2023-07-31T17:07:10-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 6501 AMERICAS PARKWAY NE SUITE 500 ALBUQUERQUE NM 87110 990 2022-01-01 856000484 SANTA FE ANIMAL SHELTER AND HUMANE SOCIETY INC SANT 5059834309 100 CAJA DEL RIO ROAD SANTA FE NM 87507 JOHN HAGERMAN CEO 5059834309 2023-07-31 1 JOHN HAGERMAN 999009999 0 STEPHEN LIVINGSTON P00317845 5058428290 2023-07-31 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN HAGERMAN 100 CAJA DEL RIO ROAD SANTA FE NM 87507 10523548 0 X SFHUMANESOCIETY.ORG X 1939 NM THE MISSION OF THE ORGANIZATION IS TO SUPPORT ANIMALS, SAVE LIVES, AND SPREAD COMPASSION. 9 9 160 492 0 0 3492024 3957181 2653962 2603851 566709 1855463 1169485 1055154 7882180 9471649 0 0 0 0 4584719 5179203 0 0 616862 2816060 2926867 7400779 8106070 481401 1365579 16857647 16108906 405006 787692 16452641 15321214 X THE MISSION OF THE SANTA FE ANIMAL SHELTER & HUMANE SOCIETY, INC. IS TO SUPPORT ANIMALS, SAVE LIVES, AND SPREAD COMPASSION. 1 0 4697431 870478 SANTA FE ANIMAL SHELTER, SEE SCHEDULE O. 1842367 1733373 THE CLARE EDDY THAW ANIMAL HOSPITAL, WHICH OPENED IN THE FALL OF 2013, OFFERS VETERINARY SERVICES TO THE GENERAL PUBLIC, INCLUDING A SLIDING SCALE FOR INCOME-QUALIFIED RESIDENTS. WE MAINTAIN A ST. FRANCIS VETERINARY EMERGENCY FUND TO HELP FAMILIES AFFORD NECESSARY VETERINARY CARE, EVEN DURING A TIME OF CRISIS. OUR SPAY/NEUTER & WELLNESS CLINIC OFFERS LOW-COST, HIGH QUALITY SPAY/NEUTER AND VACCINATION PROGRAMS AND PROVIDED 3,308 SPAY/NEUTER SURGERIES TO AREA ANIMALS IN 2022 IN AN EFFORT TO REDUCE ANIMAL OVERPOPULATION. 102743 IN 2022, SANTA FE ANIMAL SHELTER LAUNCHED THE CASA PROGRAM - COMMUNITY ASSISTANCE FOR SANTA FE ANIMALS - WHICH IS A SAFETY NET PROGRAM AIMED AT HELPING PETS AND THEIR PEOPLE STAY TOGETHER DURING CHALLENGING TIMES. CASA CAN ASSIST PET OWNERS WITH FREE SPAY/NEUTER SURGERY, PET FOOD, UNEXPECTED VETERINARY BILLS, HELP WITH FEES INCURRED BY CITY OR COUNTY ORDINANCES, VACCINATIONS, ID TAGS, MICROCHIPPING, PET LICENSING, PET HOUSING AND PROTECTION FOR PETS SUCH AS STRAW.2022 CASA STATISTICS: 816 PETS HELPED, $19,735 IN VETERINARY/MEDICAL ASSISTANCE, $8,935 IN SPAY/NEUTER/VACCINE ASSISTANCE. IN ADDITION, 16,990 LBS FOOD WAS PROVIDED AND 183 BAGS OF CAT LITTER. 6642541 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 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 34 0 1 160 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NM AL AR CA FL GA HI IL KS KY ME MD MA MN MS NH NJ NY NC ND OR PA RI SC TN UT VA WV WI X X LINDA MOORE CPA 5059834309 100 CAJA DEL RIO ROAD SANTA FE NM 87507 JOHN HAGERMAN CEO 40.00 X 180764 0 11512 KRISTEN JENSEN MEDICAL DIRECTOR 40.00 X 120068 0 12674 LINDA MOORE DIRECTOR OF FINANCE 40.00 X 108922 0 12251 MICHELLE L SALOB VETERINARIAN 40.00 X 104922 0 12090 MIKE MELODY TREASURER 4.00 X X 0 0 0 HOLLY KOEHLER VICE CHAIR 2.00 X X 0 0 0 SARAH SPEARMAN SECRETARY 2.00 X X 0 0 0 KURT HAUSAFUS BOARD CHAIR 4.00 X X 0 0 0 CAREN SHIOZAKI DIRECTOR (THRU 10/22) 4.00 X 0 0 0 MARY MITCHELL DIRECTOR 2.00 X 0 0 0 BILL FEINBERG DIRECTOR 2.00 X 0 0 0 BRUCE JOHNSON DIRECTOR 2.00 X 0 0 0 SHEILA VAUGHN DIRECTOR 2.00 X 0 0 0 GRETCHEN WALTHER DIRECTOR 2.00 X 0 0 0 514676 0 48527 4 0 1 0 0 167265 3789916 589331 3957181 FEES 900099 2170267 2170267 GOVT. AGENCY CONTRACTS 900099 433584 433584 2603851 276716 276716 23 23 2541914 963167 1578747 1578747 1578747 14625 167265 79138 -64513 -64513 1125929 9594 1116335 1116335 OTHER INCOME 900099 3309 3309 3309 9471649 2603851 0 2910617 X 313448 9613 294222 9613 4048744 3501554 216209 330981 66016 45476 9922 10618 435747 398617 15067 22063 315248 257240 33614 24394 4594 4594 30796 30796 33235 33235 227107 134859 55436 36812 4883 4883 46291 31133 7556 7602 98409 34569 57477 6363 289030 262844 12353 13833 10942 10923 19 23908 13144 10309 455 15499 14095 662 742 952598 840137 47173 65288 82036 68473 10272 3291 VETERINARIAN SUPPLIES 782720 782720 FUNDRAISING EXPENSE 132731 132731 ADOPTION EXPENSE 74957 74957 BANK SERVICE AND CREDIT 69947 59136 1827 8984 47184 103051 1060 -56927 8106070 6642541 846667 616862 932334 1298363 79 79 65000 0 261607 233491 134215 137294 38808 62305 18755736 12211515 7397106 6544221 7116508 6898988 0 0 911990 934165 16857647 16108906 398086 545516 6920 24776 0 217400 405006 787692 X 14286406 13587045 2166235 1734169 16452641 15321214 16857647 16108906 1365579 -2497634 628 0 X 0 1 X 1 0 X 1832769 2755980 3188197 3492024 3957181 15226151 2543507 2651937 2661966 2653962 2603851 13115223 1216392 1120068 697357 1130359 1125929 5290105 5592668 6527985 6547520 7276345 7686961 33631479 49645 61817 57608 78924 156230 404224 290029 273770 261658 266995 274124 1366576 339674 335587 319266 345919 430354 1770800 31860679 211763 230461 229834 253433 276739 1202230 211763 230461 229834 253433 276739 1202230 97636 23663 2353 123652 287 32373 3309 35969 5902067 6782109 6777641 7564504 7967009 34993330 0.91050 0.90480 0.03440 0.03490 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISC INCOME - 2020 AMOUNT: $ 287. 2021 AMOUNT: $ 32,373. 2022 AMOUNT: $ 3,309. SCHEDULE A, PART III, SECTION A, LINE 3: THE ORGANIZATION OPERATES TWO THRIFT STORES THAT SELL MERCHANDISE, SUBSTANTIALLY ALL OF WHICH THE ORGANIZATION RECEIVES AS DONATIONS. AS SUCH, IT IS EXCLUDED FROM THE DEFINITION OF AN UNRELATED TRADE OR BUSINESS PURSUANT TO SEC. 513(A)(3) OF THE INTERNAL REVENUE CODE. THE IRS SCHEDULE A INSTRUCTIONS REQUIRE THAT THE GROSS RECEIPTS FROM THIS ACTIVITY BE REPORTED ON LINE 3 IN SECTION A, PART III OF SCHEDULE A. IN PRIOR YEARS, THIS WAS INCORRECTLY INCLUDED IN THE LINE 2 RECEIPTS IN SECTION A, PART III OF SCHEDULE A. THIS WAS CORRECTED AND RESTATED IN THE SCHEDULE A IN 2019. HOWEVER, THIS HAS NO IMPACT UPON THE SUPPORT PERCENTAGE REPORTED BY THE ORGANIZATION AND REPRESENTS A CHANGE IN PRESENTATION ON THE SCHEDULE A ONLY. SCHEDULE A, PART III, SECTION B, LINE 11: PER THE IRS SCHEDULE A INSTRUCTIONS, THIS LINE INCLUDES THE NET INCOME FROM UNRELATED BUSINESS ACTIVITIES EVEN IF NOT REGULARLY CARRIED ON. THE SHELTER CONDUCTS FUNDRAISERS THAT MEET THE DEFINITION OF AN UNRELATED BUSINESS ACTIVITY THAT IS NOT REGULARLY CARRIED ON AND, THEREFORE, IS NOT REPORTABLE ON FORM 990-T. THE NET INCOME FROM THESE ACTIVITIES WAS NOT INCLUDED ON LINE 11 IN PRIOR YEARS IN ERROR AND HAS BEEN CORRECTED AND REPORTED RETROACTIVELY ON THIS SCHEDULE A BEGINNING IN 2019. THIS RESTATEMENT HAS NOT MATERIALLY IMPACTED THE PUBLIC SUPPORT PERCENTAGE THAT APPROACHES 90% AND THAT SIGNIFICANTLY EXCEEDS THE 33 1/3% MINIMIM REQUIRED UNDER THIS SUPPORT TEST. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1850220 5000 -105083 80411 1669726 1630477 1000 288809 70066 1850220 1390300 204644 112904 77371 1630477 796088 565563 113121 84472 1390300 893682 -24086 73508 796088 0.52230 0.00000 0.47770 0 0 17258317 10854575 6403742 470644 470644 0 781189 653196 127993 245586 233100 12486 6544221 BENEFICIAL INTEREST IN PERPETUAL TR 715465 RIGHT OF USE ASSET 218700 934165 LEASE LIABILITY 217400 217400 X 7037301 -2497634 7789 -2489845 9527146 33235 -88732 -55497 9471649 8169356 7789 88732 96521 8072835 33235 33235 8106070 PART V, LINE 4: THE ENDOWMENT FUNDS WERE ESTABLISHED TO EARN INCOME FOR THE SHELTER. THE SHELTER MAY SPEND THE EARNINGS IN ANY MANNER DEEMED NECESSARY. PART X, LINE 2: THE SHELTER IS A NONPROFIT CHARITABLE CORPORATION AND HAS BEEN RECOGNIZED AS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SHELTER HAS ADOPTED GAAP, AS THEY RELATE TO UNCERTAIN TAX POSITIONS, AND HAS EVALUATED ITS TAX POSITIONS TAKEN FOR OPEN TAX YEARS. MANAGEMENT BELIEVES THAT THE ACTIVITIES OF THE SHELTER ARE WITHIN ITS TAX-EXEMPT PURPOSE, AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED AS EXPENSE ON AUDITED FINANCIAL STMTS -9,594. SPECIAL EVENT EXPENSE REPORTED AS EXPENSE ON AUDITED FINANCIAL STMTS -79,138. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED WITH REVENUE ON PAGE 9 9,594. SPECIAL EVENT EXPENSE NETTED WITH REVENUE ON PAGE 9 79,138. BARKIN' BALL 181890 167265 14625 0 0 7893 20898 400 49947 181890 167265 14625 7893 20898 400 49947 79138 -64513 X X 0 0 0 0 0 0 0 0 0 JOHN HAGERMAN CEO 180764 0 0 0 0 0 3504 0 8008 0 192276 0 0 0 X 5 529481 FAIR MARKET VALUE X SUPPLIES 122 35031 FAIR MARKET VALUE X FUNDRAISING ITEMS 5 21740 FAIR MARKET VALUE X INVENTORY 1 3079 FAIR MARKET VALUE 0 1 0 PART I, LINE 33: THE SHELTER OPERATES TWO RESALE STORES WHEREBY THEY ACCEPT THE DONATION OF HOUSEHOLD ITEMS THAT ARE THEN RESOLD. UNDER GAAP, THE SHELTER DOES NOT REPORT AS DONATION REVENUE THE VALUE OF THE ITEMS RECEIVED FROM DONORS FOR RESALE IN THE RESALE STORE. INSTEAD, THE SHELTER REPORTS THE REVENUE FROM THE DONATED ARTICLES WHEN THEY ARE SOLD. FURTHERMORE, THE SHELTER PERFORMS AN INVENTORY COUNT AND ESTIMATES VALUE OF INVENTORY AT YEAR-END BASED ON HISTORICAL SALES, AND THE CHANGE IN INVENTORY IS REPORTED AS DONATION REVENUE. THIS FORM 990 CONSISTENTLY REPORTS THIS REVENUE IN ACCORDANCE WITH THE GAAP FINANCIAL REPORTING METHOD. THEREFORE, THERE ARE NO AMOUNTS REPORTED AS DONATION REVENUE FOR THE ITEMS DONATED FOR RESALE TO THE RESALE STORES THAT ARE LISTED ON LINE 5 OF SCHEDULE M. THE SALES REVENUE FOR THESE ITEMS ARE INCLUDED IN THE REVENUES REPORTED ON LINE 10A ON PAGE 9 OF THE FORM 990 AND EXCEEDS $1.1 MILLION. FORM 990, PART III, LINE 2 IN 2022, SANTA FE ANIMAL SHELTER LAUNCHED THE CASA PROGRAM COMMUNITY ASSISTANCE FOR SANTA FE ANIMALS - WHICH IS A SAFETY NET PROGRAM AIMED AT HELPING PETS AND THEIR PEOPLE STAY TOGETHER DURING CHALLENGING TIMES. FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: THE SANTA FE ANIMAL SHELTER IS THE LARGEST ANIMAL SHELTER AND CARE FACILITY IN NORTHERN NEW MEXICO. THROUGH OUR VARIOUS PROGRAMS, WE SERVE MORE THAN 25,000 LOST, STRAY, ABANDONED, INJURED AND OWNED ANIMALS EACH YEAR. WE RECEIVE NEARLY ALL OF OUR FUNDING THROUGH PRIVATE DONORS. THE SHELTER CONTRACTS WITH THE CITY AND COUNTY OF SANTA FE TO CARE FOR HOMELESS & STRAY ANIMALS, AND, AS AN OPEN-ADMISSIONS SHELTER, WE ACCEPT ALL ANIMALS IN OUR SERVICE AREA. WE ALSO TRANSFER ANIMALS IN FROM PACKED SHELTERS IN NEW MEXICO AND BEYOND, DEPENDING ON OUR RESOURCES. OUR ADMISSIONS AND LICENSING DEPARTMENT TAKES IN HOMELESS ANIMALS FROM THE CITY AND COUNTY AREAS. IN 2022, WE TOOK IN 4,672 LOST OR HOMELESS ANIMALS AND MAINTAINED A LIVE RELEASE RATE OF 95.2%. EVERY ANIMAL RECEIVES MEDICAL ATTENTION THROUGH OUR SHELTER CLINIC RANGING FROM VACCINATIONS AND SPAY/NEUTER SERVICES TO ACUTE CARE FOR TRAUMA AND CRUELTY CASES. ONCE AN ANIMAL IS MEDICALLY CLEARED, OUR BEHAVIOR DEPARTMENT STEPS IN, ENSURING THE ANIMAL'S STAY AT THE SHELTER IS ENRICHED THROUGH A VARIETY OF PROGRAMS THAT ARE ESSENTIAL IN HELPING OUR ANIMALS FIND THE BEST MATCHES POSSIBLE. THE ADOPTION TEAM WORKS WITH POTENTIAL ADOPTERS TO MAKE SUCCESSFUL MATCHES AND FOUND NEW HOMES FOR 2,501 ANIMALS IN 2022. OUR VOLUNTEERS PROVIDED MORE THAN 21,100 HOURS IN 2022, CONTRIBUTING INVALUABLE HELP ACROSS MANY DEPARTMENTS. FOR TEACHERS AND STUDENTS, 2022 WAS A "BOUNCE BACK" EDUCATIONAL YEAR. THIS CONTRIBUTED TO FEWER THAN NORMAL REQUESTS FOR HUMANE EDUCATION PRESENTATIONS IN 2022. EVEN SO, WE PROCEEDED AS BEST WE COULD TO BRING THE SANTA FE SHELTER TO AS MANY STUDENTS AS POSSIBLE. VOLUNTEER TIME INCLUDES CLASSROOM AND LIBRARY PRESENTATIONS, ZOOM PRESENTATIONS, SHELTER TOURS, MEETINGS WITH NM WILDLIFE CENTER EDUCATORS AND CREATING ADMINISTRATIVE REPORTS FOR THE CARING KIDS PROGRAM. FOR THE 2022 SCHOOL YEAR, WE GAVE THIS PROGRAM IN FOUR DIFFERENT CLASSROOMS TO A TOTAL OF ABOUT 90 STUDENTS. SINCE 2018, THE CARING KIDS PROGRAM (TAUGHT IN PARTNERSHIP WITH NM WILDLIFE CENTER) HAS REACHED 21 CLASSROOMS, 7 SCHOOLS AND OVER 500 STUDENTS. IN 2022 WE ALSO PARTICIPATED IN CHRISTMAS EVENTS AT TWO SCHOOLS IN WHICH THE STUDENTS COLLECTED AND DONATED TOWELS, BLANKETS, FOOD AND OTHER ITEMS FOR THE SHELTER. OUR TWO HUMANE EDUCATORS CONTRIBUTED A COMBINED TOTAL OF 54 VOLUNTEER HOURS. DURING 2022 WE HAD OVER 40 REGISTERED PET OUTREACH VOLUNTEER HUMAN-ANIMAL TEAMS PROVIDING ANIMAL ASSISTED ACTIVITIES, INCLUDING THE WORDS & WAGS READING TO DOGS PROGRAM. ANIMAL ASSISTED ACTIVITIES ARE PROVIDED TO ORGANIZATIONS THROUGH THE SANTA FE AREA, AND ANIMAL ASSISTED THERAPY IS ALSO PROVIDED AT SELECT FACILITIES. THESE ORGANIZATIONS INCLUDE SCHOOLS, COLLEGES, LIBRARIES, HOSPITALS, YOUTH SHELTERS, RETIREMENT HOMES, SENIOR SERVICES, AND HOSPICE ORGANIZATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE, AND THEN REVIEWED AND APPROVED BY THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO ANNUALLY COMPLETE A NEW, UPDATED CONFLICT OF INTEREST FORM AND THESE FORMS ARE KEPT IN THE BOARD ARCHIVES. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS, DURING EXECUTIVE SESSION, REVIEW THE PERFORMANCE AND DETERMINE THE COMPENSATION OF THE CEO BASED UPON THIS REVIEW AND THE FINANCIAL CONDITION OF THE SHELTER. IN MAKING THIS DECISION, THE BOARD CONSIDERS THE COMPENSATION OF CEOS AT SIMILAR SHELTERS. THE DELIBERATION AND DECISION AS TO THE CEO'S COMPENSATION IS DOCUMENTED IN EXECUTIVE SESSION MINUTES AND IN A FORMAL LETTER TO THE CEO. THIS PROCESS WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE SHELTER MAKES ITS FINANCIAL STATEMENT AND OTHER ORGANIZING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, AN ANNUAL REPORT IS PREPARED THAT PROVIDES FINANCIAL ACTIVITY HIGHLIGHTS. FORM 990, PART IX, LINE 24E MAINTENANCE AND REPAIRS: PROGRAM SERVICE EXPENSES 66,516. MANAGEMENT AND GENERAL EXPENSES 755. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,271. IN-KIND EXPENSE: PROGRAM SERVICE EXPENSES 26,987. MANAGEMENT AND GENERAL EXPENSES 255. FUNDRAISING EXPENSES 21,740. TOTAL EXPENSES 48,982. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 7,556. MANAGEMENT AND GENERAL EXPENSES 50. FUNDRAISING EXPENSES 471. TOTAL EXPENSES 8,077. COMMUNITY SUPPORT: PROGRAM SERVICE EXPENSES 1,992. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,992. FR EVENT EXP TO PG 9: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES -79,138. TOTAL EXPENSES -79,138.