2021-11-15T13:03:32-06:00 2020-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC 1007 EAST MAIN STREET SUITE 300 BOZEMAN MT 59715 990 2020-01-01 237375919 HEART OF THE VALLEY INC HEAR 4063889399 PO BOX 11390 BOZEMAN MT 59719 CORY PULFREY TREASURER 4063889399 2021-09-22 1 CORY PULFREY 999009999 WILLIAM G MILLS CPA P00366517 4065566160 2021-09-22 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z CORY PULFREY PO BOX 11390 BOZEMAN MT 59719 3004658 0 X WWW.HEARTOFTHEVALLEYSHELTER.ORG X 1973 MT TO COMPASSIONATELY SHELTER THE LOST AND SURRENDERED PETS OF GALLATIN AND MADISON VALLEYS AND SURROUNDING AREAS, AND TO ENHANCE THE LIVES OF PEOPLE AND COMPANION ANIMALS THROUGH PET ADOPTION AND EDUCATION. 15 15 55 414 0 0 995260 1540052 491089 432012 136463 114996 23487 20934 1646299 2107994 0 0 0 0 981691 1015997 0 0 202641 629068 603490 1610759 1619487 35540 488507 8765769 10117254 97083 227932 8668686 9889322 TO COMPASSIONATELY SHELTER THE LOST AND SURRENDERED PETS OF GALLATIN AND MADISON VALLEYS AND SURROUNDING AREAS, AND TO ENHANCE THE LIVES OF PEOPLE AND COMPANION ANIMALS THROUGH PET ADOPTION AND EDUCATION. 0 0 1251425 446388 TO CREATE A HUMANE COMMUNITY BY SHELTERING AND SECURING NEW HOMES FOR LOST AND SURRENDERED COMPANION ANIMALS; HELPING CONTROL PET OVERPOPULATION; ENCOURAGING POSITIVE PET OWNERSHIP THROUGH HUMANE EDUCATION AND TRAINING; PROMOTING BEST PRACTICES IN SHELTER OPERATIONS AND MEDICINE; SERVING AS A COMMUNITY RESOURCE ON ANIMAL WELFARE ISSUES. 1251425 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 0 1 55 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X MARLA CAULK 4063889399 1549 E CAMERON BRIDGE RD BOZEMAN MT 59715 CORY PULFREY BOARD TREASURER 1.00 X X 0 0 0 TOM KLEIN BOARD VICE PRESIDENT 1.00 X X 0 0 0 CARLYE COOK IMMEDIATE PAST BOARD PRESIDENT 1.00 X X 0 0 0 TONY WOODWARD BOARD SECRETARY 1.00 X X 0 0 0 JEAN BENNINGTON SWEENEY BOARD PRESIDENT 1.00 X X 0 0 0 CLINT NAGEL BOARD MEMBER 1.00 X 0 0 0 KITTY SAYLOR BOARD MEMBER 1.00 X 0 0 0 MELANIE SCHELL BOARD MEMBER 1.00 X 0 0 0 LOUISE ASTBURY BOARD MEMBER 1.00 X 0 0 0 REGGIE MCNAMARA BOARD MEMBER 1.00 X 0 0 0 ABBEY WENGER BOARD MEMBER 1.00 X 0 0 0 GORDON HARDAWAY BOARD MEMBER 1.00 X 0 0 0 JOHN MARSHALL III BOARD MEMBER 1.00 X 0 0 0 BRAD LUDFORD BOARD MEMBER 1.00 X 0 0 0 LISA GANN BOARD MEMBER 1.00 X 0 0 0 MARLA CAULK EXECUTIVE DIRECTOR 40.00 X 104750 0 3143 104750 0 3143 1 0 0 0 0 209112 1330940 35465 1540052 ANIMAL CONTROL 900099 209230 209230 ADOPTION FEES 900099 173925 173925 RECLAIM FEES 900099 15265 15265 DAY CAMP INCOME 900099 10172 10172 SURRENDER FEES 900099 9430 9430 13990 13990 432012 90416 90416 891589 867009 24580 24580 24580 34062 209112 27504 6558 6558 16155 2151 14004 14004 OTHER INCOME 900099 372 372 372 2107994 446388 0 121554 107892 26973 53946 26973 782766 658260 16474 108032 19431 14950 1536 2945 38067 29287 3010 5770 67841 52194 5364 10283 38844 38844 22081 22081 15844 3644 12200 1038 1038 48618 23966 5665 18987 4270 3971 128 171 89629 83355 2689 3585 2327 2164 70 93 170422 158492 5113 6817 29879 26529 1281 2069 ANIMAL CARE 133549 133549 EQUIPMENT LEASE AND MAI 13510 11213 676 1621 OTHER 12142 4044 8098 SHELTER SERVICES 7634 7634 13703 11200 446 2057 1619487 1251425 165421 202641 X 50855 288820 196869 696623 26600 68849 35320 3153 3362 26608 9700 5563094 1945034 3774338 3618060 4618497 5465369 8765769 10117254 97083 78032 0 149900 97083 227932 X 4940050 5488284 3728636 4401038 8668686 9889322 8765769 10117254 488507 732129 0 X X 0 1 X 1 0 X 1904218 455380 954146 1007059 1540052 5860855 417786 470556 477187 507631 446016 2319176 2322004 925936 1431333 1514690 1986068 8180031 73220 71600 70417 105463 85859 406559 0 73220 71600 70417 105463 85859 406559 7773472 75738 83422 121935 107484 90416 478995 75738 83422 121935 107484 90416 478995 61488 89557 151045 515 376 345 322 372 1930 2459745 1099291 1553613 1622496 2076856 8812001 0.88210 0.87840 0.05440 0.04980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4641097 252070 844828 22081 5715914 3844205 35422 857610 96140 4641097 4200937 11400 -346970 21162 3844205 3514195 54999 631743 4200937 2404073 935573 234264 59715 3514195 0.24690 0.37090 0.38220 1 0 250000 250000 4443072 1488949 2954123 403566 300733 102833 466456 155352 311104 3618060 SBA EIDL LOAN 149900 149900 2874401 732129 28854 5424 766407 2107994 0 2107994 1653765 28854 5424 34278 1619487 0 1619487 PART V, LINE 4: THE INTENTION OF THE ENDOWMENT FUNDS IS TO GENERATE INVESTMENT INCOME TO FUND CONTINUED OPERATION AND MAINTENANCE OF THE SHELTER. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES DIRECT FUNDRAISING EVENT EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES INVESTMENT MANAGEMENT FEES SCHEDULE D PART XI LINE 2D DIRECT FUNDRAISING EVENT EXPENSES ARE REPORTED NET OF FUNDRAISING EVENT REVENUE ON THE 990, AND INCLUDED AS EXPENSE ON THE FINANCIAL STATEMENTS. INVESTMENT MANAGEMENT FEES ARE REPORTED NET OF INVESTMENT INCOME ON THE FINANCIAL STATEMENTS, AND INCLUDED AS EXPENSE ON THE 990. SCHEDULE D PART XII LINE 2D DIRECT FUNDRAISING EVENT EXPENSES ARE REPORTED NET OF FUNDRAISING EVENT REVENUE ON THE 990, AND INCLUDED AS EXPENSE ON THE FINANCIAL STATEMENTS. INVESTMENT MANAGEMENT FEES ARE REPORTED NET OF INVESTMENT INCOME ON THE FINANCIAL STATEMENTS, AND INCLUDED AS EXPENSE ON THE 990. DOG BALL 188628 159842 28786 15415 SNOWSHOE SHUFFLE 10776 5500 5276 2432 1 43770 43770 9657 243174 209112 34062 15415 12089 27504 6558 X 1 14995 FAIR MARKET VALUE X ANIMAL CARE SUPPLIES 60 15424 FAIR MARKET VALUE X DONATED FUNDRAISING EVENT ITEMS 4 5046 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO BEING SIGNED. FORM 990, PART VI, SECTION B, LINE 12C DISCLOSURE FORMS ARE GIVEN TO EMPLOYEES AND BOARD MEMBERS WHEN THEY JOIN THE ORGANIZATION AND ARE UPDATED ANNUALLY AT THE ANNUAL BOARD MEETING. ANY REPORTED CONFLICTS ARE REPORTED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S SALARY WAS SET BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AFTER CALLING OTHER SHELTERS TO FIND OUT WHAT THEIR SALARIES WERE. DELIBERATION AND DECISION WAS NOTED IN THE MINUTES OF THE FINANCE COMMITTEE. SALARY RANGES FOR ALL OTHER POSITIONS WERE SET AFTER REVIEWING SALARY SURVEYS FROM SIMILAR ORGANIZATIONS. THE DELIBERATION AND DECISION WAS NOTED IN THE MINUTES OF THE FINANCE COMMITTEE AND THE PAY RANGES WERE APPROVED BY THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2C THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE IS NO CHANGE FROM THE PREVIOUS YEAR.