Civic Intelligence

Sophies Circle Inc

EIN 27-2178682 • 501(c)3 • New Smyrna Beach, FL

Profile

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.

1800 Pioneer TrailNew Smyrna Beach, FL 32168

sophiescircle.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

93rd percentile

70%

Faster asset growth than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

88th percentile

64%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Assets

Up

$1,880,490

Up $1,230,389 (+189%) from 2023

Liabilities

Down

$119

Down $95,742 (-100%) from 2023

Net Assets

Up

$1,880,371

Up $1,326,131 (+239%) from 2023

Revenue

Up

$1,778,132

Up $1,117,401 (+169%) from 2023

Expenses

Down

$374,257

Down $74,111 (-17%) from 2023

Net Income

Up

$1,403,875

Up $1,191,512 (+561%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2016: $28,535Liabilities 2016: $17,435Net Assets 2016: $11,1002016Assets 2017: $55,531Liabilities 2017: $5,338Net Assets 2017: $50,1932017Assets 2018: $150,168Liabilities 2018: $7,155Net Assets 2018: $143,0132018Assets 2019: $131,690Liabilities 2019: $5,458Net Assets 2019: $126,2322019Assets 2020: $150,448Liabilities 2020: $14,920Net Assets 2020: $135,5282020Assets 2021: $169,847Liabilities 2021: $32,882Net Assets 2021: $136,9652021Assets 2022: $487,762Liabilities 2022: $145,885Net Assets 2022: $341,8772022Assets 2023: $650,101Liabilities 2023: $95,861Net Assets 2023: $554,2402023Assets 2025: $1,880,490Liabilities 2025: $119Net Assets 2025: $1,880,3712025

Highlighted filing

2025

Assets$1,880,490
Liabilities$119
Net Assets$1,880,371

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2016: $177,575Expenses 2016: $180,545Net Income 2016: -$2,9702016Revenue 2017: $226,993Expenses 2017: $188,357Net Income 2017: $38,6362017Revenue 2018: $344,327Expenses 2018: $251,507Net Income 2018: $92,8202018Revenue 2019: $232,930Expenses 2019: $249,543Net Income 2019: -$16,6132019Revenue 2020: $235,656Expenses 2020: $225,687Net Income 2020: $9,9692020Revenue 2021: $323,765Expenses 2021: $322,328Net Income 2021: $1,4372021Revenue 2022: $649,657Expenses 2022: $444,745Net Income 2022: $204,9122022Revenue 2023: $660,731Expenses 2023: $448,368Net Income 2023: $212,3632023Revenue 2025: $1,778,132Expenses 2025: $374,257Net Income 2025: $1,403,8752025

Highlighted filing

2025

Revenue$1,778,132
Expenses$374,257
Net Income$1,403,875

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Jan 17, 2026
Return Version
2025v4.0
Gross Receipts
$1,778,132
Mission and Program 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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$443,239$1,880,371▲ $1,437,132
Cash and Non-Interest-Bearing Accounts$290,265$1,375,260▲ $1,084,995
Land, Buildings, and Equipment, Net$335,417$338,850▲ $3,433
Other Notes and Loans Receivable, Net-$165,880-
Pd in Cap Srpls Land Bldg Eqp Fund$32,882--
Savings and Temporary Cash Investments$500$500→ $0
Total Assets$626,182$1,880,490▲ $1,254,308
Liabilities
Other Liabilities$150,061$119▼ $149,942
Total Liabilities$150,061$119▼ $149,942
Net Assets / Fund Balance
Total Net Assets Fund Balance$476,121$1,880,371▲ $1,404,250
Total Liabilities and Net Assets / Fund Balance$626,182$1,880,490▲ $1,254,308

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$267,017$22,433$289,450
Other Land Buildings$24,355$78,934$103,289
Land$45,029-$45,029
Equipment$2,449$36,551$39,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kathleen BlackmanPresident/tr
Christene ErtlDirector
Dana ConwayDirector
Mary KorpSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,745,900
Program Service Revenue
$21,073
Investment Income
$11,159
Other Revenue
$0
All Other Contributions
$1,745,900
Change in Net Assets
$1,403,875
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$374,257
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$38,097--$38,097
Occupancy$16,152--$16,152
Advertising$11,906--$11,906
Office Expenses$10,545--$10,545
Fees for Services Accounting$4,250--$4,250
All Other Expenses$4,009--$4,009
Insurance$3,146--$3,146
Other Expenses$1,748--$1,748
Interest$1,282--$1,282
Travel$34--$34
Total Functional Expenses$374,257$0$0$374,257
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card$119
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
SOPHIE'S CIRCLE INC
EIN
27-2178682
Phone
3866906771
Address
1800 PIONEER TRAIL, NEW SMYRNA BEACH, FL 32168

Signing Officer

Name
Kathleen Blackman
Title
President/treasurer
Phone
3866906771
Signed
2026-01-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Blackman
Legal Domicile
Fl
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Jonathan Convery LLC
Address
50 LEANNI WAY STE C2, PALM COAST, FL 32137-4755
Preparer
Sara Bailey CPA
Phone
3864454375
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.

Form 990, Page 2, Part III, Line 4A

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.

Form 990, Page 2, Part III, Line 4D

SEE SCHEDULE O

Raw XML Appendix319 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/IRPDocumentCnt00
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IRS990/ProgSrvcAccomActy2Grp/Desc0FOOD PANTRY - AS THE ONLY PET FOOD PANTRY IN VOLUSIA, WE PROVIDE PET FOOD TO FINANCIALLY CHALLENGED FAMILIES AT VARIOUS LOCATIONS ON A WEEKLY BASIS. FINANCIAL HARDSHIP MUST BE PROVEN WHEN A NEW FAMILY SIGNS UP FOR THE PROGRAM AND PROOF OF SPAY/NEUTER FOR EACH ANIMAL RECEIVING FOOD MUST BE PROVIDED. ONCE THE FAMILY HAS QUALIFIED, THEY RECEIVE A CARD AND EACH TIME THEY RECEIVE FOOD THE CARD IS MARKED WITH THE DATE. CARDS ARE NOT TRANSFERRABLE AND NO ONE IS ALLOWED TO PICK UP FOR ANYONE ELSE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SOPHIES 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANIMAL 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SEE SCHEDULE O
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01880371
IRS990/TotalOtherProgSrvcExpenseAmt0374257
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IRS990/TotalProgramServiceRevenueAmt021073
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01778132
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt01228 WAYNE AVE
IRS990/USAddress/CityNm0NEW SMYRNA BEACH
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032168
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IRS990/WebsiteAddressTxt0HTTP://SOPHIESCIRCLE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN BLACKMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03866906771
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOPHIE'S CIRCLE INC
ReturnHeader/Filer/BusinessNameControlTxt0SOPH
ReturnHeader/Filer/EIN0272178682
ReturnHeader/Filer/PhoneNum03866906771
ReturnHeader/Filer/USAddress/AddressLine1Txt01800 PIONEER TRAIL
ReturnHeader/Filer/USAddress/CityNm0NEW SMYRNA BEACH
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ReturnHeader/Filer/USAddress/ZIPCd032168
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463151547
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONATHAN CONVERY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 LEANNI WAY STE C2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALM COAST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0321374755
ReturnHeader/PreparerPersonGrp/PhoneNum03864454375
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARA BAILEY CPA
ReturnHeader/ReturnTs02026-01-17T15:15:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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