Civic Intelligence

Animal Place

990 • Fiscal year 2023 • EIN 68-0200668

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 08, 2024

17314 McCourtney RoadGrass Valley, CA 95949

(530) 477-1757

Siviq Scores

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

Liabilities / Assets

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

18th percentile

0.05x

Higher debt load relative to revenue than 18% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

82nd percentile

28%

Higher net margin than 82% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

38th percentile

$149,000

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

66th percentile

12%

Faster asset growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

55th percentile

7.8%

Faster revenue growth than 55% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Up

$14,281,082

Up $1,550,482 (+12%) from 2022

Net Assets

Up

$14,096,674

Up $1,600,258 (+13%) from 2022

Liabilities

Down

$184,408

Down $49,776 (-21%) from 2022

Revenue

Up

$3,657,025

Up $266,173 (+7.8%) from 2022

Expenses

Up

$2,642,467

Up $310,140 (+13%) from 2022

Net Income

Down

$1,014,558

Down $43,967 (-4.2%) from 2022

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $5,471,638Liabilities 2011: $528,836Net Assets 2011: $4,942,8022011Assets 2012: $6,400,788Liabilities 2012: $478,667Net Assets 2012: $5,922,1212012Assets 2013: $6,315,031Liabilities 2013: $498,463Net Assets 2013: $5,816,5682013Assets 2014: $6,852,265Liabilities 2014: $441,454Net Assets 2014: $6,410,8112014Assets 2016: $7,830,567Liabilities 2016: $468,241Net Assets 2016: $7,362,3262016Assets 2017: $8,217,204Liabilities 2017: $360,358Net Assets 2017: $7,856,8462017Assets 2018: $10,969,020Liabilities 2018: $1,230,191Net Assets 2018: $9,738,8292018Assets 2019: $10,745,849Liabilities 2019: $295,608Net Assets 2019: $10,450,2412019Assets 2020: $11,555,865Liabilities 2020: $381,496Net Assets 2020: $11,174,3692020Assets 2021: $12,751,536Liabilities 2021: $291,987Net Assets 2021: $12,459,5492021Assets 2022: $12,730,600Liabilities 2022: $234,184Net Assets 2022: $12,496,4162022Assets 2023: $14,281,082Liabilities 2023: $184,408Net Assets 2023: $14,096,6742023Assets 2024: $14,417,936Liabilities 2024: $169,367Net Assets 2024: $14,248,5692024

Highlighted filing

2023

Assets$14,281,082
Liabilities$184,408
Net Assets$14,096,674

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $803,8212011Expenses 2012: $1,044,6862012Revenue 2013: $1,255,009Expenses 2013: $1,379,774Net Income 2013: -$124,7652013Revenue 2014: $1,887,437Expenses 2014: $1,329,856Net Income 2014: $557,5812014Revenue 2016: $2,317,547Expenses 2016: $2,101,653Net Income 2016: $215,8942016Revenue 2017: $2,588,758Expenses 2017: $2,235,453Net Income 2017: $353,3052017Revenue 2018: $4,403,611Expenses 2018: $2,436,879Net Income 2018: $1,966,7322018Revenue 2019: $2,647,543Expenses 2019: $2,221,818Net Income 2019: $425,7252019Revenue 2020: $2,714,992Expenses 2020: $2,261,289Net Income 2020: $453,7032020Revenue 2021: $3,038,453Expenses 2021: $2,051,118Net Income 2021: $987,3352021Revenue 2022: $3,390,852Expenses 2022: $2,332,327Net Income 2022: $1,058,5252022Revenue 2023: $3,657,025Expenses 2023: $2,642,467Net Income 2023: $1,014,5582023Revenue 2024: $2,816,029Expenses 2024: $2,860,738Net Income 2024: -$44,7092024

Highlighted filing

2023

Revenue$3,657,025
Expenses$2,642,467
Net Income$1,014,558
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 8, 2024
Return Version
2023v5.1
Gross Receipts
$3,657,025
Mission and Program Overview

Mission

To provide refuge for unwanted farmed animals, to further their welfare through education of the public and to foster ethics of compassion and responsibility towards nonhuman animals by advocating a vegan lifestyle.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,042,888$6,963,730▼ $79,158
Investments in Publicly Traded Securities$4,138,775$5,398,551▲ $1,259,776
Savings and Temporary Cash Investments$1,227,609$1,508,411▲ $280,802
Cash and Non-Interest-Bearing Accounts$160,562$232,131▲ $71,569
Pledges and Grants Receivable$16,945$21,378▲ $4,433
Inventories for Sale or Use$13,860$11,360▼ $2,500
Prepaid Expenses and Deferred Charges$364$364→ $0
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$12,730,600$14,281,082▲ $1,550,482
Other Assets Total$129,597$145,157▲ $15,560
Liabilities
Accounts Payable and Accrued Expenses$120,085$109,901▼ $10,184
Other Liabilities$52,408$51,096▼ $1,312
Mortgage Notes Payable Secured by Investment Property$61,691$23,411▼ $38,280
Total Liabilities$234,184$184,408▼ $49,776
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,367,525$13,715,283▲ $1,347,758
Net Assets With Donor Restrictions$128,891$381,391▲ $252,500
Total Net Assets Fund Balance$12,496,416$14,096,674▲ $1,600,258
Total Liabilities and Net Assets / Fund Balance$12,730,600$14,281,082▲ $1,550,482

Asset Categories

AssetBook ValueDepreciationBasis
Land$4,348,914-$4,348,914
Buildings$1,347,307$706,645$2,053,952
Leasehold Improvements$1,072,499$777,555$1,850,054
Equipment$81,518$392,380$473,898
Other Land Buildings$113,492$22,859$136,351
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kim SturlaExecutive DirectorFT$149,000$149,000
Jessica CarrollExecutive DirectorFT$22,212$22,212

Board Members and Trustees

NameTitle
Diane AllevatoPresident
David KayDirector
JP NovicDirector
Jessica BlomeDirector
Jessica MillerDirector
Joyce TischlerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$3,437,274
Program Service Revenue
$0
Investment Income
$159,296
Other Revenue
$60,455
All Other Contributions
$3,437,274
Change in Net Assets
$1,014,558

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,657,025
Total Revenue per Audited Statements
$3,657,025
Total Revenue per Form 990
$3,657,025
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,460,322
Salaries, Compensation, and Employee Benefits$1,182,145
Total Fundraising Expense$64,278
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$867,853$136,558$6,522$1,010,933
Fees for Services Other$283,706$6,500$9,364$299,570
All Other Expenses$268,144$6,138$9,624$283,906
Depreciation Depletion$261,116--$261,116
Current Officers, Directors, Trustees, and Key Employees$136,970$17,121$17,121$171,212
Insurance$169,075--$169,075
Other Expenses$94,654-$21,647$94,654
Travel$6,811--$6,811
Interest-$2,720-$2,720
Advertising$2,043--$2,043
Conferences and Meetings$1,595--$1,595
Total Functional Expenses$2,409,152$169,037$64,278$2,642,467

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,642,467
Total Expenses per Audited Statements$2,642,467
Total Expenses per Form 990$2,642,467
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$11,033
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Compensated Absences Payable$51,096
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
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
Yes
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, Part VI, Section B, Line 11B

990 and independent audit are provided to board members, including the audit committee, in electronic format prior to filing the return.

Form 990, Part VI, Section B, Line 15B

The board of directors annually reviews the Executive Directors salary in comparison with other non-profits of similar size and purpose and approves the salary at a board meeting.

Form 990, Part VI, Section C, Line 19

Available upon request through website or phone. 990 is available on Guidestar and Charity Navigator websites.

Filing and Contact Details

Filer

Filer Name
Animal Place
EIN
68-0200668
Phone
5304771757
Address
17314 McCourtney Road, Grass Valley, CA 95949

Signing Officer

Name
Jessica Carroll
Title
Executive Director
Signed
2024-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jessica Carroll
Formed
1989
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
7
Employees
21
Volunteers
35

Preparer

Firm
Jensen Smith Certified Public Accountants Inc
Address
661 5th St Ste 101, Lincoln, CA 95648
Preparer
Jennifer M Jensen CPA
Phone
9164341662
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Bank Charges: Column (A) - Total = $38361; Column (B) - Program Services = $32223; Column (C) - Management & General = $6138; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Dues & Subs: Column (A) - Total = $20572; Column (B) - Program Services = $20572; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Event -Classes, Open house: Column (A) - Total = $1641; Column (B) - Program Services = $1641; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Filing Fees: Column (A) - Total = $2266; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $2266

Form 990, Part IX, Line 24E

Grants Awarded: Column (A) - Total = $4000; Column (B) - Program Services = $4000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

In kind supplies: Column (A) - Total = $109; Column (B) - Program Services = $109; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Miscellaneous: Column (A) - Total = $7858; Column (B) - Program Services = $7858; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Postage and Shipping: Column (A) - Total = $37286; Column (B) - Program Services = $29928; Column (C) - Management & General = $0; Column (D) - Fundraising = $7358

Form 990, Part IX, Line 24E

Property Taxes & Water Rights: Column (A) - Total = $65826; Column (B) - Program Services = $65826; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Repair & Maintenance: Column (A) - Total = $3185; Column (B) - Program Services = $3185; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Sales Tax: Column (A) - Total = $207; Column (B) - Program Services = $207; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Supplies Expenses: Column (A) - Total = $33813; Column (B) - Program Services = $33813; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Telephone: Column (A) - Total = $11701; Column (B) - Program Services = $11701; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Utilities: Column (A) - Total = $24501; Column (B) - Program Services = $24501; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Vehicle Expenses: Column (A) - Total = $32580; Column (B) - Program Services = $32580; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

Income from permanent endowment may be used for program expenses.

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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$0.17$14.2$2.82$2.86$0.04
2023Detailed filing. Detailed filing data is available for this year.$14.3$0.18$14.1$3.66$2.64$1.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$0.23$12.5$3.39$2.33$1.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$0.29$12.5$3.04$2.05$0.99
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$0.38$11.2$2.71$2.26$0.45
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.30$10.5$2.65$2.22$0.43
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$1.23$9.74$4.40$2.44$1.97
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.22$0.36$7.86$2.59$2.24$0.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.83$0.47$7.36$2.32$2.10$0.22
2014Detailed filing. Detailed filing data is available for this year.$6.85$0.44$6.41$1.89$1.33$0.56
2013Detailed filing. Detailed filing data is available for this year.$6.32$0.50$5.82$1.26$1.38$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.40$0.48$5.92$1.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.47$0.53$4.94$0.80
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $10M-$25M nonprofits