2025-05-14T13:56:29-05:00 2024-06-30 941250261 LINDQUIST VON HUSEN & JOYCE LLP 301 HOWARD STREET SUITE 850 SAN FRANCISCO CA 94105 990 2023-07-01 680240341 TONY LA RUSSA'S ANIMAL RESCUE FOUNDATION DBA JOYBOUND PEOPLE & PETS TONY 9252561273 2890 MITCHELL DRIVE WALNUT CREEK CA 94598 CHERYL MCKENNA CFO 9252561273 2025-05-14 1 0 SHERMAN LEONG P00513747 4159579999 2023 2025-03-06 01:10:19Z SUSAN LEE VICK CEO 2890 MITCHELL DRIVE WALNUT CREEK CA 94598 19557236 0 X WWW.JOYBOUND.ORG X 1991 CA JOYBOUND BRINGS PEOPLE AND ANIMALS TOGETHER TO ENRICH EACH OTHERS' LIVES. THROUGH ITS COMMUNITY PROGRAMS, JOYBOUND PROMOTES THE PROVEN CONCEPT THAT BOTH PEOPLE'S AND ANIMALS' LIVES CAN BE ENHANCED BY STRENGTHENING THE BONDS BETWEEN HUMANS AND ANIMALS. 13 13 112 567 0 0 9965945 8782329 737719 994802 1625294 3167220 329550 409796 12658508 13354147 0 0 0 0 6495435 10307336 393061 329495 1444105 3597411 5034022 10485907 15670853 2172601 -2316706 88220429 88971221 859479 1478303 87360950 87492918 X TO INSPIRE AND NURTURE THE HUMAN-ANIMAL BOND AND BRING PEOPLE AND ANIMALS TOGETHER TO ENRICH EACH OTHER'S LIVES. 1 0 4642803 369808 ANIMAL CARE & ADOPTIONS:THIS YEAR, JOYBOUND PEOPLE & PETS PLACED 2,107 CATS AND DOGS INTO NEW, LOVING HOMES THROUGH ITS ADOPTION PROGRAM. EACH ANIMAL WAS BEHAVIORALLY AND MEDICALLY ASSESSED, TREATED AS NEEDED, SPAYED OR NEUTERED, AND MICROCHIPPED PRIOR TO ADOPTION. WHILE AWAITING PLACEMENT, ALL ANIMALS RECEIVED DAILY ENRICHMENT, COMPASSIONATE CARE, AND BASIC TRAINING TO ENHANCE ADOPTABILITY AND PROMOTE WELL-BEING. IN ADDITION TO ROUTINE SHELTER OPERATIONS, JOYBOUND ALSO PROVIDED EMERGENCY RESCUE RELIEF BY ASSISTING ANIMAL ORGANIZATIONS IMPACTED BY NATURAL DISASTERS. WE TRANSFERRED ANIMALS IN NEED FROM AREAS AFFECTED BY EVENTS LIKE WILDFIRES, PROVIDED URGENT VETERINARY CARE AND HOUSING, AND FACILITATED ADOPTION PLACEMENT. THESE COLLABORATIVE EFFORTS HELPED EASE THE BURDEN ON OVERCROWDED SHELTERS AND GAVE DISPLACED ANIMALS A SAFE PATH TO RECOVERY AND A NEW HOME. 3548412 242427 VETERINARY CLINIC:JOYBOUND'S ONSITE VETERINARY CLINIC PROVIDED ESSENTIAL MEDICAL CARE AND SURGICAL PROCEDURES FOR ANIMALS IN OUR ADOPTION PROGRAM. ADDITIONALLY, THROUGH OUR PUBLIC SPAY/NEUTER INITIATIVES, WE SUPPORTED COMMUNITY MEMBERS AND RESCUE PARTNERS IN ADDRESSING COMPANION ANIMAL OVERPOPULATION. A TOTAL OF 3,750 SPAY AND NEUTER SURGERIES WERE PERFORMED DURING THE YEAR FOR BOTH SHELTER AND PUBLIC ANIMALS, HELPING TO REDUCE SHELTER INTAKES AND PREVENT UNWANTED LITTERS. 3883443 142055 COMMUNITY OUTREACH PROGRAMS:JOYBOUND'S SHELTER TO SERVICE PROGRAM FOSTERS HEALING AND EMPOWERMENT BY PAIRING VETERANS ADMINISTRATION (VA)-REFERRED VETERANS COPING WITH PSYCHOLOGICAL TRAUMA WITH CAREFULLY SELECTED SHELTER DOGS. THESE DOGS MAY SERVE AS EMOTIONAL SUPPORT ANIMALS OR ENTER TRAINING TO BECOME PSYCHIATRIC SERVICE DOGS. VETERANS CAN CHOOSE TO ENGAGE IN A STRUCTURED, COHORT-BASED TRAINING PROGRAM THAT GUIDES THEM IN TRAINING THEIR OWN SERVICE DOGS, STRENGTHENING THEIR BOND AND INSTILLING CONFIDENCE.THIS YEAR, 7 ANIMALS WERE PAIRED WITH MILITARY VETERANS, WHILE 394 PETS BELONGING TO VETERANS RECEIVED FREE WELLNESS CARE, VACCINATIONS, AND PREVENTIVE TREATMENTS THROUGH JOYBOUND'S ON CAMPUS CLINIC AND MOBILE CLINIC SERVICES AT THE VA. ELIGIBLE VETERANS ALSO RECEIVED FREE PET FOOD AND ASSISTANCE WITH VETERINARY EXPENSES.JOYBOUND'S BOARD APPROVED EXPANSION OF THE SHELTER TO SERVICE PROGRAM TO INCLUDE ANY INDIVIDUAL EXPERIENCING MENTAL HEALTH CHALLENGES. THESE PARTICIPANTS MUST ALSO COME THROUGH A REFERRAL FROM A LICENSED CLINICIAN, WITH THE FIRST NON-VETERAN PARTICIPANTS EXPECTED TO BEGIN IN THE NEW FISCAL YEAR.JOYBOUND'S PET SAFETY NET PROGRAM PROVIDED COUNSELING, FINANCIAL SUPPORT, AND RESOURCE REFERRALS TO HELP 585 FAMILIES RETAIN THEIR PETS DURING TIMES OF CRISIS. THE COMMUNITY SOLUTIONS TEAM RESPONDED TO 1,603 CALLS AND EMAILS, OFFERING EXPERT GUIDANCE TO COMMUNITY MEMBERS FACING ANIMAL-RELATED CHALLENGES. JOYBOUND BEGAN HOSTING MONTHLY FREE VACCINE AND MICROCHIP CLINICS IN JANUARY 2024 TO PROVIDE ESSENTIAL PREVENTIVE CARE FOR PETS IN UNDERSERVED COMMUNITIES SERVING 1,200 CATS AND DOGS IN ITS FIRST SIX MONTHS. THESE CLINICS ARE OFFERED ON THE JOYBOUND CAMPUS AND AT PARTNER LOCATIONS ACROSS CONTRA COSTA COUNTY AND HELP PROTECT PUBLIC HEALTH BY DELIVERING CORE VACCINATIONS AND BY ENSURING PETS CAN BE IDENTIFIED AND REUNITED WITH THEIR FAMILIES THROUGH MICROCHIPPING. BY REMOVING FINANCIAL AND LOGISTICAL BARRIERS, THE PROGRAM SUPPORTS PET RETENTION, HELPS KEEP PETS HEALTHY AND REDUCES SHELTER SURRENDERS. IN ADDITION, 432 VETERINARY EXAMS WERE PROVIDED THROUGH THE COMMUNITY VETERINARY CARE FUND (CVC) TO PETS FROM LOW-INCOME HOUSEHOLDS IN CONTRA COSTA COUNTY, ENSURING THESE ANIMALS RECEIVE CRITICAL CARE. OUR FOODSHARE PANTRY PROGRAM ENSURED THAT 21,682 CATS AND DOGS DID NOT GO HUNGRY, AND FOR GRIEVING PET OWNERS, JOYBOUND HELD 8 PET LOSS SUPPORT GROUP MEETINGS, PROVIDING SUPPORT AND CARE DURING A VERY DIFFICULT TIME. 842067 240512 BEHAVIOR & TRAINING: JOYBOUND RESUMED A ROBUST SCHEDULE OF IN-PERSON TRAINING CLASSES AIMED AT PROMOTING POSITIVE PET BEHAVIOR AND STRENGTHENING THE HUMAN-ANIMAL BOND. THIS INCLUDED BASIC MANNERS COURSES, PUPPY SOCIALS, AND OTHER GROUP TRAINING SESSIONS THAT SERVED 2,195 DOGS. THE ORGANIZATION ALSO REINTRODUCED PRIVATE CONSULTATIONS, WITH 341 DOG AND CAT GUARDIANS RECEIVING CUSTOMIZED SUPPORT EITHER IN PERSON, VIRTUALLY OR BY PHONE.GROOMING ACADEMY:JOYBOUND LAUNCHED ITS GROOMING ACADEMY IN JUNE 2024 TO ADDRESS WORKFORCE BARRIERS WHILE SUPPORTING COMMUNITY PET WELLNESS. THE ACADEMY PROVIDES HANDS-ON TRAINING IN PROFESSIONAL GROOMING FOR INDIVIDUALS FACING EMPLOYMENT CHALLENGES, INCLUDING VETERANS AND OTHERS WITH LIMITED ACCESS TO JOB OPPORTUNITIES. GRADUATES ARE EQUIPPED WITH MARKETABLE SKILLS FOR CAREERS IN THE PET CARE INDUSTRY. AT THE SAME TIME, THE PROGRAM OFFERS AFFORDABLE GROOMING SERVICES TO THE PUBLIC AND TO JOYBOUND'S SHELTER ANIMALS, IMPROVING ADOPTABILITY AND OVERALL ANIMAL WELLBEING.SERVICE VOLUNTEERS:JOYBOUND'S PET HUG PACK THERAPY ANIMAL PROGRAM CONTINUED TO PROVIDE EMOTIONAL SUPPORT AND COMPANIONSHIP TO INDIVIDUALS IN HOSPITALS, SCHOOLS, CARE FACILITIES, AND COMMUNITY OUTREACH EVENTS. THIS YEAR, PET HUG PACK TEAMS BROUGHT COMFORT AND JOY TO MORE THAN 10,878 PEOPLE ACROSS DOZENS OF SITES. ALL THERAPY ANIMALS ARE TEMPERAMENT-TESTED, HEALTHY, AND TRAINED FOR THEIR IMPORTANT ROLES. IN ADDITION, 889 ANIMALS WERE CARED FOR BY JOYBOUND'S VOLUNTEER FOSTER FAMILIES. THESE DEDICATED INDIVIDUALS PROVIDED TEMPORARY HOMES AND LOVING CARE, GIVING VULNERABLE DOGS AND CATS A MUCH NEEDED BREAK FROM THE SHELTER ENVIRONMENT. 543 ACTIVE VOLUNTEERS SHARED 45,881 HOURS OF THEIR TIME ACROSS JOYBOUND'S FULL BREADTH OF PROGRAMS. 842067 240512 12916725 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 46 0 1 112 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 13 13 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X THE ORGANIZATION 9252561273 2890 MITCHELL DRIVE WALNUT CREEK CA 94598 GREGORY L MCCOY ESQ PRESIDENT 8.00 X X 0 0 0 JENNIFER HALL VICE PRESIDENT 4.00 X X 0 0 0 MORGAN FORSEY SECRETARY 4.00 X X 0 0 0 DAYNA SAYRES TREASURER 4.00 X X 0 0 0 STEVE DEGNAN DIRECTOR 2.00 X 0 0 0 ROSE BOLLMAN DIRECTOR 2.00 X 0 0 0 KEVIN FICK DIRECTOR 2.00 X 0 0 0 JASON DOMBROSKY DIRECTOR 2.00 X 0 0 0 ALICE TILLETT DIRECTOR 2.00 X 0 0 0 MARK JENNINGS DIRECTOR 2.00 X 0 0 0 PETE SCOTT DIRECTOR 2.00 X 0 0 0 GREG ANDREWS DIRECTOR 2.00 X 0 0 0 ANGELA DE LA HOUSAYE DIRECTOR 2.00 X 0 0 0 JIM HEIM DIRECTOR - LEFT 10/2023 2.00 X 0 0 0 ELENA BICKER EXECUTIVE DIRECTOR 40.00 X 202360 0 0 SUSAN LEE VICK CHIEF EXECUTIVE OFFICER 40.00 X 279993 0 20005 CHERYL MCKENNA CHIEF FINANCIAL OFFICER 40.00 X 195330 0 10522 WENDY TAYLOR CHIEF OF STAFF 40.00 X 187579 0 10053 STEPHANIE CHEW SENIOR DIR. OF DEVELOPMENT 40.00 X 165784 0 7530 REBECCA KATZ CHIEF PROFRAM OFFICER 50.00 X 141063 0 123 HEATHER BUDGIN LEAD VETERINARIAN 30.00 X 132686 0 0 ANDREA BELL DIR. OF LEGACY GIVING 40.00 X 126775 0 15945 ANITA ROBERTS SR. ACCOUNTING MANAGER 40.00 X 107783 0 0 1539353 0 64178 9 0 1 0 NEWPORT ONE 21 RAILROAD AVE DUXBURY MA 02332 PROF. FUNDRAISER 189989 1 202393 8579936 503065 8782329 ADOPTION & EDUCATION 624200 627961 627961 OTHER INCOME 624200 366841 366841 994802 1640934 1640934 7579159 2272 6047745 7400 1531414 -5128 1526286 1526286 25777 202393 73418 -47641 -47641 531963 74526 457437 457437 13354147 994802 0 3577016 829251 688244 75263 65744 8026330 6661526 728475 636329 788725 654610 71585 62530 663030 550288 60177 52565 329495 329495 614623 457811 156812 64190 60959 3231 788554 704122 51236 33196 162859 102700 39845 20314 1136808 1090126 14556 32126 186225 171492 10407 4326 ANIMAL CARE & SUPPLIES 887880 886945 935 PRINTING & PUBLICATIONS 494787 381448 2026 111313 EQUIP. RENTAL, REPAIR & 310627 220235 69172 21220 TAXES, LICENSES & FEES 151099 97251 2757 51091 236370 188968 23546 23856 15670853 12916725 1310023 1444105 X 480010 307208 0 172802 612223 676256 3350929 1705993 3964007 1944769 16564 24610 28261 53907 221561 307708 34430850 7823317 26405076 26607533 50307068 54647896 52893 25883 3261847 2976666 88220429 88971221 639554 1067084 219925 411219 859479 1478303 X 78345814 80137751 9015136 7355167 87360950 87492918 88220429 88971221 -2316706 2448674 0 X X 0 1 X 1 0 X 18780487 10175230 11226478 9965945 8782329 58930469 18780487 10175230 11226478 9965945 8782329 58930469 12818056 46112413 1187876 991087 1494473 1501962 1640934 6816332 65746801 3600669 0.70140 0.70040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48417391 5688450 1358990 67426 52679425 43530140 1031366 4115906 196622 63399 48417391 45896801 3907827 -6035256 234378 4854 43530140 1856136 34494718 9855457 249214 60296 45896801 2002194 50000 48183 239220 5021 1856136 0.95895 0.04105 0 0 10532895 10532895 21848160 6823791 15024369 8560 8560 0 1352689 632391 720298 688546 358575 329971 26607533 X 15898081 2448674 15606 2464280 13433801 -79654 -79654 13354147 15766113 15606 79654 95260 15670853 0 15670853 PART V, LINE 4: JOYBOUND'S BOARD INVESTMENT COMMITTEE ESTABLISHED THE SUSTAINABILITY FUND TO PROVIDE FUTURE FINANCIAL STABILITY AND USE TOWARD ITS PROGRAMS AND GENERAL CHARITABLE PURPOSE. PART X, LINE 2: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. JOYBOUND'S FEDERAL AND STATE INFORMATION RETURNS FOR THE YEARS 2020 THROUGH 2023 ARE SUBJECT TO EXAMINATION BY REGULATORY AGENCIES, GENERALLY FOR THREE YEARS AND FOUR YEARS AFTER THEY WERE FILED FOR FEDERAL AND STATE, RESPECTIVELY. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -74,526. LOSS ON SALE OF ASSET - ART DONATION -5,128. PART XII, LINE 2D - OTHER ADJUSTMENTS: COSTS OF GOODS SOLD 74,526. LOSS ON SALE OF ASSET - ART DONATION 5,128. X X X X X 1 NEWPORT ONE 21 RAILROAD AVE DUXBURY MA 023323807 EMAIL AND MAIL SOLICITATIONS 0 391975 201986 189989 STELLA (FKA STEPHEN THOMAS LTD) 184 FRONT E STE 401 TORONTO ON CA M5A 4N3 EMAIL AND MAIL SOLICITATIONS 0 153988 109225 44763 CAR DONATION SERVICES INC 4971 PACHECO BLVD MARTINEZ CA 94553 VEHICLE DONATIONS 1 60550 18284 42266 606513 329495 277018 AL AK AR CA CO CT FL GA HI IL KS KY MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV JOYBOUND AROUND TOWN 114551 114551 9020 CALENDAR 60581 60581 9355 1 50990 25213 25777 53888 226122 200345 25777 72263 72263 -46486 SCHEDULE G, PART I, LINE 2B, COL(V): TOTAL AMOUNTS PAID TO NEWPORT ONE WAS $284,623. OF THE TOTAL AMOUNT, $82,637 WAS PAID FOR POSTAGE AND OTHER EXPENSE REIMBURSEMENTS. OF THE REMAINING AMOUNT $201,986, WAS FOR PROFESSIONAL FUNDRAISING SERVICES. SCHEDULE G, PART I, LINE 2B, COL(V): TOTAL AMOUNTS PAID TO STELLA (FKA STEPHEN THOMAS LTD) RELATING TO CONSULTING AND PROFESSIONAL SERVICES $109,225. SCHEDULE G, PART I, LINE 2B, COL(V): TOTAL AMOUNTS PAID TO CAR DONATION SERVICES INC. (CDS) WAS $32,687, OF WHICH $14,403 RELATES TO SALE EXPENSES; WHILE $18,284 REPRESENTS CDS'S COMMISSION. PER THE AGREEMENT, AMOUNTS PAID FOR SALES EXPENSES WILL BE REIMBURSED TO CAR DONATION SERVICES BY NETTING AGAINST THE AMOUNT REMITTED TO THE ORGANIZATION. X X X X 0 0 0 0 0 0 0 0 0 SUSAN LEE VICK CHIEF EXECUTIVE OFFICER 279993 0 0 0 0 0 0 0 20005 0 299998 0 0 0 CHERYL MCKENNA CHIEF FINANCIAL OFFICER 195330 0 0 0 0 0 0 0 10522 0 205852 0 0 0 ELENA BICKER EXECUTIVE DIRECTOR 127360 0 75000 0 0 0 0 0 0 0 202360 0 0 0 WENDY TAYLOR CHIEF OF STAFF 187579 0 0 0 0 0 0 0 10053 0 197632 0 0 0 STEPHANIE CHEW SENIOR DIR. OF DEVELOPMENT 165784 0 0 0 0 0 0 0 7530 0 173314 0 0 0 X 32 60550 SELLING PRICE X 11 20280 FMV X 91 333959 COST X PRODUCTION COSTS 82 54755 COST X ANIMAL CARE SUPPLIES 123 23585 COST X OTHER 9 9936 COST 0 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES CAR DONATIONS SERVICES, INC. 4971 PACHECHO BLVD., MARTINEZ, CA 94533, PHONE (925) 229-5444 THE ORGANIZATION CONTRACTS WITH CAR DONATION SERVICES TO CONDUCT THE VEHICLE DONATION PROGRAM. THE COMPANY PICKS UP VEHICLES, FIXES THEM UP IF NECESSARY AND SELLS THE VEHICLES. THEY ALSO TAKE CARE OF ALL THE PAPERWORK INVOLVED. FORM 990, PART III, LINE 2 JOYBOUND'S GROOMING ACADEMY WAS ADDED IN FY23-24. THIS VOCATIONAL TRAINING PROGRAM PROVIDES EDUCATION AND HANDS-ON EXPERIENCE IN DOG BATHING AND GROOMING, AND WORKS WITH PARTNERS TO PLACE THE STUDENTS IN MEANINGFUL EMPLOYMENT. STUDENTS BENEFIT FROM THE THERAPEUTIC TOUCH OF ANIMALS WHILE LEARNING AND DEVELOPING EMPLOYABLE SKILLS. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE UPDATED. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE, THEN DISSEMINATED TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE CONFLICT OF INTEREST STATEMENT IS FURNISHED TO, AND SIGNED BY EACH DIRECTOR AND OFFICER ANNUALLY. THE POLICY IS REVIEWED ANNUALLY FOR THE INFORMATION AND GUIDANCE OF DIRECTORS AND OFFICERS. ANY NEW DIRECTORS AND OFFICERS SHALL BE ADVISED OF THE POLICY UPON UNDERTAKING THE DUTIES OF SUCH OFFICE. POTENTIAL CONFLICTS MAY BE DISCLOSED ANNUALLY ON THE BOARD OF DIRECTORS ANNUAL DISCLOSURE FORM, OR AT ANY TIME A CONFLICT MAY ARISE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION SETS COMPENSATION FOR ITS CEO, TOP MANAGEMENT, AND KEY EMPLOYEES BASED ON COMPENSATION SURVEYS OR STUDIES; AS WELL AS PUBLISHED MARKET SALARY RANGES. COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS PROVIDED UPON REQUEST; AND FINANCIAL STATEMENTS PUBLISHED ON WEBSITE. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT CHANGED FROM PRIOR YEAR.