Rosemary Farm Sanctuary Inc
Nonprofit profile at a glance
- EIN
- 455185301
- IRS 990 coverage
- 2014–2024
- Forms available
- Form 990 2024, Form 990-EZ 2012
- Location
- South Kortright, NY, USA
- Phone
- 6075381200
- Rating
- 77
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Animal Protection and Welfare
Reported finances
- Revenue
- $924,483
- Expenses
- $856,360
- Assets
- $719,898
- Liabilities
- $109,388
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
5 people listed
Executive titles in this filing
- DAWN ROBYN PETRLIK (EXECUTIVE DIRECTOR)
- ANNA CLEPPER (PRESIDENT/TREASURER)
- MARLEY RABSTEJNAK (VICE PRESIDENT)
Highest reported compensation
- DAWN ROBYN PETRLIK (EXECUTIVE DIRECTOR): $62,308 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
At rosemary farm, our mission is to rescue horses in need and protect them for life. We save equines from slaughter, neglect and abuse. While adoption is not our focus, select horses may be available to the right home, if right for the horse. We also educate the general public about equine welfare and guardianship. Rosemary farm is "where horses get to be horses."
What it reported doing in 2024
Equine rescue and sanctuary - rosemary farm sanctuary saves equines from slaughter, neglect and abuse. We work with law enforcement and animal welfare organizations, and engage directly with surrendering owners to prevent equines from entering the slaughter pipeline. We provide care, training and space for these equines to recover mentally and physically. Once here, equines live in herd groups in a dynamic natural environment, creating vital bonds that are honored and protected for life. While adoption is not our focus, some may be adopted to approved homes under a limited contract that guarantees their safe return if needed. We also facilitate rescue of equines in need when we are not able to help directly. We ended the year with ~100 equines in our care. Rosemary farm sanctuary reaches thousands of people annually through clinics, tours, public events, social media platforms, web-based information, email and telephone, to educate them about the wretched conditions many horses suffer, and how they can improve both physical and emotional guardianship of horses.
Operating model
- Revenue model
- Donor-supported. 99% of the money available for current operations came from contributions and gifts.
- 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 fundraising costs are high for each dollar raised.
Rating breakdown
- Financial Efficiency: 67
- Transparency & Controls: 86
- Accountability: 84
- Sustainability: 47
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 70.1%; rating input score 70
- Program expense ratio: 73.8%; rating input score 74
- Fundraising efficiency: $8.72 raised per $1 spent on fundraising; rating input score 33; 33rd percentile among comparable filings
Transparency & Controls
- Consistency checks: 92.3%; rating input score 92; 16th 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: Pass
- Document-retention policy: Fail
- CEO compensation review process: Pass
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Fail
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 7.4%; rating input score 56; 56th percentile among comparable filings
- Total-asset coverage ratio: 0.84; rating input score 37; 37th percentile among comparable filings
- Liabilities to assets ratio: 0.15; rating input score 36; 36th percentile among comparable filings
- Officer compensation ratio: 7.3%; rating input score 46; 46th percentile among comparable filings
Growth
- Program expense growth: 9.5% per year; rating input score 100; 61st percentile among comparable filings
- Revenue growth: 10.5% per year; rating input score 100; 68th percentile among comparable filings
- Asset growth: 15.9% per year; rating input score 100; 74th percentile among comparable filings
Details
- Where the money goes: 70.1% of revenue deployed · 73.8% of spending went to programs
- Governance: 4 of 4 board members independent · 5 of 8 filing controls reported
- Programs: 1 filed program accomplishment · $632K in reported program spending
- Leadership: top reported pay $62K · 5 people listed
- Consistency: 28 of 28 current checks pass
- Schedules: 6 filed schedules · includes major donors
- Filing history: 11 filing years from 2014 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- 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.
- Review — Accountability: Governance controls: 3 of 8 not reported.
- Moderate — Financial Efficiency: Fundraising efficiency scored 33/100.
- Review — Sustainability: Operating margin scored 56/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 37/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 36/100.
- Moderate — Sustainability: Officer compensation ratio scored 46/100.