LONE OAK ANIMAL ASSISTED THERAPEUTIC AND EDUCATION (EIN 863874355) - 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

2021

Legal Domicile

Principal Officer

ABIGAIL WILSON

Tax Period

2023-01-01 to 2023-12-31

LONE OAK ANIMAL ASSISTED THERAPEUTIC AND EDUCATION, founded in 2021, is a micro nonprofit in the Mental Health sector that reported $69K in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring.

Mission

TO INCREASE ACCESS TO SERVICES THAT PROMOTE HEALING AND WELL-BEING THROUGH RELATIONSHIPS WITH NATURE, ANIMALS AND OTHER DIVERSE COMMUNITY MEMBERS.

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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 $25,234

Program Service Revenue $44,255

Investment Income $0

Other Revenue $0

TOTAL REVENUE $69,489

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,855

Other Expenses $70,893

TOTAL EXPENSES $70,893

Year-over-Year Comparison

	2023	2022	Change
Revenue	$69,489	$97,600	-0.3%
Expenses	$70,893	$86,654	-0.2%
Net Income	$-1,404	$10,946	-1.1%

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
KATIE LINEBARGER	DIRECTOR	2.00	Director	$0	$0	$0
BRANDON MORROW	FACILITIES DIRECTOR	2.00	Director	$0	$0	$0
HEATHER GIRVIN	EXECUTIVE DIRECTOR	2.00	Director	$0	$0	$0
SARAH PRIMAK	BOARD	5.00	Director	$0	$0	$0
ABIGAIL WILSON	TREASURER	5.00	Officer 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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$69,489	$70,893	$19,771	$-1,404
2022	$97,600	$86,654	$21,175	$10,946
2021	$25,152	$14,923	$10,229	$10,229

LONE OAK ANIMAL ASSISTED THERAPEUTIC AND EDUCATION