2024-08-19T11:40:59-07:00 2023-12-31 463057681 Amatics CPA Group 45 Discovery Drive Bozeman MT 59718 990 2023-01-01 237375919 HEART OF THE VALLEY INC HEAR 4063889399 PO BOX 11390 BOZEMAN MT 59719 CORY PULFREY President 2024-08-19 true true MORGAN SCARR P00747394 4064041925 2023 2024-08-08 14:25:15Z CORY PULFREY PO BOX 11390 BOZEMAN MT 59719 6425984 false X WWW.HEARTOFTHEVALLEYSHELTER.ORG X 1973 MT TO COMPASSIONATELY SHELTER THE LOST AND SURRENDERED PETS OF GALLATIN AND MADISON VALLEYS, AND TO ENHANCE THE LIVES OF PEOPLE AND COMPANION ANIMALS THROUGH PET ADOPTION AND EDUCATION. 12 12 49 500 0 1923131 1688444 545278 524159 223455 239826 6366 -20591 2698230 2431838 0 0 1237596 1439206 0 312651 702588 745385 1940184 2184591 758046 247247 10616798 11496463 155813 163869 10460985 11332594 TO COMPASSIONATELY SHELTER THE LOST AND SURRENDERED PETS OF GALLATIN AND MADISON VALLEYS, AND TO ENHANCE THE LIVES OF PEOPLE AND COMPANION ANIMALS THROUGH PET ADOPTION AND EDUCATION. false false 1701645 524159 TO CREATE A HUMANE COMMUNITY BY SHELTERING AND SECURING NEW HOMES FOR LOST AND SURRENDERED COMPANION ANIMALS; HELP CONTROL PET OVERPOPULATION; ENCOURAGING POSITIVE PET OWNERSHIP THROUGH HUMANE EDUCATION AND TRAINING; PROMOTING BEST PRACTICES IN SHELTER OPERATIONS AND MEDICINE; SERVING AS A COMMUNITY RESOURCE ON ANIMAL WELFARE ISSUES. 1701645 true true false false false false false false false true true false false false false false true false false false false false false false true false false false false false false false false false false false false false true false false false false false false false false true 14 0 true 49 true false false false false false true true false 0 false false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true true false X X MARLA CAULK 4063889399 1549 E CAMERON BRIDGE RD BOZEMAN MT 59715 MARLA CAULK Executive Dir. 40.00 0.00 X 138471 0 5242 CORY PULFREY President 1.00 0.00 X X 0 0 0 TOM KLEIN Past President 1.00 0.00 X 0 0 0 LISA GANN Director 1.00 0.00 X 0 0 0 SHAUNA DECKERT Director 1.00 0.00 X 0 0 0 GORDON HARDAWAY Director 1.00 0.00 X 0 0 0 LAURA JERMYN Director 1.00 0.00 X 0 0 0 STEVE BLACKMORE Treasurer 1.00 0.00 X X 0 0 0 KEVIN PANCICH Director 1.00 0.00 X 0 0 0 SARAH MILLIGAN Director 1.00 0.00 X 0 0 0 BRAD LUDFORD Secretary 1.00 0.00 X X 0 0 0 CAROLYN WILLIAMS Director 1.00 0.00 X 0 0 0 ABBEY WENGER Vice President 1.00 0.00 X X 0 0 0 138471 5242 1 false false false 0 365890 1322554 75796 1688444 ADOPTION FEES 900099 206535 206535 ANIMAL CONTROL 900099 226460 226460 DAY CAMP INCOME 900099 41279 41279 RECLAIM FEES 900099 18570 18570 SHELTER SERVICES OTHER 900099 25095 25095 6220 6220 524159 240418 240418 0 0 0 3925393 3925985 -592 -592 -592 8370 365890 49281 -40911 -40911 0 39200 18880 20320 20320 0 2431838 524159 219235 0 0 0 0 138470 41541 55388 41541 0 1115670 936538 2940 176192 28393 22143 1321 4929 55096 42968 2562 9566 101577 79218 4724 17635 0 0 49200 49200 0 0 34269 34269 23032 5297 17735 623 623 37300 17498 4493 15309 8287 6325 1478 484 0 117516 109291 3525 4700 1258 1170 38 50 0 0 0 0 151146 140566 4534 6046 56774 48649 2160 5965 ANIMAL CARE 97806 97806 VETERINARY EXPENSES 88036 88036 STAFF DEVELOPMENT 32739 22336 1173 9230 EQUIPMENT RENTAL 15355 12745 768 1842 32044 29518 1722 804 2184591 1701645 170295 312651 41986 55686 552314 495339 9180 121000 38828 33484 0 0 0 16815 3731 7738 7805 5748410 2421851 3364252 3326559 6585685 7452859 0 0 0 0 10616798 11496463 155813 163869 155813 163869 X 6507740 6880508 3953245 4452086 10460985 11332594 10616798 11496463 247247 624362 X X false true X true false X 1007059 1540052 1397272 1923131 1685410 7552924 507631 446016 517543 545278 524159 2540627 26830 39200 66030 0 0 1514690 1986068 1914815 2495239 2248769 10159581 105463 85859 71566 95584 92199 450671 0 105463 85859 71566 95584 92199 450671 9708910 107484 90416 338214 159374 240418 935906 0 107484 90416 338214 159374 240418 935906 0 322 372 528 688 809 2719 1622496 2076856 2253557 2655301 2489996 11098206 0.87480 0.87710 0.08430 0.08040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6592971 598795 318553 34269 7476050 6679708 900000 -954973 31764 6592971 5715914 205432 785032 26670 6679708 4641097 252070 844828 22081 5715914 3844205 35422 857610 96140 4641097 0.42878 0.29528 0.27594 true false false 250000 250000 4583784 1836449 2747335 270740 210237 60503 643886 375165 268721 3326559 3107465 624362 36252 49282 709896 2397569 34269 34269 2431838 2235856 36252 49282 85534 2150322 34269 34269 2184591 Part V, Line 4: Intended uses of the endowment fund. THE INTENTION OF THE ENDOWMENT FUNDS IS TO GENERATE INVESTMENT INCOME TO FUND CONTINUED OPERATION AND MAINTENANCE OF THE SHELTER. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 EVENT EXP NETTED WITH REVENUES $49282 Part XII, Line 2d: Other expenses and losses per audited F/S EVENT EXPS NETTED WITH REVENUES $49282 false DOG BALL 291856 289383 2473 45820 MISC EVENTS 66936 66936 209 1 15468 9571 5897 3252 374260 365890 8370 49281 49281 -40911 X 3 31705 FMV ANIMAL CARE EXP 43779 FMV EVENT EXPENSE 12 FMV PROFESSIONAL FE 300 FMV false false false Form 990, Part VI, Section B, Line 11b THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO BEING SIGNED. Form 990, Part VI, Section B, Line 12c DISCLOSURE FORMS ARE GIVEN TO EMPLOYEES AND BOARD MEMBERS WHEN THEY JOIN THE ORGANIZATION AND ARE UPDATED ANNUALLY AT THE ANNUAL BOARD MEETING. ANY REPORTED CONFLICTS ARE REPORTED TO THE BOARD. Form 990, Part VI, Section B, Line 15a THE EXECUTIVE DIRECTOR'S SALARY WAS ESTABLISHED BY THE BOARD OF DIRECTORS USING COMPARABLE DATA FROM SIMILAR ORGANIZATIONS. SALARY RANGES FOR ALL OTHER POSITIONS ARE ESTABLISHED USING COMPARABLE DATA AND ARE APPROVED BY THE BOARD THROUGH THE BUDGET PROCESS. Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATIONS WEBSITE. Form 990, Part XII, Line 2c THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE IS NO CHANGE FROM THE PREVIOUS YEAR.