Santa Maria Valley Humane Society

Nonprofit profile at a glance

EIN
770002949
IRS 990 coverage
2013–2019
Forms available
Form 990 2019
Location
Santa Maria, CA, USA
Phone
8053493435
Rating
83
Verdict
STRONG
Rating confidence
Moderate
Sector
Animal Protection and Welfare

Reported finances

Revenue
$1,078,276
Expenses
$1,316,809
Assets
$0
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2019. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • MIKE INKROTT (PRESIDENT)
  • FRANCES ROMERO (VICE PRESIDENT)
  • SEAN HAWKINS (CEO)

Highest reported compensation

  • SEAN HAWKINS (CEO): $106,781 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2019. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The santa maria valley humane society exists to rescue, shelter, heal, place, and train dogs and cats while engaging the central California coastal community to end animal homelessness.

What it reported doing in 2019

Animal shelter / animal rescue: serving the central California counties of san luis obispo, santa barbara and ventura, santa maria valley humane society rescues dogs and cats at risk of euthanasia in area shelters. From july 1, 2019 to january 31, 2020 we rescued 764 homeless dogs and cats. Our shelter serves as a learning center for the community as our state-of-the-art facility is a pleasant, friendly, quiet place for people to go to see animal interactions and positive behaviors modeled in the daily routines. Every dog and cat in the care of santa maria valley humane society learns basic manners, housetraining, and social skills to become a successful new family member. It is not uncommon for as many as 100 homeless animals per night to seek refuge and safety in our shelter. From july 1, 2019 to january 31, 2020, 652 homeless dogs and cats found new homes through the edwin & jeanne woods animal care complex.

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.
  • Includes noncash contributions: Reported contributions include donated property or goods.

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 expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 87
  • Transparency & Controls: 92
  • Accountability: 90
  • Sustainability: 9
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 85.4%; rating input score 85
  • Fundraising efficiency: $6.68 raised per $1 spent on fundraising; rating input score 26; 26th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd 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: 6 of 8 controls in place; rating input score 75
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • 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: -22.1%; rating input score 8; 8th percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 0; 0th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 8.1%; rating input score 44; 44th percentile among comparable filings

Growth

  • Program expense growth: 14.5% per year; rating input score 100; 79th percentile among comparable filings
  • Revenue growth: -1.6% per year; rating input score 0; 17th percentile among comparable filings
  • Asset growth: -10.2% per year; rating input score 0; 5th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 85.4% of spending went to programs
  • Governance: 9 of 9 board members independent · 6 of 8 filing controls reported
  • Programs: 2 filed program accomplishments · $1.1M in reported program spending
  • Leadership: top reported pay $107K · 10 people listed
  • Highest-paid contractors: 1 contractor listed · $105K reported
  • Consistency: 30 of 30 current checks pass
  • Schedules: 6 filed schedules · includes major donors
  • Filing history: 7 filing years from 2013 to 2019
  • 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.

  • High — Financial Efficiency: Fundraising efficiency scored 26/100.
  • High — Sustainability: Operating margin scored 8/100.
  • Review — Accountability: Governance controls: 2 of 8 not reported.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Officer compensation ratio scored 44/100.