2024-10-28T13:21:08-05:00 2023-12-31 540618213 HANTZMON WIEBEL LLP PO BOX 1408 CHARLOTTESVILLE VA 22902 990 2023-01-01 540595009 ALBEMARLE SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS INC ALBE 4349735959 3355 BERKMAR DRIVE CHARLOTTESVILLE VA 22901 LIBBY JONES EXECUTIVE DIRECTOR 4349735959 2024-10-25 1 0 JENNIFER S LEHMAN P00297741 4342962156 2023 2024-10-15 13:58:12Z CHARLOTTESVILLE ALBEMARLE SPCA INC LIBBY JONES 3355 BERKMAR DRIVE CHARLOTTESVILLE VA 22901 6664372 0 X WWW.CASPCA.ORG X 1964 VA ADVANCE THE COMPASSIONATE TREATMENT OF ANIMALS BY PROVIDING SHELTERING, MEDICAL CARE, AND BEHAVIORAL SERVICES FOR DOGS AND CATS, PROMOTING PERMANENT, CARING HOMES, AND FURTHERING EDUCATION AND OUTREACH. 14 13 108 417 0 0 3277076 2056859 975555 1526794 303936 599096 613228 485851 5169795 4668600 0 0 0 0 3633465 3443901 0 0 604698 2042227 2512767 5675692 5956668 -505897 -1288068 15689030 15010903 1727523 1588369 13961507 13422534 X TO ADVANCE THE COMPASSIONATE TREATMENT OF ANIMALS BY PROVIDING SHELTERING, MEDICAL CARE AND BEHAVIORAL SERVICES TO DOGS AND CATS, AND TO PROMOTE PERMANENT CARING HOMES BY PROVIDING EDUCATION AND OUTREACH WITHIN OUR COMMUNITY. 0 0 4354874 2037439 THE CHARLOTTESVILLE-ALBEMARLE SPCA (CASPCA) WAS FIRST ESTABLISHED IN 1914, AND HAS BEEN SERVING OUR COMMUNITY FOR OVER 100 YEARS. AT CASPCA, OUR VISION IS HEALTHY ANIMALS IN CARING HOMES. WE HAVE BEEN DESIGNATED AS A NO-KILL SHELTER SINCE 2006, AND WITH THE SUPPORT OF OUR COMMUNITY, WE HELP THOUSANDS OF ANIMALS FIND LOVING HOMES EACH YEAR.AT CASPCA, OUR VISION IS HEALTHY ANIMALS IN CARING HOMES. WE HAVE BEEN DESIGNATED AS A NO-KILL SHELTER SINCE 2006, AND WITH THE SUPPORT OF OUR COMMUNITY WE HELP THOUSANDS OF ANIMALS FIND THEIR FOREVER HOMES EACH YEAR. CONTINUED ON SCHEDULE O.WE ARE INSPIRED BY THE RESILIENCE OF COMPANION ANIMALS AND THE DEPTH OF LOVE THEY HAVE TO SHARE, AND ARE HONORED TO SERVE BOTH PETS AND PEOPLE WITHIN THE CITY OF CHARLOTTESVILLE AND ALBEMARLE COUNTY.CASPCA, CONTRACTED BY THE CITY AND COUNTY, PROVIDES PUBLIC ANIMAL SHELTERING SERVICES. OUR GOAL IS TO REDUCE THE TIME PETS SPEND IN SHELTERS AND MINIMIZE COMPANION ANIMAL ENTRIES INTO VIRGINIA SHELTERS. SERVICES INCLUDE SPAY/NEUTER AND WELLNESS CARE, RETURN-TO-OWNER SERVICES, OWNER-TO-OWNER REHOMING, AFFORDABLE VETERINARY CARE, TNR, LIFESAVING TRANSPORTATION, ADOPTION, AND MENTORSHIP. WE TRUST PET GUARDIANS AND SHELTER PARTNERS TO MAKE INFORMED DECISIONS FOR ANIMALS IN THEIR CARE AND WILL CONTINUE TO PROVIDE THEM WITH OUR SUPPORT.CASPCA FACED MANY CHALLENGES IN 2023 INCLUDING A 16% DECREASE IN PUBLIC SUPPORT; HOWEVER, THE ORGANIZATION STILL MAINTAINED A HIGH LEVEL OF CARE FOR ITS ANIMALS AND MADE A SUBSTANTIAL IMPACT ON THE COMMUNITY. IN 2023, THE SPCA IMPROVED THE LIVES OF 7,154 ANIMALS, SPAYED OR NEUTERED 3,037 ANIMALS, FOUND NEW HOMES FOR 2,658 PETS, REUNITED 432 LOST PETS WITH THEIR OWNERS, TRANSFERRED IN 270 ANIMALS AT RISK OF EUTHANASIA FROM OTHER SHELTERS, AND ACHIEVED A 96% LIVE RELEASE RATE. 4354874 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 26 0 1 108 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X X THE ORGANIZATION 4349735959 3355 BERKMAR DRIVE CHARLOTTESVILLE VA 22901 ANGELA GUNTER CHIEF EXECUTIVE OFFICER (FORMER) 40.00 X X 191580 0 6191 JENN CORBEY PRESIDENT 26.00 X X 0 0 0 MIKE DERDEYN VICE PRESIDENT 3.00 X X 0 0 0 CONNIE KAPP SECRETARY 2.00 X X 0 0 0 ELIZABETH MORRIS TREASURER 10.00 X X 0 0 0 BLAIR WILLIAMSON DIRECTOR 2.00 X 0 0 0 GINA BAYES DIRECTOR 1.50 X 0 0 0 TOM FITCH DIRECTOR 1.50 X 0 0 0 KAY CROSS DIRECTOR 4.30 X 0 0 0 SUZANNE MOOMAW DIRECTOR 1.50 X 0 0 0 MEASI KOBER DIRECTOR 1.50 X 0 0 0 SARAH KRENN DIRECTOR 1.50 X 0 0 0 BETH MARCUS DIRECTOR 1.50 X 0 0 0 FRANK SQUILLACE DIRECTOR 3.00 X 0 0 0 HEATHER SULLIVAN DIRECTOR OF FINANCE 40.00 X 99959 0 12012 SUSAN FRIEDMAN INTERIM EXECUTIVE DIRECTOR 40.00 X 88713 0 0 ELIZABETH JONES EXECUTIVE DIRECTOR 40.00 X 20673 0 0 400925 0 18203 1 0 1 0 MCGUIRE WOODS 323 2ND STREET SE CHARLOTTESVILLE VA 22902 CONSULTING SERVICES 348481 1 208254 1848605 78294 2056859 LOCAL GOVN'T APPROPRIATIONS 900099 1030586 1030586 PET ADOPTION FEES 900099 308064 308064 PUBLIC SPAY/NEUTER 900099 88203 88203 BURIALS AND CREMATIONS 900099 14558 14558 85383 85383 1526794 316093 316093 2217383 1857598 76782 359785 -76782 283003 283003 30107 208254 54901 -24794 -24794 514502 6491 508011 508011 MISCELLANEOUS INCOME 900099 2634 2634 2634 4668600 2037439 0 574302 419127 27993 209563 181571 2523646 2203234 108943 211469 14414 13771 643 284866 221338 25822 37706 201848 151386 22203 28259 359595 359595 75150 75150 57928 57928 52391 52391 78153 62522 15631 165081 101672 21704 41705 489228 474563 7376 7289 66907 62893 2007 2007 293302 275704 8799 8799 79387 74623 2382 2382 CLINIC EXPENSE 301523 301523 PET CARE 151910 151910 EXTERNAL VETERINARIANS 116512 116512 225700 115230 43233 67237 5956668 4354874 997096 604698 791390 334916 120970 157175 6674 4883 66438 42312 11462953 4393320 7299036 7069633 6021151 6138892 1383371 1263092 15689030 15010903 216332 206480 1511191 1381889 1727523 1588369 X 13098726 12767526 862781 655008 13961507 13422534 15689030 15010903 -1288068 749095 0 X X 0 1 X 1 0 X 2713691 3428442 4804641 3277076 2032410 16256260 2713691 3428442 4804641 3277076 2032410 16256260 33354 16222906 136554 110204 116902 146263 316093 826016 17082276 4911991 0.94970 0.96290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 759888 81791 202070 639609 953366 -148917 44561 759888 896035 93852 36521 953366 826397 106401 36763 896035 736666 125723 35992 826397 0.00000 0.19700 0.80300 0 0 1914468 1914468 8554273 3605092 4949181 994212 788228 205984 7069633 SECURITY DEPOSIT 11667 BENEFICIAL INTEREST IN TRUST 613609 USDA LOAN RESERVE 196471 RESTRICTED CASH FOR PACE ENDOWMENT 26000 EMPLOYEE RETENTION CREDIT RECEIVABLE 415345 1263092 X 5443040 749095 -57928 691167 4751873 -83273 -83273 4668600 5982013 83273 83273 5898740 57928 57928 5956668 PART X, LINE 2: THE ORGANIZATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH GUIDANCE ESTABLISHED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE ORGANIZATON. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES OFFSET AGAINST INVESTMENT INCOME PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF PET PRODUCTS SOLD LOSS ON DISPOSAL OF ASSETS PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF PET PRODUCTS SOLD LOSS ON DISPOSAL OF ASSETS PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES OFFSET AGAINST INVESTMENT INCOME CRITTER BALL 155656 162175 -6519 934 2040 10316 BOW WOW WALK 53255 46079 7176 13257 1 1118 1118 210029 208254 1775 934 2040 23573 26547 -24772 X X X X 1 0 0 0 0 0 0 0 0 ANGELA GUNTER CHIEF EXECUTIVE OFFICER (FORMER) 191580 0 0 0 0 0 2536 0 3655 0 197771 0 0 0 PART I, LINE 3 THE PERFORMANCE EVALUATION AND COMPENSATION SETTING FOR THE CASPCA CHIEF EXECUTIVE OFFICER IS PERFORMED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE CASPCA BOARD OF DIRECTORS (THE "EXECUTIVE COMMITTEE"). THE EXECUTIVE COMMITTEE IS COMPRISED OF THE OFFICERS OF THE CASPCA BOARD OF DIRECTORS. THE PROCESS ENTAILS THE FOLLOWING ACTIONS BY THE EXECUTIVE COMMITTEE: (A) REVIEW OF WRITTEN PERFORMANCE EVALUATIONS OF THE CHIEF EXECUTIVE OFFICER PREPARED BY STAFF AND BOARD MEMBERS, (B) COMPILATION OF COMMENTS TO BE DELIVERED TO THE CHIEF EXECUTIVE OFFICER, (C) CONSIDERATION OF COMPENSATION OF CHIEF EXECUTIVE OFFICER AT COMPARABLE SHELTERS (COMPARABLE SHELTERS ARE CONSIDERED TO BE SHELTERS WITH SIMILAR TOTAL ANIMALS CARED FOR, SIMILAR REVENUE STREAM/BUDGET, ACHIEVEMENT OF NO-KILL MISSION, AND SIMILAR SERVICE AS POUND FOR LOCAL GOVERNING BODIES), (D)DETERMINATION OF COMPENSATION ADJUSTMENT, (E) CONFERENCE WITH CHIEF EXECUTIVE OFFICER TO DISCUSS PERFORMANCE REVIEW AND COMPENSATION ADJUSTMENT, AND (F) REPORT TO CASPCA BOARD OF DIRECTORS WITH RESPECT TO SUCH PROCESS. X 7073 FAIR VALUE X 5 41561 QUOTED MARKET VALUES X PROGRAM SUPPLIES 76 29660 DONOR COST 0 0 0 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN SCHEDULE M, PART I, COLUMN B. PART I, LINE 32B: THE ORGANIZATION USES A LOCAL BROKER TO RECEIVE AND LIQUIDATE DONATED SECURITIES. PART I, LINE 33: LINE 5, CLOTHING AND HOUSEHOLD GOODS: ITEMS RECEIVED TO BE SOLD THROUGH THE ORGANIZATION'S RUMMAGE STORE ARE NOT ASSIGNED A VALUE UPON RECEIPT. ALL PROCEEDS ARE USED TO SUPPORT THE ORGANIZATION'S MISSION. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE DRAFT FORM 990. THE BOARD IS OFFERED A FINAL VERSION OF FORM 990 UPON ITS COMPLETION PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS STATED IN ITS CODE OF ETHICS FOR BOARD MEMBERS. EACH BOARD MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY AND DISCLOSE POTENTIAL CONFLICTS OF INTEREST AS SOON AS HE OR SHE BECOMES AWARE OF SUCH CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE PERFORMANCE EVALUATION AND COMPENSATION SETTING FOR THE CASPCA CHIEF EXECUTIVE OFFICER/EXECUTIVE DIRECTOR IS PERFORMED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE CASPCA BOARD OF DIRECTORS (THE "EXECUTIVE COMMITTEE"). THE EXECUTIVE COMMITTEE IS COMPRISED OF THE OFFICERS OF THE CASPCA BOARD OF DIRECTORS. THE PROCESS ENTAILS THE FOLLOWING ACTIONS BY THE EXECUTIVE COMMITTEE: (A) REVIEW OF WRITTEN PERFORMANCE EVALUATIONS OF THE CHIEF EXECUTIVE OFFICER/EXECUTIVE DIRECTOR PREPARED BY STAFF AND BOARD MEMBERS, (B) COMPILATION OF COMMENTS TO BE DELIVERED TO THE CHIEF EXECUTIVE OFFICER/EXECUTIVE DIRECTOR, (C) CONSIDERATION OF COMPENSATION OF CHIEF EXECUTIVE OFFICER/EXECUTIVE DIRECTOR AT COMPARABLE SHELTERS (COMPARABLE SHELTERS ARE CONSIDERED TO BE SHELTERS WITH SIMILAR TOTAL ANIMALS CARED FOR, SIMILAR REVENUE STREAM/BUDGET, ACHIEVEMENT OF NO-KILL MISSION, AND SIMILAR SERVICE AS POUND FOR LOCAL GOVERNING BODIES), (D)DETERMINATION OF COMPENSATION ADJUSTMENT, (E) CONFERENCE WITH CHIEF EXECUTIVE OFFICER/EXECUTIVE DIRECTOR TO DISCUSS PERFORMANCE REVIEW AND COMPENSATION ADJUSTMENT, AND (F) REPORT TO CASPCA BOARD OF DIRECTORS WITH RESPECT TO SUCH PROCESS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S DETERMINATION LETTER IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THE ANNUAL FORM 990 IS PROVIDED ELECTRONICALLY UPON REQUEST AND IS ALSO AVAILABLE VIA GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE SHELTER'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS CAN BE PROVIDED ELECTRONICALLY UPON REQUEST. HOWEVER, REQUESTS ARE SUBJECT TO THE ORGANIZATION'S CONSIDERATION OF THE INTENDED USE OF THE REQUESTED DOCUMENTS. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S FINANCE COMMITTEE IS CHARGED WITH THE SELECTION OF THE INDEPENDENT AUDITORS AND OVERSIGHT OF THE ANNUAL AUDIT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.