2022-08-30T16:02:09-05:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 6501 AMERICAS PARKWAY NE SUITE 500 ALBUQUERQUE NM 87110 990 2021-01-01 856000484 SANTA FE ANIMAL SHELTER AND HUMANE SOCIETY INC SANT 5059834309 100 CAJA DEL RIO ROAD SANTA FE NM 87507 JOHN HAGERMAN CEO 5059834309 2022-08-26 1 JOHN HAGERMAN 999009999 STEPHEN LIVINGSTON P00317845 5058428290 2022-08-26 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JOHN HAGERMAN 100 CAJA DEL RIO ROAD SANTA FE NM 87507 9899004 0 X SFHUMANESOCIETY.ORG X 1939 NM THE MISSION OF THE ORGANIZATION IS TO SUPPORT ANIMALS, SAVE LIVES, AND SPREAD COMPASSION. 9 9 174 443 14049 0 3188197 3492024 2636261 2653962 368955 566709 718246 1169485 6911659 7882180 0 0 0 0 4567069 4584719 0 0 592002 2611910 2816060 7178979 7400779 -267320 481401 16037391 16857647 737857 405006 15299534 16452641 X THE MISSION OF THE SANTA FE ANIMAL SHELTER & HUMANE SOCIETY, INC. IS TO SUPPORT ANIMALS, SAVE LIVES, AND SPREAD COMPASSION. 0 0 4293523 847583 SANTA FE ANIMAL SHELTER, SEE SCHEDULE O. 1697921 1806379 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 3,563 SPAY/NEUTER SURGERIES TO AREA ANIMALS IN 2021 IN AN EFFORT TO REDUCE ANIMAL OVERPOPULATION. 5991444 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 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 27 0 1 174 1 1 1 0 0 0 0 1 1 0 0 0 1 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 X LINDA MOORE CPA 5059834309 100 CAJA DEL RIO ROAD SANTA FE NM 87507 CAREN SHIOZAKI BOARD CHAIR 4.00 X X 0 0 0 MARY MITCHELL DIRECTOR 2.00 X 0 0 0 KURT HAUSAFUS VICE-CHAIR 2.00 X X 0 0 0 SARAH SPEARMAN DIRECTOR 2.00 X 0 0 0 SUSAN SKEA DIRECTOR TO 10/2021 2.00 X 0 0 0 BILL FEINBERG DIRECTOR 2.00 X 0 0 0 HOLLY KOEHLER SECRETARY 2.00 X X 0 0 0 MIKE MELODY TREASURER 4.00 X X 0 0 0 BRUCE JOHNSON DIRECTOR 2.00 X 0 0 0 SHEILA VAUGHN DIRECTOR 2.00 X 0 0 0 JENNIFER STEKETEE EXECUTIVE DIRECTOR THROUGH 11/21 40.00 X 148862 0 7259 LINDA MOORE DIRECTOR OF FINANCE 40.00 X 103900 0 6875 JOHN HAGERMAN CEO BEG 11/2021 40.00 X 36410 0 0 289172 0 14134 2 0 1 0 0 158363 788323 2545338 71038 3492024 FEES 900099 2232197 2232197 GOVT. AGENCY CONTRACTS 900099 421765 421765 2653962 252697 252697 736 736 2284180 1970168 314012 314012 314012 38624 158363 36271 2353 2353 1130359 10385 1119974 1119974 OTHER INCOME 900099 32373 32373 ESTATE SALE 900099 14049 14049 46422 7882180 2653962 14049 1722145 X 303306 7806 295500 3589550 3124543 132106 332901 29154 1610 27544 373688 340496 10930 22262 289021 232440 31503 25078 8749 6499 2250 31351 31351 55828 55828 127922 74395 20935 32592 77487 75897 1590 34357 18303 8844 7210 84475 31827 42072 10576 393882 355064 17571 21247 9609 8888 721 6349 5152 1128 69 3507 3507 894498 787158 44725 62615 74324 64126 7462 2736 VETERINARIAN SUPPLIES 704871 704871 FUNDRAISING EXPENSE 72578 72578 ADOPTION EXPENSE 72347 72347 MAINTENANCE AND REPAIRS 65822 64537 1151 134 98104 97881 2059 -1836 7400779 5991444 817333 592002 299754 932334 38 79 100000 65000 281747 261607 134330 134215 29503 38808 18734063 11336957 8208239 7397106 6093916 7116508 30110 0 859754 911990 16037391 16857647 387857 398086 6920 350000 0 737857 405006 X 13232416 14286406 2067118 2166235 15299534 16452641 16037391 16857647 481401 671706 0 X 0 1 X 1 0 X 1561372 1832769 2755980 3188197 3492024 12830342 2332369 2543507 2651937 2661966 2653962 12843741 1242275 1216392 1120068 697357 1130359 5406451 5136016 5592668 6527985 6547520 7276345 31080534 86169 49645 61817 57608 78924 334163 291664 290029 273770 261658 266995 1384116 377833 339674 335587 319266 345919 1718279 29362255 208578 211763 230461 229834 253433 1134069 208578 211763 230461 229834 253433 1134069 79841 97636 23663 0 2353 203493 287 32373 32660 5424435 5902067 6782109 6777641 7564504 32450756 0.90480 0.89990 0.03490 0.03690 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISC INCOME - 2020 AMOUNT: $ 287. 2021 AMOUNT: $ 32,373. SCHEDULE A, PART III, SECTION A, LINE 3: THE ORGANIZATION OPERATES A THRIFT STORE THAT SELLS 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 1630477 1000 288809 70066 1850220 1390300 204644 112904 77371 1630477 796088 565563 113121 84472 1390300 893682 -24086 73508 796088 839653 60587 6558 893682 0.48670 0.51330 0 0 17253102 10005939 7247163 470644 470644 0 768682 634299 134383 241635 226075 15560 7397106 BENEFICIAL INTEREST IN PERPETUAL TR 911990 911990 X 8550553 671706 5839 677545 7873008 55828 -46656 9172 7882180 7397446 5839 46656 52495 7344951 55828 55828 7400779 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 -10,385. SPECIAL EVENT EXPENSE REPORTED AS EXPENSE ON AUDITED FINANCIAL STMTS -36,271. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED WITH REVENUE ON PAGE 9 10,385. SPECIAL EVENT EXPENSE NETTED WITH REVENUE ON PAGE 9 36,271. BARKIN' BALL 177925 144217 33708 5800 6657 500 21600 DOGTOBERFEST 19062 14146 4916 1714 196987 158363 38624 5800 6657 500 23314 36271 2353 X X 0 0 0 0 0 0 0 0 0 JENNIFER STEKETEE EXECUTIVE DIRECTOR THROUGH 11/21 148862 0 0 0 0 0 958 0 6301 0 156121 0 0 0 X SEE PART II, LINE 33 X 1 11286 FAIR MARKET VALUE X 4 12463 FAIR MARKET VALUE X FUNDRAISING ITEMS 80 26527 FAIR MARKET VALUE X SUPPLIES 80 16804 FAIR MARKET VALUE X INVENTORY 1 3958 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): NUMBER OF DONORS LISTED 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 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 2021, WE TOOK IN 4,433 LOST OR HOMELESS ANIMALS AND MAINTAINED A LIVE RELEASE RATE OF 95.7%. 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 2,294 ANIMALS IN 2021. OUR VOLUNTEERS PROVIDED MORE THAN 45,467 HOURS IN 2021, CONTRIBUTING INVALUABLE HELP ACROSS MANY DEPARTMENTS. DURING THE FIRST HALF OF 2021, WE CONTINUED TO PRODUCE HUMANE EDUCATION VIDEOS IN PARTNERSHIP WITH THE SANTA FE ALLIANCE FOR SCIENCE. WE PRODUCED A TOTAL OF TEN VIDEOS THAT ARE AVAILABLE TO TEACHERS FOR REMOTE LEARNING OR FOR USE IN CLASS. THE VIDEOS WERE ORIGINALLY PRODUCED FOR THE BENEFIT OF THE SANTA FE PUBLIC SCHOOLS. BECAUSE OF THE GROWING NEED TO SUPPORT TEACHERS IN A REMOTE TEACHING ENVIRONMENT, THEY WERE MADE AVAILABLE TO OTHER NM PUBLIC SCHOOL DISTRICTS THROUGH OUR PARTNERSHIP WITH THE SANTA FE ALLIANCE FOR SCIENCE. FOLLOWING THE COVID SCHOOL CLOSURES AND REMOTE LEARNING, SCHOOLS BEGAN TO GRADUALLY RETURN TO NORMAL IN MID-2021. AT THAT TIME, HUMANE EDUCATION VOLUNTEERS, FULLY MASKED, BEGAN TO RETURN TO CLASSROOM PRESENTATIONS. AND IN THE FALL OF 2021, WE RESUMED OUR NORMAL SCHEDULE OF CLASSROOM PRESENTATIONS REACHING MANY SCHOOLS AND HUNDREDS OF STUDENTS. ALTHOUGH SHELTER SCHOOL TOURS WERE SUSPENDED IN 2021, WE PRODUCED A VIDEO TOUR AVAILABLE TO TEACHERS ON YOUTUBE. OUR TWO HUMANE EDUCATORS CONTRIBUTED A COMBINED TOTAL OF 66 VOLUNTEER HOURS. IN ADDITION, AN AVERAGE OF 10 VOLUNTEER HOURS WAS SPENT TO WRITE, PRODUCE, EDIT AND PACKAGE EACH VIDEO. ALTHOUGH IN-PERSON VISITS CONTINUED TO BE SUSPENDED DURING THE FIRST HALF OF 2021, WE MAINTAINED A ROSTER OF MORE THAN 40 REGISTERED PET OUTREACH VOLUNTEER HUMAN-ANIMAL TEAMS PROVIDING ANIMAL ASSISTED ACTIVITIES, INCLUDING THE WORDS & WAGS READING TO DOGS PROGRAM. SOME TEAMS CONTINUED THEIR VISITS OVER VIDEO CHAT WHEN IN-PERSON VISITS WERE UNAVAILABLE. 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 990 IS REVIEWED BY THE FINANCE COMMITTEE AND APPROVED BY THE 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 EXECUTIVE DIRECTOR/CEO BASED UPON THIS REVIEW AND THE FINANCIAL CONDITION OF THE SHELTER. IN MAKING THIS DECISION, THE BOARD CONSIDERS THE COMPENSATION OF EXECUTIVE DIRECTORS/CEOS AT SIMILAR SHELTERS. THE DELIBERATION AND DECISION AS TO THE ED'S/CEO'S COMPENSATION IS DOCUMENTED IN EXECUTIVE SESSION MINUTES AND IN A FORMAL LETTER TO THE EXECUTIVE DIRECTOR/CEO. 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 PROVIDES FOR SOME FINANCIAL ACTIVITY HIGHLIGHTS. FORM 990, PART IX, LINE 24E BANK SERVICE AND CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 59,288. MANAGEMENT AND GENERAL EXPENSES 1,764. FUNDRAISING EXPENSES 3,128. TOTAL EXPENSES 64,180. IN-KIND EXPENSE: PROGRAM SERVICE EXPENSES 16,805. MANAGEMENT AND GENERAL EXPENSES 5,859. FUNDRAISING EXPENSES 30,624. TOTAL EXPENSES 53,288. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 12,652. MANAGEMENT AND GENERAL EXPENSES 275. FUNDRAISING EXPENSES 683. TOTAL EXPENSES 13,610. COST OF GOODS SOLD: PROGRAM SERVICE EXPENSES 10,385. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,385. ESTATE SALES: PROGRAM SERVICE EXPENSES 9,136. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,136. DONATED SERVICES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES -5,839. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -5,839. COST OF GOODS SOLD NETTED WITH REVENUE ON PAGE 9: PROGRAM SERVICE EXPENSES -10,385. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -10,385. SPECIAL EVENT EXPENSE NETTED WITH REVENUE ON PAGE 9: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES -36,271. TOTAL EXPENSES -36,271.