ADOPT A PET (EIN 911088679) - 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

1980

Legal Domicile

Principal Officer

LISA MCHENRY

Phone

3604323091

Tax Period

2024-07-01 to 2025-06-30

ADOPT A PET, founded in 1980, is a small nonprofit in the Animal-Related sector that reported $124K in total revenue in fiscal year 2024. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $198K exceeded revenue, resulting in a 60% operating deficit.

Mission

ADOPT-A-PET DOG SHELTER CARES FOR THE EMOTIONAL AND PHYSICAL NEEDS OF UNWANTED OR ABANDONED DOGS PRIOR TO THEIR ADOPTION.

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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 $81,726

Program Service Revenue $20,774

Investment Income $7,689

Other Revenue $13,996

TOTAL REVENUE $124,185

Expense Breakdown

Grants Paid $4,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $174,684

Other Expenses $193,718

TOTAL EXPENSES $198,218

Year-over-Year Comparison

	2024	2023	Change
Revenue	$124,185	$214,639	-0.4%
Expenses	$198,218	$164,165	+0.2%
Net Income	$-74,033	$50,474	-2.5%

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

116

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
JO ANN ANDERSON	TREASURER (F	0.10	Officer Director	$0	$0	$0
BRUCE MCCARTY	PRESIDENT	0.40	Officer Director	$0	$0	$0
LISA MCHENRY	TREASURER (C	0.10	Officer Director	$0	$0	$0
NOELLE ROBERTS	VICE PRESIDE	0.20	Officer Director	$0	$0	$0
SHERRY SIMON	BOARD MEMBER	0.35	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	$124,185	$198,218	$536,658	$-74,033
2024	$214,639	$164,165	$610,568	$50,474
2023	$124,805	$160,742	$560,464	$-35,937
2022	$132,186	$164,821	$627,200	$-32,635
2021	$286,364	$127,014	$681,176	$159,350
2020	$123,371	$102,710	$510,203	$20,661
2019	$240,196	$152,484	$464,269	$87,712

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