB	PRESIDENT	8.00	Officer Director	$0	$0	$0
CHER MOUNT	SECRETARY	10.00	Officer Director	$0	$0	$0
SCOTT QUILTY	DIRECTOR	8.00	Director	$0	$0	$0
SCOTT SZEVER	DIRECTOR	5.00	Director	$0	$0	$0
ADRIENNE FRANKEL	DIRECTOR	10.00	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	$642,019	$436,953	$1,454,475	$205,066
2023	$627,493	$453,023	$1,283,841	$174,470
2022	$638,066	$457,648	$1,142,197	$180,418
2021	$373,790	$345,075	$481,454	$28,715
2020	$403,836	$323,396	$458,151	$80,440
2019	$432,729	$310,551	$349,128	$122,178
2018	$273,477	$224,327	$227,958	$49,150

TAILS OF VALOR PAWS OF HONOR PROGRAM IN