2023-11-13T10:04:00-06:00 2022-12-31 390912608 HAWKINS ASH CPAS LLP 520 N BROADWAY SUITE 250 GREEN BAY WI 54303 990 2022-01-01 204031006 HAPPILY EVER AFTER ANIMAL SANCTUARY HAPP 9206349701 E5714 BORK RD MARION WI 54950 LOIS REITZ TREASURER 9206349701 2023-11-11 1 LOIS REITZ 999009999 1 BRIANA PETERS CPA P01696400 9203369850 2023-11-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z AMANDA REITZ E5714 BORK RD MARION WI 54950 812802 0 X WWW.HEANOKILL.ORG X 2005 WI VISION: TO CREATE A WORLD WHERE THE LIFE OF EVERY COMPANION ANIMAL MATTERS EVERY.SINGLE.ONE. MISSION: TO PROVIDE A LOVING HOME TO EVERY COMPANION ANIMAL THAT ENTERS OUR CARE-LIFETIME GUARANTEED. 6 2 13 250 0 0 800438 550960 196621 200323 647 2650 16529 28385 1014235 782318 0 0 0 0 275131 312154 0 0 73431 369816 403998 644947 716152 369288 66166 1688522 1741953 415942 403207 1272580 1338746 X TO PROVIDE A LOVING HOME TO EVERY COMPANION ANIMAL THAT ENTERS OUR CARE-LIFETIME GUARANTEED. 0 0 554919 228708 ADOPTION: HAPPILY EVER AFTER'S (HEA) ADOPTION PROGRAM WAS AGAIN VERY BENEFICIAL TO COMPANION ANIMALS WHO WERE AT RISK OF LOSING THEIR LIVES. IN 2022, 685 DOGS AND CATS FOUND FAMILIES THROUGH HEA'S PROGRAM. WHILE MAINTAINING EXTREMELY HIGH ADOPTION QUALIFICATION STANDARDS, HEA'S OBJECTIVE IS TO AVOID POST-ADOPTION RETURNS AND THE ASSOCIATED REUSE OF COMPANION ANIMAL WELFARE FUNDING. IN 2022, LESS THAN 5% OF ADOPTIONS RESULTED IN AN ANIMAL BEING RETURNED TO HEA. SPAY/NEUTER: HEA INVESTED HEAVILY IN ITS SPAY/NEUTER EFFORTS DURING 2022 BY FUNDING AND/OR FACILITATING 1,363 SURGERIES. THESE EFFORTS INCLUDED THE SPAYING OF 647 FEMALE CATS. THIS IS SIGNIFICANT BECAUSE IT PREVENTS MORE THAN 44,000 KITTENS (CONSERVATIVELY) FROM BEING BORN OVER THE NEXT (4) YEARS. THIS PROGRAM GREW ITS TOTAL SURGERY COUNT BY 121% OVER 2021. SIMILARLY, THE NUMBER OF SPAYED FEMALE CATS SERVED THROUGH THIS PROGRAM INCREASED BY 121% COMPARED TO 2021.REHABILITATION & LIFETIME CARE: AS OF DECEMBER 31, 2022, 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-2023, CLICK ON VIEW PDF, AND REFERENCE PAGE 19. TO SEE A COMPLETE OUTLINE OF OUR PROGRAM IMPACT, PLEASE VISIT HEANOKILL.ORG/NEWS/THE-COMPANION-WINTER-2022, CLICK ON VIEW PDF, AND REFERENCE PAGES 10 & 11. 554919 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 13 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 39660 0 0 KEN REITZ VICE PRESIDENT 65.00 X X 29083 0 0 LOIS REITZ TREASURER 45.00 X X 29083 0 0 MARCUS REITZ MEMBER 70.00 X 37600 0 0 135426 0 0 0 0 0 0 0 550960 4746 550960 ADOPTIONS 900099 163739 163739 SPAY/NEUTER PROGRAM 900099 36584 36584 200323 2650 2650 52925 30484 22441 22441 MISCELLANEOUS REV 900099 5748 5748 ALUMINUM CANS 900099 139 139 TABELING 900099 57 57 5944 782318 228708 0 2650 135426 94535 22091 18800 147309 109034 23147 15128 7885 3548 2366 1971 21534 12921 6460 2153 10776 10776 225 225 6611 5424 264 923 184347 134785 17140 32422 37102 33727 3375 9537 9008 529 600 300 300 30396 30396 17317 13929 2183 1205 ANIMAL MEDICAL COSTS 107087 107087 716152 554919 87802 73431 746293 870634 59145 53525 56003 5415 8870 16125 10671 15565 10493 1092205 309860 795391 782345 1688522 1741953 26187 24119 389755 379088 415942 403207 X 1211975 1278718 60605 60028 1272580 1338746 1688522 1741953 66166 0 X X 0 1 X 1 0 X 534306 421450 492068 800438 550960 2799222 534306 421450 492068 800438 550960 2799222 252209 2547013 95 95 332 1285 2650 4457 4067 3158 11940 5384 5944 30493 2834172 834381 0.89870 0.89500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 134000 134000 648664 80960 567704 129061 114892 14169 91374 82224 9150 89106 31784 57322 782345 X 833089 20287 30484 50771 782318 0 782318 766923 20287 30484 50771 716152 0 716152 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, 2022 AND 2021, 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 280889 0 1 1 379088 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.