Civic Intelligence

Animal Hope and Wellness Foundation

EIN 46-4915929 • 501(c)3 • Sherman Oaks, CA

Profile

The mission of the organization is to be focused on rescuing abused and neglected animals both locally and internationally - rehabilitating them and finding them their forever homes. We embrace compassion, education and legislation to guide hearts and minds toward a brighter future for animals.

15111 Ventura Blvd Unit 401Sherman Oaks, CA 91403

www.animalhopeandwellness.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

74th percentile

0.04x

Higher debt load relative to assets than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

33rd percentile

-8.1%

Higher net margin than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

25th percentile

-29%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

19th percentile

-44%

Faster revenue growth than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$80,416

Down $32,762 (-29%) from 2021

Liabilities

Up

$3,516

Up $2,685 (+323%) from 2021

Net Assets

Down

$76,900

Down $35,447 (-32%) from 2021

Revenue

Down

$436,500

Down $346,205 (-44%) from 2021

Expenses

Down

$471,947

Down $326,028 (-41%) from 2021

Net Income

Down

-$35,447

Down $20,177 (-132%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2015: $46,352Liabilities 2015: $0Net Assets 2015: $46,3522015Assets 2016: $761,961Liabilities 2016: $5,627Net Assets 2016: $756,3342016Assets 2017: $640,256Liabilities 2017: $1,457Net Assets 2017: $638,7992017Assets 2018: $285,714Liabilities 2018: $3,345Net Assets 2018: $282,3692018Assets 2019: $189,568Liabilities 2019: $18,863Net Assets 2019: $170,7052019Assets 2020: $196,357Liabilities 2020: $134,625Net Assets 2020: $61,7322020Assets 2021: $113,178Liabilities 2021: $831Net Assets 2021: $112,3472021Assets 2022: $80,416Liabilities 2022: $3,516Net Assets 2022: $76,9002022

Highlighted filing

2022

Assets$80,416
Liabilities$3,516
Net Assets$76,900

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $118,039Expenses 2015: $101,095Net Income 2015: $16,9442015Revenue 2016: $1,980,031Expenses 2016: $1,270,049Net Income 2016: $709,9822016Revenue 2017: $2,096,671Expenses 2017: $2,214,206Net Income 2017: -$117,5352017Revenue 2018: $1,406,758Expenses 2018: $1,763,188Net Income 2018: -$356,4302018Revenue 2019: $1,220,932Expenses 2019: $1,332,596Net Income 2019: -$111,6642019Revenue 2020: $994,690Expenses 2020: $1,103,663Net Income 2020: -$108,9732020Revenue 2021: $782,705Expenses 2021: $797,975Net Income 2021: -$15,2702021Revenue 2022: $436,500Expenses 2022: $471,947Net Income 2022: -$35,4472022

Highlighted filing

2022

Revenue$436,500
Expenses$471,947
Net Income-$35,447

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 1, 2023
Return Version
2022v5.0
Gross Receipts
$436,500
Mission and Program Overview

Mission

The mission of the organization is to be focused on rescuing abused and neglected animals both locally and internationally - rehabilitating them and finding them their forever homes. We embrace compassion, education and legislation to guide hearts and minds toward a brighter future for animals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$68,040$59,775▼ $8,265
Cash and Non-Interest-Bearing Accounts$41,924$19,557▼ $22,367
Total Assets$113,178$80,416▼ $32,762
Other Assets Total$3,214$1,084▼ $2,130
Liabilities
Accounts Payable and Accrued Expenses$831$3,516▲ $2,685
Total Liabilities$831$3,516▲ $2,685
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$112,347$76,900▼ $35,447
Total Net Assets Fund Balance$112,347$76,900▼ $35,447
Total Liabilities and Net Assets / Fund Balance$113,178$80,416▼ $32,762

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$57,975$41,670$99,645
Equipment$1,800$9,610$11,410
Compensation and Service Providers

Board Members and Trustees

NameTitle
Barbara Gitlitz MdBoard Chair
Sheena GaoSecretary
Vincent SenaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$436,500
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$436,500
Change in Net Assets
$-35,447
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$364,146
Salaries, Compensation, and Employee Benefits$107,801
Total Fundraising Expense$26,032
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$43,372$17,613$17,613$78,598
Payroll Taxes$16,061$6,571$6,571$29,203
Insurance$4,463$23,584-$28,047
All Other Expenses$319$12,746$1,848$14,913
Fees for Services Other-$8,933-$8,933
Depreciation Depletion$6,643$1,630-$8,273
Other Expenses$4,645$2,092-$6,737
Occupancy$5,376--$5,376
Office Expenses$270$3,213-$3,483
Advertising$72--$72
Total Functional Expenses$358,319$87,596$26,032$471,947
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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

Form 990 was reviewed by the executive prior to filing.

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

The board reviews conflict of interest statements at the first board meeting of each year.

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

Compensation of the executive director is approved by the board of directors. Compensation of executives at comparable organizations is used to determine compensation.

Form 990, Page 6, Part VI, Line 19

The organization governing documents are available upon request at the organization address during business hours.

Filing and Contact Details

Filer

Filer Name
Animal Hope and Wellness Foundation
EIN
46-4915929
Phone
7479985568
Address
15111 VENTURA BLVD UNIT 401, SHERMAN OAKS, CA 91403

Signing Officer

Name
Barbara Gitlitz Md
Title
Board Chair
Phone
7479985568
Signed
2023-05-01

Organization Details

Principal Officer
Barbara Gitlitz Md
Formed
2012
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
5

Preparer

Firm
Werner & Company Inc
Address
9587 ARROW ROUTE SUITE G, RANCHO CUCAMONGA, CA 91730
Preparer
Jeff L Werner
Phone
9097273076
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The mission of the organization is to be focused on rescuing abused and neglected animals both locally and internationally - rehabilitating them and finding them their forever homes. We embrace compassion, education and legislation to guide hearts and minds toward a brighter future for animals.

Form 990, Page 2, Part III, Line 4A

For the duration of 2020, animal hope and wellness foundation rescued abused and neglected dogs locally and internationally, all receiving proper medical care, transport to our foundation and rehabilitation while they awaited their forever homes. We continued all of our active programs to raise awareness and to teach compassion through animals; these programs incorporate people of all ages from pre-kindergarten to senior citizens; with school programs for at risk youth and educational presentations for local public and private schools. Due to covid-19 our programs and general operations, aside from local rescue and some international transport when permitted, paused so we could remain safe and healthy in the workplace. Despite being closed to the public, our local rescues continued and consisted of pulling from shelters located throughout southern california, abandoned animals on the streets, owner surrenders and abuse/neglect situations found through social media or the internet.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF THE ORGANIZATION IS TO BE FOCUSED ON RESCUING ABUSED AND NEGLECTED ANIMALS BOTH LOCALLY AND INTERNATIONALLY - REHABILITATING THEM AND FINDING THEM THEIR FOREVER HOMES. WE EMBRACE COMPASSION, EDUCATION AND LEGISLATION TO GUIDE HEARTS AND MINDS TOWARD A BRIGHTER FUTURE FOR ANIMALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FOR THE DURATION OF 2020, ANIMAL HOPE AND WELLNESS FOUNDATION RESCUED ABUSED AND NEGLECTED DOGS LOCALLY AND INTERNATIONALLY, ALL RECEIVING PROPER MEDICAL CARE, TRANSPORT TO OUR FOUNDATION AND REHABILITATION WHILE THEY AWAITED THEIR FOREVER HOMES. WE CONTINUED ALL OF OUR ACTIVE PROGRAMS TO RAISE AWARENESS AND TO TEACH COMPASSION THROUGH ANIMALS; THESE PROGRAMS INCORPORATE PEOPLE OF ALL AGES FROM PRE-KINDERGARTEN TO SENIOR CITIZENS; WITH SCHOOL PROGRAMS FOR AT RISK YOUTH AND EDUCATIONAL PRESENTATIONS FOR LOCAL PUBLIC AND PRIVATE SCHOOLS. DUE TO COVID-19 OUR PROGRAMS AND GENERAL OPERATIONS, ASIDE FROM LOCAL RESCUE AND SOME INTERNATIONAL TRANSPORT WHEN PERMITTED, PAUSED SO WE COULD REMAIN SAFE AND HEALTHY IN THE WORKPLACE. DESPITE BEING CLOSED TO THE PUBLIC, OUR LOCAL RESCUES CONTINUED AND CONSISTED OF PULLING FROM SHELTERS LOCATED THROUGHOUT SOUTHERN CALIFORNIA, ABANDONED ANIMALS ON THE STREETS, OWNER SURRENDERS AND ABUSE/NEGLECT SITUATIONS FOUND THROUGH SOCIAL MEDIA OR THE INTERNET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 WAS REVIEWED BY THE EXECUTIVE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD REVIEWS CONFLICT OF INTEREST STATEMENTS AT THE FIRST BOARD MEETING OF EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION OF THE EXECUTIVE DIRECTOR IS APPROVED BY THE BOARD OF DIRECTORS. COMPENSATION OF EXECUTIVES AT COMPARABLE ORGANIZATIONS IS USED TO DETERMINE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION ADDRESS DURING BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0113178
IRS990/TotalAssetsEOYAmt080416
IRS990/TotalAssetsGrp/BOYAmt0113178
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt087596
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0358319
IRS990/TotalFunctionalExpensesGrp/TotalAmt0471947
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0831
IRS990/TotalLiabilitiesEOYAmt03516
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt076900
IRS990/TotalProgramServiceExpensesAmt0358319
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0436500
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0113178
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt080416
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt015111 VENTURA BLVD UNIT 401
IRS990/USAddress/CityNm0SHERMAN OAKS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091403
IRS990/VotingMembersGoverningBodyCnt03
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IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA GITLITZ MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum07479985568
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANIMAL HOPE AND WELLNESS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ANIM
ReturnHeader/Filer/EIN0464915929
ReturnHeader/Filer/PhoneNum07479985568
ReturnHeader/Filer/USAddress/AddressLine1Txt015111 VENTURA BLVD UNIT 401
ReturnHeader/Filer/USAddress/CityNm0SHERMAN OAKS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091403
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842087320
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WERNER & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09587 ARROW ROUTE SUITE G
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RANCHO CUCAMONGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091730
ReturnHeader/PreparerPersonGrp/PhoneNum09097273076
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF L WERNER
ReturnHeader/ReturnTs02024-10-16T10:51:33-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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