Civic Intelligence

Animal Refuge Foundation

990 • Fiscal year 2023 • EIN 75-2457657

Jan 01, 2023 to Dec 31, 2023 • Filed on May 23, 2024

3377 Spalding RoadSherman, TX 75092

(903) 564-7056

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

56th percentile

6.8%

Higher net margin than 56% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

45th percentile

$36,840

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

45th percentile

2.6%

Faster asset growth than 45% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

58th percentile

12%

Faster revenue growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$1,251,852

Up $32,244 (+2.6%) from 2022

Net Assets

Up

$1,251,852

Up $32,244 (+2.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$471,776

Up $50,687 (+12%) from 2022

Expenses

Up

$439,532

Up $31,307 (+7.7%) from 2022

Net Income

Up

$32,244

Up $19,380 (+151%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $716,535Liabilities 2011: $0Net Assets 2011: $716,5352011Assets 2012: $714,052Liabilities 2012: $0Net Assets 2012: $714,0522012Assets 2013: $763,442Liabilities 2013: $0Net Assets 2013: $763,4422013Assets 2014: $854,981Liabilities 2014: $0Net Assets 2014: $854,9812014Assets 2015: $855,133Liabilities 2015: $0Net Assets 2015: $855,1332015Assets 2016: $890,139Liabilities 2016: $0Net Assets 2016: $890,1392016Assets 2017: $937,661Liabilities 2017: $0Net Assets 2017: $937,6612017Assets 2018: $1,175,670Liabilities 2018: $0Net Assets 2018: $1,175,6702018Assets 2019: $1,094,022Liabilities 2019: $0Net Assets 2019: $1,094,0222019Assets 2020: $1,130,852Liabilities 2020: $0Net Assets 2020: $1,130,8522020Assets 2021: $1,206,744Liabilities 2021: $0Net Assets 2021: $1,206,7442021Assets 2022: $1,219,608Liabilities 2022: $0Net Assets 2022: $1,219,6082022Assets 2023: $1,251,852Liabilities 2023: $0Net Assets 2023: $1,251,8522023Assets 2024: $1,235,925Liabilities 2024: $0Net Assets 2024: $1,235,9252024

Highlighted filing

2023

Assets$1,251,852
Liabilities$0
Net Assets$1,251,852

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $413,723Expenses 2011: $240,766Net Income 2011: $172,9572011Revenue 2012: $245,460Expenses 2012: $247,943Net Income 2012: -$2,4832012Revenue 2013: $297,240Expenses 2013: $235,427Net Income 2013: $61,8132013Revenue 2014: $393,170Expenses 2014: $301,631Net Income 2014: $91,5392014Revenue 2015: $263,327Expenses 2015: $263,175Net Income 2015: $1522015Revenue 2016: $322,753Expenses 2016: $287,747Net Income 2016: $35,0062016Revenue 2017: $366,115Expenses 2017: $318,593Net Income 2017: $47,5222017Revenue 2018: $590,989Expenses 2018: $352,980Net Income 2018: $238,0092018Revenue 2019: $426,281Expenses 2019: $400,929Net Income 2019: $25,3522019Revenue 2020: $459,442Expenses 2020: $422,612Net Income 2020: $36,8302020Revenue 2021: $518,282Expenses 2021: $436,201Net Income 2021: $82,0812021Revenue 2022: $421,089Expenses 2022: $408,225Net Income 2022: $12,8642022Revenue 2023: $471,776Expenses 2023: $439,532Net Income 2023: $32,2442023Revenue 2024: $475,195Expenses 2024: $491,122Net Income 2024: -$15,9272024

Highlighted filing

2023

Revenue$471,776
Expenses$439,532
Net Income$32,244
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 23, 2024
Return Version
2023v5.0
Gross Receipts
$471,776
Mission and Program Overview

Mission

Rescue & rehabilitation of abandoned and abused animals; primarily dogs. Placing dogs for adoption after they are fully vetted & prepared for homes; including vaccines, spay/neuter, heartworm negative & microchip Puppy rescue, prep and transport to puppy partner in Colorado

Animal protection through rehabilitation of abused & abandoned dogs, focusing on spay/neuter. Providing safe haven for life for 300+ dogs. Assisting low income families, the homeless & elderly; donating food for pets & paying for emergency care and/or spay/neuter when owner unable to pay

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$812,157$822,660▲ $10,503
Investments in Publicly Traded Securities$218,671$283,602▲ $64,931
Cash and Non-Interest-Bearing Accounts$188,780$145,590▼ $43,190
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Intangible Assets$0--
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,219,608$1,251,852▲ $32,244
Other Assets Total$0--
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,219,608$1,251,852▲ $32,244
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$1,219,608$1,251,852▲ $32,244
Total Liabilities and Net Assets / Fund Balance$1,219,608$1,251,852▲ $32,244

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$495,961$146,243$642,204
Land$210,000-$210,000
Equipment$93,073$53,511$146,584
Leasehold Improvements$23,626$68,058$91,684
Other Land Buildings$0$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Roxanne SouthSecretaryFT$36,840$36,840
Jenna GloverVice PresidentFT$35,200$35,200
Martha HoversAdministratorFT$15,750$15,750

Board Members and Trustees

NameTitle
Danny BrakebillPresident
SALLY O'BRIENDirector
Stacie StuartDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$460,321
Program Service Revenue
$4,800
Investment Income
$6,655
Other Revenue
$0
All Other Contributions
$460,321
Change in Net Assets
$32,244
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$250,393
Other Expenses$189,139
Total Fundraising Expense$20,090
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$144,809$0$0$144,809
Current Officers, Directors, Trustees, and Key Employees$31,500$36,200$20,090$87,790
Occupancy$55,759$0$0$55,759
Office Expenses$31,399$0$0$31,399
Depreciation Depletion$0$25,745$0$25,745
Payroll Taxes$0$17,794$0$17,794
Travel$14,287$0$0$14,287
Other Expenses$6,819$0$0$6,819
Information Technology$0$4,058$0$4,058
Insurance$0$2,077$0$2,077
Fees for Service Investment Mgmnt Fees$0$642$0$642
Total Functional Expenses$332,926$86,516$20,090$439,532
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

Form 990, part VI, section B, Line 11b - A copy of the report is given to all board members for their review.

Form 990, Part VI, Section C, Line 19

Upon request through our website or request by e-mail.

Filing and Contact Details

Filer

Filer Name
Animal Refuge Foundation
EIN
75-2457657
Phone
9035647056
Address
3377 Spalding Road, Sherman, TX 75092

Signing Officer

Name
Martha Hovers
Title
Treasurer
Phone
9038187956
Signed
2024-05-23

Organization Details

Formed
1992
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
19
Volunteers
22
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24A - 24D

Form 990, Part VI, section B, line 11b - A copy of report is given to all board members for review Form 990, Part VI, section C, Line 19 - Governing documents, conflict of interest policy & financial information are all available upon request by the public. Form 990, Part IX Line 24a - Veterinary services Form 990, Part IX Line 24b - Medical Supplies

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Rescue & rehabilitation of abandoned and abused animals; primarily dogs. Placing dogs for adoption after they are fully vetted & prepared for homes; including vaccines, spay/neuter, heartworm negative & microchip Puppy rescue, prep and transport to puppy partner in Colorado.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt01219608
IRS990/NetAssetsOrFundBalancesEOYAmt01251852
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt00
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01219608
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01251852
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt055759
IRS990/OccupancyGrp/TotalAmt055759
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt031399
IRS990/OfficeExpensesGrp/TotalAmt031399
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Veterinary Expenses
IRS990/OtherExpensesGrp/Desc1Medical Supplies
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt048353
IRS990/OtherExpensesGrp/ProgramServicesAmt16819
IRS990/OtherExpensesGrp/TotalAmt048353
IRS990/OtherExpensesGrp/TotalAmt16819
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0144809
IRS990/OtherSalariesAndWagesGrp/TotalAmt0144809
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017794
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt017794
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Animal Refuge Foundation
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Utilities & office expenses for buildings to house animals & office building $31,399 Equipment maintenance, property maintenance, land maintenance
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt087158
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0Fuel costs to travel to Colorado Puppy Rescue. Lodging in Colorado Pick up donated product & feed $14,287 Salary for person to care for puppies & transport to puppy rescue in Colorado
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt051127
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0400365
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03027
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0175094
IRS990/PYOtherRevenueAmt06697
IRS990/PYProgramServiceRevenueAmt011000
IRS990/PYRevenuesLessExpensesAmt012864
IRS990/PYSalariesCompEmpBnftPaidAmt0233131
IRS990/PYTotalExpensesAmt0408225
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0421089
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt032244
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.00$1.24$0.48$0.49$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.47$0.44$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.42$0.41$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.52$0.44$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.46$0.42$0.04
2019Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$0.43$0.40$0.03
2018Summary only. Only limited summary data is available for this year.$1.18$0.00$1.18$0.59$0.35$0.24
2017Summary only. Only limited summary data is available for this year.$0.94$0.00$0.94$0.37$0.32$0.05
2016Summary only. Only limited summary data is available for this year.$0.89$0.00$0.89$0.32$0.29$0.04
2015Summary only. Only limited summary data is available for this year.$0.86$0.00$0.86$0.26$0.26$0.00
2014Summary only. Only limited summary data is available for this year.$0.85$0.00$0.85$0.39$0.30$0.09
2013Summary only. Only limited summary data is available for this year.$0.76$0.00$0.76$0.30$0.24$0.06
2012Summary only. Only limited summary data is available for this year.$0.71$0.00$0.71$0.25$0.25$0.00
2011Summary only. Only limited summary data is available for this year.$0.72$0.00$0.72$0.41$0.24$0.17