2023-02-27T14:30:12-06:00 2022-06-30 261472386 SCHAFER TSCHOPP WHITCOMB ET AL 541 S ORLANDO AVENUE SUITE 312 MAITLAND FL 32751 990 2021-07-01 590637883 PET ALLIANCE OF GREATER ORLANDO INC PETA 4073517722 333 S GARLAND AVE 13TH FLOOR ORLANDO FL 32801 STEPHEN BARDY EXECUTIVE DIRECTOR 4073517722 2023-02-27 1 STEPHEN BARDY 999009999 THOMAS R TSCHOPP P00836892 4078752760 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z STEPHEN BARDY 333 S GARLAND AVE 13TH FLOOR ORLANDO FL 32801 12116530 0 X WWW.PETALLIANCEORLANDO.ORG X 1960 FL SEE SCHEDULE O ATTACHED.PET ALLIANCE OF GREATER ORLANDO EDUCATES, SHELTERS, PLACES, AND HEALS PETS AND THEIR FAMILIES WITH COMPASSIONATE, RESPONSIBLE CARE MAINTAINED TO THE VERY HIGHEST PROFESSIONAL STANDARDS. 10 10 95 688 0 0 5067826 7159471 4319911 3091371 35753 49216 73927 1685951 9497417 11986009 0 0 0 0 3763215 3213459 0 0 620794 2434809 2114969 6198024 5328428 3299393 6657581 10258494 16880305 153571 322396 10104923 16557909 X PET ALLIANCE OF GREATER ORLANDO, INC. EDUCATES, SHELTERS, PLACES, AND HEALS PETS AND THEIR FAMILIES WITH COMPASSIONATE, RESPONSIBLE CARE MAINTAINED TO THE VERY HIGHEST PROFESSIONAL STANDARDS. 0 1 4183231 0 3179210 AS THE GO-TO PET EXPERTS FOR CENTRAL FLORIDA, THE ORGANIZATION DOES GOOD THINGS FOR DOGS AND CATS AND THE PEOPLE WHO LOVE THEM. FORMERLY THE SPCA OF CENTRAL FLORIDA, THE ORGANIZATION'S GOAL IS TO PROVIDE COMPASSIONATE AND KNOWLEDGEABLE SERVICES FOR PETS AND TO BE LEADERS IN INNOVATIVE ANIMAL CARE AND VETERINARY MEDICINE. 3,963 HOMELESS DOGS AND CATS WILL TURN TO THE ORGANIZATION FOR CARING, COMPASSION, AND HOPE THROUGH ITS TWO ANIMAL SHELTERS THIS YEAR. HIGHLY SKILLED VETERINARIANS WILL HELP AND HEAL AN ADDITIONAL 22,525 ANIMALS THROUGH TWO VETERINARY CLINICS. PROVIDING SHELTER FOR ANIMALS IN CRISIS, DISASTER RESPONSE EFFORTS, AND PET FOOD PANTRY PROGRAMS FOR DOGS AND CATS IN NEED, THOUSANDS OF ADDITIONAL ANIMALS ARE HELPED EACH YEAR. VISIT WWW.PETALLIANCEORLANDO.ORG FOR MORE INFORMATION. 4183231 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 1 95 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 FL X X X BARBARA MUZENI 4073517722 333 S GARLAND AVE 13TH FLOOR ORLANDO FL 32801 JOSH POWERS CHAIR 4.00 X X 0 0 0 CHRISTINE O'NEAL VICE-CHAIR 4.00 X X 0 0 0 PAUL MCNAMARA TREASURER 4.00 X X 0 0 0 JULIE AXELROD SECRETARY 4.00 X X 0 0 0 BRIAN DAVIS DIRECTOR 2.00 X 0 0 0 CHRISTINE ELIAS DIRECTOR 2.00 X 0 0 0 SUZANNE MAGEE-FLEMING DIRECTOR 2.00 X 0 0 0 LUKE PARTRIDGE DIRECTOR 2.00 X 0 0 0 LOUISE PHILIP DIRECTOR 2.00 X 0 0 0 ERIN STEPP DIRECTOR 2.00 X 0 0 0 STEPHEN BARDY EXECUTIVE DIRECTOR 50.00 X 154904 0 8336 BARBARA MUZENI DIRECTOR OF FINANCE 40.00 X 76863 0 6384 CATHY RODGERS DEVELOPMENT DIRECTOR 40.00 X 87003 0 9063 DR BRIAN MARTIN VETERINARIAN 40.00 X 102263 0 8322 DR JULIE ANDERSEN VETERINARIAN 40.00 X 106682 0 10940 DR TSUYOSHI WATANABE VETERINARIAN 40.00 X 101284 0 13763 628999 0 56808 4 0 1 0 0 633995 6525476 7159471 PUBLIC MEDICAL CLINIC 621300 2343383 2343383 ADOPTION AND RELATED FEES 621300 747988 747988 3091371 49216 49216 130521 633995 130521 0 76929 0 76929 76929 GAIN FROM INSURANCE PROCEEDS 621300 1598112 1598112 OTHER INCOME 621300 10910 10910 1609022 11986009 3179210 0 1647328 342937 262675 44995 35267 2421407 1854691 317694 249022 27670 21194 3630 2846 217215 166377 28499 22339 204230 156431 26796 21003 11800 11800 16333 6400 3600 6333 4100 232 3868 351666 136544 7510 207612 112918 75283 9924 27711 206101 154972 25550 25579 33341 31083 1394 864 127725 127725 109192 86731 14154 8307 MEDICAL SUPPLIES 999527 999527 0 0 BUSINESS COSTS 68484 36797 27193 4494 SHELTER SUPPORT 60231 60231 0 0 DUES, LICENSES AND SUBS 11769 4556 1664 5549 1782 1782 5328428 4183231 524403 620794 2791701 10816501 110489 110500 2058645 1179939 3403 2250 0 5988 129703 150114 4477102 1632385 3772527 2844717 1345520 1728717 46506 41579 10258494 16880305 86913 191270 66658 131126 153571 322396 X 8591770 13119559 1513153 3438350 10104923 16557909 10258494 16880305 X 6657581 -168973 -35622 X 0 1 X 1 0 X 1728518 2385703 2855260 5067826 7159471 19196778 1728518 2385703 2855260 5067826 7159471 19196778 1942774 17254004 12872 33916 38643 35753 49216 170400 48704 12442 1609022 1670168 21037346 21456745 0.82020 0.93630 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 48,704. 2020 AMOUNT: $ 12,442. 2021 AMOUNT: $ 10,910. GAIN FROM INSURANCE PROCEEDS - 2021 AMOUNT: $ 1,598,112. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 291014 -4927 286087 281303 9711 291014 280355 948 281303 278406 1949 280355 31769 244508 2129 278406 0.14530 0.85470 1 0 946612 946612 2647734 971907 1675827 327526 172414 155112 555230 488064 67166 2844717 X 11781414 -168973 -35622 -204595 11986009 0 11986009 5328428 0 5328428 0 5328428 PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO PROVIDE A PERMANENT SOURCE OF INCOME FOR THE SOCIETY. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER PROVISION OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, EXCISE OR OTHER TAXES. IN ADDITION, THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. CONSEQUENTLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ACCORDANCE WITH "INCOME TAXES" FASB ACCOUNTING STANDARDS CODIFICATION TOPIC 740 (TOPIC 740), ALL ENTITIES ARE REQUIRED TO EVALUATE AND DISCLOSE INCOME TAX RISKS. TOPIC 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES GUIDANCE RELATED TO THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION IS ONLY RECOGNIZED IN THE STATEMENT OF FINANCIAL POSITION IF THE TAX POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON AN EXAMINATION, BASED ON THE TECHNICAL MERITS OF THE POSITION. INTEREST AND PENALTIES, IF ANY, ARE INCLUDED IN EXPENSES IN THE STATEMENT OF ACTIVITIES. AS OF JUNE 30, 2022, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AUTHORITIES. SINCE THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY FEDERAL TAXING AUTHORITIES, GENERALLY THREE YEARS AFTER THEY ARE FILED, THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY FEDERAL TAXING AUTHORITIES FOR THE YEARS ENDED BEFORE JUNE 30, 2019. IN ADDITION, THERE ARE CURRENTLY NO PENDING INCOME TAX EXAMINATIONS BY FEDERAL TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -30,695. CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD BY A FOUNDATION -4,927. FURBALL 517767 387246 130521 130521 PAWS IN THE PARK 130966 130966 25 115783 115783 764516 633995 130521 130521 130521 0 X X X X 0 0 0 0 0 0 0 0 0 STEPHEN BARDY EXECUTIVE DIRECTOR 139904 0 15000 0 0 0 3394 0 4942 0 163240 0 0 0 FORM 990, PART III, LINE 3 ON SEPTEMBER 15, 2021, A FIRE DESTROYED THE MAIN ORLANDO SHELTER. FROM SEPTEMBER 2021 THROUGH SEPTEMBER 2022, THE ORGANIZATION ONLY HAD ONE SHELTER OPERATIONAL RATHER THAN TWO. WE CLOSED OUR ORLANDO CLINIC IN SEPTEMBER 2021. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY THE ORGANIZATION'S CPA FIRM. A COPY IS GIVEN TO ALL MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE FILING AND PERFORM A REVIEW IF APPLICABLE. THE EXECUTIVE DIRECTOR AND FINANCE DIRECTOR ALSO RECEIVE A COPY AND PERFORM AN IN DEPTH REVIEW OF THE FORMS. IF ANY CHANGES ARE SUGGESTED, THE CPA MAKES THE NECESSARY CHANGES AND PROVIDES A FINAL VERSION TO THE CLIENT FOR APPROVAL TO BE ELECTRONCIALLY FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED ANNUALLY BY ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE ANNUALLY REVIEWS AND APPROVES THE COMPENSATION OF THE PRESIDENT. DURING THE DELIBERATIONS, THE BOARD UTILIZES COMPARABILITY DATA AND CONTEMPORANEOUSLY SUBSTANTIATES THE DECISION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE 990 TAX RETURN AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -30,695. CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD BY A FOUNDATION -4,927.