SOUTHERN OREGON HUMANE SOCIETY (EIN 930391640) - 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

1928

Legal Domicile

Principal Officer

KAREN EVANS

Phone

5417793215

Tax Period

2024-01-01 to 2024-12-31

SOUTHERN OREGON HUMANE SOCIETY, founded in 1928, is a community nonprofit in the Animal-Related sector that reported $2.0M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $1.8M left a modest 12% surplus.

Mission

TO IMPROVE THE LIVES OF PETS AND PEOPLE THROUGH SUSTAINABLE PROGRAMS OF EDUCATION, ADOPTIONS, AND SPAY/NEUTERING.

🔒

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 $1,184,565

Program Service Revenue $183,875

Investment Income $335,940

Other Revenue $296,090

TOTAL REVENUE $2,000,470

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,053,931

Fundraising Expenses $222,370

Program Expenses $1,371,798

Other Expenses $713,496

TOTAL EXPENSES $1,767,427

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,000,470	$2,220,355	-0.1%
Expenses	$1,767,427	$1,603,948	+0.1%
Net Income	$233,043	$616,407	-0.6%

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

490

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

$154,539

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN EVANS	Executive Dir.	40.00	Officer	$154,539	$0	$154,539
TAMARA ABBETT	President	2.00	Officer Director	$0	$0	$0
STEVE SOBHI	Director	1.00	Director	$0	$0	$0
GINNY DAVIS	Director	1.00	Director	$0	$0	$0
ANDREA SAXON GIBSON	Treasurer	1.00	Officer Director	$0	$0	$0
BARBARA EATON	Vice President	1.00	Officer Director	$0	$0	$0
MARK TUAI	Secretary	1.00	Officer Director	$0	$0	$0
LYNN MCBEE	Director	1.00	Director	$0	$0	$0
AMY DICOSTANZO	Director	1.00	Director	$0	$0	$0
DAVE ROSS	Director	1.00	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
2024	$2,000,470	$1,767,427	$11,647,920	$233,043
2023	$2,220,355	$1,603,948	$10,719,252	$616,407
2022	$2,359,328	$1,371,170	$9,710,972	$988,158
2021	$3,146,826	$1,176,802	$9,130,513	$1,970,024
2020	$1,636,242	$1,084,377	$6,893,146	$551,865
2019	$1,438,402	$1,106,275	$6,024,064	$332,127
2018	$1,359,965	$984,261	$5,275,565	$375,704

SOUTHERN OREGON HUMANE SOCIETY