PLANNED PET-HOOD

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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

2004

Legal Domicile

Phone

8658829966

Tax Period

2024-01-01 to 2024-12-31

PLANNED PET-HOOD, founded in 2004, is a small nonprofit in the Animal-Related sector that reported $380K in total revenue in fiscal year 2024. Expenses of $366K left a modest 4% surplus.

Mission

RESCUE GROUPS AND SHELTERS IN AN EFFORT TO REDUCE UNWANTED LITTERS

Program Service Accomplishments

Program 1

Expenses: $365,540 Revenue: $378,832

PLANNED PET HOOD IS A LOW COST SPAY AND NEUTER CLINIC. WE PROVIDE REDUCED COST SURGERIES AND VACCINATIONS TO ROANE AND SURROUNDING COUNTIES OF EAST TENNESSEE. WE WORK CLOSELY WITH ARE RESCUE GROUPS...

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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 $1,026

Program Service Revenue $378,832

Investment Income $11

Other Revenue $0

TOTAL REVENUE $379,869

Expense Breakdown

Grants Paid $0

Salaries & Benefits $213,754

Fundraising Expenses $0

Program Expenses $365,540

Other Expenses $151,786

TOTAL EXPENSES $365,540

Year-over-Year Comparison

	2024	2023	Change
Revenue	$379,869	$379,858	+0.0%
Expenses	$365,540	$365,519	+0.0%
Net Income	$14,329	$14,339	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

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

$33,786

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
SONYA DAVIS	EXECUTIVE DIRECTOR	Officer	$33,786	$0	$33,786
JOHN WELCH	TREASURER	Officer	$0	$0	$0
GRACE KWAN	OFFICER	Officer	$0	$0	$0
WAYLON LAMBERT	OFFICER	Officer	$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	$379,869	$365,540	$80,291	$14,329
2023	$354,569	$382,562	$120,704	$-27,993
2022	$360,573	$362,721	$125,812	$-2,148
2021	$453,700	$363,297	$127,309	$90,403
2020	$140,536	$172,142	$73,890	$-31,606
2019	$439,063	$445,920	$57,036	$-6,857