Civic Intelligence

Petfinder Foundation

990 • Fiscal year 2014 • EIN 87-0694641

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 09, 2015

4729 E Sunrise DriveTucson, AZ 85718

(520) 207-0626

Siviq Scores

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

Liabilities / Assets

25th percentile

0.01x

Higher debt load relative to assets than 25% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

22nd percentile

0.01x

Higher debt load relative to revenue than 22% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

54th percentile

3.9%

Higher net margin than 54% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

46th percentile

$53,890

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

53rd percentile

2.7%

Faster asset growth than 53% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

24th percentile

-7.6%

Faster revenue growth than 24% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$1,878,749

Up $49,751 (+2.7%) from 2013

Net Assets

Up

$1,859,113

Up $53,333 (+3.0%) from 2013

Liabilities

Down

$19,636

Down $3,582 (-15%) from 2013

Revenue

Down

$1,368,404

Down $113,257 (-7.6%) from 2013

Expenses

Down

$1,315,071

Down $537,093 (-29%) from 2013

Net Income

Up

$53,333

Up $423,836 (+114%) from 2013

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,846,936Liabilities 2010: $334,212Net Assets 2010: $1,512,7242010Assets 2011: $2,154,133Liabilities 2011: $203,619Net Assets 2011: $1,950,5142011Assets 2012: $2,266,871Liabilities 2012: $90,588Net Assets 2012: $2,176,2832012Assets 2013: $1,828,998Liabilities 2013: $23,218Net Assets 2013: $1,805,7802013Assets 2014: $1,878,749Liabilities 2014: $19,636Net Assets 2014: $1,859,1132014Assets 2015: $1,951,280Liabilities 2015: $6,033Net Assets 2015: $1,945,2472015Assets 2016: $1,969,234Liabilities 2016: $1,387Net Assets 2016: $1,967,8472016Assets 2017: $2,008,426Liabilities 2017: $2,643Net Assets 2017: $2,005,7832017Assets 2018: $2,297,255Liabilities 2018: $2,146Net Assets 2018: $2,295,1092018Assets 2019: $2,448,254Liabilities 2019: $3,459Net Assets 2019: $2,444,7952019Assets 2020: $2,862,034Liabilities 2020: $1,166Net Assets 2020: $2,860,8682020Assets 2021: $3,562,567Liabilities 2021: $437,489Net Assets 2021: $3,125,0782021Assets 2022: $3,171,729Liabilities 2022: $51,463Net Assets 2022: $3,120,2662022Assets 2023: $3,491,667Liabilities 2023: $11,449Net Assets 2023: $3,480,2182023Assets 2024: $3,739,382Liabilities 2024: $5,055Net Assets 2024: $3,734,3272024

Highlighted filing

2014

Assets$1,878,749
Liabilities$19,636
Net Assets$1,859,113

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $3,997,6472010Expenses 2011: $6,625,5172011Revenue 2012: $2,539,699Expenses 2012: $2,313,930Net Income 2012: $225,7692012Revenue 2013: $1,481,661Expenses 2013: $1,852,164Net Income 2013: -$370,5032013Revenue 2014: $1,368,404Expenses 2014: $1,315,071Net Income 2014: $53,3332014Revenue 2015: $1,368,102Expenses 2015: $1,281,968Net Income 2015: $86,1342015Revenue 2016: $1,293,294Expenses 2016: $1,306,259Net Income 2016: -$12,9652016Revenue 2017: $1,434,589Expenses 2017: $1,439,688Net Income 2017: -$5,0992017Revenue 2018: $1,249,359Expenses 2018: $908,388Net Income 2018: $340,9712018Revenue 2019: $881,162Expenses 2019: $805,891Net Income 2019: $75,2712019Revenue 2020: $1,645,346Expenses 2020: $1,226,241Net Income 2020: $419,1052020Revenue 2021: $1,542,788Expenses 2021: $1,346,632Net Income 2021: $196,1562021Revenue 2022: $1,781,615Expenses 2022: $1,570,002Net Income 2022: $211,6132022Revenue 2023: $1,179,884Expenses 2023: $965,722Net Income 2023: $214,1622023Revenue 2024: $1,099,099Expenses 2024: $965,988Net Income 2024: $133,1112024

Highlighted filing

2014

Revenue$1,368,404
Expenses$1,315,071
Net Income$53,333
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 9, 2015
Return Version
2014v5.0
Gross Receipts
$1,368,404
Mission and Program Overview

Mission

To prevent the euthanasia of adoptable pets and support animal welfare groups to this end.

To end euthanasia of adoptable pets and support animal welfare groups to this end.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,095,431$1,357,205▲ $261,774
Savings and Temporary Cash Investments$239,044$239,402▲ $358
Pledges and Grants Receivable$246,439$53,619▼ $192,820
Prepaid Expenses and Deferred Charges$4,354$2,863▼ $1,491
Land, Buildings, and Equipment, Net$29,426$2,511▼ $26,915
Total Assets$1,828,998$1,878,749▲ $49,751
Other Assets Total$214,304$223,149▲ $8,845
Liabilities
Grants Payable-$10,693-
Other Liabilities-$7,500-
Accounts Payable and Accrued Expenses$23,218$1,443▼ $21,775
Total Liabilities$23,218$19,636▼ $3,582
Net Assets / Fund Balance
Unrestricted Net Assets$1,384,730$1,505,926▲ $121,196
Temporarily Rstr Net Assets$421,050$353,187▼ $67,863
Total Net Assets Fund Balance$1,805,780$1,859,113▲ $53,333
Total Liabilities and Net Assets / Fund Balance$1,828,998$1,878,749▲ $49,751

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,511$2,317$4,828
Other Assets Org$223,149--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Toni MorganExecutive DirectorFT$53,890$53,890
Lisa RobinsonExecutive Director formerFT$21,410$21,410

Board Members and Trustees

NameTitle
Betsy SaulChairman and Treasurer
Jared SaulPresident
Amanda SumnerVice-President
Gregory HesterbergBoard Member
Jim MorrisBoard Member
Rob RauhSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,359,201
Program Service Revenue
$0
Investment Income
$358
Other Revenue
$8,845
All Other Contributions
$1,359,201
Change in Net Assets
$53,333

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Clothing and Household Goods-$134,272fair market value
Other Non Cash Contri Table110$93,958fair market value
Drugs and Medical Supplies23$85,365fair market value
Other Non Cash Contri Table79$85,212fair market value
Other Non Cash Contri Table1$17,018fair market vlaue
Other Non Cash Contri Table29$16,368fair market value
Other Non Cash Contri Table7$3,647fair market value
Total Noncash Contributions249$435,840-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,368,404
Total Revenue per Audited Statements
$1,368,404
Total Revenue per Form 990
$1,368,404
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$569,825
Grants and Similar Amounts Paid$538,873
Salaries, Compensation, and Employee Benefits$206,373
Total Fundraising Expense$70,533
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$538,873--$538,873
Other Salaries and Wages$75,541$5,413$33,369$114,323
Current Officers, Directors, Trustees, and Key Employees$49,756$3,566$21,979$75,301
Fees for Services Accounting$30,248$2,887$1,904$35,039
Office Expenses$8,058$14,470$717$23,245
Payroll Taxes$10,658$756$5,335$16,749
Fees for Services Other$12,821$1,224$807$14,852
Other Expenses$8,825$2,522$1,262$12,609
Occupancy$5,294$5,342$1,182$11,818
Travel$5,547$2,491-$8,038
Depreciation Depletion$2,451$3,953$1,502$7,906
Insurance$906$6,337$302$7,545
Information Technology$4,126$687$2,063$6,876
Fees for Services Legal$3,486$336-$3,822
All Other Expenses$842$1,053$111$2,006
Total Functional Expenses$1,193,501$51,037$70,533$1,315,071

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,315,071
Total Expenses per Audited Statements$1,315,071
Total Expenses per Form 990$1,315,071
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Animal LifelineWarrington, PA501c3Program operations$90,000
Animal Shelter of Pell City IncPell City, AL501c3program supplies$40,000
Dallas Animal Services & AdoptionDallas, TX501c3program supplies$16,000
GreaterGoodorgTucson, AZ501c3program operations$10,000
Seminole County Animal ServicesSanford, FL501c3program supplies$9,000
AKs Extended Life Animal SanctuaryNikiski, AK501c3Program operations-
Animal Protective Society of MOSaint Louis, MO501c3Program operations-
Companion Pet Rescue - NEJackson, TN501c3program supplies-
Humane Society of HobartHobart, IN501c3program supplies-
Humane Society of Southern ArizonaTucson, AZ501c3program supplies-
Lakota Animal Care ProjectCuster, SD501c3program operations-
Madison Oglethorpe Animal ShelterDanielsville, GA501c3program supplies-
McKinley County Humane SocietyGallup, NM501c3program supplies-
Michigan Humane SocietySouthfield, MI501c3Program operations-
Nebraska Humane SocietyOmaha, NE501c3program supplies-
Pima Animal Care CenterTucson, AZ501c3program supplies-
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
Rob RauhBoard SecretaryProvided legal & registration servicesNo$10,818
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Custodial liabilities pass-thru$7,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
Yes
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

Each board member will review the 990 before it is filed with the IRS. The Executive Director will supply a copy of the drafted 990 (via email or mail) to each board member once complete. Each board member will review the 990 and respond with any comments or questions within a one-week time period. After the board reviews and the majority votes (four votes) to approve it, it will be signed by an authorized board member and submitted to the IRS.

Conflict of interest policy compliance Part VI line 12C

To ensure that Petfinder Foundation's Conflict of Interest Policy is followed, board members are asked to do the following:1) Complete a new Conflict of Interest form at annual Petfinder Foundation Board meetings,2) To inform the Board and Executive Director of any new jobs or relationships within the animal welfare community immediately and 3) To be committed to the Petfinder Foundation and ensure that no contacts or relationships made as a board member will be used for personal or professional gain outside the Petfinder Foundation.

CEO executive director top management comp Part VI line 15A

The Petfinder Foundation's Board of Directors has conducted research to determine if the compensation of the Executive Director of the Foundation is within widely accepted industry standards. The conclusion of the Board is that the Executive Director's compensation is not only well within widely accepted industry standards, but also slightly below industry standards for a Foundation the size of Petfinder Foundation.

Form 990 availability to public Part VI line 18

The 990 is available to the public via our website as well as uploaded to the various charity monitoring wesites like Charity Navigator and Guidestar.org. All documents are available upon request.

Governing documents etc available to public Part VI line 19

Financial statements are available to the public via our website as well as uploaded to the various charity monitoring wesites like Charity Navigator and Guidestar.org. All documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Petfinder Foundation
EIN
87-0694641
Address
4729 E Sunrise Drive, Tucson, AZ 85718

Signing Officer

Name
Toni Morgan
Title
Executive Direc
Phone
5202070626
Signed
2015-04-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Toni Morgan
Formed
2003
Legal Domicile
Az
Voting Board Members
6
Independent Board Members
6
Employees
6

Preparer

Firm
Jennifer J Phillips CPA PLLC
Address
5151 E Broadway Blvd Ste 1600, Tucson, AZ 85711
Preparer
Jennifer J Phillips
Phone
5202477087
Supplemental Narrative

Additional Explanations

General explanation attachment

Part III Line 4a (Statement of Program Accomplishments):Quality of Life programs The Petfinder Foundation believes that by helping to improve the quality of life for pets while they are in shelters or with a rescue group they will be happier, healthier and more adoptable. Grants in this category include enrichment products, training, pet food, vaccines, sheltering, and general operating grants. Cat Enrichment (Cat Castles): The transition from an original home to shelter life to an adoptive home brings many changes in sights, smells and surroundings, leaving cats fearful of each situation. The Cat Castle boxs when used at a shelter gives a cat control over her environment, allowing her to relax and become more adoptable. The box then follows the cat to her new home, giving her something familiar in her environment during the adjustment period. Shot at Life Vaccination Grants: The Petfinder Foundation is working with Boehringer Ingelheim Vetmedica, Inc. to provide various vaccinations to adoption organizations. They join us in the belief that there is nothing more important than reducing the number of adoptable pets euthanized because of illness and decreasing the spread of illness at a facility by providing important vaccinations.Orvis Animal Care Grants: Thanks to a generous matching donation campaign from the Orvis Company the Petfinder Foundation was able to provide general animal care grants to help support shelter and rescue groups dog adoption efforts in a positive way. Dog Enrichment Grants: The Petfinder Foundation is working with KONG to provide enrichment toys and products to shelters and adopters across the country. The Kong Company joins the Petfinder Foundation in the belief that by providing enrichment toys to shelter pets, you stimulate their mind, making them more adoptable. Disaster relief program The Petfinder Foundation is committed to assisting animal adoption organizations with Disaster relief and recovery. Funds are used to offer animal-related resources and assistance during and after significant natural or man-made disasters. The Petfinder Foundation awards grants to provide emergency equipment or supplies, physical improvements to the animal shelters and property, animal transport and housing equipment allocated for use in the event of a disaster, file and records management systems, and training for staff and/or volunteers who are critical responders for the organization during an emergency. Rescue U: Rescue U, a program of the Foundation sends volunteers during their vacation from school and work to shelters that are in need of renovation assistance as well as matches these volunteers with local shelters in need of community support. On the renovation projects, the volunteers work with the shelter and members of the community to fix up and build new kennels, cat houses and play areas, outdoor pens, bathing areas, and more. At the local chapter level Rescue U Chapters focus on their own communities, getting together to help their local shelters with what they need, including fundraising, building shelter beds, walking dogs and much more. The Rescue U program helps volunteers bring an effective and positive change both locally and nationally to shelters and homeless pets. Other programs The Foundation works with its corporate partners and funders to offer needed in-kind supplies or educational tools to Petfinder.com members, as well as grants in the forms of providing assistance for daily operations and care of pets and promoting adoption and transportation needs. Additional grants awarded are: Sponsor A Pet: The Sponsor A Pet program encourages Petfinder.com visitors to help homeless pets by sponsoring the cost of their shelter and care until they find a forever home. When someone has found a homeless pet that has touched their heart but they are unable to provide that pet their forever home this program gives them a way to help. Donations are collected by the Petfinder Foundation and kept for the des

Financial Statement Notes

Footnote for uncertain tax position under FIN 48 (Part X)

Management of the Foundation considers the likelihood of changes by taxing authorities in its filed tax returns and recognizes a liability for or discloses potential significant changes if management believes it is more likely than not for a change to occur, including changes to the organizations status as a not-for-profit entity. Management believes that the Foundation met the requirements to maintain its tax-exempt status and has no income subject to unrelated business income tax, therefore, no provision for income taxes has been provided in these financial statements.

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IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc4program supplies
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc5program supplies
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc6program supplies
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc7program supplies
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc8program supplies
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc9program supplies
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc10program supplies
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1program supplies
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2program operations
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3program supplies
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4program supplies
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5Program operations
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6program supplies
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7program operations
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8Program operations
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9program supplies
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10program supplies
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11program supplies
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12program supplies
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13program supplies
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt14program supplies
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt15Program operations
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Animal Lifeline
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Dallas Animal Services & Adoption
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2GreaterGoodorg
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Seminole County Animal Services
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Animal Shelter of Pell City Inc

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.74$0.01$3.73$1.10$0.97$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.49$0.01$3.48$1.18$0.97$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.17$0.05$3.12$1.78$1.57$0.21
2021Detailed filing. Detailed filing data is available for this year.$3.56$0.44$3.13$1.54$1.35$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$1.65$1.23$0.42
2019Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.44$0.88$0.81$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$1.25$0.91$0.34
2017Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$1.43$1.44$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$1.29$1.31$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.01$1.95$1.37$1.28$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.88$0.02$1.86$1.37$1.32$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.83$0.02$1.81$1.48$1.85$0.37
2012Summary only. Only limited summary data is available for this year.$2.27$0.09$2.18$2.54$2.31$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.20$1.95$6.63
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.33$1.51$4.00