2022-11-14T16:13:20-06:00 2021-12-31 721396621 CARR RIGGS & INGRAM LLC 500 GRAND BOULEVARD SUITE 210 MIRAMAR BEACH FL 32550 990 2021-01-01 020806313 ALAQUA ANIMAL REFUGE INC ALAQ 8508806399 155 DUGAS WAY FREEPORT FL 32439 LAURIE HOOD PRESIDENT 8508806399 2022-11-14 1 LAURIE HOOD 999009999 CHAD F BRANSON P02089300 8508373141 2022-11-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z LAURIE HOOD 155 DUGAS WAY FREEPORT FL 32439 4832656 0 X HTTPS://WWW.ALAQUA.ORG/ X 2007 FL ALAQUA ANIMAL REFUGE (AAR) WAS FOUNDED ON THE CORE BELIEF THAT EVERY ABUSED, NEGLECTED AND HOMELESS ANIMAL DESERVES A SECOND CHANCE. OUR MISSION IS TO BE A LEADING ADVOCATE FOR ALL ANIMALS IN NEED RESULTING IN A KINDER, MORE EMPATHETIC WORLD FOR ALL LIVING SOULS. SIGNIFICANT ACTIVITIES IN 2021 THAT IMPACTED OUR MISSION AND VISION WERE: THE OPENING OF ALAQUA WILDLIFE REHABILITATION CENTER; THE ADDITION OF A SECOND AAR LOCATION TO BETTER SERVE ALL ANIMALS WITH THE COMPLETION OF A WELCOME CENTER ON THE NEW PROPERTY HOUSING ANIMAL SERVICES AND ADMINISTRATIVE OFFICES; NEW SITE CONSTRUCTION BEGUN FOR DOG ADOPTION CENTER, CAT CABINS, ANIMAL QUARANTINE FACILITY, PUPPY SUITES, ANIMAL ADMISSIONS/INTAKE FACILITY, AND ADDITIONAL PASTURES FOR LARGE ANIMALS. 18 16 56 450 0 0 3296567 2481533 138920 146459 3621 287348 291744 217597 3730852 3132937 0 0 0 0 866556 1392343 0 0 52121 956962 1389595 1823518 2781938 1907334 350999 8631543 10857475 87401 145259 8544142 10712216 TO BE A LEADING ADVOCATE FOR ALL ANIMALS, TO MAXIMIZE THE HEALING POWER ANIMALS HAVE ON THE HUMAN SPIRIT, AND TO PROVIDE SHELTER, SAFETY, AND SECOND CHANCES TO ANIMALS IN NEED. 0 0 2472734 358619 ALAQUA ANIMAL REFUGE IS RECOGNIZED AS A PREMIER NO-KILL REFUGE PROVIDING PROTECTION, SHELTER, AND CARE TO ANIMALS AND IS ENGAGED IN MULTIPLE NATIONAL AND INTERNATIONAL PARTNERSHIPS FOCUSED ON THE PROTECTION OF ANIMALS IN NEED. IN 2021, ALAQUA ANIMAL REFUGE RESCUED AND PROVIDED SHELTER AND MEDICAL CARE FOR 1,686 ANIMALS, PERFORMED APPROXIMATELY 1,450 SURGERIES, AND FOUND HOMES FOR 1,074 ANIMALS THROUGH OUR FULL-SERVICE ANIMAL ADOPTION PROGRAM. WE OPENED THE DOORS OF OUR WILDLIFE REHABILITATION CENTER IN SEPTEMBER 2021, PROVIDING CARE (INCLUDING 6 SURGERIES) FOR 131 NATIVE BIRDS, MAMMALS, AND REPTILES (46 DIFFERENT SPECIES) FROM SEPTEMBER 29 - DECEMBER 31, 2021, AND WERE ABLE TO SAVE AND RELEASE 19% BACK INTO THEIR NATURAL HABITATS. 2472734 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 56 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 16 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X LAURIE HOOD 8508806399 155 DUGAS WAY FREEPORT FL 32439 LAURIE H HOOD PRESIDENT AND FOUNDER 40.00 X X 144038 0 0 TAYLOR HOOD VICE PRESIDENT 40.00 X X 109231 0 0 JOE CAPERS CHAIR 1.00 X X 0 0 0 DEBORAH HENRY TREASURER 1.00 X X 0 0 0 LINDA DRAPER SECRETARY 1.00 X X 0 0 0 RENEE BEAMAN DIRECTOR 1.00 X 0 0 0 KRISTEN CARBONE DIRECTOR 1.00 X 0 0 0 BETH CARROLL DIRECTOR 1.00 X 0 0 0 BRITTNIE DUGAS DIRECTOR 1.00 X 0 0 0 LYNN DUGAS DIRECTOR 1.00 X 0 0 0 MICHAEL HANEY DIRECTOR 1.00 X 0 0 0 HUNTER HARMAN DIRECTOR 1.00 X 0 0 0 LAIN KAHLSTROM DIRECTOR 1.00 X 0 0 0 KENT LILLIE DIRECTOR 1.00 X 0 0 0 DEMETRIA MCNEESE DIRECTOR 1.00 X 0 0 0 RICHARD MCNEESE DIRECTOR 1.00 X 0 0 0 KEEN POLAKOFF DIRECTOR 1.00 X 0 0 0 SCOTT RUSSELL DIRECTOR 1.00 X 0 0 0 253269 0 0 2 0 0 0 REGAL STEPHENS CONSTRUCTION LLC 4947 EAST CO HWY 30A SANTA ROSA BEACH FL 32459 CONSTRUCTION CONTRACTORS 515877 1 2481533 2481533 ADOPTION FEES 812910 146459 146459 146459 66581 66581 1911402 1690635 220767 220767 220767 14521 9084 5437 5437 5456 0 5456 5456 PPP LOAN FORGIVENESS 812910 164362 164362 OTHER INCOME 812910 42342 42342 206704 3132937 358619 0 292785 253269 253269 969454 870995 53168 45291 169620 154770 8020 6830 111914 111914 177779 177779 143853 143853 44240 22120 22120 79487 73487 6000 169767 169767 49507 49507 ANIMAL CARE 395193 395193 REPAIRS & MAINTENANCE 160490 160490 DUES & FEES 33443 33443 BANK FEES 17403 17403 6519 6519 2781938 2472734 257083 52121 2224544 991408 2073327 3770980 36320 51827 21176 6756370 682459 4245525 6073911 8631543 10857475 87401 145259 87401 145259 X 7173892 10202226 1370250 509990 8544142 10712216 8631543 10857475 X 350999 -74877 -22365 1914317 X X 0 1 X 1 0 X 1799900 2992880 3087309 3296567 2481533 13658189 1799900 2992880 3087309 3296567 2481533 13658189 13658189 1728 3560 41180 3621 287348 337437 164362 206704 371066 14366692 1548998 0.95070 0.98260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 579998 579998 2863200 369822 2493378 40877 13663 27214 3272295 298974 2973321 6073911 X 3067144 -74877 9084 -65793 3132937 0 3132937 2791022 9084 9084 2781938 0 2781938 PART X, LINE 2: UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, ALAQUA IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. ALAQUA HAD NO NET UNRELATED BUSINESS INCOME FOR THE YEAR ENDING DECEMBER 31, 2021. THUS, THE ORGANIZATION HAS NO INCOME TAX EXPENSE FOR 2021. ALAQUA UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF DECEMBER 31, 2021 AND 2020, ALAQUA HAS NO UNCERTAIN TAX PROVISIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. ALAQUA BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES INCLUDED IN REVENUE 9,084. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES INCLUDED IN REVENUE 9,084. PORTLAND PASTURE LLC ENTITY OWNED BY LAURIE HOOD AND TAYLOR HOOD, PRESIDENT AND VICE PRESIDENT 36000 THE LLC RENTED ITS LAND TO ALAQUA ANIMAL REFUGE FOR $3,000 A MONTH AND A TOTAL OF $36,000 A YEAR. 0 INSURANCE ZONE ENTITY OWNED BY JOE CAPERS, THE CHAIRPERSON 18897 ALAQUA ANIMAL REFUGE OBTAINED ITS PROPERTY INSURANCE THROUGH THIS ENTITY. 0 FORM 990, PART VI, SECTION A, LINE 2 2021 OFFICER AND/OR BOARD RELATIONSHIPS: LAURIE HOOD HAS A FAMILY RELATIONSHIP WITH TAYLOR HOOD; BRITTNIE DUGAS HAS A FAMILY RELATIONSHIP WITH LYNN DUGAS; DEMETRIA MCNEESE HAS A FAMILY RELATIONSHIP WITH RICHARD MCNEESE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS PRESENTED TO ALAQUA ANIMAL REFUGE BOARD MEMBERS AT THE MONTHLY BOARD MEETING PRIOR TO THE DATE OF FILING. INFORMATION WAS SHARED WITH MEMBERS FOR FEEDBACK AND/OR DISCUSSION. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT-OF-INTEREST POLICY IS INCLUDED WITHIN THE AAR BYLAWS AND OUTLINES A FORMAL PROCESS TO PROTECT THE ORGANIZATION'S TAX-EXEMPT INTEREST WHEN ENTERING INTO TRANSACTIONS THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR DIRECTOR OF THE ORGANIZATION. AS PART OF THE POLICY, ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTEREST THAT COULD GIVE RISE TO CONFLICT. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS THEY: (A) HAVE RECEIVED A COPY OF THE POLICY, (B) HAVE READ AND UNDERSTAND THE POLICY, (C) HAVE AGREED TO COMPLY WITH THE POLICY, AND (D) UNDERSTAND WHAT A CHARITABLE ORGANIZATION MUST PRIMARILY ENGAGE IN TO MAINTAIN FEDERAL TAX EXEMPTION. IN ADDITION, PERIODIC REVIEWS (WHICH MAY OR MAY NOT USE OUTSIDE EXPERTS) ARE CONDUCTED AS NEEDS ARISE TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSE. AT A MINIMUM, REVIEWS INCLUDE COMPENSATION ARRANGEMENTS AND BENEFITS, PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT CORPORATIONS BASED ON OUR WRITTEN POLICIES AND ACCOUNTABILITY PROCEDURES. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A - ORGANIZATION'S CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL ALAQUA ANIMAL REFUGE BYLAWS OUTLINE COMPENSATION GUIDELINES FOR A VOTING MEMBER OF THE GOVERNING BOARD THAT RECEIVES COMPENSATION FROM THE ORGANIZATION WHICH INCLUDES THE CHIEF OPERATING OFFICER OF THE ORGANIZATION. THE POLICY ALSO INCLUDES BOARD VOTING STIPULATIONS RELATED TO COMPENSATION AND REASONABLE COMPENSATION CRITERIA. ALL COMPENSATION DECISIONS FOR HIGH LEVEL OFFICERS OF THE CORPORATION ARE MADE OR APPROVED BY THE BOARD OF DIRECTORS. COMPENSATION IS BASED ON RESEARCH DONE ON THE FOLLOWING FACTORS: TYPE AND AMOUNT OF COMPENSATION BY THOSE IN SIMILAR POSITIONS; EXPERTISE AND OTHER PERTINENT BACKGROUND; SIZE AND COMPLEXITY OF OUR ORGANIZATION; AND NEED OF OUR ORGANIZATION FOR SERVICES OF THE INDIVIDUAL. PERIODIC REVIEWS ARE CONDUCTED AS PART OF THE CONFLICT-OF-INTEREST POLICY AND INCLUDE WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE BASED ON COMPETENT SURVEY INFORMATION AND THE RESULT OF ARM'S LENGTH BARGAINING. WHEN CONDUCTING PERIODIC REVIEWS, THE ORGANIZATION MAY, BUT NEED NOT, USE OUTSIDE ADVISORS. IN ADDITION, FACTORS CONSIDERED IN PERFORMANCE REVIEWS OF THE CHIEF OPERATING OFFICER INCLUDE, BUT ARE NOT LIMITED TO, ONGOING DATA AND REPORTS FROM THE FOLLOWING AREAS: FINANCIAL CONTRIBUTIONS AND EXPENDITURES; ANNUAL FUNDRAISING AND CAPITAL CAMPAIGN GOALS; DONOR MANAGEMENT AND RELATIONS; PROGRAMS AND SERVICES GOALS; COMMUNITY OUTREACH; AND LOCAL, STATE, AND NATIONAL PARTNERSHIPS. LINE 15B - ORGANIZATION'S OTHER OFFICERS OR KEY EMPLOYEES A DIRECTOR OF OPERATIONS WAS HIRED IN DECEMBER OF 2021. THIS POSITION AND THOSE OF ANY FUTURE SENIOR LEVEL POSITIONS WILL RECEIVE ANNUAL REVIEWS FROM EITHER (OR BOTH) INTERNAL AND INDEPENDENT PERSONS BASED ON NATIONAL STRATEGIC LEADERSHIP MODELS, CRITERIA, BENCHMARKS, AND SITE DATA COMPILED FROM BUT NOT LIMITED TO ALAQUA PROGRAMS AND SERVICES, STRATEGIC GOALS, BUDGET EXPENDITURES, PROGRAM MANAGEMENT, STAFF PERFORMANCE AND RETENTION, AND CONTINUOUS IMPROVEMENT INITIATIVES. THIS PERFORMANCE REVIEW INFORMATION WILL ALSO BE USED AS A FACTOR IN DETERMINING AND APPROVING ANNUAL COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 ALAQUA ANIMAL REFUGE SHARES GOVERNING DOCUMENTS, THE CONFLICT-OF-INTEREST POLICY, AND AAR FINANCIAL STATEMENTS WITH MEMBERS OF THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: 2020 AUDIT ADJUSTMENT:PLEDGED CONTRIBUTION FROM HAMPTON HOGG ESTATE 1,914,317. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.