STEPHEN ANIMAL SHELTER FOUNDATION INC (EIN 813022831) - 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

M JEAN BIERI

Phone

6416730411

Tax Period

2023-01-01 to 2023-12-31

STEPHEN ANIMAL SHELTER FOUNDATION INC, founded in 2016, is a micro nonprofit in the Animal-Related sector that reported $26K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $128K exceeded revenue, resulting in a 400% operating deficit.

Mission

ORGANIZATIONAL PURPOSE IS TO PROVIDE SUPPORT FOR STEPHEN MEMORIAL ANIMAL SHELTER COMMISSION.

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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 $25,659

Program Service Revenue $0

Investment Income $12

Other Revenue $0

TOTAL REVENUE $25,671

Expense Breakdown

Grants Paid $24,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $127,253

Other Expenses $104,442

TOTAL EXPENSES $128,442

Year-over-Year Comparison

	2023	2022	Change
Revenue	$25,671	$22,674	+0.1%
Expenses	$128,442	$123,543	+0.0%
Net Income	$-102,771	$-100,869	+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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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
M JEAN BIERI	PRESIDENT	1.00	Officer Director	$0	$0	$0
JANET REESE	VICE-PRESIDE	1.00	Officer Director	$0	$0	$0
JANE FUNNI	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
CARL DROST	DIRECTOR	1.00	Director	$0	$0	$0
JEFF GREENHALGH	DIRECTOR	1.00	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	$25,671	$128,442	$1,973,277	$-102,771
2022	$22,674	$123,543	$2,076,048	$-100,869
2021	$24,782	$136,702	$2,176,917	$-111,920
2020	$222,426	$150,493	$2,288,837	$71,933
2019	$1,086,210	$181,462	$2,396,416	$904,748
2018	$812,028	$121,916	$2,525,423	$690,112

STEPHEN ANIMAL SHELTER FOUNDATION INC