Sophie's Circle Inc

Nonprofit profile at a glance

EIN
272178682
IRS 990 coverage
2016–2025
Forms available
Form 990 2025, Form 990-N 2015
Location
New Smyrna Beach, FL, USA
Phone
3866906771
Rating
68
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Animal Protection and Welfare

Official website

Reported finances

Revenue
$1,778,132
Expenses
$374,257
Assets
$1,880,490
Liabilities
$119

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • KATHLEEN BLACKMAN (PRESIDENT/TR)

People named in this filing

  • DANA CONWAY (DIRECTOR)
  • CHRISTENE ERTL (DIRECTOR)
  • MARY KORP (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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Sophies circle provides pet food to financially challenged families in an ongoing effort to keep pets in their homes. We also rescue, rehabilitiate and rehome dogs and cats in private foster homes until we find them their forever home.

What it reported doing in 2025

Animal rescue - animals are taken in from high kill shelters, owner surrenders or are brought in as strays. Animals are immediately sent to a vet and evaluated. Medical needs are addressed and protocol is that every animal that comes into our rescue is spayed or neutered. They are all brought up to date on shots and if they are heartworm positive, they are treated. Any other medical issues are addressed and treated. Once the animal is vetted, they go to an approved foster home where they stay until we find them an approved new home. All applications are reviewed by our volunteers, references are checked and homes are inspected. The new adopter signs a contract with us and a stipulation of the contract is that the animal must be returned to our rescue if for any reason it doesn't work out. There is no time limit on that stipulation. We stay in contact with our adoptive families to make sure the relationship is successful.

Operating model

Revenue model
Donor-supported. 98% 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 - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 46
  • Transparency & Controls: 92
  • Accountability: 64
  • Sustainability: 88
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 21.5%; rating input score 22
  • Program expense ratio: 100%; rating input score 100
  • Fundraising efficiency: Limited

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: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 1 of 7 controls in place; rating input score 14
    • Conflict-of-interest policy: Fail
    • 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: 79%; rating input score 97; 97th percentile among comparable filings
  • Total-asset coverage ratio: 5.02; rating input score 84; 84th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 78; 78th percentile among comparable filings

Growth

  • Program expense growth: 8.8% per year; rating input score 100; 53rd percentile among comparable filings
  • Revenue growth: 21.7% per year; rating input score 100; 84th percentile among comparable filings
  • Asset growth: 33.9% per year; rating input score 100; 91st percentile among comparable filings

Details

  • Where the money goes: 21.5% of revenue deployed · 100% of spending went to programs
  • Governance: 4 of 4 board members independent · 1 of 7 filing controls reported
  • Programs: 4 filed program accomplishments · $374K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 22 of 22 current checks pass
  • Schedules: 4 filed schedules · includes major donors
  • Filing history: 10 filing years from 2016 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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: Mission deployment rate scored 22/100.
  • High — Accountability: Governance controls: 5 of 6 not reported.