Heart Healthcare and Emergency Animal Rescue Team

Nonprofit profile at a glance

EIN
452483357
IRS 990 coverage
2018–2024
Forms available
Form 990 2024
Location
Yorba Linda, CA, USA
Phone
7149939193
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Veterinary Services

Official website

Reported finances

Revenue
$481,796
Expenses
$525,480
Assets
$158,011
Liabilities
$0

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

Leadership & pay

3 people listed

Executive titles in this filing

  • DEBORAH KOPIT (CEO)

People named in this filing

  • DEBORAH KOPIT (CEO)
  • ERIC PERLMAN (CFO)
  • ERIN WALSH PERLMAN (SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

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

Overview

Mission

To save the lives of pets and people by helping to protect both from zoonotic and other diseases, creating public awareness on animal welfare matters, providing vital education, and acting as a resource for assistance in animal related issues.

What it reported doing in 2024

Heart's success is exhibited through its work in many facets of animal and human welfare. Heart has played a significant role in helping reduce homelessness by removing certain barriers which exist with pet owners who are experiencing homelessness. Our programs enable these human and pet companions to remain together and begin along a positive path while transitioning into shelters and ultimately into housing. Heart provides medical care, training, boarding, and other services for homeless pets at no charge; provides low-cost preventive healthcare for all other pets; provides rescue, rehabilitation & adoption services; and brings important animal & human welfare awareness and education to the public in general. In 2022, over 600 pets owned by people experiencing homelessness received heart's services, approximately 2,500 other pets received preventive healthcare services through public clinics and private "house-calls", and 30 pets were rescued, rehabilltated and successfully re-homed. Over the past several years, heart has served the needs of thousands of pet owners, focusing on under-served communities, the elderly, veterans, low- income pet owners and others who have been unable to attain services elsewhere. Not only do these services help provide quality of life for companion animals, they help protect pet owners, wildlife, and the public at large. Heart has played a key role in reducing the risk of transmitted diseases, reducing the number of animal-related injuries, and reducing the number of abandoned and euthanized animals. Heart's team is trained, certified, and experienced first responders who have assisted in emergency situations involving hoarding and rescue and has deployed to areas involving fires, oil spills, and other disaster-hit areas. Due to facility "lock-downs- and following cdc guidelines, various ordinances, and strict self-implemented safety protocols throughout the covid-19 pandemic, heart's ability to perform several aspects of its services was limited which temporarily affected certain aspects of heart's usual growing number of service recipients. Nevertheless, heart continued to provide assistance to hundreds of pet owners and will passionately and diligently continue its work and its mission to save lives.

Operating model

Revenue model
Earned-program. 85% 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.

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 expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 74
  • Transparency & Controls: 90
  • Accountability: 70
  • Sustainability: 34
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 85.8%; rating input score 86
  • Program expense ratio: 78.7%; rating input score 79
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 2 of 7 controls in place; rating input score 29
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -9.1%; rating input score 24; 24th percentile among comparable filings
  • Total-asset coverage ratio: 0.3; rating input score 16; 16th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 80; 80th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: 12.8% per year; rating input score 100; 75th percentile among comparable filings
  • Revenue growth: 7.5% per year; rating input score 100; 64th percentile among comparable filings
  • Asset growth: 7.2% per year; rating input score 100; 56th percentile among comparable filings

Details

  • Where the money goes: 85.8% of revenue deployed · 78.7% of spending went to programs
  • Governance: 3 of 3 board members independent · 2 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $413K in reported program spending
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 21 of 21 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 6 filing years from 2018 to 2024
  • Contacts: How to reach this organization
  • 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.

Key Signals

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

  • High — Accountability: Governance controls: 4 of 6 not reported.
  • High — Sustainability: Operating margin scored 24/100.
  • High — Sustainability: Total-asset coverage ratio scored 16/100.