OREGON HUMANE SOCIETY: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- OREGON HUMANE SOCIETY (EIN 93-0386880)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-08
- IRS object ID
- 202231289349300118
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-08T18:17:43-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY MCGEE & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 SW BROADWAY SUITE 1200 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930386880 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON HUMANE SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OREG | BusinessNameControlTxt |
| Phone | 5032857722 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1067 NE COLUMBIA BOULEVARD | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972110364 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARVEITA REDDING | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 5032857722 | PhoneNum |
| Signature | 2022-05-08 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARVEITA | PersonFirstNm |
| Person Last | REDDING | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY MCGEE | PreparerPersonNm |
| PTIN | P00743279 | PTIN |
| Phone | 5032222515 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHARON HARMON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1067 NE COLUMBIA BOULEVARD | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972110364 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,451,606 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OREGONHUMANE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1868 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | THE OREGON HUMANE SOCIETY IS A PRIVATE ANIMAL WELFARE ORGANIZATION, FOUNDED IN 1868 AND INCORPORATED IN 1880, WHOSE MISSION IS CREATING A MORE HUMANE SOCIETY WITH THE VISION OF A WORLD WHERE ALL ANIMALS ARE TREATED WITH COMPASSION, KINDNESS AND RESPECT. THE SOCIETY IS A STAND-ALONE, NONPROFIT ORGANIZATION, OPERATING IN PORTLAND, OREGON. THE SOCIETY IS SUPPORTED PRIMARILY BY PRIVATE DONATIONS AND REVENUES GENERATED FROM SERVICES PROVIDED TO CARE AND FIND HOMES FOR HOMELESS ANIMALS, TO INVESTIGATE AND STOP THE ABUSE OF ANIMALS, AND TO EDUCATE THE COMMUNITY ON THE HUMANE TREATMENT OF ALL ANIMALS. NOTABLY, THE SOCIETY IS NOT AN AFFILIATE OF NATIONAL ANIMAL WELFARE ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 272 | TotalEmployeeCnt |
| Total Volunteers | 1543 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $18,941,943 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,939,040 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,886,598 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,971,837 | CYProgramServiceRevenueAmt |
| PY Investment Income | $605,888 | PYInvestmentIncomeAmt |
| CY Investment Income | $765,759 | CYInvestmentIncomeAmt |
| PY Other Revenue | $566,256 | PYOtherRevenueAmt |
| CY Other Revenue | $380,092 | CYOtherRevenueAmt |
| PY Total Revenue | $22,000,685 | PYTotalRevenueAmt |
| CY Total Revenue | $24,056,728 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,656,049 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,989,773 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $282,982 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,039,463 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,017,465 | PYOtherExpensesAmt |
| CY Other Expenses | $5,379,364 | CYOtherExpensesAmt |
| PY Total Expenses | $17,673,514 | PYTotalExpensesAmt |
| CY Total Expenses | $18,652,119 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,327,171 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,404,609 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $96,558,082 | TotalAssetsBOYAmt |
| Total Assets EOY | $103,747,214 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,990,842 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,655,062 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $90,567,240 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $98,092,152 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE OREGON HUMANE SOCIETY IS A PRIVATE ANIMAL WELFARE ORGANIZATION, FOUNDED IN 1868 AND INCORPORATED IN 1880, WHOSE MISSION IS CREATING A MORE HUMANE SOCIETY WITH THE VISION OF A WORLD WHERE ALL ANIMALS ARE TREATED WITH COMPASSION, KINDNESS AND RESPECT. THE SOCIETY IS A STAND-ALONE, NONPROFIT ORGANIZATION, OPERATING IN PORTLAND, OREGON. THE SOCIETY IS SUPPORTED PRIMARILY BY PRIVATE DONATIONS AND REVENUES GENERATED FROM SERVICES PROVIDED TO CARE AND FIND HOMES FOR HOMELESS ANIMALS, TO INVESTIGATE AND STOP THE ABUSE OF ANIMALS, AND TO EDUCATE THE COMMUNITY ON THE HUMANE TREATMENT OF ALL ANIMALS. NOTABLY, THE SOCIETY IS NOT AN AFFILIATE OF NATIONAL ANIMAL WELFARE ORGANIZATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,132,936 | ExpenseAmt |
| Revenue | $1,319,920 | RevenueAmt |
| Desc | SHELTERING AND ADOPTIONS - IN SPITE OF THE HEALTH AND SAFETY PRECAUTIONS AS A RESULT OF THE PANDEMIC, THE OREGON HUMANE SOCIETY ("OHS") PLACED 6,466 PETS IN 2021. THE ANIMALS THAT FOUND NEW HOMES CONSTITUTE AN OVERALL 97% SAVE RATE. THROUGH THE SECOND CHANCE PROGRAM, THE SOCIETY SAVES MORE LIVES BY ACCEPTING ANIMALS FROM SHELTERS AND ANIMAL CONTROL AGENCIES IN THE PACIFIC NORTHWEST, OREGON, CALIFORNIA, WASHINGTON, TEXAS, HAWAII, NEW MEXICO AND LOUISIANA. THESE SHELTERS USUALLY FACE THE DUAL PROBLEM OF TOO MANY ABANDONED ANIMALS AND TOO FEW ADOPTERS. IN 2021, 3,753 ANIMALS WERE ACCEPTED FROM 60 ORGANIZATIONS.CONTINUED ON SCHEDULE O.SAVE RATES FOR 2021:THE OREGON HUMANE SOCIETY MAINTAINS DATA ON THE SAVE RATE, CALCULATED ACCORDING TO THE ASILOMAR STANDARD. THE SAVE RATE ACCURATELY REFLECTS THE MANY OPTIONS FOR PETS THAT COME TO THE SHELTER BESIDES ADOPTION - FOR EXAMPLE, ANIMAL TRANSFERS TO OTHER RESCUE ORGANIZATIONS AND ANIMALS THAT ARE RETURNED TO THEIR OWNERS. * THE SOCIETY SAVED A TOTAL OF 6,852 ANIMALS, WITH A SAVE RATE OF 97%;* THE SOCIETY SAVED 2,040 DOGS - 96% OF ALL DOGS RECEIVED BY THE SHELTER; * THE SOCIETY SAVED 4,102 CATS - 97% OF ALL CATS RECEIVED BY THE SHELTER; AND* THE SOCIETY SAVED 710 SMALL ANIMALS - 97% OF ALL SMALL ANIMALS RECEIVED BY THE SHELTER. LENGTH OF STAY FOR 2021:THE OREGON HUMANE SOCIETY CALCULATES THE AVERAGE LENGTH OF STAY ("LOS") BY INCLUDING THE DAY OF ARRIVAL THROUGH THE DAY OF DISPOSITION (ADOPTION, TRANSFER, EUTHANASIA OR RETURN TO OWNER). THIS INCLUDES ALL THE TIME THE ANIMAL WAS IN THE CARE OF THE OREGON HUMANE SOCIETY.* DOG LOS AVERAGED 20.5 DAYS; THE AVERAGE LOS FOR PUPPIES WAS 18.4 DAYS; AND* CAT LOS AVERAGED 19.8 DAYS, THE AVERAGE LOS FOR KITTENS WAS 23.8 DAYS.ADOPTION OUTREACH:BRINGING PETS INTO THE COMMUNITY FOR ADOPTION IS ANOTHER WAY THAT THE SOCIETY MAINTAINS SUCH A HIGH SAVE RATE. A TOTAL OF 26 ANIMALS FOUND HOMES DIRECTLY THROUGH THIS PROGRAM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,217,232 | ExpenseAmt |
| Revenue | $390,655 | RevenueAmt |
| Desc | MEDICAL SERVICES - DURING THE YEAR ENDED DECEMBER 31, 2021, THE SOCIETY PERFORMED 8,514 SURGERIES IN THE ANIMAL MEDICAL LEARNING CENTER (THE "AMLC"), INCLUDING 4,190 SPAY AND NEUTER SURGERIES AND 657 OTHER ESSENTIAL AND EMERGENCY SURGERIES. IN ADDITION, THE AMLC PROVIDED 8,063 MEDICAL EXAMS FOR PETS, AND TAUGHT 102 OREGON STATE UNIVERSITY VETERINARY STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,287,050 | ExpenseAmt |
| Revenue | $9,351 | RevenueAmt |
| Desc | COMMUNITY AWARENESS - EDUCATING THE COMMUNITY AND PROMOTING ANIMALS AND PROGRAMS ARE CRUCIAL TO HELPING THE SOCIETY ACHIEVE ITS MISSION OF FINDING A HOME FOR EVERY ANIMAL. IN ADDITION TO A VIBRANT EDUCATION DEPARTMENT, THE SOCIETY'S PUBLIC RELATIONS AND MARKETING DEPARTMENT STRIVES TO PROMOTE HUMANE LESSONS THROUGH THE MEDIA, SPECIAL EVENTS, AND REAL-TIME PHOTOS OF ANIMALS AVAILABLE FOR ADOPTION ON THE SOCIETY'S WEBSITE.CONTINUED ON SCHEDULE O.IN 2021: * VISITORS TO THE SHELTER TOTALED 32,590 - (ON AVERAGE, 92 PEOPLE VISITED THE SOCIETY EACH DAY - OPEN 353 DAYS); * ADOPTIONS AVERAGED 18 PER DAY; * THE SOCIETY ISSUED 41 MEDIA RELEASES; * THE SOCIETY HAD 1,721 TELEVISION, RADIO AND WEB NEWS STORIES; * THE SOCIETY HOSTED OR PARTICIPATED IN 78 TOTAL EVENTS;* THE SOCIETY'S MAGAZINE REACHED 30,662 READERS; * THE SOCIETY'S WEBSITE AVERAGED 8,598 DAILY VISITORS; AND* THE AVERAGE STAY ON THE SOCIETY'S WEBSITE WAS 3:13 MINUTES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (6 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $210,435 | $8,641 | HUMANE EDUCATION - SOMETIMES THE MOST SIGNIFICANT LESSONS ARE LEARNED NOT BY LISTENING TO A SPEAKER, BUT BY EXPERIENCING WITH THE HEART. IN HUMANE EDUCATION, THE SOCIETY STRIVES TO REACH THE HEARTS AS WELL AS THE MINDS OF CHILDREN, TEENS, AND ADULTS THE SOCIETY HAS THE OPPORTUNITY TO MEET. * HUMANE EDUCATION REACHED 51,595 PEOPLE, INCLUDING 12,907 CHILDREN AND 38,688 ADULTS; OF WHICH 7,539 OF THOSE PEOPLE WERE REACHED WITH VIRTUAL EDUCATION;* HUMANE EDUCATION MADE 18 NON-SCHOOL, OFFSITE PRESENTATIONS REACHING 39 INDIVIDUALS; * SCHOOL VISITS INCLUDED 69 SCHOOLS - 60 VIRTUAL VISITS AND 9 CLASSROOMS VISITED WITH 2,833 INDIVIDUALS REACHED; * FOUR WEEKS OF VIRTUAL SUMMER CAMP SESSIONS WERE ATTENDED BY 277 TOTAL CAMPERS WITH 5,600 VIRTUAL CAMP VIDEO POINTS OF IMPACT;* EIGHT AFTER-SCHOOL CLUBS HAD 568 POINTS OF IMPACT; * FOUR SPECIAL EVENTS FOR HUMANE EDUCATION REACHED 1,626 INDIVIDUALS; AND* FIVE IN-SHELTER TOURS REACHED 26 INDIVIDUALS. |
| $857,543 | $12,445 | INVESTIGATIONS AND RESCUE - THE SOCIETY HAS THREE HUMANE SPECIAL AGENTS WHO ARE COMMISSIONED BY THE SUPERINTENDENT OF STATE POLICE TO ENFORCE OREGON'S TOUGH ANIMAL CRUELTY LAWS. THE SOCIETY HAS OFFICERS IN THE FIELD HANDLING A VARIETY OF ANIMAL WELFARE COMPLAINTS. IN 2021, THEY TRAVELED ACROSS OREGON TO INVESTIGATE 1,461 NEW CASES OF ANIMAL CRUELTY, LEADING TO 159 ANIMALS BEING SEIZED OR REMOVED FROM HARM'S WAY, AND 10 CRIMINAL CASES. THEY ALSO ASSISTED LAW ENFORCEMENT AGENCIES, INCLUDING PROVIDING VETERINARY FORENSIC SERVICES, 119 TIMES. THERE WERE 3,012 CALLS AND E-MAIL MESSAGES TO THE SOCIETY'S CRUELTY COMPLAINT LINE AND WEBSITE. IN 2021, 6,917 ANIMALS WERE HELPED BY THE SOCIETY'S HUMANE LAW ENFORCEMENT DEPARTMENT. THE SOCIETY'S GOAL IS TO SAVE LIVES AND ENHANCE THE RELATIONSHIP BETWEEN PEOPLE AND THEIR PETS, WHILE ENSURING THAT THE ROUGHLY TWO MILLION PETS IN THE REGION ARE PROTECTED FROM ABUSE OR NEGLECT. |
| $279,731 | $132,325 | BEST FRIENDS' CORNER - THE SOCIETY OPERATES A RETAIL STORE LOCATED IN THE LOBBY OF THE SHELTER. THE STORE STOCKS EVERYTHING THAT A NEW ADOPTER MIGHT NEED TO MAKE THEIR NEW PET FEEL AT HOME. IT ALSO HAS NUMEROUS TRAINING BOOKS AND TOOLS TO IMPROVE PET BEHAVIOR HUMANELY AND KEEP THE ANIMAL IN THE HOME.IN 2021:* GROSS SALES: $270,165* NET LOSS OF: $123,064* PERCENTAGE OF OVERALL SALES ATTRIBUTED TO NEW ADOPTER SALES: 74% |
| $389,489 | $1,792 | VOLUNTEERS - THE COMPASSION OF THE SOCIETY'S VOLUNTEER FORCE CHANGED THE WORLD FOR EACH DOG, CAT, RABBIT, RODENT, OR BIRD THEY HELPED ON A DAILY BASIS. THE LIVES SAVED, THROUGH A KIND WORD, A WALK, A GENTLE TOUCH, A PHOTO TAKEN, OR A NEW TOY, ARE THOSE OF THIS COMMUNITY'S HOMELESS ANIMALS. FOSTER CARE HAS CONTRIBUTED SIGNIFICANT TIME TO THE SOCIETY'S VOLUNTEER HOURS. DONATING 208,453 HOURS OF SERVICE TO ALL PROGRAMS OFFERED AT THE SOCIETY IN 2021, VOLUNTEERS PROVIDED SERVICES EQUIVALENT TO 100 FULL-TIME EMPLOYEES.ADULT VOLUNTEERS:* TOTAL ADULT VOLUNTEER HOURS - 205,181* TOTAL NUMBER OF INDIVIDUALS VOLUNTEERING THEIR TIME TO OHS IS 1,025* VOLUNTEER HOURS FOR GENERAL CARE, BEHAVIOR, AND ENRICHMENT TOTALED 20,056* OHS HAD 16 TEAMS DEPLOY IN 2021 TO HELP OTHER AGENCIES FOR EMERGENCY ANIMAL SHELTERING YOUTH AND COMMUNITY GROUPS PROGRAM:* INDIVIDUALS WHO PARTICIPATED IN THE YOUTH AND COMMUNITY GROUPS PROGRAM NUMBERED 518, PROVIDING 3,273 VOLUNTEER HOURS * INDIVIDUAL YOUTH VOLUNTEERS (NOT INCLUDING GROUPS) NUMBERED 140, RESULTING IN 2,359 HOURS VOLUNTEERED* GROUPS TOTALED 43 WITH 378 GROUP VOLUNTEERS - 832 HOURS VOLUNTEEREDFOSTER CARE:* THERE WERE 480 FOSTER CARE VOLUNTEER FAMILIES, VOLUNTEERING 166,421 HOURS* ANIMALS FOSTERED TOTALED 1,878PRIMARY REASONS FOR FOSTER CARE:* THEY WERE TOO YOUNG FOR ADOPTION* THEY WERE NURSING BABY ANIMALS* THEY HAD A MEDICAL CONDITION |
| $893,159 | $230,878 | BEHAVIOR CONSULTATION AND TRAINING - THE SOCIETY'S BEHAVIOR CONSULTATION AND TRAINING SERVICES ARE SUMMARIZED AS FOLLOWS:* RESULTED IN 919 PRIVATE CONSULTATIONS* PUBLIC TRAINING CLASSES OFFERED NUMBERED 101* PEOPLE NUMBERING 2,058 ATTENDED OREGON HUMANE SOCIETY CLASSES AND CONSULTATIONS* VOLUNTEER TRAININGS TOTALING 113 INCLUDED 251 VOLUNTEERS WHO ATTENDED THOSE TRAININGS* 22 DOGS AND 17 CATS WERE HELPED THROUGH THE BEHAVIOR MODIFICATION PROGRAM* 26 DOGS AND 20 CATS WERE ADOPTED THROUGH THE BEHAVIOR MODIFICATION PROGRAM* A VOLUME OF 1,698 PHONE CALLS AND EMAILS WERE HANDLED BY THE FREE BEHAVIOR HELP LINE* TOP ISSUES FOR CAT OWNERS: LITTER BOX PROBLEMS AND RESIDENT PET INCOMPATIBILITY* TOP ISSUES FOR DOG OWNERS: LEASH REACTIVITY ISSUES, ANXIOUS/FEARFUL BEHAVIOR, AND ROUGH PLAY |
| $167,105 | ASAP/SPAY & SAVE - THE SPAY & SAVE PROGRAM IS OPERATED IN COORDINATION WITH THE ANIMAL SHELTER ALLIANCE OF PORTLAND ("ASAP"), OF WHICH THE SOCIETY IS A MEMBER. ASAP IS A COALITION OF THE GREATER PORTLAND AREA'S LEADING ANIMAL WELFARE ORGANIZATIONS AND THE VETERINARY COMMUNITY. THE SPAY & SAVE PROGRAM WORKS TO REDUCE THE NUMBER OF CATS AND KITTENS THAT COME INTO PORTLAND-AREA SHELTERS. OVER THE PAST 15 YEARS, THE PORTLAND METROPOLITAN AREA SHELTERS HAVE REDUCED EUTHANASIA IN LOCAL SHELTERS BY A DRAMATIC 91% AND NOW SAVE 95% OF CATS AND DOGS, THANKS TO THE EFFORTS OF ASAP. IN 2021, THE SPAY & SAVE PROGRAM COMPLETED 5,744 SURGERIES, OF WHICH 3,701 WERE PERFORMED BY OHS STAFF. THIS VITAL PROGRAM IS FUNDED ENTIRELY BY PRIVATE DONATIONS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,797,462 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $386,081 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $13,434,680 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 526 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 272 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5032857722 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1067 NE COLUMBIA BOULEVARD | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97211 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MARVEITA REDDING | |||||||
| CHAIR | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID H ANGELI | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR JOHN E GUSTAVSSON | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEVEN L GISH | |||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVE S HANSEN | |||||||
| IMMEDIATE PAST CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HARVEY N BLACK JR | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE D BLOOM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REGINALD R EKLUND | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDSAY W FORD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN C GOMEZ | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MARC F GRIGNON | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER A JENSEN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GORDON KEANE | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNN D LOACKER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT E MACK DVM DACVIM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH J MEHREN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BETTY B NORRIE | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE ROSENBAUM | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| APRIL SANDERSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY K SLAYTON | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY TONKIN-ZOUCHA | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN M VOGT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON M HARMON | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $322,947 | $0 | $30,889 | ||
| BRIAN AUGUST | |||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $204,638 | $0 | $23,678 | ||
| JENNIFER BAUMANN | |||||||
| VP, DEVELOPMENT & CAPITAL CAMPAIGN | 40.00 | $175,304 | $0 | $20,611 | Yes (X) | ||
| GARY KISH | |||||||
| VP, LEGACY GIFTS & STRATEGIC INITIATIVES | 40.00 | $172,304 | $0 | $20,891 | Yes (X) | ||
| DEBRA RILLING | |||||||
| VP, FINANCE | 40.00 | $172,254 | $0 | $20,644 | Yes (X) | ||
| BARBARA BAUGNON | |||||||
| VP, MARKETING & COMMUNICATIONS | 40.00 | $165,867 | $0 | $20,556 | Yes (X) | ||
| RHONDA PALOS | |||||||
| VP, HUMAN RESOURCES | 40.00 | $161,085 | $0 | $17,459 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,374,399 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $154,728 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LEASE CRUTCHER LEWIS LLC | |||||
| 550 SW 12TH AVENUE | PORTLAND | OR | 97205 | CONSTRUCTION SERVICES | $9,359,515 |
| SCOTT EDWARDS ARCHITECTURE | |||||
| 2525 E BURNSIDE STREET | PORTLAND | OR | 97214 | ARCHITECTURAL SERVICES | $406,820 |
| CREEKSIDE ENVIRONMENTAL CONSULTING LLC | |||||
| 678 VISTA PACIFICA CIRCLE | PISMO BEACH | CA | 93449 | ENVIRONMENTAL SERVICES | $285,260 |
| AFFILIATED MEDIA LLC | |||||
| 7080 SW BEVELAND STREET | PORTLAND | OR | 97223 | ADVERTISING | $192,968 |
| ANDERSON ROOFING | |||||
| 5885 NW SAINT HELENS ROAD | PORTLAND | OR | 97210 | ROOFING CONTRACTOR SERVICES | $187,003 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,318,637 | FundraisingAmt |
| Government Grants | $2,992,942 | GovernmentGrantsAmt |
| All Other Contributions | $16,627,461 | AllOtherContributionsAmt |
| Noncash Contributions | $2,571,023 | NoncashContributionsAmt |
| Total Contributions | $20,939,040 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,971,837 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,971,837 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,971,837 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $756,169 | TotalRevenueColumnAmt |
| Exclusion | $756,169 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $489,596 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $489,596 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $489,596 | TotalRevenueColumnAmt |
| Exclusion | $489,596 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $9,590 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $9,590 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,590 | TotalRevenueColumnAmt |
| Exclusion | $9,590 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $26,852 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,318,637 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $286,390 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$259,538 | TotalRevenueColumnAmt |
| Exclusion | -$259,538 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $242,658 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $108,488 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $134,170 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $134,170 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $15,864 | TotalRevenueColumnAmt |
| Exclusion | $15,864 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $15,864 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,056,728 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,106,007 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,011,681 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $582,152 | TotalAmt |
| Program Services | $300,783 | ProgramServicesAmt |
| Management And General | $216,877 | ManagementAndGeneralAmt |
| Fundraising | $64,492 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,195 | TotalAmt |
| Fundraising | $193,195 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,773,285 | TotalAmt |
| Program Services | $6,341,697 | ProgramServicesAmt |
| Management And General | $2,029,252 | ManagementAndGeneralAmt |
| Fundraising | $1,402,336 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,587 | TotalAmt |
| Program Services | $322,047 | ProgramServicesAmt |
| Management And General | $156,588 | ManagementAndGeneralAmt |
| Fundraising | $72,952 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,125,043 | TotalAmt |
| Program Services | $779,594 | ProgramServicesAmt |
| Management And General | $224,630 | ManagementAndGeneralAmt |
| Fundraising | $120,819 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $764,511 | TotalAmt |
| Program Services | $447,623 | ProgramServicesAmt |
| Management And General | $209,773 | ManagementAndGeneralAmt |
| Fundraising | $107,115 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,729 | TotalAmt |
| Program Services | $11,086 | ProgramServicesAmt |
| Management And General | $16,501 | ManagementAndGeneralAmt |
| Fundraising | $31,142 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,217 | TotalAmt |
| Management And General | $55,217 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,800 | TotalAmt |
| Management And General | $40,800 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,982 | TotalAmt |
| Fundraising | $282,982 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,205 | TotalAmt |
| Program Services | $28,435 | ProgramServicesAmt |
| Management And General | $200,770 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,427 | TotalAmt |
| Program Services | $188,985 | ProgramServicesAmt |
| Fundraising | $221,442 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,204 | TotalAmt |
| Program Services | $5,919 | ProgramServicesAmt |
| Management And General | $161,329 | ManagementAndGeneralAmt |
| Fundraising | $191,956 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $481,523 | TotalAmt |
| Program Services | $252,107 | ProgramServicesAmt |
| Management And General | $199,537 | ManagementAndGeneralAmt |
| Fundraising | $29,879 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,302 | TotalAmt |
| Program Services | $298,241 | ProgramServicesAmt |
| Management And General | $98,026 | ManagementAndGeneralAmt |
| Fundraising | $9,035 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,978 | TotalAmt |
| Program Services | $44,812 | ProgramServicesAmt |
| Management And General | $42,847 | ManagementAndGeneralAmt |
| Fundraising | $319 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $957,278 | TotalAmt |
| Program Services | $907,154 | ProgramServicesAmt |
| Management And General | $23,472 | ManagementAndGeneralAmt |
| Fundraising | $26,652 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,358 | TotalAmt |
| Program Services | $184,537 | ProgramServicesAmt |
| Management And General | $35,933 | ManagementAndGeneralAmt |
| Fundraising | $6,888 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BANK FEES | $185,575 | $103,683 | $8,433 | $73,459 |
| PROGRAM SUPPLIES | $1,001,173 | $972,498 | $28,675 | |
| REPAIRS & MAINTENANCE | $381,171 | $20,357 | $360,814 | $0 |
| OTHER | $368,553 | $72,559 | $289,384 | $6,610 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,871 | TotalAmt |
| Program Services | $2,152,563 | ProgramServicesAmt |
| Management And General | -$2,220,882 | ManagementAndGeneralAmt |
| Fundraising | $198,190 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,652,119 | TotalAmt |
| Program Services | $13,434,680 | ProgramServicesAmt |
| Management And General | $2,177,976 | ManagementAndGeneralAmt |
| Fundraising | $3,039,463 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,524,599 | BOYAmt |
| EOY | $2,018,326 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,137,863 | BOYAmt |
| EOY | $16,877,399 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,277,531 | BOYAmt |
| EOY | $5,562,792 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,962 | BOYAmt |
| EOY | $19,271 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,798,119 | BOYAmt |
| EOY | $1,741,590 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,958 | BOYAmt |
| EOY | $93,427 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,793 | BOYAmt |
| EOY | $792,772 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $45,169,788 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,999,433 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,507,987 | BOYAmt |
| EOY | $34,170,355 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,393,343 | BOYAmt |
| EOY | $39,847,720 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,546,927 | BOYAmt |
| EOY | $2,623,562 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,558,082 | BOYAmt |
| EOY | $103,747,214 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,479,052 | BOYAmt |
| EOY | $3,265,653 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,472,942 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,038,848 | BOYAmt |
| EOY | $2,389,409 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,990,842 | BOYAmt |
| EOY | $5,655,062 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,886,596 | BOYAmt |
| EOY | $68,937,860 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,680,644 | BOYAmt |
| EOY | $29,154,292 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,567,240 | BOYAmt |
| EOY | $98,092,152 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,558,082 | BOYAmt |
| EOY | $103,747,214 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,404,609 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,100,189 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$979,886 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,517,618 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,717,948 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,795,812 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,941,943 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,939,040 | CurrentTaxYearAmt |
| Total | $107,912,361 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,517,618 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,717,948 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,795,812 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,941,943 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,939,040 | CurrentTaxYearAmt |
| Total | $107,912,361 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,538,588 | SubstantialContributorsTotAmt |
| Public Support Total170 | $99,373,773 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,213,648 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,102,481 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,400,367 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,186,047 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,245,765 | CurrentTaxYearAmt |
| Total | $6,148,308 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,778 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,876 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $125,463 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,633 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,864 | CurrentTaxYearAmt |
| Total | $210,614 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $114,271,283 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $15,624,835 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.86960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85150 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2017 AMOUNT: $ 31,778. 2018 AMOUNT: $ 22,876. 2019 AMOUNT: $ 125,463. 2020 AMOUNT: $ 14,633. 2021 AMOUNT: $ 15,864. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $40,800 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $40,800 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $15,571,856 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $15,612,656 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $930,633 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $232,658 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $876,746 | CurrentYearMinus3Amt |
| Current Year Minus2 | $922,675 | CurrentYearMinus2Amt |
| Current Year Minus1 | $896,739 | CurrentYearMinus1Amt |
| Current Year | $930,633 | CurrentYearAmt |
| Total | $3,626,793 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,440,190 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $37,567 | CurrentYearMinus3Amt |
| Current Year Minus2 | $37,400 | CurrentYearMinus2Amt |
| Current Year Minus1 | $40,800 | CurrentYearMinus1Amt |
| Current Year | $40,800 | CurrentYearAmt |
| Total | $156,567 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $219,187 | CurrentYearMinus3Amt |
| Current Year Minus2 | $230,669 | CurrentYearMinus2Amt |
| Current Year Minus1 | $224,185 | CurrentYearMinus1Amt |
| Current Year | $232,658 | CurrentYearAmt |
| Total | $906,699 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,360,049 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,502,628 | BeginningYearBalanceAmt |
| Contributions | $1,834,854 | ContributionsAmt |
| Investment Earnings Or Losses | $2,109,144 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,385,247 | OtherExpendituresAmt |
| End Year Balance | $20,061,379 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,189,307 | BeginningYearBalanceAmt |
| Contributions | $607,566 | ContributionsAmt |
| Investment Earnings Or Losses | $2,898,510 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,192,755 | OtherExpendituresAmt |
| End Year Balance | $20,502,628 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,976,680 | BeginningYearBalanceAmt |
| Contributions | $1,924,199 | ContributionsAmt |
| Investment Earnings Or Losses | $2,916,994 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $628,566 | OtherExpendituresAmt |
| End Year Balance | $18,189,307 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,011,900 | BeginningYearBalanceAmt |
| Contributions | $1,446,946 | ContributionsAmt |
| Investment Earnings Or Losses | -$852,366 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $629,800 | OtherExpendituresAmt |
| End Year Balance | $13,976,680 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,605,711 | BeginningYearBalanceAmt |
| Contributions | $639,500 | ContributionsAmt |
| Investment Earnings Or Losses | $1,924,270 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $157,581 | OtherExpendituresAmt |
| End Year Balance | $14,011,900 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.62508 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.37492 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,954,205 | OtherCostOrOtherBasisAmt |
| Book Value | $8,954,205 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,048,312 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,127,609 | DepreciationAmt |
| Book Value | $9,920,703 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,455,513 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,769,747 | DepreciationAmt |
| Book Value | $685,766 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,711,758 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,102,077 | DepreciationAmt |
| Book Value | $14,609,681 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $34,170,355 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE GIFT ANNUITIES | $591,393 |
| DEFERRED COMPENSATION | $1,798,016 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,389,409 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $26,281,064 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,100,189 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $104,033 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$979,886 | OtherRevenueAmt |
| Revenue Not Reported | $2,224,336 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,056,728 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $24,056,728 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,756,152 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $104,033 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $104,033 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,652,119 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,652,119 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | DONOR RESTRICTED AND BOARD DESIGNATED FUNDS ARE HELD FOR LONG TERM INVESTMENT. THE ORGANIZATION'S GOAL IS TO CONTINUE TO GROW THE ENDOWMENT TO SUPPORT FUTURE OPERATIONS. THE ENDOWMENT IS MANAGED SIMILAR TO A FOUNDATION. ALTHOUGH MOST FOUNDATIONS DISTRIBUTE 5% ANNUALLY TO SUPPORT PROGRAMS, THE ORGANIZATION USES A RATE OF 4.5% TO PROMOTE THE GROWTH OF THE FUNDS AS WELL AS THE PRESERVATION OF PRINCIPAL WHILE CONTINUING DISTRIBUTIONS TO SUPPORT PROGRAMS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | NET CHANGE IN VALUE OF LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS -32,289. NET CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUSTS 61,083. LOSS ON RECEIVABLES -1,008,680. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| ONE & ALL | ||||||||
| 2 N LAKE SUITE 700 | PASADENA | CA | 91101 | FUNDRAISING STRATEGY | 0 | $0 | $178,930 | $0 |
| DVCANVASS LLC | ||||||||
| 11710 PLAZA AMERICA DRIVE SUITE 20 | RESTON | VA | 20190 | FUNDRAISING | 0 | $0 | $104,052 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $282,982 | TotalRetainedByContractorsAmt |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DOGGIE DASH | Event1Nm |
| Gross Receipts Event1 | $587,411 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $587,411 | CharitableContriEvent1Amt |
| Non Cash Prizes Event1 | $58,839 | NonCashPrizesEvent1Amt |
| Other Direct Expenses Event1 | $42,344 | OtherDirectExpensesEvent1Amt |
| Event2 | TELETHON | Event2Nm |
| Gross Receipts Event2 | $298,172 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $298,172 | CharitableContriEvent2Amt |
| Non Cash Prizes Event2 | $447 | NonCashPrizesEvent2Amt |
| Other Direct Expenses Event2 | $64,148 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 7 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $459,906 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $433,054 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $26,852 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $2,009 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $67,207 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $22,325 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $1,200 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $27,871 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,345,489 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,318,637 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $26,852 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $61,295 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $67,207 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $22,325 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,200 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $134,363 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $286,390 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$259,538 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHARON M HARMON | ||||||||||||||
| PRESIDENT & CEO | $269,142 | $0 | $53,805 | $0 | $0 | $0 | $21,819 | $0 | $9,070 | $0 | $353,836 | $0 | $0 | $0 |
| BRIAN AUGUST | ||||||||||||||
| CHIEF OPERATING OFFICER | $194,638 | $0 | $10,000 | $0 | $0 | $0 | $15,330 | $0 | $8,348 | $0 | $228,316 | $0 | $0 | $0 |
| JENNIFER BAUMANN | ||||||||||||||
| VP, DEVELOPMENT & CAPITAL CAMPAIGN | $170,304 | $0 | $5,000 | $0 | $0 | $0 | $12,305 | $0 | $8,306 | $0 | $195,915 | $0 | $0 | $0 |
| GARY KISH | ||||||||||||||
| VP, LEGACY GIFTS & STRATEGIC INITIAT | $167,304 | $0 | $5,000 | $0 | $0 | $0 | $12,585 | $0 | $8,306 | $0 | $193,195 | $0 | $0 | $0 |
| DEBRA RILLING | ||||||||||||||
| VP, FINANCE | $167,254 | $0 | $5,000 | $0 | $0 | $0 | $12,338 | $0 | $8,306 | $0 | $192,898 | $0 | $0 | $0 |
| BARBARA BAUGNON | ||||||||||||||
| VP, MARKETING & COMMUNICATIONS | $160,867 | $0 | $5,000 | $0 | $0 | $0 | $12,258 | $0 | $8,298 | $0 | $186,423 | $0 | $0 | $0 |
| RHONDA PALOS | ||||||||||||||
| VP, HUMAN RESOURCES | $156,085 | $0 | $5,000 | $0 | $0 | $0 | $9,275 | $0 | $8,184 | $0 | $178,544 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | OHS PAYS FOR SHARON HARMON'S MEMBERSHIP AT THE ARLINGTON CLUB, WHICH IS USED EXCLUSIVELY FOR OHS BUSINESS. OHS USES THE CLUB SEVERAL TIMES A MONTH FOR VARIOUS BOARD COMMITTEE MEETINGS. THE CAPITAL CABINET MEETS MONTHLY AND THE NOMINATING COMMITTEE MEETS BI-MONTHLY AT THE ARLINGTON CLUB. SHARON ALSO CONDUCTS DONOR MEETINGS AND OTHER PROFESSIONAL MEETINGS AT THE CLUB AS ITS CENTRAL DOWNTOWN LOCATION IS EASIER FOR MANY OF OUR WORKING BOARD MEMBERS. THE ARLINGTON CLUB MEMBERSHIP ALSO ALLOWS FOR DONOR PROSPECTING FOR OHS. |
| PART I, LINE 4B | OHS SHALL PROVIDE CERTAIN EXECUTIVES WITH THE FOLLOWING EXECUTIVE-LEVEL BENEFITS: (I) EXECUTIVE WILL BE PERMITTED TO MAKE ELECTIONS TO CONTRIBUTE INTO THE OREGON HUMANE SOCIETY KEY EXECUTIVES' 457(B) DEFERRED COMPENSATION PLAN. PARTICIPATION IN THAT PLAN WILL BE GOVERNED BY THE PLAN'S OPERATING DOCUMENTS, AS MAY BE AMENDED FROM TIME TO TIME. (II) THE PRESIDENT & CEO CONTINUES TO HAVE DEFERRED COMPENSATION BENEFITS IN THE FOLLOWING ARRANGEMENTS, INTO WHICH NO ADDITIONAL AMOUNTS MAY BE DEFERRED: (A) DEFERRED COMPENSATION AGREEMENT DATED DECEMBER 22, 1993; AND (B) OREGON HUMANE SOCIETY DEFERRED COMPENSATION PLAN DATED OCTOBER 4, 2005. |
| PART I, LINE 7 | DISCRETIONARY BONUSES. IN ADDITION TO BASE SALARY, THE BOARD IN ITS SOLE AND EXCLUSIVE DISCRETION MAY AWARD TO THE PRESIDENT & CEO: (A) PERFORMANCE BONUSES. AN ANNUAL PERFORMANCE BONUS ("PERFORMANCE BONUS") IN A DISCRETIONARY AMOUNT TO REWARD THE PRESIDENT & CEO FOR PROVIDING EXEMPLARY SERVICE TO OHS. THIS PERFORMANCE BONUS, IF AWARDED, WILL BE IN AMOUNT UP TO 15% OF THE BASE SALARY IN EFFECT DURING THE CONTRACT YEAR ON WHICH IT IS BASED. FOR EXAMPLE, THE MAXIMUM PERFORMANCE BONUS PAYABLE TO THE PRESIDENT & CEO BASED ON HER PERFORMANCE IN THE 2021 CONTRACT YEAR IS $40,944 (=15% X $272,960 (PRESIDENT & CEO'S BASE SALARY IN EFFECT FOR THE 2021 CONTRACT YEAR)). (B) SUPPLEMENTAL BONUSES. A SUPPLEMENTAL ANNUAL BONUS (THE "SUPPLEMENTAL BONUS") TO REWARD THE PRESIDENT & CEO FOR HER SUCCESSFUL EFFORTS RELATING TO SPECIAL PROJECTS, INCLUDING BUT NOT NECESSARILY LIMITED TO THE NEW ROAD AHEAD PROJECT, IN A DISCRETIONARY AMOUNT NOT TO EXCEED: (A) FOR THE 2021 CONTRACT YEAR, 6% OF THE PRESIDENT & CEO'S 2021 BASE SALARY (I.E., UP TO $16,378), AND SO ON FOR EACH OF THE YEARS OF THE CONTRACT. IN ADDITION, OTHER LISTED INDIVIDUALS RECEIVED A DISCRETIONARY BONUS AS AWARDED BY THE PRESIDENT & CEO. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY KISH VP LEGACY GIFTS STRAT | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | MS. HARMON'S SPOUSE | RelationshipDescriptionTxt |
| Transaction | $193,195 | TransactionAmt |
| Transaction | COMPENSATION AND BENEFITS | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 696 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,044,800 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALES PRICE/COMPARABLE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 61 | ContributionCnt |
| Noncash Contributions Rpt F990 | $942,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SUPPLIES | 13429 | $541,280 | FMV |
| Yes (X) | SPECIAL EVENTS SUPPLIES | 34 | $42,943 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. |
| PART I, LINE 32B: | THE ORGANIZATION WORKS WITH A TOWING COMPANY TO SELL VEHICLES DONATED TO THE ORGANIZATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE PRESIDENT & CEO AND VICE PRESIDENT, LEGACY GIFTS AND STRATEGIC INITIATIVES HAVE A FAMILY RELATIONSHIP. THE VICE PRESIDENT, LEGACY GIFTS AND STRATEGIC INITIATIVES REPORTS TO THE CHIEF OPERATING OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE COMMITTEE DISCUSSES THE DRAFT FORM 990 PRIOR TO FILING. A COPY IS THEN SENT TO EACH MEMBER OF THE FULL BOARD FOR COMMENT AT THE NEXT REGULARLY SCHEDULED BOARD MEETING BEFORE FILING THE FORM. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS COMPLETE AND SIGN AN ANNUAL DISCLOSURE STATEMENT. ALL SIGNIFICANT EXPENSES AND CONTRACTS REQUIRE A MINIMUM OF THREE BIDS. ANY BOARD MEMBER WITH A POTENTIAL CONFLICT WOULD BE RECUSED FROM THE SELECTION PROCESS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT & CEO'S COMPENSATION IS FIXED BY CONTRACT. THE ORGANIZATION BENCHMARKS COMPENSATION INFORMATION FROM A VARIETY OF SOURCES, INCLUDING ANIMAL SHELTERS THROUGHOUT THE UNITED STATES. THE COMPENSATION COMMITTEE IN PARTNERSHIP WITH THE VICE PRESIDENT, HR MAKES RECOMMENDATIONS FOR THE PRESIDENT & CEO'S COMPENSATION TO THE EXECUTIVE COMMITTEE. IMPORTANT FACTORS THAT ARE CONSIDERED INCLUDE PERFORMANCE METRICS SET BY THE COMMITTEE RELATED TO MISSION BASED ACCOMPLISHMENTS. AFTER APPROVAL BY THE EXECUTIVE COMMITTEE, THE BOARD CHAIR SIGNS THE CONTRACT WITH THE PRESIDENT & CEO, ON BEHALF OF THE BOARD OF DIRECTORS UPON APPROVAL BY THE BOARD. THE CURRENT FOUR YEAR CONTRACT TERM ENDS ON 12/31/2022 AND LEGAL COUNSEL IS UTILIZED TO PREPARE THE CONTRACT. THE ORGANIZATION REVIEWS OVERALL COMPENSATION STRATEGY FOR ALL EMPLOYEES. BASED ON MARKET SALARY INFORMATION, THE ORGANIZATION ESTABLISHES COMPETITIVE SALARY RANGES FOR ALL EMPLOYEES, INCLUDING THE EXECUTIVE TEAM. ALL SALARIES ARE APPROVED BY THE VP, HUMAN RESOURCES, WITHIN THE APPROVED RANGES. THE FINANCE COMMITTEE AND BOARD APPROVE COMPENSATION IN CONJUNCTION WITH THE ANNUAL BUDGET APPROVAL. ALL EMPLOYEES ARE GIVEN ANNUAL PERFORMANCE REVIEWS; DOCUMENTATION IS MAINTAINED IN EACH EMPLOYEE'S PERSONNEL FILE. |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. FINANCIAL INFORMATION IS ALSO PUBLISHED IN THE ANNUAL REPORT. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | NET CHANGE IN VALUE OF LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS -32,289. NET CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUSTS 61,083. LOSS ON RECEIVABLE -1,008,680. |
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