Coco's Heart Dog Rescue

Nonprofit profile at a glance

EIN
271835287
IRS 990 coverage
2013–2024
Forms available
Form 990 2024, Form 990-EZ 2012
Location
Somerset, WI, USA
Phone
6513030588
Rating
73
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Animal Protection and Welfare

Reported finances

Revenue
$3,091,402
Expenses
$2,976,190
Assets
$2,278,598
Liabilities
$1,102,335

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • ASHLEY KURTZ (PRESIDENT)

Highest reported compensation

  • LISA ROBERTS (CHIEF OF VET STAFF/LEAD VET): $142,093 total reported compensation
  • ASHLEY KURTZ (PRESIDENT): $91,772 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To house and provide foster care for dogs and cats in need of a safe and loving home while providing medical care and grooming needs until a permanent placement can be found.

What it reported doing in 2024

Coco's heart dog rescue (chdr) is a foster-based, volunteer-driven rescue and has found loving homes for over 18,000 animals including dogs, cats, pocket pets, and even farm animals since may 2010. Coco's heart dog rescue is an effort grounded in love, dedication, and determination. We rely solely on volunteers and donations to support our rescue effort. We are based out of the twin cities area, where all of our animals live in approved foster homes before going to their forever homes. Chdr rescues animals in need without discriminating against breeds or ages. The rescue operates with the help of hundreds of dedicated volunteers, all working toward the common goal of saving the lives of animals in need, and giving them the love they deserve. Every animal that comes to coco's heart receives the highest quality veterinary care and a loving temporary home from dedicated foster families. Chdr's adoption process ensures that every animal goes to the most loving forever home. During 2024, coco's heart dog rescue welcomed 2,239 animals and adopted 2,004 animals.

Operating model

Revenue model
Earned-program. 62% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 70
  • Transparency & Controls: 92
  • Accountability: 53
  • Sustainability: 37
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 76.8%; rating input score 77
  • Program expense ratio: 74.9%; rating input score 75
  • Fundraising efficiency: $5.26 raised per $1 spent on fundraising; rating input score 18; 18th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 66.7%; rating input score 67; 11th percentile among comparable filings
  • Governance controls: 3 of 9 controls in place; rating input score 33
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 3.7%; rating input score 47; 47th percentile among comparable filings
  • Total-asset coverage ratio: 0.77; rating input score 28; 28th percentile among comparable filings
  • Liabilities to assets ratio: 0.48; rating input score 22; 22nd percentile among comparable filings
  • Officer compensation ratio: 7.9%; rating input score 38; 38th percentile among comparable filings

Growth

  • Program expense growth: 16.2% per year; rating input score 100; 80th percentile among comparable filings
  • Revenue growth: 18.1% per year; rating input score 100; 86th percentile among comparable filings
  • Asset growth: 28.1% per year; rating input score 100; 92nd percentile among comparable filings

Details

  • Where the money goes: 76.8% of revenue deployed · 74.9% of spending went to programs
  • Governance: 2 of 3 board members independent · 3 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $2.2M in reported program spending
  • Leadership: top reported pay $142K · 4 people listed
  • Consistency: 29 of 29 current checks pass
  • Schedules: 7 filed schedules · includes major donors
  • Filing history: 11 filing years from 2013 to 2024
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Accountability: Governance controls: 6 of 9 not reported.
  • High — Financial Efficiency: Fundraising efficiency scored 18/100.
  • Moderate — Sustainability: Operating margin scored 47/100.
  • High — Sustainability: Total-asset coverage ratio scored 28/100.
  • High — Sustainability: Liabilities to assets ratio scored 22/100.
  • Moderate — Sustainability: Officer compensation ratio scored 38/100.