Civic Intelligence

Maxs Helping Paws Foundation

990 • Fiscal year 2021 • EIN 81-2990529

Jan 01, 2021 to Dec 31, 2021 • Filed on May 13, 2022

26388 Carmel Rancho Lane Suite DCarmel, CA 93923

(831) 704-6473

Siviq Scores

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

Liabilities / Assets

41st percentile

0.01x

Higher debt load relative to assets than 41% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.01x

Higher debt load relative to revenue than 39% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

82nd percentile

41%

Higher net margin than 82% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

89th percentile

84%

Faster asset growth than 89% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

77th percentile

59%

Faster revenue growth than 77% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$475,052

Up $217,085 (+84%) from 2020

Net Assets

Up

$471,116

Up $221,984 (+89%) from 2020

Liabilities

Down

$3,936

Down $4,899 (-55%) from 2020

Revenue

Up

$541,797

Up $201,130 (+59%) from 2020

Expenses

Up

$319,813

Up $32,897 (+11%) from 2020

Net Income

Up

$221,984

Up $168,233 (+313%) from 2020

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2017: $71,514Liabilities 2017: $0Net Assets 2017: $71,5142017Assets 2018: $99,228Liabilities 2018: $11,675Net Assets 2018: $87,5532018Assets 2019: $208,951Liabilities 2019: $13,570Net Assets 2019: $195,3812019Assets 2020: $257,967Liabilities 2020: $8,835Net Assets 2020: $249,1322020Assets 2021: $475,052Liabilities 2021: $3,936Net Assets 2021: $471,1162021Assets 2022: $547,067Liabilities 2022: $13,021Net Assets 2022: $534,0462022Assets 2023: $540,530Liabilities 2023: $8,353Net Assets 2023: $532,1772023Assets 2024: $698,185Liabilities 2024: $25,459Net Assets 2024: $672,7262024

Highlighted filing

2021

Assets$475,052
Liabilities$3,936
Net Assets$471,116

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2017: $101,331Expenses 2017: $45,625Net Income 2017: $55,7062017Revenue 2018: $75,885Expenses 2018: $59,846Net Income 2018: $16,0392018Revenue 2019: $217,282Expenses 2019: $109,454Net Income 2019: $107,8282019Revenue 2020: $340,667Expenses 2020: $286,916Net Income 2020: $53,7512020Revenue 2021: $541,797Expenses 2021: $319,813Net Income 2021: $221,9842021Revenue 2022: $418,633Expenses 2022: $355,703Net Income 2022: $62,9302022Revenue 2023: $494,382Expenses 2023: $496,251Net Income 2023: -$1,8692023Revenue 2024: $665,527Expenses 2024: $524,978Net Income 2024: $140,5492024

Highlighted filing

2021

Revenue$541,797
Expenses$319,813
Net Income$221,984
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 13, 2022
Return Version
2021v4.0
Gross Receipts
$548,821
Mission and Program Overview

Mission

Reduce economic euthanasia, surrender, and suffering of severly ill or injured pets by providing pet owners assistance with the costs of uregent medical care.

Reduce economic euthanasia, surrender, and suffering of severly ill or injured pets by providing pet owners assistance with the costs of urgent medical care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$183,130$283,531▲ $100,401
Accounts Receivable$56,428$67,878▲ $11,450
Intangible Assets$10,774$9,876▼ $898
Prepaid Expenses and Deferred Charges$6,677$5,877▼ $800
Cash and Non-Interest-Bearing Accounts$398$1,330▲ $932
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Inventories for Sale or Use-$0-
Total Assets$257,967$475,052▲ $217,085
Other Assets Total$560$106,560▲ $106,000
Liabilities
Accounts Payable and Accrued Expenses$8,835$3,936▼ $4,899
Total Liabilities$8,835$3,936▼ $4,899
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$249,132$471,116▲ $221,984
Total Net Assets Fund Balance$249,132$471,116▲ $221,984
Total Liabilities and Net Assets / Fund Balance$257,967$475,052▲ $217,085

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$6,560--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021-$100,000--$100,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dyana KleinPresident & CEO
Ann ElkinDirector
Carlotta MellonDirector
Connie Hong SmithDirector
Dina Ruiz-eastwoodDirector
Emma SanchezDirector
Melissa HallDirector
Paula BlackDirector
Sara DaviDirector
Jonathan FradkinSecretary
Sylvana StrattonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$481,990
Program Service Revenue
$0
Investment Income
$23
Other Revenue
$59,784
All Other Contributions
$481,990
Change in Net Assets
$221,984
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$252,390
Salaries, Compensation, and Employee Benefits$67,423
Total Fundraising Expense$33,084
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$53,939$6,742$6,742$67,423
Advertising-$1,555$19,182$20,737
Office Expenses-$7,640$6,039$13,679
Fees for Services Accounting-$13,595-$13,595
Occupancy$8,320$1,040$1,040$10,400
Information Technology-$6,775-$6,775
Fees for Services Legal-$5,309-$5,309
Other Expenses$171,850$3,118-$3,118
Travel-$2,681-$2,681
Insurance-$2,667-$2,667
Depreciation Depletion-$898-$898
Fees for Services Other-$600$81$681
Total Functional Expenses$234,109$52,620$33,084$319,813
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$66,808
Fundraising Direct Expenses$7,024
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Paws for a Cause$66,808$66,808$7,024$59,784
Total Events$66,808$66,808$7,024$59,784
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-
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
No
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, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Dyana Klein and Jonathan Fradkin have a family relationship.

Form 990, Part VI, Line 11B: Form 990 Review Process

A copy of the 990 is provided to board members before filing with the irs.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

You can obtain a copy of the organization's exempt application and return by requesting in writing to the address on file.

Filing and Contact Details

Filer

Filer Name
Maxs Helping Paws Foundation
EIN
81-2990529
Phone
8317046473
Address
26388 CARMEL RANCHO LANE SUITE D, CARMEL, CA 93923

Signing Officer

Name
Sylvana Stratton
Title
Treasurer
Signed
2022-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dyana Klein
Formed
2014
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
8
Employees
2
Volunteers
17

Preparer

Firm
HAYASHI WAYLAND Accounting & Consulting
Address
1188 Padre Drive Suite 101, Salinas, CA 93901
Preparer
Autumn Rossi CPA
Phone
8317596300
Supplemental Narrative

Additional Explanations

Change in Accounting Method

The organization changed its accounting method from cash to accrual so that the books would be maintained in accordance with generally accepted accounting principles.

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IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0560
IRS990/OtherAssetsTotalGrp/EOYAmt0106560
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0VETERINARY SERVICES
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03118
IRS990/OtherExpensesGrp/ProgramServicesAmt0171850
IRS990/OtherExpensesGrp/TotalAmt0171850
IRS990/OtherExpensesGrp/TotalAmt13118
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt06742
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt06742
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt053939
IRS990/OtherSalariesAndWagesGrp/TotalAmt067423
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06677
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05877
IRS990/PrincipalOfficerNm0DYANA KLEIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0DIAGNOSTICS & STABILIZATION - INITIAL EVALUATION AND CARE OF POTENTIALLY CHRONIC ILLNESS OR INDJURY WHERE AN OWNER CAN PROVIDE ONGOING CARE ONCE COST OF MAKING THE DIAGNOSIS & INITIAL STABILZATION IS COMPLETED INCLUDING ACUTE METABOLIC, CARDIAC & REPIRATORY DISEASE, AND CHRONIC INJURY AFFECTING QUALITY OF LIFE.THIS PROGRAM ASSISTED 139 PETS IN MONTEREY COUNTY IN 2021.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt080554
IRS990/ProgSrvcAccomActy3Grp/Desc0CONTINUTED CARE (LONGER TERM) - CONTINUED CARE FOR NEWLY DIAGNOSED CHRONIC MEDICAL CONDITION OR PRE-EXISITING MEDICAL CONDITIONS WHEN OWNER CAN NO LONGER AFFORD TO MAINTAIN TREATMENT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt012855
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0352829
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt025
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0251203
IRS990/PYOtherRevenueAmt0-12187
IRS990/PYRevenuesLessExpensesAmt053751
IRS990/PYSalariesCompEmpBnftPaidAmt035713
IRS990/PYTotalExpensesAmt0286916
IRS990/PYTotalRevenueAmt0340667
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0221984
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0183130
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0283531
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0481990
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0352829
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0256087
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt056979
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0101331
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01249216
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt023
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt032
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt091
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83990
IRS990ScheduleA/PublicSupportPY170Pct00.92160
IRS990ScheduleA/PublicSupportTotal170Amt01115352
IRS990ScheduleA/SubstantialContributorsTotAmt0133864
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0481990
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0352829
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0256087
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt056979
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0101331
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01249216
IRS990ScheduleA/TotalSupportAmt01327986
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt059784
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt018895
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt078679
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0100000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0100000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt06560
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0106560
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07024
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PAWS FOR A CAUSE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt066808
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt066808
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt066808
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt066808
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt059784
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07024
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07024
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Dyana Klein and Jonathan Fradkin have a family relationship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE 990 IS PROVIDED TO BOARD MEMBERS BEFORE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2YOU CAN OBTAIN A COPY OF THE ORGANIZATION'S EXEMPT APPLICATION AND RETURN BY REQUESTING IN WRITING TO THE ADDRESS ON FILE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION CHANGED ITS ACCOUNTING METHOD FROM CASH TO ACCRUAL SO THAT THE BOOKS WOULD BE MAINTAINED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CHANGE IN ACCOUNTING METHOD
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0257967
IRS990/TotalAssetsEOYAmt0475052
IRS990/TotalAssetsGrp/BOYAmt0257967
IRS990/TotalAssetsGrp/EOYAmt0475052
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0481990
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt033084

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