2021-02-01T14:50:44-06:00 2020-06-30 Kundinger Corder & Engle PC 475 Lincoln Street Suite 200 Denver CO 80203 990 2019-07-01 846032307 MORRIS ANIMAL FOUNDATION MORR 3037902345 720 S COLORADO BLVD No 174-A DENVER CO 80246 Tiffany Grunert CHIEF EXECUTIVE OFFICER 3037902345 2021-01-21 1 Laurie Anderson P01416697 3035345953 2021-02-01 2019 2022-09-23 18:48:47Z TIFFANY GRUNERT 720 S COLORADO BLVD No 174-A DENVER CO 80246 15293616 0 X WWW.MORRISANIMALFOUNDATION.ORG X 1951 CO TO BRIDGE SCIENCE AND RESOURCES TO ADVANCE THE HEALTH OF ANIMALS. 17 17 57 39 673471 0 11926167 11163173 0 0 1558921 4123341 4671 7102 13489759 15293616 2671380 3530949 0 0 4183496 5405286 0 0 2381675 3493141 3524534 10348017 12460769 3141742 2832847 96366547 90834795 6353911 7199129 90012636 83635666 X MORRIS ANIMAL FOUNDATION'S MISSION IS TO BRIDGE SCIENCE AND RESOURCES TO ADVANCE THE HEALTH OF ANIMALS. SINCE OUR FOUNDING IN 1948, MORE THAN 20,000 SPECIES HAVE BEEN HELPED THROUGH SCIENTIFIC STUDIES AND THE DEVELOPMENT OF NEW TREATMENTS, DIAGNOSTIC TOOLS AND VACCINES. 0 0 7029237 3504449 ANIMAL HEALTH STUDIES: THE FOUNDATION FUNDS RESEARCHERS AROUND THE WORLD WHO ARE SOLVING CRITICAL HEALTH PROBLEMS IN ANIMALS, INCLUDING DOGS, CATS, HORSES, LLAMAS, ALPACAS AND WILDLIFE. OUR WORK IS HELPING RESEARCHERS IN THE FIELD FIND NEW DIAGNOSTICS, TREATMENTS AND CURES FOR DISEASES AND OTHER HEALTH CONCERNS FOR ANIMALS AROUND THE WORLD, INCLUDING MANY ENDANGERED SPECIES. 1490393 26500 PROGRAM AWARENESS: MORRIS ANIMAL FOUNDATION'S MISSION IS TO BRIDGE SCIENCE AND RESOURCES TO ADVANCE THE HEALTH OF ANIMALS. RAISING AWARENESS ABOUT THE FOUNDATION'S PROGRAMS AND IMPACT IS A CRITICAL COMPONENT TO FULFILLING OUR MISSION. THE FOUNDATION'S WEBSITE PROVIDES A VALUABLE RESOURCE FOR SUPPORTERS, INCLUDING A BLOG THAT HIGHLIGHTS ORGANIZATIONAL AND STUDY SUCCESSES, CAMPAIGNS AND DONOR/PARTNER STORIES. THE WEBSITE ALSO IS USED TO PROMOTE RETENTION FOR THE ORGANIZATION'S GOLDEN RETRIEVER LIFETIME STUDY, THE LARGEST AND LONGEST STUDY EVER UNDERTAKEN IN THE UNITED STATES TO UNDERSTAND CANCER IN DOGS. THE FOUNDATION'S "UNITE TO FIGHT PET CANCER" CAMPAIGN INCLUDES WEBINARS, DOWNLOADABLE INFORMATION AND ARTICLES TO HELP PET OWNERS LEARN MORE ABOUT HOW PETS DEVELOP CANCER AND TO RAISE AWARENESS ABOUT CANCER IN PETS. THE ORGANIZATION ALSO PROVIDES ANIMAL HEALTH INFORMATION THROUGH AN EXTENSIVE DIRECT RESPONSE PROGRAM TO DONORS, WHICH INCLUDES DIRECT MAIL, A QUARTERLY PRINT NEWSLETTER, AN EMAIL NEWSLETTER PROGRAM AND EDUCATIONAL WEBINARS. 8519630 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 19 0 1 57 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X STACY VAN BUREN 3037083423 720 S COLORADO BLVD No 174-A DENVER CO 80246 AMY EAGLE THOMPSON CHAIR OF THE BOARD 3.00 X X 0 0 0 ROBERT C GAIN JR TREASURER 2.00 X X 0 0 0 BILL SUTHERLAND VICE CHAIR 3.00 X X 0 0 0 PATRICK LONG DVM TRUSTEE, PARTIAL YEAR 1.00 X 0 0 0 DEBORAH DAVENPORT DVM MS DACVIM SECRETARY 2.00 X X 0 0 0 WALTER N GEORGE III TRUSTEE 2.00 X 0 0 0 DAVID MORRIS TRUSTEE 2.00 X 0 0 0 JOHN C KUENZI TRUSTEE 1.00 X 0 0 0 KYLE OFFERMANN TRUSTEE 1.00 X 0 0 0 COLIN J GILES BVETMED PHD MRCV TRUSTEE 2.00 X 0 0 0 AMY HUNKELER DVM DACVO TRUSTEE 1.00 X 0 0 0 JONNA MAZET DVM MPVM PHD TRUSTEE, PARTIAL YEAR 2.00 X 0 0 0 BETTE MORRIS PHD TRUSTEE 2.00 X 0 0 0 CYNTHIA MORRIS TRUSTEE 2.00 X 0 0 0 DAVID PETRIE TRUSTEE, PARTIAL YEAR 0.00 X 0 0 0 CHUCK STEPHENS TRUSTEE 1.00 X 0 0 0 STAN TEETER TRUSTEE 1.00 X 0 0 0 VERN NORVIEL TRUSTEE 2.00 X 0 0 0 JAY MESINGER TRUSTEE 2.00 X 0 0 0 ANN B MOORE TRUSTEE 1.00 X 0 0 0 TIFFANY GRUNERT PRESIDENT & CEO 40.00 X 231116 0 25250 STACY VANBUREN VP OF FINANCE & OPERATIONS 40.00 X 148117 0 18119 MICHAEL CINKOSKY CHIEF TECHNOLOGY OFFICER 40.00 X 173624 0 24849 JANET PATTERSON-KANE CHIEF SCIENTIFIC OFFICER 40.00 X 176111 0 18471 RYAN WELCH CHIEF DEVELOPMENT OFFICER 40.00 X 160639 0 15452 CAROL BORCHERT CHIEF MARKETING OFFICER 40.00 X 138125 0 17443 KELLY MACKEAN SR SCIENTIFIC DIR OF SCIENCE & COMMUNICATIONS 40.00 X 119522 0 17282 ELIZABETH NAHON SR DIR OF SCIENTIFIC GRANTS 40.00 X 122583 0 15862 SARA YERANSIAN DEVELOPMENT DEPUTY DIRECTOR 40.00 X 112471 0 15260 GREGORY KNADDISON SR DATABASE & SOFTWARE DEVELOPER 40.00 X 124144 0 19788 1506452 0 187776 10 0 1 0 Gabriel Group 3190 Rider Trail S Earth City MO 63045 Marketing 258026 Fluxx Labs Inc 2261 Market Street 4060 San Francisco CA 94114 Grants management software 102130 2 11163173 894286 11163173 82581 193582 -111001 4040760 0 4040760 4040760 479889 3560871 OTHER 900099 7102 7102 7102 15293616 0 673471 3456972 X 2699026 2699026 81500 81500 750423 750423 1297495 682364 339876 275255 3290122 1830750 483170 976202 161940 88851 23404 49685 327418 173127 54533 99758 328311 177288 59096 91927 3068 3068 29080 29080 198542 198542 1300660 1141180 41216 118264 465926 144843 110 320973 413982 272735 51106 90141 264815 152336 43044 69435 117424 42316 7213 67895 139221 63976 66858 8387 83208 359 82849 MISCELLANEOUS 275803 173087 17471 85245 PROFESSIONAL DEV. 115039 28864 55495 30680 POSTAGE AND MAILING 107626 10784 1722 95120 EQUIPMENT RENTAL 10140 5821 1611 2708 12460769 8519630 1559464 2381675 4094870 7021296 2601740 2190287 674231 346694 16245 102670 611478 338565 280364 272913 25526087 20852719 63173010 60048216 96366547 90834795 448802 654733 5079846 4979122 825263 1565274 6353911 7199129 X 29177535 28349603 60835101 55286063 90012636 83635666 96366547 90834795 X 2832847 -9597453 387636 X X 0 1 X 1 0 X 8315397 9654059 10306287 11926167 11163173 51365083 8315397 9654059 10306287 11926167 11163173 51365083 1379000 1800000 1000000 1205000 5384000 807873 2009092 1927274 4744239 1379000 2607873 3009092 3132274 10128239 41236844 35547 340110 1025499 572774 -111001 1862929 35547 340110 1025499 572774 -111001 1862929 109409 -259615 -760506 -407096 193582 -1124226 6980 77749 1253 4671 7102 97755 8467333 9812303 10572533 12096516 11252856 52201541 0.79000 0.78790 0.03570 0.04330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 75714710 8703020 -5317144 3530949 3500442 1860246 70208949 68079265 5624525 7928189 100000 124377 5692892 75714710 61424093 7028782 6005661 168490 430260 5780521 68079265 58629635 120675 5178480 207204 419440 1878053 61424093 69979685 311500 -7641116 4020434 58629635 0.32000 0.66000 0.02000 0 0 44889 23155 21734 566589 315410 251179 272913 PRIVATE INVESTMENTS 28278086 F LESS-CORRELATED STRATEGIES 8413882 F EMERGING MARKETS 6180384 F FIXED INCOME FUNDS 3564553 F US EQUITY FUNDS 10564749 F NON-US DEVELOPED EQUITY 3046562 F 60048216 ANNUITIES PAYABLE 776774 REFUNDABLE ADVANCE 788500 1565274 6678821 -9597453 1258371 -77170 -8416252 15095073 198543 198543 15293616 13055791 1258371 1258371 11797420 198543 464806 663349 12460769 Part V, Line 4: Earnings from the Endowment funds are subject to the Foundation's spending policy and are to be used to support animal health studies and the general operations of the Foundation. Part XI, Line 2d - Other Adjustments: Change in value of charitable gift annuities Part XII, Line 4b - Other Adjustments: Credits in financial statements for grants refunded/discontinued. 1 Europe - Netherlands, United Kingdom 0 0 GRANTMAKING GRANTS TO ADVANCE ANIMAL HEALTH STUDIES. 495415 North America - Canada 0 0 GRANTMAKING GRANTS TO ADVANCE ANIMAL HEALTH STUDIES. 116353 South Africa 0 0 GRANTMAKING GRANTS TO ADVANCE ANIMAL HEALTH STUDIES. 10800 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 INVESTMENTS 10813134 North America - Canada and Mexico, but not the United States 0 0 INVESTMENTS 105813 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 INVESTMENTS 12306816 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 GRANTMAKING GRANTS TO ADVANCE ANIMAL HEALTH STUDIES. 10800 East Asia and the Pacific - Malaysia 0 0 GRANTMAKING GRANTS TO ADVANCE ANIMAL HEALTH STUDIES. 117055 0 0 0 0 0 0 23976186 0 23976186 Europe - Netherlands, United Kingdom ANIMAL HEALTH STUDIES 495415 WIRE TRANSFER North America - Canada ANIMAL HEALTH STUDIES 116353 WIRE TRANSFER South Africa ANIMAL HEALTH STUDIES 10800 WIRE TRANSFER Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, ANIMAL HEALTH STUDIES 10800 WIRE TRANSFER East Asia and the Pacific - Malaysia ANIMAL HEALTH STUDIES 117055 WIRE TRANSFER 14 0 1 0 1 1 1 0 Part I, Line 2: DISTRIBUTIONS OF GRANT PAYMENTS ARE TYPICALLY MADE IN QUARTERLY INSTALLMENTS, SUBJECT TO PERFORMANCE OF THE PROJECT TO THE SATISFACTION OF THE FOUNDATION. GRANT PERFORMANCE IS ASSESSED BASED ON INDEPENDENT SCIENTIFIC REVIEW OF PROGRESS REPORTS THAT ARE REQUESTED TWICE ANNUALLY. ONE-HALF OF THE FINAL QUARTERLY PAYMENT WILL BE WITHHELD BY THE FOUNDATION UNTIL RECEIPT OF A COMPLETE AND SATISFACTORY FINAL REPORT AND ACCOUNTING. Part III Accounting Method: X 1 GABRIEL GROUP 3190 RIDER TRAIL S EARTH CITY MO 63045 DIRECT MAIL 0 589046 405227 183818 589046 405227 183818 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OR PA RI SC SD TN UT VT VA WA WV WI WY FORM 990, SCHEDULE G, PART IV DIRECT FUNDRAISING EXPENSES ARE PAID BY THE FUNDRAISING ORGANIZATION. AN UNIDENTIFIED PORTION OF THE $405,227 RAISED BY THE GABRIEL GROUP WAS RELATED TO POSTAGE, PRINTING, MAILING AND AGENCY FEES. 1 COLORADO STATE UNIVERSITY 6015 Campus Deliver Fort Collins CO 80523 846000545 GOVT 566717 ANIMAL HEALTH STUDIES CORNELL UNIVERSITY PO Box 22 Ithaca NY 148510022 150532082 GOVT 215720 ANIMAL HEALTH STUDIES INDIANA UNIVERSITY SCHOOL OF MEDICINE 635 Barnhill Dr Indianapolis IN 46202 356001673 GOVT 216555 ANIMAL HEALTH STUDIES KANSAS STATE UNIVERSITY 10 Anderson Hall Manhattan KS 66506 480771751 GOVT 53393 ANIMAL HEALTH STUDIES LOGGERHEAD MARINELIFE CENTER 14200 US Highway One Juno Beach FL 33408 592445926 501(C)(3) 32131 ANIMAL HEALTH STUDIES LOUISIANA STATE UNIVERSITY 156 Thomas Boyd Hall Baton Rouge LA 70803 726000848 GOVT 107204 ANIMAL HEALTH STUDIES MICHIGAN STATE UNIVERSITY 220 Trowbridge Rd East Lansing MI 48824 566000756 GOVT 100000 ANIMAL HEALTH STUDIES NEW ENGLAND AQUARIUM Central Wharf Boston MA 02110 042297514 501(C)(3) 68376 ANIMAL HEALTH STUDIES NORTH CAROLINA STATE UNIVERSITY PO BOX 7214 RALEIGH NC 27695 566000756 GOVT 111756 ANIMAL HEALTH STUDIES SMITHSONIAN INSTITUTION 24411 NETWORK PLACE CHICAGO IL 60673 053020627 501(C)(3) 41290 ANIMAL HEALTH STUDIES THE UNIVERSITY OF GEORGIA 310 E CAMPUS ROAD ATHENS GA 30602 581353149 GOVT 87121 ANIMAL HEALTH STUDIES TRUMAN STATE UNIVERSITY 100 E Normal Kirksville MO 63501 436005833 GOVT 10800 ANIMAL HEALTH STUDIES UNIVERSITY OF CALIFORNIA One Shields Avenue Davis CA 95616 946036494 GOVT 250695 ANIMAL HEALTH STUDIES UNIVERSITY OF FLORIDA PO BOX 113001 GAINESVILLE FL 326113001 596002052 GOVT 101772 ANIMAL HEALTH STUDIES UNIVERSITY OF KENTUCKY M H Gluck Equine Res Center Lexington KY 616033693 616033693 GOVT 39335 ANIMAL HEALTH STUDIES UNIVERSITY OF MAINE 5703 Alumni Hall Ste 101 Orono ME 04469 016000769 GOVT 148492 ANIMAL HEALTH STUDIES UNIVERSITY OF MINNESOTA PO BOX 1450 MINNEAPOLIS MN 554855957 416007513 GOVT 242129 ANIMAL HEALTH STUDIES UNIVERSITY OF PITTSBURGH 123 University Place B21 Pittsburgh PA 15260 250965591 GOVT 126546 ANIMAL HEALTH STUDIES UNIVERSITY OF VERMONT 85 S Prospect St Burlington Burlington VT 05405 030179440 GOVT 10797 ANIMAL HEALTH STUDIES UNIVERSITY OF WISCONSIN-MADISON 2015 LINDEN DRIVE MADISON WI 53706 396006492 GOVT 10800 ANIMAL HEALTH STUDIES UNIVERSITY OF ILLINOIS 28392 Network Pl Chicago IL 606731283 376000511 GOVT 157397 ANIMAL HEALTH STUDIES 21 0 FELLOWSHIPS 11 55000 Part I, Line 2: DISTRIBUTIONS OF GRANT PAYMENTS ARE TYPICALLY MADE IN QUARTERLY DISTRIBUTIONS, SUBJECT TO PERFORMANCE OF THE PROJECT TO THE SATISFACTION OF THE FOUNDATION. GRANT PERFORMANCE IS ASSESSED BASED ON INDEPENDENT SCIENTIFIC REVIEW OF PROGRESS REPORTS THAT ARE REQUESTED TWICE ANNUALLY. ONE-HALF OF THE FINAL QUARTERLY PAYMENTS WILL BE WITHHELD BY THE FOUNDATION UNTIL RECEIPT OF A COMPLETE AND SATISFACTORY FINAL REPORT AND ACCOUNTING. X X X X X 0 0 0 0 0 0 0 0 0 TIFFANY GRUNERT PRESIDENT & CEO 191116 0 40000 0 0 0 14760 0 10490 0 256366 0 0 0 STACY VANBUREN VP OF FINANCE & OPERATIONS 120617 0 27500 0 0 0 9052 0 9067 0 166236 0 0 0 MICHAEL CINKOSKY CHIEF TECHNOLOGY OFFICER 143624 0 30000 0 0 0 11165 0 13684 0 198473 0 0 0 JANET PATTERSON-KANE CHIEF SCIENTIFIC OFFICER 160276 0 15835 0 0 0 8550 0 9921 0 194582 0 0 0 RYAN WELCH CHIEF DEVELOPMENT OFFICER 146469 0 14170 0 0 0 7650 0 7802 0 176091 0 0 0 CAROL BORCHERT CHIEF MARKETING OFFICER 115125 0 23000 0 0 0 8521 0 8922 0 155568 0 0 0 X 20 894286 Subsequent selling price 0 0 1 0 Form 990, Part VI, Section A, line 2 TRUSTEE BETTE MORRIS IS THE MOTHER OF TRUSTEES DAVID MORRIS AND CYNTHIA MORRIS. Form 990, Part VI, Section B, line 11b A DRAFT OF THE IRS FORM 990 AND ALL SCHEDULES IS REVIEWED BY THE BOARD OF TRUSTEES, CEO AND COO AND OTHER OFFICERS BEFORE IT IS FILED WITH THE IRS. Form 990, Part VI, Section B, line 12c ALL MEMBERS OF THE BOARD OF TRUSTEES AND BOARD COMMITTEES ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. THE BOARD REVIEWS ALL FORMS AND FOR ANY THAT DECLARE A CONFLICT, THOSE MATTERS ARE BROUGHT BEFORE THE FULL BOARD. THE BOARD ALSO ENFORCES COMPLIANCE BY PROMOTING AWARENESS OF THE POLICY AT BOARD MEETINGS. Form 990, Part VI, Section B, line 15 THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR REVIEWING THE PERFORMANCE OF THE PRESIDENT/CEO AND MAKING RECOMMENDATIONS AT LEAST ANNUALLY TO THE EXECUTIVE COMMITTEE AND THE BOARD OF TRUSTEES FOR HIS/HER COMPENSATION. THIS SHALL BE DONE IN ACCORDANCE WITH THE POLICY AND OTHER BEST PRACTICES IN THE JUDGMENT OF THE MEMBERS OF THE COMPENSATION COMMITTEE. IN ADDITION, THE COMPENSATION COMMITTEE SHALL ANNUALLY REVIEW ANY CHANGES IN THE COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES ACCORDING TO POLICY. FOR THE PURPOSES OF THESE POLICIES, "COMPENSATION" REFERS TO THE COMBINATION OF SALARY AND BENEFITS AS DEFINED IN THE IRS FORM 990 PROCESS INSTRUCTIONS. THE CEO SETS THE OTHER OFFICERS' SALARIES WITH INPUT FROM THE BOARD AND USING COMPARATIVE DATA AND SET PAYGRADES. Form 990, Part VI, Section C, line 19 GOVERNING AND FINANCIAL DOCUMENTS ARE AVAILABLE UPON REQUEST AND ARE ALSO POSTED ON THE FOUNDATION'S WEBSITE. Form 990, Part IX, line 11g OTHER CONTRACT SERVICES: Program service expenses 1,141,180. Management and general expenses 41,216. Fundraising expenses 118,264. Total expenses 1,300,660. Form 990, Part XI, line 9: Grants refunded/discontinued 464,806. Change in value of charitable gift annuities -77,170. Form 990, Part XII, Line 2c: THE FOUNDATION'S AUDIT COMMITTEE IS RESPONSIBLE FOR SELECTING THE INDEPENDENT AUDITOR AND MONITORING THE RESULTS OF THE ANNUAL AUDIT. THE AUDIT COMMITTEE MEETS WITH THE INDEPENDENT AUDITOR AT LEAST ANNUALLY TO REVIEW THE AUDIT PROCESS AND RESULTS. THERE HAS BEEN NO CHANGE TO THIS PROCESS IN THE CURRENT YEAR. FORM 990, PART XI, LINE 9 GRANTS AWARDED IN PRIOR YEARS THAT ARE REFUNDED OR DISCONTINUED ARE REPORTED AS A REDUCTION OF GRANT EXPENSE IN THE FINANCIAL STATEMENTS IN THE YEAR THE REFUND IS RECEIVED OR THE PROJECT IS DISCONTINUED. THESE AMOUNTS ARE NOT REFLECTED IN THE STATEMENT OF FUNCTIONAL EXPENSES FOR TAX PURPOSES. AS A RESULT, PROGRAM EXPENSES FOR TAX PURPOSES ARE GREATER THAN PROGRAM EXPENSES FOR FINANCIAL STATEMENT PURPOSES.