Humane Society of Marion County Inc

Nonprofit profile at a glance

EIN
596196017
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Ocala, FL, USA
Phone
3528548230
Rating
85
Verdict
STRONG
Rating confidence
Standard
Sector
Animal Protection and Welfare

Official website

Reported finances

Revenue
$4,500,294
Expenses
$4,361,547
Assets
$8,242,023
Liabilities
$193,932

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

Leadership & pay

9 people listed

Executive titles in this filing

  • Roseann Morton (President)
  • Bruce Washburn (Vice President)
  • Edward Leedy (Executive Director)

Highest reported compensation

  • Edward Leedy (Executive Director): $87,238 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 prevent cruelty to animals throughout Marion County, FL, to afford relief to such animals as needed and to increase kindness to and consideration of animals through

What it reported doing in 2024

The Humane Society of Marion County, Inc. (HSMC) provides food, shelter, and medical care for homeless dogs and cats while working to find them permanent homes. Supported by staff and over 500 active volunteers donating 1,000+ hours monthly, HSMC also aims to prevent cruelty, suffering, and overpopulation through a low-cost veterinary clinic and community outreach. The HSMC Animial Clinic offers low-cost spay/neuter and wellness services to the public at a subsidized rate. Weekly adoption events are held at PetSmart, Pet Supermarket, Petco and Petsense to increase adoptions. The Humane Education Program offers seasonal camps, a literacy program, and in-school clases to teach Marion County students about the humane treatment of animals.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
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

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

Rating breakdown

  • Financial Efficiency: 80
  • Transparency & Controls: 93
  • Accountability: 84
  • Sustainability: 57
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 93.5%; rating input score 94
  • Program expense ratio: 79.7%; rating input score 80
  • Fundraising efficiency: $3.07 raised per $1 spent on fundraising; rating input score 9; 9th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 92.3%; rating input score 92; 10th 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: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 5 of 8 controls in place; rating input score 62
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Fail
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 3.1%; rating input score 45; 45th percentile among comparable filings
  • Total-asset coverage ratio: 1.89; rating input score 60; 60th percentile among comparable filings
  • Liabilities to assets ratio: 0.02; rating input score 79; 79th percentile among comparable filings
  • Officer compensation ratio: 2%; rating input score 76; 76th percentile among comparable filings

Growth

  • Program expense growth: 13.8% per year; rating input score 100; 75th percentile among comparable filings
  • Revenue growth: 10.7% per year; rating input score 100; 71st percentile among comparable filings
  • Asset growth: 9.5% per year; rating input score 100; 56th percentile among comparable filings

Details

  • Where the money goes: 93.5% of revenue deployed · 79.7% of spending went to programs
  • Governance: 8 of 8 board members independent · 5 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $3.5M in reported program spending
  • Leadership: top reported pay $87K · 9 people listed
  • Consistency: 23 of 24 current checks pass · 1 finding to review
  • Schedules: 4 filed schedules · includes major donors
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: Filed and resolved organization relationships.
  • 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.

  • High — Financial Efficiency: Fundraising efficiency scored 9/100.
  • Review — Accountability: Governance controls: 3 of 8 not reported.
  • Moderate — Sustainability: Operating margin scored 45/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.