2022-08-10T16:07:49-05:00 2021-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC 1007 EAST MAIN STREET SUITE 300 BOZEMAN MT 59715 990 2021-01-01 237375919 HEART OF THE VALLEY INC HEAR 4063889399 PO BOX 11390 BOZEMAN MT 59719 CORY PULFREY TREASURER 4063889399 2022-07-27 1 CORY PULFREY 999009999 WILLIAM G MILLS CPA P00366517 4065566160 2022-07-27 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z CORY PULFREY PO BOX 11390 BOZEMAN MT 59719 3169627 0 X WWW.HEARTOFTHEVALLEYSHELTER.ORG X 1973 MT TO COMPASSIONATELY SHELTER THE LOST AND SURRENDERED PETS OF GALLATIN AND MADISON VALLEYS AND SURROUNDING AREAS, AND TO ENHANCE THE LIVES OF PEOPLE AND COMPANION ANIMALS THROUGH PET ADOPTION AND EDUCATION. 12 12 40 585 0 0 1540052 1397272 432012 499160 114996 352916 20934 59556 2107994 2308904 0 0 0 0 1015997 1085742 0 0 212742 603490 654376 1619487 1740118 488507 568786 10117254 10997030 227932 104025 9889322 10893005 TO COMPASSIONATELY SHELTER THE LOST AND SURRENDERED PETS OF GALLATIN AND MADISON VALLEYS AND SURROUNDING AREAS, AND TO ENHANCE THE LIVES OF PEOPLE AND COMPANION ANIMALS THROUGH PET ADOPTION AND EDUCATION. 0 0 1366372 518071 TO CREATE A HUMANE COMMUNITY BY SHELTERING AND SECURING NEW HOMES FOR LOST AND SURRENDERED COMPANION ANIMALS; HELPING CONTROL PET OVERPOPULATION; ENCOURAGING POSITIVE PET OWNERSHIP THROUGH HUMANE EDUCATION AND TRAINING; PROMOTING BEST PRACTICES IN SHELTER OPERATIONS AND MEDICINE; SERVING AS A COMMUNITY RESOURCE ON ANIMAL WELFARE ISSUES. 1366372 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 0 1 40 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X MARLA CAULK 4063889399 1549 E CAMERON BRIDGE RD BOZEMAN MT 59715 CORY PULFREY BOARD TREASURER 1.00 X X 0 0 0 TOM KLEIN BOARD PRESIDENT 1.00 X X 0 0 0 TONY WOODWARD BOARD MEMBER 1.00 X 0 0 0 JEAN BENNINGTON SWEENEY IMMEDIATE PAST BOARD PRESIDENT 1.00 X X 0 0 0 KITTY SAYLOR BOARD MEMBER 1.00 X 0 0 0 MELANIE SCHELL BOARD MEMBER 1.00 X 0 0 0 LIZZIE TOBIAS BOARD MEMBER 1.00 X 0 0 0 ABBEY WENGER BOARD SECRETARY 1.00 X X 0 0 0 GORDON HARDAWAY BOARD MEMBER 1.00 X 0 0 0 JOHN MARSHALL III BOARD VICE PRESIDENT 1.00 X X 0 0 0 BRAD LUDFORD BOARD MEMBER 1.00 X 0 0 0 LISA GANN BOARD MEMBER 1.00 X 0 0 0 MARLA CAULK EXECUTIVE DIRECTOR 40.00 X 107922 0 3238 107922 0 3238 1 0 0 0 0 237269 192031 967972 150110 1397272 ANIMAL CONTROL 900099 218450 218450 ADOPTION FEES 900099 199145 199145 DAY CAMP INCOME 900099 24811 24811 SURRENDER FEES 900099 16959 16959 RECLAIM FEES 900099 13743 13743 26052 26052 499160 338214 338214 855378 840676 14702 14702 14702 57703 237269 17058 40645 40645 21372 2989 18383 18383 OTHER INCOME 900099 528 528 528 2308904 518071 0 393561 111160 27790 55580 27790 852229 730927 8604 112698 22037 17355 1468 3214 26345 20748 1755 3842 73971 58256 4928 10787 43009 43009 26670 26670 20869 4800 16069 1621 1621 40147 20384 4550 15213 6815 6158 240 417 111944 104108 3358 4478 2362 2197 71 94 160671 149424 4820 6427 27275 24193 1120 1962 ANIMAL CARE 158298 158298 EQUIPMENT LEASE AND MAI 13780 11437 689 1654 STAFF TRAINING AND DEVE 13030 6864 369 5797 OTHER 11673 8182 3491 16212 15251 282 679 1740118 1366372 161004 212742 X 288820 259875 696623 513611 35320 32206 3362 18628 9700 11078 5603030 2105705 3618060 3497325 5465369 6664307 10117254 10997030 78032 104025 149900 0 227932 104025 X 5488284 6037338 4401038 4855667 9889322 10893005 10117254 10997030 568786 434897 0 X X 0 1 X 1 0 X 455380 954146 1007059 1540052 1397272 5353909 470556 477187 507631 446016 517543 2418933 925936 1431333 1514690 1986068 1914815 7772842 71600 70417 105463 85859 71566 404905 0 71600 70417 105463 85859 71566 404905 7367937 83422 121935 107484 90416 338214 741471 83422 121935 107484 90416 338214 741471 89557 89557 376 345 322 372 528 1943 1099291 1553613 1622496 2076856 2253557 8605813 0.85620 0.88210 0.08620 0.05440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5715914 205432 785032 26670 6679708 4641097 252070 844828 22081 5715914 3844205 35422 857610 96140 4641097 4200937 11400 -346970 21162 3844205 3514195 54999 631743 4200937 0.28739 0.31842 0.39418 1 0 250000 250000 4472279 1602494 2869785 414295 327849 86446 466456 175362 291094 3497325 2757878 434897 23690 -9613 448974 2308904 0 2308904 1754195 23690 -9613 14077 1740118 0 1740118 PART V, LINE 4: THE INTENTION OF THE ENDOWMENT FUNDS IS TO GENERATE INVESTMENT INCOME TO FUND CONTINUED OPERATION AND MAINTENANCE OF THE SHELTER. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES DIRECT FUNDRAISING EVENT EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES INVESTMENT MANAGEMENT FEES SCHEDULE D PART XI LINE 2D DIRECT FUNDRAISING EVENT EXPENSES ARE REPORTED NET OF FUNDRAISING EVENT REVENUE ON THE 990, AND INCLUDED AS EXPENSE ON THE FINANCIAL STATEMENTS. INVESTMENT MANAGEMENT FEES ARE REPORTED NET OF INVESTMENT INCOME ON THE FINANCIAL STATEMENTS, AND INCLUDED AS EXPENSE ON THE 990. SCHEDULE D PART XII LINE 2D DIRECT FUNDRAISING EVENT EXPENSES ARE REPORTED NET OF FUNDRAISING EVENT REVENUE ON THE 990, AND INCLUDED AS EXPENSE ON THE FINANCIAL STATEMENTS. INVESTMENT MANAGEMENT FEES ARE REPORTED NET OF INVESTMENT INCOME ON THE FINANCIAL STATEMENTS, AND INCLUDED AS EXPENSE ON THE 990. DOG BALL 210912 161359 49553 16137 SNOWSHOE SHUFFLE 14370 6220 8150 697 1 69690 69690 224 294972 237269 57703 17058 17058 40645 X 1 110412 FAIR MARKET VALUE X ANIMAL CARE SUPPLIES 65 23705 FAIR MARKET VALUE X DONATED FUNDRAISING EVENT ITEMS 2 129 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO BEING SIGNED. FORM 990, PART VI, SECTION B, LINE 12C DISCLOSURE FORMS ARE GIVEN TO EMPLOYEES AND BOARD MEMBERS WHEN THEY JOIN THE ORGANIZATION AND ARE UPDATED ANNUALLY AT THE ANNUAL BOARD MEETING. ANY REPORTED CONFLICTS ARE REPORTED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S SALARY WAS SET BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AFTER CALLING OTHER SHELTERS TO FIND OUT WHAT THEIR SALARIES WERE. DELIBERATION AND DECISION WAS NOTED IN THE MINUTES OF THE FINANCE COMMITTEE. SALARY RANGES FOR ALL OTHER POSITIONS WERE SET AFTER REVIEWING SALARY SURVEYS FROM SIMILAR ORGANIZATIONS. THE DELIBERATION AND DECISION WAS NOTED IN THE MINUTES OF THE FINANCE COMMITTEE AND THE PAY RANGES WERE APPROVED BY THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2C THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE IS NO CHANGE FROM THE PREVIOUS YEAR.