Civic Intelligence

Planned Pet-Hood

990 • Fiscal year 2019 • EIN 82-0544907

Jan 01, 2019 to Dec 31, 2019 • Filed on May 19, 2021

167 Hamilton RoadKingston, TN 37763

(865) 934-9311

Siviq Scores

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

Liabilities / Assets

84th percentile

0.21x

Higher debt load relative to assets than 84% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

73rd percentile

0.03x

Higher debt load relative to revenue than 73% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

36th percentile

-1.6%

Higher net margin than 36% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

78th percentile

$2,400

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

54th percentile

3.7%

Faster revenue growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$57,036

Down $13,540 (-19%) from 2018

Net Assets

Down

$45,098

Down $7,624 (-14%) from 2018

Liabilities

Down

$11,938

Down $5,915 (-33%) from 2018

Revenue

Up

$439,063

Up $15,863 (+3.7%) from 2018

Expenses

Up

$445,920

Up $28,983 (+7.0%) from 2018

Net Income

Down

-$6,857

Down $13,120 (-209%) from 2018

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $54,588Liabilities 2011: $5,367Net Assets 2011: $49,2212011Assets 2012: $66,850Liabilities 2012: $5,356Net Assets 2012: $61,4932012Assets 2013: $64,698Liabilities 2013: $6,196Net Assets 2013: $58,5012013Assets 2014: $59,328Liabilities 2014: $6,733Net Assets 2014: $52,5942014Assets 2015: $49,098Liabilities 2015: $5,467Net Assets 2015: $43,6312015Assets 2016: $49,092Liabilities 2016: $10,164Net Assets 2016: $38,9282016Assets 2017: $55,698Liabilities 2017: $9,062Net Assets 2017: $46,6352017Assets 2018: $70,576Liabilities 2018: $17,853Net Assets 2018: $52,7222018Assets 2019: $57,036Liabilities 2019: $11,938Net Assets 2019: $45,0982019Assets 2020: $73,890Liabilities 2020: $57,711Net Assets 2020: $16,1792020Assets 2021: $127,309Liabilities 2021: $9,523Net Assets 2021: $117,7862021Assets 2022: $125,812Liabilities 2022: $7,904Net Assets 2022: $117,9082022Assets 2023: $120,704Liabilities 2023: $8,102Net Assets 2023: $112,6022023Assets 2024: $80,291Liabilities 2024: $5,373Net Assets 2024: $74,9182024

Highlighted filing

2019

Assets$57,036
Liabilities$11,938
Net Assets$45,098

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $246,246Expenses 2011: $242,681Net Income 2011: $3,5652011Revenue 2012: $286,979Expenses 2012: $273,811Net Income 2012: $13,1682012Revenue 2013: $304,437Expenses 2013: $307,430Net Income 2013: -$2,9932013Revenue 2014: $303,617Expenses 2014: $294,169Net Income 2014: $9,4482014Revenue 2015: $320,355Expenses 2015: $329,308Net Income 2015: -$8,9532015Revenue 2016: $359,681Expenses 2016: $363,792Net Income 2016: -$4,1112016Revenue 2017: $386,175Expenses 2017: $380,143Net Income 2017: $6,0322017Revenue 2018: $423,200Expenses 2018: $416,937Net Income 2018: $6,2632018Revenue 2019: $439,063Expenses 2019: $445,920Net Income 2019: -$6,8572019Revenue 2020: $140,536Expenses 2020: $172,142Net Income 2020: -$31,6062020Revenue 2021: $453,700Expenses 2021: $363,297Net Income 2021: $90,4032021Revenue 2022: $360,573Expenses 2022: $362,721Net Income 2022: -$2,1482022Revenue 2023: $354,569Expenses 2023: $382,562Net Income 2023: -$27,9932023Revenue 2024: $379,869Expenses 2024: $365,540Net Income 2024: $14,3292024

Highlighted filing

2019

Revenue$439,063
Expenses$445,920
Net Income-$6,857
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 19, 2021
Return Version
2019v5.0
Gross Receipts
$439,063
Mission and Program Overview

Mission

Planned Pet-hood is a low cost spay neuter clinic located in Roane County TN. We provide low cost spay and neuter services and vaccinations to pet owners of Roane and surrounding counties. We work closely with are rescue groups and shelters in an effort to reduce intake at shelters and unwanted litters

Planned Pet-hood is a low cost spay and neuter clinic. We provide reduced cost surgeries and vaccinations to Roane and surrounding counties of east Tennessee.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$28,319$27,100▼ $1,219
Investments in Publicly Traded Securities$18,461$22,173▲ $3,712
Land, Buildings, and Equipment, Net$30,223$21,824▼ $8,399
Pd in Cap Srpls Land Bldg Eqp Fund$12,756$21,823▲ $9,067
Cash and Non-Interest-Bearing Accounts$3,492$7,341▲ $3,849
Savings and Temporary Cash Investments$18,188$5,698▼ $12,490
Rtn Earn Endowment Incm Other Fnds$11,436$-3,825▼ $15,261
Total Assets$70,364$57,036▼ $13,328
Liabilities
Accounts Payable and Accrued Expenses$17,853$11,938▼ $5,915
Total Liabilities$17,853$11,938▼ $5,915
Net Assets / Fund Balance
Total Net Assets Fund Balance$52,511$45,098▼ $7,413
Total Liabilities and Net Assets / Fund Balance$70,364$57,036▼ $13,328

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$21,824$4,631$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleBaseTotal
Sharon Bowie LloydTreasurer$2,400$2,400

Board Members and Trustees

NameTitle
Jaqueline WagonerPresident
Barbara GrunwellOfficer
Meg JaredSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$9,464
Program Service Revenue
$429,024
Investment Income
$575
Other Revenue
$0
All Other Contributions
$6,464
Change in Net Assets
$-6,857
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$253,984
Other Expenses$191,936
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$236,497--$236,497
Other Expenses$147,718$0$0$147,718
Occupancy$18,815--$18,815
Payroll Taxes$17,487--$17,487
All Other Expenses$6,061--$6,061
Fees for Services Other$5,483--$5,483
Depreciation Depletion$4,631--$4,631
Office Expenses$3,278--$3,278
Information Technology$2,929--$2,929
Insurance$2,123--$2,123
Advertising$898--$898
Total Functional Expenses$445,920$0$0$445,920
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

We are a small organization . we have no governing body and form no committees as of this date. We meet regularly as a board to discuss expenditures and operational needs and issues.

Form 990, Part VI, Section A, Line 8B

We are a small organization . we have no governing body and form no committees as of this date. We meet regularly as a board to discuss expenditures and operational needs and issues.

Form 990, Part VI, Section B, Line 10A

We are a small organization . we have no governing body and form no committees as of this date. We meet regularly as a board to discuss expenditures and operational needs and issues.

Form 990, Part VI, Section B, Line 10B

We are a small organization . we have no governing body and form no committees as of this date. We meet regularly as a board to discuss expenditures and operational needs and issues.

Form 990, Part VI, Section B, Line 11B

Form 990 is made available for the board to review prior to submitting to the IRS

Form 990, Part VI, Section C, Line 19

Our tax return and state filing reports are available for viewing at the clinic, The State of Tennessee Website, the Treasurer's workplace and the Guidestar Website

Filing and Contact Details

Filer

Filer Name
Planned Pet-hood
EIN
82-0544907
Phone
8659349311
Address
167 Hamilton Road, Kingston, TN 37763

Signing Officer

Name
Sharon Bowie
Title
treasurer
Phone
8659349311
Signed
2021-05-19

Organization Details

Principal Officer
Sharon Bowie
Formed
2004
Legal Domicile
Tn
Voting Board Members
4
Independent Board Members
4
Employees
12
Volunteers
3
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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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IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt01626
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus2YearsAmt0275
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus3YearsAmt01272
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus4YearsAmt0284
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt04032
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99635
IRS990ScheduleA/PublicSupportPY509Pct00.993
IRS990ScheduleA/PublicSupportTotal509Amt01917761
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt01000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt03000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0437285
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0421042
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0385844
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0357193
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0319397
IRS990ScheduleA/Total509Grp/TotalAmt01920761
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0437860
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0422668
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0386119
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0358465
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0319681
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01924793
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt00
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt021824
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04631
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt026455
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt021824
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0We are a small organization . we have no governing body and form no committees as of this date. We meet regularly as a board to discuss expenditures and operational needs and issues.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1We are a small organization . we have no governing body and form no committees as of this date. We meet regularly as a board to discuss expenditures and operational needs and issues.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2We are a small organization . we have no governing body and form no committees as of this date. We meet regularly as a board to discuss expenditures and operational needs and issues.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3We are a small organization . we have no governing body and form no committees as of this date. We meet regularly as a board to discuss expenditures and operational needs and issues.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Form 990 is made available for the board to review prior to submitting to the IRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Our tax return and state filing reports are available for viewing at the clinic, The State of Tennessee Website, the Treasurer's workplace and the Guidestar Website
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 10a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 10b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt070364
IRS990/TotalAssetsEOYAmt057036
IRS990/TotalAssetsGrp/BOYAmt070364
IRS990/TotalAssetsGrp/EOYAmt057036
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt09464
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0445920
IRS990/TotalFunctionalExpensesGrp/TotalAmt0445920
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt017853
IRS990/TotalLiabilitiesEOYAmt011938
IRS990/TotalLiabilitiesGrp/BOYAmt017853
IRS990/TotalLiabilitiesGrp/EOYAmt011938
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt052511
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt045098
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0429024
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0429024
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0445920
IRS990/TotalProgramServiceRevenueAmt0429024
IRS990/TotalReportableCompFromOrgAmt02400
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0429599
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0439063
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt070364
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt057036
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0167 Hamilton Road
IRS990/USAddress/CityNm0Kingston
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037763
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0plannedpethoodoftn.org
IRS990/WhistleblowerPolicyInd00
ReasonableCauseExplanation/ExplanationTxt0To whom it may concern. There are several reasons this return is late and I assure you I have done my best to avoid this late status. I recently went on the IRS website to file for an extension for 2020 and notice 2019 had not been filed. I was very surprised as I had sent in a paper return after the 6 month extension was granted for 2019. I did not receive a letter stating my return had not been filed for this year, until earlier this year. Then i received a letter saying that if i had filed a paper return it may be rejected as the new IRS policy was to submit via electronic filing. So i am doing this now. To complicate things further the clinic was closed for six months by the governor's order due to covid. I sincerely apologize for the delay. I was completely ignorant to the fact that my paper return had not been accepted. Please feel free to call me if i need to provide any further documentation. I can assure you i aim to comply and we are current on all our taxes due to the state and federal government. Thank you for your assistance. Sharon Bowie, Treasurer
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Sharon Bowie
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08659349311
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLANNED PET-HOOD

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.80$0.05$0.75$3.80$3.66$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.08$1.13$3.55$3.83$0.28
2022Detailed filing. Detailed filing data is available for this year.$1.26$0.08$1.18$3.61$3.63$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.10$1.18$4.54$3.63$0.90
2020Detailed filing. Detailed filing data is available for this year.$0.74$0.58$0.16$1.41$1.72$0.32
2019Detailed filing. Detailed filing data is available for this year.$0.57$0.12$0.45$4.39$4.46$0.07
2018Summary only. Only limited summary data is available for this year.$0.71$0.18$0.53$4.23$4.17$0.06
2017Summary only. Only limited summary data is available for this year.$0.56$0.09$0.47$3.86$3.80$0.06
2016Summary only. Only limited summary data is available for this year.$0.49$0.10$0.39$3.60$3.64$0.04
2015Summary only. Only limited summary data is available for this year.$0.49$0.05$0.44$3.20$3.29$0.09
2014Summary only. Only limited summary data is available for this year.$0.59$0.07$0.53$3.04$2.94$0.09
2013Summary only. Only limited summary data is available for this year.$0.65$0.06$0.59$3.04$3.07$0.03
2012Summary only. Only limited summary data is available for this year.$0.67$0.05$0.61$2.87$2.74$0.13
2011Summary only. Only limited summary data is available for this year.$0.55$0.05$0.49$2.46$2.43$0.04