2021-08-03T15:15:31-05:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 6501 AMERICAS PARKWAY NE SUITE 500 ALBUQUERQUE NM 87110 990 2020-01-01 856000484 SANTA FE ANIMAL SHELTER AND HUMANE SOCIETY INC SANT 5059834309 100 CAJA DEL RIO ROAD SANTA FE NM 87507 JENNIFER STEKETEE EXECUTIVE DIRECTOR 5059834309 2021-08-02 1 JENNIFER STEKETEE 999009999 STEPHEN LIVINGSTON P00317845 5058428290 2021-08-02 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z CAREN SHIOZAKI 100 CAJA DEL RIO ROAD SANTA FE NM 87507 9448465 0 X SFHUMANESOCIETY.ORG X 1939 NM THE MISSION OF THE ORGANIZATION IS TO SUPPORT ANIMALS, SAVE LIVES, AND SPREAD COMPASSION. 8 8 145 334 13004 0 2755980 3188197 2628966 2636261 200451 368955 1236557 718246 6821954 6911659 0 0 0 0 4342602 4567069 0 0 583574 2702802 2611910 7045404 7178979 -223450 -267320 15899986 16037391 479390 737857 15420596 15299534 X THE MISSION OF THE SANTA FE ANIMAL SHELTER & HUMANE SOCIETY, INC. IS TO SUPPORT ANIMALS, SAVE LIVES, AND SPREAD COMPASSION. 0 0 4275722 834150 SANTA FE ANIMAL SHELTER, SEE SCHEDULE O. 1619979 1816354 THE CLARE EDDY THAW ANIMAL HOSPITAL, WHICH OPENED IN THE FALL OF 2013, OFFERS VETERINARY SERVICES TO THE GENERAL PUBLIC, INCLUDING A SLIDING SCALE FOR INCOME-QUALIFIED RESIDENTS. WE MAINTAIN A ST. FRANCIS VETERINARY EMERGENCY FUND TO HELP FAMILIES AFFORD NECESSARY VETERINARY CARE, EVEN DURING A TIME OF CRISIS. OUR SPAY/NEUTER & WELLNESS CLINIC OFFERS LOW-COST, HIGH QUALITY SPAY/NEUTER AND VACCINATION PROGRAMS AND PROVIDED 3,600 SPAY/NEUTER SURGERIES TO AREA ANIMALS IN 2020 IN AN EFFORT TO REDUCE ANIMAL OVERPOPULATION. 5895701 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 18 0 1 145 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NM X LINDA MOORE CPA 5059834309 100 CAJA DEL RIO ROAD SANTA FE NM 87507 CAREN SHIOZAKI PRESIDENT 4.00 X X 0 0 0 MARY MITCHELL VICE PRESIDENT 2.00 X X 0 0 0 KURT HAUSAFUS TREASURER 4.00 X X 0 0 0 ROBERT BASLER THROUGH 0720 SECRETARY 2.00 X X 0 0 0 SARAH SPEARMAN DIRECTOR 2.00 X 0 0 0 SUSAN SKEA DIRECTOR 2.00 X 0 0 0 BILL FEINBERG DIRECTOR 2.00 X 0 0 0 HOLLY KOEHLER BEGIN 0820 SECRETARY 2.00 X X 0 0 0 MIKE MELODY DIRECTOR 2.00 X 0 0 0 JENNIFER STEKETEE EXECUTIVE DIRECTOR 40.00 X 123798 0 10495 LINDA MOORE DIRECTOR OF FINANCE 40.00 X 76231 0 3337 LAURA PARKER THROUGH 0720 DIRECTOR OF FINANCE 40.00 X 57820 0 5692 RICK SNOOK VETERINARIAN 40.00 X 146210 0 6781 404059 0 26305 2 0 1 0 0 809800 2378397 139414 3188197 FEES 900099 2238211 2238211 GOVT. AGENCY CONTRACTS 900099 398050 398050 2636261 229502 229502 332 332 2657820 2518367 139453 139453 139453 723062 18439 704623 14243 690380 ESTATE SALE 900099 13004 13004 OTHER INCOME 900099 287 287 13291 6911659 2650504 13004 1059954 X 277373 6715 270658 3491301 3035250 121291 334760 10222 8332 1890 509768 482478 6976 20314 278405 225465 28079 24861 195 195 33616 4881 28465 270 56394 56394 111527 56667 29886 24974 31566 16493 15073 37196 20147 5998 11051 100777 38919 55576 6282 316300 277341 17084 21875 7757 7318 439 6372 6081 260 31 6484 6484 903445 795032 45172 63241 71653 61490 6800 3363 VETERINARIAN SUPPLIES 661364 661364 ANIMAL EXPENSE 69669 69669 BANK SERVICE AND CREDIT 66128 60801 1720 3607 MAINTENANCE AND REPAIRS 61703 61110 108 485 69764 16641 175 52948 7178979 5895701 699704 583574 192456 299754 1146 38 130000 100000 156516 281747 134330 17881 29503 18688878 10480639 9040095 8208239 5529676 6093916 30110 30110 802106 859754 15899986 16037391 351195 387857 128195 350000 479390 737857 X 13330311 13232416 2090285 2067118 15420596 15299534 15899986 16037391 X -267320 146248 10 X 0 1 X 1 0 X 1549571 1561372 1832769 2755980 3188197 10887889 1996611 2332369 2543507 2651937 2661966 12186390 1307066 1242275 1216392 1120068 697357 5583158 4853248 5136016 5592668 6527985 6547520 28657437 14155 86169 49645 61817 57608 269394 189469 291664 290029 273770 261658 1306590 203624 377833 339674 335587 319266 1575984 27081453 231045 208578 211763 230461 229834 1111681 231045 208578 211763 230461 229834 1111681 123812 79841 97636 23663 0 324952 287 287 5208105 5424435 5902067 6782109 6777641 30094357 0.89990 0.89900 0.03690 0.04180 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISC INCOME - 2020 AMOUNT: $ 287. SCHEDULE A, PART III, SECTION A, LINE 3: THE ORGANIZATION OPERATES A THRIFT STORE THAT SELLS MERCHANDISE, SUBSTANTIALLY ALL OF WHICH THE ORGANIZATION RECEIVES AS DONATIONS. AS SUCH, IT IS EXCLUDED FROM THE DEFINITION OF AN UNRELATED TRADE OR BUSINESS PURSUANT TO SEC. 513(A)(3) OF THE INTERNAL REVENUE CODE. THE IRS SCHEDULE A INSTRUCTIONS REQUIRE THAT THE GROSS RECEIPTS FROM THIS ACTIVITY BE REPORTED ON LINE 3 IN SECTION A, PART III OF SCHEDULE A. IN PRIOR YEARS, THIS WAS INCORRECTLY INCLUDED IN THE LINE 2 RECEIPTS IN SECTION A, PART III OF SCHEDULE A. THIS WAS CORRECTED AND RESTATED IN THE SCHEDULE A IN 2019. HOWEVER, THIS HAS NO IMPACT UPON THE SUPPORT PERCENTAGE REPORTED BY THE ORGANIZATION AND REPRESENTS A CHANGE IN PRESENTATION ON THE SCHEDULE A ONLY. SCHEDULE A, PART III, SECTION B, LINE 11: PER THE IRS SCHEDULE A INSTRUCTIONS, THIS LINE INCLUDES THE NET INCOME FROM UNRELATED BUSINESS ACTIVITIES EVEN IF NOT REGULARLY CARRIED ON. THE SHELTER CONDUCTS AN ANNUAL FUNDRAISER THAT MEETS THE DEFINITION OF AN UNRELATED BUSINESS ACTIVITY THAT IS NOT REGULARLY CARRIED ON AND, THEREFORE, IS NOT REPORTABLE ON FORM 990-T. THE NET INCOME FROM THIS ACTIVITY WAS NOT INCLUDED ON LINE 11 IN PRIOR YEARS IN ERROR AND HAS BEEN CORRECTED AND REPORTED RETROACTIVELY ON THIS SCHEDULE A BEGINNING IN 2019. THIS RESTATEMENT HAS NOT MATERIALLY IMPACTED THE PUBLIC SUPPORT PERCENTAGE THAT APPROACHES 90% AND THAT SIGNIFICANTLY EXCEEDS THE 33 1/3% MINIMIM REQUIRED UNDER THIS SUPPORT TEST. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1390300 204644 112904 77371 1630477 796088 565563 113121 84472 1390300 893682 -24086 73508 796088 839653 60587 6558 893682 680355 159298 839653 0.47000 0.53000 0 0 17242724 9150207 8092517 470644 470644 0 713849 607056 106793 261661 252732 8929 8208239 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 859754 859754 X 7032409 146248 12447 10 158705 6873704 56394 -18439 37955 6911659 7153471 12447 18439 30886 7122585 56394 56394 7178979 PART V, LINE 4: THE ENDOWMENT FUNDS WERE ESTABLISHED TO EARN INCOME FOR THE SHELTER. THE SHELTER MAY SPEND THE EARNINGS IN ANY MANNER DEEMED NECESSARY. PART X, LINE 2: THE SHELTER IS A NONPROFIT CHARITABLE CORPORATION AND HAS BEEN RECOGNIZED AS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SHELTER HAS ADOPTED GAAP, AS THEY RELATE TO UNCERTAIN TAX POSITIONS, AND HAS EVALUATED ITS TAX POSITIONS TAKEN FOR OPEN TAX YEARS. MANAGEMENT BELIEVES THAT THE ACTIVITIES OF THE SHELTER ARE WITHIN ITS TAX-EXEMPT PURPOSE, AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: ROUNDING 10. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED AS EXPENSE ON AUDITED FINANCIAL STMTS -18,439. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED WITH REVENUE ON PAGE 9 18,439. X X 0 0 0 0 0 0 0 0 0 RICK SNOOK VETERINARIAN 146110 0 100 0 0 0 0 0 6781 0 152991 0 0 0 X 134466 SEE PART II, LINE 33 X 1 4948 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF DONORS IS LISTED. PART I, LINE 33: THE SHELTER OPERATES TWO RESALE STORES WHEREBY THEY ACCEPT THE DONATION OF HOUSEHOLD ITEMS THAT ARE THEN RESOLD. UNDER GAAP, THE SHELTER DOES NOT REPORT AS DONATION REVENUE THE VALUE OF THE ITEMS RECEIVED FROM DONORS FOR RESALE IN THE RESALE STORE. INSTEAD, THE SHELTER REPORTS THE REVENUE FROM THE DONATED ARTICLES WHEN THEY ARE SOLD. FURTHERMORE, THE SHELTER PERFORMS AN INVENTORY COUNT AND ESTIMATES VALUE OF INVENTORY AT YEAR-END BASED ON HISTORICAL SALES, AND THE CHANGE IN INVENTORY IS REPORTED AS DONATION REVENUE. THIS FORM 990 CONSISTENTLY REPORTS THIS REVENUE IN ACCORDANCE WITH THE GAAP FINANCIAL REPORTING METHOD. THEREFORE, THERE ARE NO AMOUNTS REPORTED AS DONATION REVENUE FOR THE ITEMS DONATED FOR RESALE TO THE RESALE STORES THAT ARE LISTED ON LINE 5 OF SCHEDULE M. THE SALES REVENUE FOR THESE ITEMS ARE INCLUDED IN THE REVENUES REPORTED ON LINE 10A ON PAGE 9 OF THE FORM 990 AND ARE APPROXIMATELY $697,000. FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: THE SANTA FE ANIMAL SHELTER IS THE LARGEST ANIMAL SHELTER AND CARE FACILITY IN NORTHERN NEW MEXICO. THROUGH OUR VARIOUS PROGRAMS, WE SERVE MORE THAN 25,000 LOST, STRAY, ABANDONED, INJURED AND OWNED ANIMALS EACH YEAR. WE RECEIVE NEARLY ALL OF OUR FUNDING THROUGH PRIVATE DONORS. THE SHELTER CONTRACTS WITH THE CITY AND COUNTY OF SANTA FE TO CARE FOR HOMELESS & STRAY ANIMALS, AND, AS AN OPEN-ADMISSIONS SHELTER, WE ACCEPT ALL ANIMALS IN OUR SERVICE AREA. WE ALSO TRANSFER ANIMALS IN FROM PACKED SHELTERS IN NEW MEXICO AND BEYOND, DEPENDING ON OUR RESOURCES. OUR ADMISSIONS AND LICENSING DEPARTMENT TAKES IN HOMELESS ANIMALS FROM THE CITY AND COUNTY AREAS. IN 2020, WE TOOK IN 4,226 LOST OR HOMELESS ANIMALS AND MAINTAINED A LIVE RELEASE RATE OF 95.8%. EVERY ANIMAL RECEIVES MEDICAL ATTENTION THROUGH OUR SHELTER CLINIC RANGING FROM VACCINATIONS AND SPAY/NEUTER SERVICES TO ACUTE CARE FOR TRAUMA AND CRUELTY CASES. ONCE AN ANIMAL IS MEDICALLY CLEARED, OUR BEHAVIOR DEPARTMENT STEPS IN, ENSURING THE ANIMAL'S STAY AT THE SHELTER IS ENRICHED THROUGH A VARIETY OF PROGRAMS THAT ARE ESSENTIAL IN HELPING OUR ANIMALS FIND THE BEST MATCHES POSSIBLE. THE ADOPTION TEAM WORKS WITH POTENTIAL ADOPTERS TO MAKE SUCCESSFUL MATCHES AND FOUND NEW HOMES FOR 2,402 ANIMALS IN 2020. OUR VOLUNTEERS PROVIDED MORE THAN 68,326 HOURS IN 2020, CONTRIBUTING INVALUABLE HELP ACROSS MANY DEPARTMENTS. UNTIL MID-MARCH 2020 HUMANE EDUCATION VOLUNTEERS GAVE PRESENTATIONS IN SANTA FE SCHOOLS, YOUTH ORGANIZATIONS AND AFTER SCHOOL PROGRAMS. THEY ALSO GAVE SHELTER TOURS WHICH ALWAYS INCLUDE EDUCATIONAL AND INTERACTIVE COMPONENTS. THESE ACTIVITIES REACHED APPROXIMATELY 240 YOUNG PEOPLE. THE REMAINDER OF THE YEAR SEVERAL HUMANE EDUCATIONAL VIDEO MODULES WERE CREATED, PRODUCED, RECORDED AND MADE ACCESSIBLE TO TEACHERS FOR REMOTE TEACHING. DURING THE SUMMER OF 2020, WE HOSTED AN ONLINE CRITTER CAMP FOR 10 CHILDREN FROM VARIOUS PARTS OF THE COUNTRY. THE CHILDREN SHARED STORIES WHILE LEARNING HOW TO APPLY HUMANE EDUCATION PRINCIPLES TO THEIR PERSONAL LIVES. ALTHOUGH IN-PERSON VISITS WERE SUSPENDED DURING MOST OF 2020, WE STARTED THE YEAR WITH MORE THAN 40 REGISTERED PET OUTREACH VOLUNTEER HUMAN-ANIMAL TEAMS PROVIDING ANIMAL ASSISTED ACTIVITIES, INCLUDING THE WORDS & WAGS READING TO DOGS PROGRAM. A FEW OF THE TEAMS CONTINUED THEIR VISITS OVER VIDEO CHAT WHEN IN-PERSON VISITS WERE UNAVAILABLE. ANIMAL ASSISTED ACTIVITIES ARE PROVIDED TO ORGANIZATIONS THROUGH THE SANTA FE AREA, AND ANIMAL ASSISTED THERAPY IS ALSO PROVIDED AT SELECT FACILITIES. THESE ORGANIZATIONS INCLUDE SCHOOLS, COLLEGES, HOSPITAL, YOUTH SHELTERS, RETIREMENT HOMES, SENIOR SERVICES, AND HOSPICE ORGANIZATIONS. FORM 990, PART VI, SECTION B, LINE 11B 990 IS REVIEWED BY THE FINANCE COMMITTEE AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO ANNUALLY COMPLETE A NEW, UPDATED CONFLICT OF INTEREST FORM AND THESE FORMS ARE KEPT IN THE BOARD ARCHIVES. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS, DURING EXECUTIVE SESSION, REVIEW THE PERFORMANCE AND DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR BASED UPON THIS REVIEW AND THE FINANCIAL CONDITION OF THE SHELTER. IN MAKING THIS DECISION, THE BOARD CONSIDERS THE COMPENSATION OF EXECUTIVE DIRECTORS AT SIMILAR SHELTERS. THE DELIBERATION AND DECISION AS TO THE ED'S COMPENSATION IS DOCUMENTED IN EXECUTIVE SESSION MINUTES AND IN A FORMAL LETTER TO THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE SHELTER MAKES ITS FINANCIAL STATEMENT AND OTHER ORGANIZING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, AN ANNUAL REPORT PROVIDES FOR SOME FINANCIAL ACTIVITY HIGHLIGHTS. FORM 990, PART IX, LINE 24E FUNDRAISING EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 52,059. TOTAL EXPENSES 52,059. COST OF GOODS SOLD : PROGRAM SERVICE EXPENSES 18,439. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,439. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 7,945. MANAGEMENT AND GENERAL EXPENSES 175. FUNDRAISING EXPENSES 889. TOTAL EXPENSES 9,009. ESTATE SALES: PROGRAM SERVICE EXPENSES 8,561. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,561. IN-KIND EXPENSE: PROGRAM SERVICE EXPENSES 135. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 135. COST OF GOODS SOLD NETTED WITH REVENUE ON PAGE 9: PROGRAM SERVICE EXPENSES -18,439. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -18,439. FORM 990, PART XI, LINE 9: ROUNDING 10.