Civic Intelligence

Animal Adoption Foundation

990 • Fiscal year 2017 • EIN 31-1378848

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

2480 Millville Ross RoadHamilton, OH 45013

(513) 737-7387

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.16x

Higher debt load relative to assets than 59% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

80th percentile

0.62x

Higher debt load relative to revenue than 80% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

20th percentile

-10%

Higher net margin than 20% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

47th percentile

$55,000

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 15.6% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

26th percentile

-2.9%

Faster asset growth than 26% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

49th percentile

3.9%

Faster revenue growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$1,394,015

Down $40,937 (-2.9%) from 2016

Net Assets

Down

$1,175,462

Down $18,250 (-1.5%) from 2016

Liabilities

Down

$218,553

Down $22,687 (-9.4%) from 2016

Revenue

Up

$352,456

Up $13,123 (+3.9%) from 2016

Expenses

Up

$388,088

Up $7,150 (+1.9%) from 2016

Net Income

Up

-$35,632

Up $5,973 (+14%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,709,717Liabilities 2010: $252,829Net Assets 2010: $1,456,8882010Assets 2012: $1,739,204Liabilities 2012: $229,371Net Assets 2012: $1,509,8332012Assets 2014: $1,498,985Liabilities 2014: $198,724Net Assets 2014: $1,300,2612014Assets 2015: $1,487,557Liabilities 2015: $262,164Net Assets 2015: $1,225,3932015Assets 2016: $1,434,952Liabilities 2016: $241,240Net Assets 2016: $1,193,7122016Assets 2017: $1,394,015Liabilities 2017: $218,553Net Assets 2017: $1,175,4622017Assets 2018: $1,348,126Liabilities 2018: $133,848Net Assets 2018: $1,214,2782018Assets 2020: $1,273,247Liabilities 2020: $53,657Net Assets 2020: $1,219,5902020Assets 2021: $1,371,522Liabilities 2021: $104,619Net Assets 2021: $1,266,9032021Assets 2022: $1,421,331Liabilities 2022: $96,577Net Assets 2022: $1,324,7542022Assets 2024: $1,560,999Liabilities 2024: $15,270Net Assets 2024: $1,545,7292024

Highlighted filing

2017

Assets$1,394,015
Liabilities$218,553
Net Assets$1,175,462

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $302,0602010Expenses 2012: $345,0862012Revenue 2014: $288,277Expenses 2014: $335,325Net Income 2014: -$47,0482014Revenue 2015: $371,446Expenses 2015: $359,205Net Income 2015: $12,2412015Revenue 2016: $339,333Expenses 2016: $380,938Net Income 2016: -$41,6052016Revenue 2017: $352,456Expenses 2017: $388,088Net Income 2017: -$35,6322017Revenue 2018: $382,394Expenses 2018: $335,387Net Income 2018: $47,0072018Revenue 2020: $411,224Expenses 2020: $363,515Net Income 2020: $47,7092020Revenue 2021: $359,349Expenses 2021: $312,036Net Income 2021: $47,3132021Revenue 2022: $414,310Expenses 2022: $356,549Net Income 2022: $57,7612022Revenue 2024: $560,438Expenses 2024: $472,402Net Income 2024: $88,0362024

Highlighted filing

2017

Revenue$352,456
Expenses$388,088
Net Income-$35,632
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$367,159
Mission and Program Overview

Mission

Animal adoption foundation is a no kill shelter for domestic animals that have been abused and abandoned. The foundation provides and coordinates adoption, spay/neuter, and educational programs, which aim to to reduce and control pet population. The foundation maintains safe and temporary housing for approximately 85 cats and dogs.

Aaf is a no kill shelter for domestic animals that have been abused and abandoned. The foundation provides and coordinates adoption, spay/neuter, and educational programs, which aim to reduce and control the pet population. Aaf maintains safe and temporary housing for approximately 85 cats and dogs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,193,712$1,175,462▼ $18,250
Land, Buildings, and Equipment, Net$1,163,278$1,122,836▼ $40,442
Cash and Non-Interest-Bearing Accounts$67,917$161,211▲ $93,294
Investments in Publicly Traded Securities$203,307$109,968▼ $93,339
Total Assets$1,434,952$1,394,015▼ $40,937
Other Assets Total$450--
Liabilities
Mortgage Notes Payable Secured by Investment Property$166,570$150,159▼ $16,411
Deferred Revenue$61,051$59,256▼ $1,795
Accounts Payable and Accrued Expenses$13,619$9,138▼ $4,481
Total Liabilities$241,240$218,553▼ $22,687
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,193,712$1,175,462▼ $18,250
Total Liabilities and Net Assets / Fund Balance$1,434,952$1,394,015▼ $40,937

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$875,833$429,902$1,305,735
Land$201,564-$201,564
Equipment$45,439$51,321$96,760
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Carie SchultzExec. DirectFT$55,000$55,000
Eric E JohnsonAnimal CareFT$47,500$47,500

Board Members and Trustees

NameTitle
Heather TurpinPresident
Kay WalshBoard Member
Ryan GroeneBoard Member
Sharin GreenBoard Member
Amy MillerSecretary
Jessica DrewVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$244,883
Program Service Revenue
$36,882
Investment Income
$542
Other Revenue
$70,149
All Other Contributions
$244,883
Change in Net Assets
$-35,632
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$224,078
Salaries, Compensation, and Employee Benefits$164,010
Total Fundraising Expense$20,038
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$87,123$10,250$5,127$102,500
Other Salaries and Wages$39,403$4,636$2,318$46,357
Depreciation Depletion$34,378$4,044$2,022$40,444
Occupancy$23,757$2,796$1,397$27,950
Office Expenses$5,646$6,273$5,824$17,743
Payroll Taxes$12,348$1,453$726$14,527
All Other Expenses$4,175$4,987$665$9,827
Other Expenses$9,152--$9,152
Insurance$1,199$5,996$800$7,995
Fees for Services Accounting$1,104$5,521$736$7,361
Interest$5,410$636$318$6,364
Other Employee Benefits$532$63$31$626
Fees for Services Other$493$58$29$580
Advertising--$45$45
Total Functional Expenses$321,337$46,713$20,038$388,088
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$83,662
Fundraising Direct Expenses$14,703
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$48,323$48,323$13,929$34,394
Other Events$35,339$35,339$774$34,565
Total Events$83,662$83,662$14,703$68,959
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The board reviews the form 990 prior to filing.

Form 990, Page 6, Part VI, Line 12C

Annually in january, the board members are sent a copy of the conflicts of interest policy and asked to read the policy and sign the signature page. At the january board meeting we review the contents of the policy and ask the board members to disclose any actual or potential conflicts of interest.

Form 990, Page 6, Part VI, Line 15A

The board determines the compensation amounts.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Animal Adoption Foundation
EIN
31-1378848
Phone
5137377387
Address
2480 MILLVILLE ROSS ROAD, HAMILTON, OH 45013

Signing Officer

Name
Heather Turpin
Title
President
Phone
5137377387
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather Turpin
Formed
1993
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
18
Volunteers
125

Preparer

Firm
Stephenson and Warner Inc Cpas
Address
1502 UNIVERSITY BLVD STE E, HAMILTON, OH 45011-3300
Preparer
Larry F Warner CPA
Phone
5138688600
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Animal adoption foundation is a no kill shelter for domestic animals that have been abused and abandoned. The foundation provides and coordinates adoption, spay/neuter, and educational programs, which aim to to reduce and control pet population. The foundation maintains safe and temporary housing for approximately 85 cats and dogs.

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IRS990/ProgramServiceRevenueGrp/Desc0SHELTER REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1CLINIC REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt034448
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12434
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt034448
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12434
IRS990/ProgSrvcAccomActy2Grp/Desc0SPAY CLINICS: THE ORGANIZATION OFFERS SPAY/NEUTER CLINICS FOR GENERAL PUBLIC.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01794
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02434
IRS990/ProgSrvcAccomActy3Grp/Desc0ANIMAL INTAKE: THE ORGANIZATION HOUSES DOGS AND CATS THAT HAVE BEEN STRANDED BY THEIR OWNERS. THE ORGANIZATION RECEIVES ABOUT 500 ANIMALS ANNUALLY.
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02379
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0250334
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0447
IRS990/PYOtherExpensesAmt0242070
IRS990/PYOtherRevenueAmt047219
IRS990/PYProgramServiceRevenueAmt041333
IRS990/PYRevenuesLessExpensesAmt0-41605
IRS990/PYSalariesCompEmpBnftPaidAmt0138868
IRS990/PYTotalExpensesAmt0380938
IRS990/PYTotalRevenueAmt0339333
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-35632
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt032069
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01193712
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01175462
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0244883
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0250334
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0253993
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0181893
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0117900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01049003
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0542
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0447
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07725
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06351
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05882
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt020947
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt038072
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84680
IRS990ScheduleA/PublicSupportPY170Pct00.87850
IRS990ScheduleA/PublicSupportTotal170Amt01049003
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0244883
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0250334
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0253993
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0181893
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0117900
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01049003
IRS990ScheduleA/TotalSupportAmt01238754
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt067959
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt048768
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt052077
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0168804
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0875833
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0429902
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01305735
IRS990ScheduleD/EquipmentGrp/BookValueAmt045439
IRS990ScheduleD/EquipmentGrp/DepreciationAmt051321
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt096760
IRS990ScheduleD/LandGrp/BookValueAmt0201564
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0201564
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01122836
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014703
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OTHER EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt048323
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt035339
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt083662
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt048323
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt035339
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt083662
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt068959
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014703
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013929
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0774
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ANIMAL ADOPTION FOUNDATION IS A NO KILL SHELTER FOR DOMESTIC ANIMALS THAT HAVE BEEN ABUSED AND ABANDONED. THE FOUNDATION PROVIDES AND COORDINATES ADOPTION, SPAY/NEUTER, AND EDUCATIONAL PROGRAMS, WHICH AIM TO TO REDUCE AND CONTROL PET POPULATION. THE FOUNDATION MAINTAINS SAFE AND TEMPORARY HOUSING FOR APPROXIMATELY 85 CATS AND DOGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY IN JANUARY, THE BOARD MEMBERS ARE SENT A COPY OF THE CONFLICTS OF INTEREST POLICY AND ASKED TO READ THE POLICY AND SIGN THE SIGNATURE PAGE. AT THE JANUARY BOARD MEETING WE REVIEW THE CONTENTS OF THE POLICY AND ASK THE BOARD MEMBERS TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD DETERMINES THE COMPENSATION AMOUNTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01434952
IRS990/TotalAssetsEOYAmt01394015
IRS990/TotalAssetsGrp/BOYAmt01434952
IRS990/TotalAssetsGrp/EOYAmt01394015
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0244883
IRS990/TotalEmployeeCnt018
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt020038
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt046713
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0321337
IRS990/TotalFunctionalExpensesGrp/TotalAmt0388088
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0241240
IRS990/TotalLiabilitiesEOYAmt0218553
IRS990/TotalLiabilitiesGrp/BOYAmt0241240
IRS990/TotalLiabilitiesGrp/EOYAmt0218553
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01193712
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01175462
IRS990/TotalProgramServiceExpensesAmt0321337
IRS990/TotalProgramServiceRevenueAmt036882
IRS990/TotalReportableCompFromOrgAmt0102500
IRS990/TotalRevenueGrp/ExclusionAmt069501
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt038072
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0352456
IRS990/TotalVolunteersCnt0125
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01434952
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01394015
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02480 MILLVILLE ROSS ROAD
IRS990/USAddress/CityNm0HAMILTON
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045013
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.AAFPETS.ORG

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