2025-07-30T10:29:56-07:00 2024-12-31 463057681 Amatics CPA Group 45 Discovery Drive Bozeman MT 59718 990 2024-01-01 237375919 HEART OF THE VALLEY INC HEAR 4063889399 PO BOX 11390 BOZEMAN MT 59719 CORY PULFREY President 2025-07-30 true true MORGAN SCARR P00747394 4064041925 2024 2025-03-06 01:10:19Z CORY PULFREY PO BOX 11390 BOZEMAN MT 59719 2409050 false X WWW.HEARTOFTHEVALLEYSHELTER.ORG X 1973 MT TO COMPASSIONATELY SHELTER THE LOST AND SURRENDERED PETS OF GALLATIN AND MADISON VALLEYS, AND TO ENHANCE THE LIVES OF PEOPLE AND COMPANION ANIMALS THROUGH PET ADOPTION AND EDUCATION. 12 12 50 546 0 1688444 1420352 524159 488424 239826 275591 -20591 -18517 2431838 2165850 0 0 1439206 1543208 0 283044 745385 799677 2184591 2342885 247247 -177035 11496463 11748881 163869 181726 11332594 11567155 TO COMPASSIONATELY SHELTER THE LOST AND SURRENDERED PETS OF GALLATIN AND MADISON VALLEYS, AND TO ENHANCE THE LIVES OF PEOPLE AND COMPANION ANIMALS THROUGH PET ADOPTION AND EDUCATION. false false 1885267 488424 TO CREATE A HUMANE COMMUNITY BY SHELTERING AND SECURING NEW HOMES FOR LOST AND SURRENDERED COMPANION ANIMALS; HELP 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. 1885267 true true false false false false false false false true true false false false false false true false false false false false false false true false false false false false false false false false false false false false true false false false false false false false false true 14 0 true 50 true false false false false false true true false 0 false false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true true false X X MARLA CAULK 4063889399 1549 E CAMERON BRIDGE RD BOZEMAN MT 59715 MARLA CAULK Executive Dir. 40.00 0.00 X 140722 0 5487 CORY PULFREY President 1.00 0.00 X X 0 0 0 MALLORY LOPEZ Director 1.00 0.00 X 0 0 0 LISA GANN Director 1.00 0.00 X 0 0 0 SHAUNA DECKERT Director 1.00 0.00 X 0 0 0 GORDON HARDAWAY Director 1.00 0.00 X 0 0 0 LAURA JERMYN Director 1.00 0.00 X 0 0 0 STEVE BLACKMORE Treasurer 1.00 0.00 X X 0 0 0 KEVIN PANCICH Director 1.00 0.00 X 0 0 0 SARAH MILLIGAN Director 1.00 0.00 X 0 0 0 BRAD LUDFORD Secretary 1.00 0.00 X X 0 0 0 CAROLYN WILLIAMS Director 1.00 0.00 X 0 0 0 ABBEY BEADLE Vice President 1.00 0.00 X X 0 0 0 140722 5487 1 false false false 0 421384 998968 79405 1420352 ADOPTION FEES 900099 176874 176874 ANIMAL CONTROL 900099 228630 228630 DAY CAMP INCOME 900099 45675 45675 RECLAIM FEES 900099 12766 12766 SHELTER SERVICES OTHER 900099 24479 24479 488424 275560 275560 0 0 0 186114 186083 31 31 31 12057 421384 51203 -39146 -39146 0 26543 5914 20629 20629 0 2165850 488424 257074 0 0 0 0 140722 98505 42217 0 1195553 998215 6610 190728 28432 22177 1422 4833 56021 43696 2801 9524 122480 95534 6124 20822 0 0 50850 50850 0 0 39414 39414 22234 4039 4672 13523 802 746 24 32 49015 25405 5407 18203 8484 6361 1656 467 0 136370 126824 4091 5455 1604 1492 48 64 0 0 0 0 172123 160074 5164 6885 44587 39413 1611 3563 VETERINARY EXPENSES 108321 108321 ANIMAL CARE 91023 91023 STAFF DEVELOPMENT 22112 15481 746 5885 EQUIPMENT RENTAL 16492 13688 825 1979 36246 34273 892 1081 2342885 1885267 174574 283044 55686 63831 495339 235272 121000 52000 33484 40377 0 0 0 3731 1632 7805 7020 5901120 2593974 3326559 3307146 7452859 8041603 0 0 0 0 11496463 11748881 163869 181726 163869 181726 X 6880508 6850648 4452086 4716507 11332594 11567155 11496463 11748881 -177035 411596 X X false true X true false X 1540052 1397272 1923131 1685410 1420355 7966220 446016 517543 545278 524159 488424 2521420 26830 39200 20629 86659 0 0 1986068 1914815 2495239 2248769 1929408 10574299 85859 71566 95584 92199 65496 410704 0 85859 71566 95584 92199 65496 410704 10163595 90416 338214 159374 240418 275591 1104013 0 90416 338214 159374 240418 275591 1104013 0 372 528 688 809 2049 4446 2076856 2253557 2655301 2489996 2207048 11682758 0.87000 0.87480 0.09450 0.08430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7576050 638858 102224 211151 8105981 6592971 918212 99137 34269 7576051 6679708 900000 -954973 31764 6592971 5715914 205432 785032 26670 6679708 4641097 252070 844828 22081 5715914 0.43000 0.29000 0.28000 true false false 250000 250000 4586155 1959607 2626548 271740 227303 44437 793225 407064 386161 3307146 2638179 411596 48944 11789 472329 2165850 2165850 2403618 48944 51203 100147 2303471 39414 39414 2342885 Part V, Line 4: Intended uses of the endowment fund. 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 revenue amounts included in F/S but not included on form 990 EVENT EXP NETTED WITH REVENUES $51203 INVESTMENT EXPENSES $-39414 Part XII, Line 2d: Other expenses and losses per audited F/S EVENT EXPS NETTED WITH REVENUES $51203 false DOG BALL 337372 325823 11549 47275 MISC EVENTS 85117 85117 954 1 10952 10444 508 2974 433441 421384 12057 51203 51203 -39146 X 4 36700 FMV X ANIMAL CARE EXPENSE 1 2614 FMV X ANIMAL CARE EXPENSE 1 278 FMV X ANIMAL CARE EXPENSE 1 500 FMV ANIMAL CARE EXP 37514 FMV EVENT EXP 954 FMV PROFESSIONAL FE 810 FMV VETERINARY EXP 35 FMV false false false 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 15a THE EXECUTIVE DIRECTOR'S SALARY WAS ESTABLISHED BY THE BOARD OF DIRECTORS USING COMPARABLE DATA FROM SIMILAR ORGANIZATIONS. SALARY RANGES FOR ALL OTHER POSITIONS ARE ESTABLISHED USING COMPARABLE DATA AND ARE APPROVED BY THE BOARD THROUGH THE BUDGET PROCESS. Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATIONS WEBSITE. Form 990, Part XII, 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.