STEPHEN MEMORIAL ANIMAL SHELTER INC (EIN 845003304) - 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

2020

Legal Domicile

Phone

6416733991

Tax Period

2024-07-01 to 2025-06-30

STEPHEN MEMORIAL ANIMAL SHELTER INC, founded in 2020, is a small nonprofit in the Animal-Related sector that reported $322K in total revenue in fiscal year 2024. Expenses of $357K exceeded revenue, resulting in a 11% operating deficit.

Mission

TO SERVE AS A COMMUNITY RESOURCE FOR PETS AND PEOPLE, DEDICATED TO ENHANCING THE WELFARE OF ALL COMPANION 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 (2024)

Revenue Breakdown

Contributions & Grants $191,065

Program Service Revenue $130,627

Investment Income $106

Other Revenue $0

TOTAL REVENUE $321,798

Expense Breakdown

Grants Paid $0

Salaries & Benefits $178,066

Fundraising Expenses $1,104

Program Expenses $355,463

Other Expenses $178,501

TOTAL EXPENSES $356,567

Year-over-Year Comparison

	2024	2023	Change
Revenue	$321,798	N/A	N/A
Expenses	$356,567	N/A	N/A
Net Income	$-34,769	N/A	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEANIE BIERI	PRESIDENT	1.00	Officer Director	$0	$0	$0
CONNIE RODGERS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DEB VANENGELENHOVEN	SECRETARYTREASURER	1.00	Officer Director	$0	$0	$0
JOHN OTTOSON	TRUSTEE	1.00	Officer Director	$0	$0	$0
SHANNA SMITH	DIRECTOR	40.00	Highest	$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	$321,798	$356,567	$23,555	$-34,769
2024	$276,506	$350,836	$58,648	$-74,330
2023	$334,779	$334,130	$134,465	$649
2022	$387,987	$282,554	$131,490	$105,433

STEPHEN MEMORIAL ANIMAL SHELTER INC