2024-11-13T14:48:44-06:00 2023-12-31 390912608 HAWKINS ASH CPAS LLP 520 N BROADWAY SUITE 250 GREEN BAY WI 54303 990 2023-01-01 204031006 HAPPILY EVER AFTER ANIMAL SANCTUARY HAPP 9206349701 E5714 BORK RD MARION WI 54950 LOIS REITZ TREASURER 9206349701 2024-11-13 1 1 BRIANA PETERS CPA P01696400 9203369850 2024-11-13 2023 2024-10-15 13:58:12Z AMANDA REITZ E5714 BORK RD MARION WI 54950 866386 0 X WWW.HEANOKILL.ORG X 2005 WI TO INCREASE HUMANITY'S CAPACITY TO CARE FOR ITS COMPANION ANIMALS. 6 2 15 210 0 0 550960 516714 200323 282635 2650 20521 28385 19039 782318 838909 0 0 0 0 312154 360759 0 0 83761 403998 538056 716152 898815 66166 -59906 1741953 1715229 403207 436389 1338746 1278840 X TO INCREASE HUMANITY'S CAPACITY TO CARE FOR ITS COMPANION ANIMALS. 0 0 680808 301674 ADOPTION: IN 2023 HAPPILY EVER AFTER EXPERIENCED RECORD-BREAKING ADOPTION OUTCOMES. IN TOTAL 761 DOGS AND CATS WERE PLACED WITH FAMILIES IN 107 COMMUNITIES. SPAY/NEUTER: HEA FACILITATED 2,731 SPAY/NEUTER SURGERIES IN 2023. THIS WAS A RECORD FOR THE PROGRAM. THESE EFFORTS INCLUDED THE SPAYING OF 1,299 FEMALE CATS. THESE ACTIONS PREVENTED MORE THAN 88,000 FELINE OFFSPRING FROM BEING BORN OVER THE NEXT (4) YEARS. THE NUMBER OF OFFSPRING PREVENTED IS THE EQUIVALENT OF 250 YEARS OF HEA'S FELINE INTAKE. THIS PROGRAM GREW ITS TOTAL SURGERY COUNT BY 100% OVER 2022. SIMILARLY, THE NUMBER OF CATS WHO WERE SPAYED TROUGH THIS PROGRAM INCREASED BY 100% COMPARED TO 2022.REHABILITATION & LIFETIME CARE: AS OF DECEMBER 31, 2023, 18% OF THE DOGS AND CATS AT HEA WERE MEMBERS OF HEA'S REHABILITATION AND LIFETIME CARE PROGRAMS. TO SEE A COMPLETE OUTLINE OF HEA'S PROGRAM IMPACT, PLEASE VISIT HEANOKILL.ORG/NEWS/THE-COMPANION-SUMMER-2024, CLICK ON VIEW PDF, AND REFERENCE PAGE 19. 680808 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 15 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 6 2 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 WI X LOIS REITZ 9206349701 E5714 BORK ROAD MARION WI 54950 LISA BANKER MEMBER 1.00 X 0 0 0 RYAN GRACYALNY MEMBER 1.00 X 0 0 0 AMANDA REITZ PRESIDENT 65.00 X X 38009 0 0 KEN REITZ VICE PRESIDENT 65.00 X X 29727 0 0 LOIS REITZ TREASURER 45.00 X X 29727 0 0 MARCUS REITZ MEMBER 70.00 X 35872 0 0 133335 0 0 0 0 0 0 0 516714 5378 516714 ADOPTIONS 900099 171166 171166 SPAY/NEUTER PROGRAM 900099 111469 111469 282635 20521 20521 37419 27477 9942 9942 MISCELLANEOUS REV 900099 8815 8815 ALUMINUM CANS 900099 169 169 TABELING 900099 113 113 9097 838909 301674 0 20521 133334 93711 21687 17936 190185 135173 32176 22836 7850 3532 2355 1963 29390 17634 8817 2939 19936 19936 25453 453 25000 2184 484 396 1304 206256 153793 18240 34223 38229 34744 3485 11498 10707 791 1775 1307 18 450 30685 30685 18436 14981 2136 1319 ANIMAL MEDICAL COSTS 183604 183604 898815 680808 134246 83761 870634 883425 53525 53578 5415 5415 8870 10671 9584 10493 11567 1092205 340545 782345 751660 1741953 1715229 24119 67968 379088 368421 403207 436389 X 1278718 1224715 60028 54125 1338746 1278840 1741953 1715229 -59906 0 X X 0 1 X 1 0 X 421450 492068 800438 550960 516714 2781630 421450 492068 800438 550960 516714 2781630 195159 2586471 95 332 1285 2650 20521 24883 3158 11940 5384 5944 9097 35523 2842036 1154435 0.91010 0.89870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 134000 134000 648664 97646 551018 129061 118362 10699 91374 84806 6568 89106 39731 49375 751660 X 886246 19860 27477 47337 838909 0 838909 946152 19860 27477 47337 898815 0 898815 PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIOD. THE ORGANIZATION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IF INCURRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: MERCHANDISE SALES PART XII, LINE 2D - OTHER ADJUSTMENTS: MERCHANDISE COST OF GOODS SOLD FORM 990 SCHEDULE D PARTS XI AND XII MERCHANDISE SALES AND COST OF GOODS SOLD KENNETH & LOIS REITZ OFFICERS START UP COSTS X 113099 98199 0 1 1 KENNETH & LOIS REITZ OFFICERS LAND PURCHASE X 320000 270222 0 1 1 368421 FORM 990, PART VI, SECTION A, LINE 2 KENNETH & LOIS ARE HUSBAND AND WIFE. AMANDA REITZ IS THE DAUGHTER OF KEN & LOIS REITZ. MARCUS REITZ IS THE SON OF KEN & LOIS REITZ. FORM 990, PART VI, SECTION B, LINE 11B THE OFFICERS OF THE BOARD OF DIRECTORS AS OF YEAR END WILL REVIEW THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY AT THE ANNUAL MEETING AND WOULD DISCLOSE ANY CONFLICTS OF INTEREST AT THAT TIME. FORM 990, PART VI, SECTION C, LINE 18 UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.