Companion Animal Rescue & Education (EIN 824524253) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

Linda Helm

Phone

8654715696

Tax Period

2024-07-01 to 2025-06-30

Companion Animal Rescue & Education, founded in 2018, is a small nonprofit in the Animal-Related sector that reported $492K in total revenue in fiscal year 2024. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $151K, a strong 31% operating margin.

Mission

Operation of animal shelter and community outreach & education.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $384,782

Program Service Revenue $106,926

Investment Income $0

Other Revenue $0

TOTAL REVENUE $491,708

Expense Breakdown

Grants Paid $0

Salaries & Benefits $190,150

Fundraising Expenses $0

Program Expenses $341,040

Other Expenses $150,890

TOTAL EXPENSES $341,040

Year-over-Year Comparison

	2024	2023	Change
Revenue	$491,708	$341,900	+0.4%
Expenses	$341,040	$294,904	+0.2%
Net Income	$150,668	$46,996	+2.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Audree Stephenson	Director	Director	$0	$0	$0
Barbara Sell	Secretary	Officer Director	$0	$0	$0
Susan Gass	Vice President	Officer Director	$0	$0	$0
Shelley King	Director	Director	$0	$0	$0
Sheala Purkey	Director	Director	$0	$0	$0
Linda Helm	President	Officer Director	$0	$0	$0
Kai Ravnborg	Treasurer	Officer Director	$0	$0	$0
Tracy Witt	Director	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
2025	$491,708	$341,040	$326,204	$150,668
2024	$341,900	$294,904	No data	$46,996
2023	$305,541	$281,912	No data	$23,629
2022	$271,007	$274,917	$119,994	$-3,910

Companion Animal Rescue & Education