Berkeley East Bay Humane Society Inc dba Berkeley Humane (EIN 941347069) - 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

1927

Legal Domicile

Principal Officer

Jeffrey Zerwekh

Phone

5108457735

Tax Period

2023-01-01 to 2023-12-31

Berkeley East Bay Humane Society Inc dba Berkeley Humane, founded in 1927, is a community nonprofit in the Animal-Related sector that reported $3.9M in total revenue in fiscal year 2023. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $3.7M left a modest 5% surplus.

Mission

Berkeley Humane serves the people and animals of our community by providing life-saving programs for cats and dogs, cultivating compassion, and strengthening the human-animal bond.

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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 $3,025,346

Program Service Revenue $458,884

Investment Income $69,389

Other Revenue $377,386

TOTAL REVENUE $3,931,005

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,378,570

Fundraising Expenses $311,358

Program Expenses $3,213,318

Other Expenses $1,366,943

TOTAL EXPENSES $3,745,513

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,931,005	$4,935,627	-0.2%
Expenses	$3,745,513	$3,547,325	+0.1%
Net Income	$185,492	$1,388,302	-0.9%

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

$329,554

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeffrey Zerwekh	Exec Director	40.00	Officer	$245,042	$33,047	$278,089
Kristen Loomer	Director Operation	40.00		$146,777	$5,878	$152,655
Rochelle Morrissey	Veterinarian	40.00		$131,178	$6,953	$138,131
Latonya Thompson	Dir of Finance	40.00	Officer	$40,682	$10,783	$51,465
Daniel Lang	President	3.00	Officer Director	$0	$0	$0
Dr Alan Shriro	Vice President	3.00	Officer Director	$0	$0	$0
Romy Harness	Secretary	3.00	Officer Director	$0	$0	$0
Debra Crow	Treasurer	3.00	Officer Director	$0	$0	$0
Jason Abrams	Treasurer	3.00	Officer Director	$0	$0	$0
Erin Cahill	Director	1.00	Director	$0	$0	$0
Trisha Colton	Director	1.00	Director	$0	$0	$0
Karen Dixion	Director	1.00	Director	$0	$0	$0
Haley Heslip	Director	1.00	Director	$0	$0	$0
Heidi Hill	Director	1.00	Director	$0	$0	$0
Jai Koolwal	Director	1.00	Director	$0	$0	$0
Shawna Kovacs	Director	1.00	Director	$0	$0	$0
Mareijke Weidemann	Director	1.00	Director	$0	$0	$0
Elizabeth Zaborowska	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	No data	No data	No data	No data
2023	$3,931,005	$3,745,513	$9,468,499	$185,492
2022	$4,935,627	$3,547,325	$8,499,601	$1,388,302
2021	$4,728,326	$2,840,054	$7,312,553	$1,888,272
2020	$2,740,131	$2,313,010	$5,730,355	$427,121
2019	$2,647,066	$2,465,854	$4,800,949	$181,212
2018	$3,449,370	$2,367,236	$4,630,364	$1,082,134

Berkeley East Bay Humane Society Inc dba Berkeley Humane