Civic Intelligence

Petopia Inc

EIN 86-2792692 • 501(c)3 • Chapel Hill, NC

Profile

Health for EEveryone, Everything, Everywhere, Everyday! See Schedule 0.

111 Winsome LaneChapel Hill, NC 27516

www.petopia.org

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-282%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

18th percentile

-7.9%

Faster asset growth than 18% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

4th percentile

-54%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Assets

Down

$2,210,115

Down $249,629 (-10%) from 2023

Liabilities

Down

$0

Down $4,862 (-100%) from 2023

Net Assets

Down

$2,210,115

Down $244,767 (-10.0%) from 2023

Revenue

Down

$86,679

Down $18,062 (-17%) from 2023

Expenses

Up

$331,446

Up $84,970 (+34%) from 2023

Net Income

Down

-$244,767

Down $103,032 (-73%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2021: $2,486,297Liabilities 2021: $0Net Assets 2021: $2,486,2972021Assets 2022: $2,604,336Liabilities 2022: $7,719Net Assets 2022: $2,596,6172022Assets 2023: $2,459,744Liabilities 2023: $4,862Net Assets 2023: $2,454,8822023Assets 2024: $2,210,115Liabilities 2024: $0Net Assets 2024: $2,210,1152024

Highlighted filing

2024

Assets$2,210,115
Liabilities$0
Net Assets$2,210,115

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2021: $2,486,297Expenses 2021: $0Net Income 2021: $2,486,2972021Revenue 2022: $413,924Expenses 2022: $303,604Net Income 2022: $110,3202022Revenue 2023: $104,741Expenses 2023: $246,476Net Income 2023: -$141,7352023Revenue 2024: $86,679Expenses 2024: $331,446Net Income 2024: -$244,7672024

Highlighted filing

2024

Revenue$86,679
Expenses$331,446
Net Income-$244,767

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$86,679
Mission and Program Overview

Mission

Health for EEveryone, Everything, Everywhere, Everyday! See Schedule 0.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,790,583$1,503,641▼ $286,942
Pledges and Grants Receivable$460,000$460,000→ $0
Cash and Non-Interest-Bearing Accounts$207,789$246,474▲ $38,685
Prepaid Expenses and Deferred Charges$1,372--
Total Assets$2,459,744$2,210,115▼ $249,629
Liabilities
Accounts Payable and Accrued Expenses$4,862--
Total Liabilities$4,862$0▼ $4,862
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,399,312$2,109,367▼ $289,945
Net Assets Without Donor Restrictions$55,570$100,748▲ $45,178
Total Net Assets Fund Balance$2,454,882$2,210,115▼ $244,767
Total Liabilities and Net Assets / Fund Balance$2,459,744$2,210,115▼ $249,629
Compensation and Service Providers

Board Members and Trustees

NameTitle
Elizabeth SaulPresident
Samuel SaintongeSecretary
John BooneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$13,622
Program Service Revenue
$0
Investment Income
$73,057
Other Revenue
$0
All Other Contributions
$13,622
Change in Net Assets
$-244,767
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$301,335
Salaries, Compensation, and Employee Benefits$30,111
Total Fundraising Expense$437
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$243,577--$243,577
Other Expenses$30,704--$30,704
Other Salaries and Wages$20,916$6,972-$27,888
Fees for Services Accounting-$16,979-$16,979
Travel$4,494--$4,494
Insurance$1,001$1,859-$2,860
Office Expenses$1,370$914-$2,284
Payroll Taxes$1,667$556-$2,223
All Other Expenses--$437$437
Total Functional Expenses$303,729$27,280$437$331,446
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Elizabeth SaulPresidentProgram managementNo$216,614
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
Yes
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 governing body review Part VI line 11

The draft 990 will be emailed to all three board members providing them with the opportunity to ask questions, review and approve before it is finalized and submitted.

Conflict of interest policy compliance Part VI line 12C

The Board of Directors regularly and consistently monitors and enforces compliance with the conflict-of-interest policy by reviewing annual statements and taking such other actions as are necessary for effective oversight.

Form 990 availability to public Part VI line 18

The Form 990 is available to the public upon request.

Governing documents etc available to public Part VI line 19

Financial documents will be listed on the Petopia.org website as well as available by request to send via email. Other documents will be provided to each state during the state registration process and can be found on each states charity websites and will also be available upon request.

Filing and Contact Details

Filer

Filer Name
Petopia Inc
EIN
86-2792692
In Care Of
% Elizabeth Saul
Address
111 Winsome Lane, Chapel Hill, NC 27516

Signing Officer

Name
Elizabeth Saul
Title
President
Signed
2025-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Saul
Formed
2021
Legal Domicile
Nc
Voting Board Members
3
Independent Board Members
2
Employees
2

Preparer

Firm
Jennifer J Phillips CPA PLLC
Address
4911 N Camino Luz, Tucson, AZ 85718
Preparer
Jennifer J Phillips
Phone
5202477087
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

Other fees include contracted program management, vaccine services and independent contractors (labor).

General explanation attachment

Part 3 Line 1 Exempt Purpose:We endeavor to promote community health by supporting healthy connections between humans, animals and environment and to reduce animal suffering by providing for access to veterinary care, promoting animal welfare and preserving open space through direct support, demonstration research, projects, marketing, and support services. Statement of Program Accomplishments:2024 was an exciting year for the Petopia Access-to-Care initiative, after receiving permission from DCDF to expand the program to areas outside of Reno, NV we on-boarded three vets: Dr. Hughes, Dr. Rusch and Dr. Daley! Starting in late 2024 all three vets hit the ground running providing much needed care to pet patients in North Carolina and Northern Arizona. Seeing almost 500 pets over the course of the final four months of 2024 their impact has already been substantial thanks to this amazing grant! In the Fall of 2024, we held a very successful community wellness clinic for pets in Reno in participation with SPCA of Northern NV. The clinic saw a total of 732 pets from 422 families, 526 dogs and 172 cats! Approximately 20% of these pets had never had a vet visit before. 34 pets were triaged and given vouches for a future home visit to address underlying medical needs that prevented them from being vaccinated that day. About 30 of those pets were seen by Dr. Wilson and about 10 of those have become ongoing patients for her practice. Many of these pets were brought in from communities outside of Reno so the lower retention number is not surprising. Our goal of providing quality veterinary care regardless of income doesnt just stop in the US. In 2024 we helped vaccinate and provide other medical care to animals in the Dominican Republic through our partner vet provider Heal. 2024 was also a busy year on the farm. We rescued several new goats and another new horse who will live out their days with the rest of the farm pets comfortably and well cared for at our animal sanctuary located in NC.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Part 3 Line 1 Exempt Purpose:We endeavor to promote community health by supporting healthy connections between humans, animals and environment and to reduce animal suffering by providing for access to veterinary care, promoting animal welfare and preserving open space through direct support, demonstration research, projects, marketing, and support services. Statement of Program Accomplishments:2024 was an exciting year for the Petopia Access-to-Care initiative, after receiving permission from DCDF to expand the program to areas outside of Reno, NV we on-boarded three vets: Dr. Hughes, Dr. Rusch and Dr. Daley! Starting in late 2024 all three vets hit the ground running providing much needed care to pet patients in North Carolina and Northern Arizona. Seeing almost 500 pets over the course of the final four months of 2024 their impact has already been substantial thanks to this amazing grant! In the Fall of 2024, we held a very successful community wellness clinic for pets in Reno in participation with SPCA of Northern NV. The clinic saw a total of 732 pets from 422 families, 526 dogs and 172 cats! Approximately 20% of these pets had never had a vet visit before. 34 pets were triaged and given vouches for a future home visit to address underlying medical needs that prevented them from being vaccinated that day. About 30 of those pets were seen by Dr. Wilson and about 10 of those have become ongoing patients for her practice. Many of these pets were brought in from communities outside of Reno so the lower retention number is not surprising. Our goal of providing quality veterinary care regardless of income doesnt just stop in the US. In 2024 we helped vaccinate and provide other medical care to animals in the Dominican Republic through our partner vet provider Heal. 2024 was also a busy year on the farm. We rescued several new goats and another new horse who will live out their days with the rest of the farm pets comfortably and well cared for at our animal sanctuary located in NC.
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt086679
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02459744
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02210115
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt04494
IRS990/TravelGrp/TotalAmt04494
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0111 Winsome Lane
IRS990/USAddress/CityNm0Chapel Hill
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027516
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0www.petopia.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH SAUL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Petopia Inc
ReturnHeader/Filer/BusinessNameControlTxt0PETO
ReturnHeader/Filer/EIN0862792692
ReturnHeader/Filer/InCareOfNm0% Elizabeth Saul
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 Winsome Lane
ReturnHeader/Filer/USAddress/CityNm0Chapel Hill
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027516
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455076143
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jennifer J Phillips CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04911 N Camino Luz
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tucson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085718
ReturnHeader/PreparerPersonGrp/PhoneNum05202477087
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER J PHILLIPS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-30T14:05:15-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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