Fallbrook CA | IRS ruling year: 2016 | EIN: 47-5459684
An EIN is a unique nine-digit number that identifies a business for tax purposes.
An EIN is a unique nine-digit number that identifies a business for tax purposes.
Organization Mission
Saving Huey Foundation specializes in the rescue and rehabiliation of abused animals. It our mission to offer rescue and medical care to the animals that are often o ... (More)
Rating Information
Needs Improvement
This charity's score is 70%, earning it a Two-Star rating.
Charity Navigator's ratings previously did not consider Leadership & Adaptability, Culture & Community, or Impact & Measurement. The historic rating mainly reflects a version of today’s Accountability and Finance score. More information on our previous rating methodologies can be found on our rating methodology page.
Rating histories are available for a growing number of rated organizations. Check back later to see if this organization has a rating history!
This beacon provides an assessment of a charity's financial health (financial efficiency, sustainability, and trustworthiness) and its commitment to governance practices and policies.
Majority Independent Board Members - 100% independent members
10 out of 10 points
Industry professionals strongly recommend an independent governing body to allow for full deliberation and diversity of thinking on governance and other organizational matters. We check to see that a majority of board members are identified as independent on their tax form.
Source: IRS Form 990
Independent Board Size - 4 independent members
10 out of 10 points
Industry professionals strongly recommend an independent governing body to allow for full deliberation and diversity of thinking on governance and other organizational matters. For most organizations, we check to see if the organization has at least three independent board members. For large, donor-funded organizations, we check to see if the organization has at least five independent board members
Source: IRS Form 990
Material Diversion of Assets - None
10 out of 10 points
A diversion of assets — any unauthorized conversion or use of the organization's assets other than for the organization's authorized purposes, including but not limited to embezzlement or theft — also can seriously call into question a charity's financial integrity. We review the charity's most recent IRS Form 990 to see if the charity has reported any diversion of assets.
Source: IRS Form 990
Tax Form Disclosures and Policies
Full Credit
Partial Credit
No Credit
Website Listed on Tax Form - Missing
0 out of 3 points
Charity Navigator looks for a website on the IRS Form 990 as an accountability and transparency metric.
Nonprofits act in the public trust and reporting publicly on activities is an important component.
Source: IRS Form 990
Conflict of Interest Policy - Missing
0 out of 7 points
Charity Navigator looks for the existence of a conflict of interest policy on the IRS Form 990 as an accountability and transparency measure.
This policy protects the organization and by extension those it serves, when it is considering entering into a transaction that may benefit the private interest of an officer, director and/or key employee of the organization.
Source: IRS Form 990
Whistleblower Policy - Missing
0 out of 7 points
Charity Navigator looks for the existence of a whistleblower policy per the IRS Form 990 as an accountability and transparency measure.
This policy outlines procedures for handling employee complaints, as well as a confidential way for employees to report financial or other types of mismanagement.
Source: IRS Form 990
Document Retention and Destruction - Missing
0 out of 7 points
Charity Navigator looks for the existence of a document retention and destruction policy per the IRS Form 990 as an accountability and transparency measure.
This policy establishes guidelines for the handling, backing up, archiving and destruction of documents. These guidelines foster good record keeping procedures that promote data integrity.
Source: IRS Form 990
Documents Board Meeting Minutes - Yes
3 out of 3 points
Charity Navigator looks to confirm on the IRS Form 990 that the organization has this process in place as an accountability and transparency measure.
An official record of the events that take place during a board meeting ensures that a contemporaneous document exists for future reference.
Source: IRS Form 990
Website Disclosures
Full Credit
Partial Credit
No Credit
Tax Form Posted on Nonprofit's Website as stated on Form 990 - Missing
0 out of 3 points
For almost all charities, we check the charity's IRS Form 990 to see if it discloses that the Form 990 is available on the charity's website. As with the audited financial statement, donors need easy access to this financial report to help determine if the organization is managing its financial resources well.
Source: IRS Form 990
Financial Metrics
Full Credit
Partial Credit
No Credit
Liabilities to Assets: Ratio - 32.86%
15 out of 15 points
The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent IRS Form 990). This ratio is an indicator of an organization's solvency and/or long-term sustainability.
Source: IRS Form 990
Program Expense: Ratio - 99.92%
25 out of 25 points
The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three IRS Forms 990). This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver.
Source: IRS Form 990
Additional Information
Total Revenue and Expenses - Data Available
This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.
Click or hover over the bar to see exact $ amount
Salary of Key Persons - Data Available
Presented here are up to five of this organization's highest compensated employees. This compensation data includes salary, cash bonuses, and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting
Shane Lystra, Secretary
$62,400
Tracy Lystra, President
$13,000
Ashley Ball, Treasurer
$0
Wendy James, Vice President
$0
Source: IRS Form 990 (page 7), filing year 2023
IRS Published Data (Business Master File) - Data Available
Organization which receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi) (BMF foundation code: 15)
Affiliation:
Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)
Data Sources (IRS Forms 990) - Data Available
The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage accountability and finance data from it to form Encompass ratings. Click here to search for this organization's Forms 990 on the IRS website (if any are available). Simply enter the organization's name (Saving Huey Foundation) or EIN (475459684) in the 'Search Term' field.
Impact & Measurement
Score
51
This beacon estimates the actual impact a charity has on the lives of those it serves, and determines whether it is making good use of donor resources to achieve that impact.
The Measuring Outcomes assessment evaluates how well a charity tracks progress towards its mission's outcomes.
Displayed below are the responses provided by the charity for the Measuring Outcomes assessment. Each question is designed to address specific criteria, with responses eligible for full, partial, or no credit. Please refer to the scoring rubric for details on how responses are scored.
Selected program: Saving Huey Foundation - animal rescue, Submitted Oct-24
Program Planning and Design
16 out of 28 points
This section assesses the use of crucial evaluation tools in program objective-setting and activities.
Charity leadership uses information collected to make decisions regarding programs
Agree, uses information collected to improve programs
Charity has shared understanding across staff of how programs lead to the goals a program achieves
Agree, has universal understanding of how programs achieve goals
Charity has documents and reviews how program activities lead to change
Disagree, does not document or review
Charity has researched program model before implementation in the following ways
Referred to the practices of similar nonprofits
Charity revisits how program activities lead to change
Agree, does revisit how program activities lead to change
Charity tracks program progress in the following ways
Aligns plan with mission
Program Development
20 out of 25 points
This section assesses the consideration of stakeholders in program objectives and activities.
Charity identifies program target population needs in the following ways
Discussions with local community groups, including local government or other community leaders
Does not identify program target population
Charity considers practical, cultural, and political needs and interests of those served by program
Agree, charity is responsive to practical, cultural, and political needs
Charity uses SMART Goals
Agree, identified Specific, Measurable, Achievable, Relevant, and Time-Bound (SMART) goals
Data Collection and Analysis
10 out of 19 points
This section assesses the best practices used in collecting and analyzing program data.
Charity tracks program information in the following ways
Collects data during program implementation
Charity collects programmatic information on those served by the program in the following ways
Collects demographic data of those served by program
Charity assesses program effectiveness at multiple points in time
Agree, collects information before and after a program is implemented
Reporting and Distribution of Results
0 out of 19 points
This section assesses reporting and disseminating program results.
Charity reports program results to key stakeholders
Does not report results to stakeholders
Does not report results to stakeholders
Charity reports both favorable and unfavorable results
No, charity does not report both favorable and unfavorable results
Use of Results
6 out of 9 points
This section assesses the use of results to guide learning.
Charity uses program results to inform future work for the following reasons
Inform strategic planning
Improve program operations
Understand the impact of their work
Culture & Community
Not Currently Scored
Saving Huey Foundation cannot currently be evaluated by our Culture & Community methodology because we have not received data from the charity regarding its Constituent Feedback or Equity Practices strategies.
Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.
This beacon provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.
The nonprofit organization presents evidence of strategic thinking through articulating the organization's mission.
Saving Huey Foundation specializes in the rescue and rehabiliation of abused animals. It our mission to offer rescue and medical care to the animals that are often overlooked due to a disability or the need for extreme medical care.
Vision Statement
10 out of 10 points
The nonprofit organization presents evidence of strategic thinking through articulating the organization's vision.
We hope to one day end the unnecessary suffering and abuse of animals. Our aim is to teach children from a young age to respect and nurture all living beings. We would love to be able to have our interactive read to the shelter animals program (Huey's Heroes Reading Program) in every shelter willing to use it.
Strategic Goals
20 out of 20 points
The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.
Goal One: To raise awareness to the unnecessary suffering that animals endure at the hands of human beings.
Goal Two: We would like to see Saving Huey Foundation grow on both the West and East Coast so that we have the opportunity to help more animals as well as communities.
Goal Three: We would love to further our work on Huey's Heroes Reading Program, an interactive read to the shelter animals reading program.
Leadership
30 out of 30 points
Full Credit
Partial Credit
No Credit
Investment in Leadership Development
15 out of 15 points
The nonprofit provides evidence of investment in leadership development.
Our Board of Directors go on a yearly retreat, where we come together and share our thoughts on ways to improve Saving Huey Foundation.
External Focus on Mobilizing Mission
15 out of 15 points
The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.
Strategic Partnerships
Collaborative Engagement
Thought Leadership
Social Promotion
Civic Engagement
Adaptability
30 out of 30 points
Full Credit
Partial Credit
No Credit
Adaptability Statement
30 out of 30 points
The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.
Although fundraising has been difficult, and there are times that we have considered downsizing, Saving Huey Foundation has been able to brainstorm ways to keep us afloat and even growing.