Mission, Management, Performance = Balanced Leadership


Benchmark Financial Performance

A benchmark is a standard or point of reference against which things may be compared or assessed.

Charity Navigator utilizes data from charities’ 990 form to measure seven financial performance metrics. The first four, program expense, administrative expense, fundraising expense and fundraising efficiency, measures financial efficiency. While the final three, program expense growth, working capital ratio and liabilities to assets percent measures financial capacity. 

In Florida, there are nine four-star Humane Societies. The top Humane Society financial rating performers are:

  • Tri County Humane Society, Boca Raton, FL, with a perfect financial rating score of 100.
  • Humane Society of Sarasota County, Sarasota, FL, also with a perfect financial rating score of 100.

Earning a perfect Charity Navigator financial score requires attaining the following benchmarks.

Program Expense %:            > 85% 

Admin Expense %:                < 15%

Fundraising Expense %:     < 10%

Fundraising Efficiency:        < $0.10

Program Growth:                  > 10%

Working Capital:                    > 1.0

Liabilities to Assets %:        < 5%

Rating Financial Health

Charity Navigator's current methodology, CN 2.1, went into effect on June 1st, 2016.


What's Your Grade?

Trust Through Transparency. Transparency Through Assessment.

In the past, comparing, grading, or assessing Humane Societies proved to be difficult for donors, advocates, and communities. Although Charity Navigator, the premier evaluator of nonprofits, rates nonprofits by assigning stars, four (4) stars being the highest rating, Charity Navigator does not rate the Quality of Care given to animals in Humane Society shelters, an opportunity for transparency loss since the welfare of the animals is of utmost importance.


By utilizing the Humane Society Scorecard, Key Performance Indicators (KPIs) and Quality of Care Indicators (QCIs) benchmark results that can be measured and graded. No need to explain a new grading system, most people are familiar with the ubiquitous school grading system of A, B, C, D, and F.

Additionally, since shelter QCIs are core to the Quality of Care for the animals, advocate and stakeholder concerns can be better addressed. Without knowing, measuring, or understanding QCIs, the shelter animals’ Quality of Care is left to anecdotal generalities and possible misrepresentations. However, a letter grade of “A” in Length of Stay (LOS) tells people that the average length of stay for the shelter animals is ten (10) days or less. A fantastic number and the letter grade is easy to understand by everyone.

Finally, for transparency, the grades should be posted on the humane society’s website and updated monthly. Implementing the Humane Society Scorecard will show the general public and the leadership of the humane society where opportunities are for improvement.

Measure Quality of Care  to improve quality of care.

Mike Jones, M.Ed., CNP
Performance Improvement

Humane Society Solutions

Key Performance Indicator (KPI)

A performance indicator or key performance indicator is a type of  performance measurement. KPIs evaluate the success of an organization or of a particular activity in which it engages. 

Advance Problem Solving Strategy

How Does Human Performance Technology (HPT) Approach Problems?

The International Society for Performance Improvement describes Human Performance Technology as “the systematic and systemic identification  and removal of barriers to individual and organizational performance.”  The interventions for each project, product or service are drawn from many disciplines, like behavioral psychology, instructional systems design, organizational development and human resources management.

The first four primary principles of HPT are:

  • HPT focuses on outcomes. To remove the barriers to customer  satisfaction, HPT focuses on the results of the human performance and  systems already in place. There may be a need for additional training or  a need to review the current motivational practices. And if people have  the necessary knowledge and skills to perform tasks well and in a  timely manner, HPT checks to be sure that all involved have the same  vision and goals
  • HPT takes a systems view. Instead of a process model, which analyzes  isolated steps in production, HPT considers the system as a whole. When  determining where barriers exist in the production process, HPT focuses  on the result and how the entire system works together to satisfy the  customer or end user.
  • HPT adds value. Determining where barriers and performance gaps  exist is a critical step in the HPT process. However, in the final  analysis, success is measured in improvements in desired business  outcomes (i.e. sales, profitability and market share). As strategies are  implemented and performance improves, the customer or client benefits  from an improved product or service and business relationships develop  and grow.
  • HPT establishes partnerships. Because HPT takes a systems view, it  is important that all parties share responsibilities and decisions and  that they trust and respect each other. Collaboration is key.

Source: University of West Florida:

Human Performance Technology Model

Human Performance Technology Model