SOCIETY FOR THE PREVENTION OF CRUEL TY TO ANIMALS TAMPA BAY FLORIDA IN: Form 990, tax year 2020
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- Organization
- SOCIETY FOR THE PREVENTION OF CRUEL TY TO ANIMALS TAMPA BAY FLORIDA IN (EIN 59-0715928)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-04
- IRS object ID
- 202142169349301429
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-04T12:35:11-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273605969 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13577 FEATHER SOUND DR SUITE 400 | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337625539 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590715928 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY FOR THE PREVENTION OF CRUELTY TO | BusinessNameLine1Txt |
| Business Name Line2 | ANIMALS TAMPA BAY FLORIDA INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 7275863591 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9099 130TH AVENUE NORTH | AddressLine1Txt |
| City | LARGO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33773 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA BODEN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7275863591 | PhoneNum |
| Signature | 2021-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARTHA | PersonFirstNm |
| Person Last | BODEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL DUNHAM | PreparerPersonNm |
| PTIN | P00100222 | PTIN |
| Phone | 7275721400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPCA TAMPA BAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARTHA BODEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9099 130TH AVENUE NORTH | AddressLine1Txt |
| City | LARGO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33773 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,043,556 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SPCATAMPABAY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1940 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | SPCA TAMPA BAY IS A 501(C)(3) NONPROFIT ORGANIZATION THAT TRANSFORMS THE LIVES OF ANIMALS THROUGH PASSIONATE COLLABORATION WITH ITS COMMUNITY. IT OPERATES PINELLAS COUNTY'S ONLY NONPROFIT FOR-ALL ANIMAL SHELTER THAT ASSISTS ALL ANIMALS IN NEED, REGARDLESS OF SPECIES OR CIRCUMSTANCE, AT ITS 10-ACRE CAMPUS IN LARGO. IT ALSO OPERATES A FULL-SERVICE VETERINARY HOSPITAL IN ST. PETERSBURG THAT IS OPEN TO ALL PET OWNERS AND PROVIDES PETS WITH A LIFETIME OF HIGH-QUALITY CARE INCLUDING DENTAL AND SURGICAL PROCEDURES, DIAGNOSTIC TESTING, ANNUAL EXAMS, VACCINES, AND SPAY/NEUTER. FOUNDED IN 1940, SPCA TAMPA BAY HAS CARED FOR MILLIONS OF HOMELESS, SURRENDERED, AND INJURED ANIMALS. FOR MORE INFORMATION: SPCATAMPABAY.ORG. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 138 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,881,405 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,884,100 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,824,111 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,835,799 | CYProgramServiceRevenueAmt |
| PY Investment Income | $463,765 | PYInvestmentIncomeAmt |
| CY Investment Income | $46,571 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$35,062 | PYOtherRevenueAmt |
| CY Other Revenue | $53,360 | CYOtherRevenueAmt |
| PY Total Revenue | $6,134,219 | PYTotalRevenueAmt |
| CY Total Revenue | $6,819,830 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,928,163 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,956,906 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $218,901 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $239,916 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $974,118 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,853,881 | PYOtherExpensesAmt |
| CY Other Expenses | $2,596,388 | CYOtherExpensesAmt |
| PY Total Expenses | $7,000,945 | PYTotalExpensesAmt |
| CY Total Expenses | $6,793,210 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$866,726 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $26,620 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,603,396 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,441,530 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,112,709 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,997,320 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,490,687 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,444,210 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SPCA TAMPA BAY'S MISSION IS TO TRANSFORM THE LIVES OF ANIMALS THROUGH PASSIONATE COLLABORATION WITH OUR COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $2,707,994 | ExpenseAmt |
| Revenue | $533,587 | RevenueAmt |
| Desc | SPCA TAMPA BAY ACCEPTS ALL PETS SURRENDERED BY THEIR OWNERS, STRAY FARM ANIMALS AND INJURED WILDLIFE IN PINELLAS COUNTY, FLORIDA. AS THE LARGEST PRIVATE FOR-ALL ANIMAL SHELTER IN PINELLAS COUNTY, SPCA TAMPA BAY ACCEPTS ANY ANIMAL REGARDLESS OF SPECIES, BREED, TEMPERAMENT OR SIZE, AND IT IS THE ONLY PINELLAS COUNTY SHELTER CONSISTENTLY ACCEPTING SICK OR INJURED WILDLIFE. ANIMALS RECEIVE IMMUNIZATIONS, MEDICAL CARE, BEHAVIOR TRAINING AND ENRICHMENT, AND LOVING CARE WHILE THEY LIVE AT OUR SHELTER.(CONTINUED ON SCHEDULE O)SPCA TAMPA BAY CARES FOR ALMOST 7,000 ANIMALS THAT ARE ADMITTED EACH YEAR. PROFESSIONAL, COMPASSIONATE STAFF PROVIDE MEDICAL AND BEHAVIOR SUPPORT TO COMPANION ANIMALS, WILDLIFE AND LIVESTOCK. ADOPTION COUNSELORS AT SPCA TAMPA BAY FOCUS ON MATCHMAKING SO FAMILIES HAVE A SUPPORTIVE ADOPTION EXPERIENCE AND PETS GAIN A HOME WHERE THEY WILL THRIVE. THE ORGANIZATION PROVIDES A FREE BEHAVIOR HELP LINE TO ASSIST NEW FAMILIES WITH THE ADDITION OF A NEW PET WELL AFTER THE ADOPTION. ANIMALS ARE ALSO TRANSFERRED TO PARTNER ORGANIZATIONS IF THAT WILL YIELD THE BEST OUTCOME FOR THE ANIMAL. INJURED WILDLIFE ARE REHABILITATED AND RELEASED AS APPROPRIATE. A FOOD BANK PROVIDES PET FOOD TO FAMILIES STRUGGLING TO CARE FOR THEIR PETS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,439,342 | ExpenseAmt |
| Revenue | $2,367,735 | RevenueAmt |
| Desc | SINCE 2016, THE SPCA TAMPA BAY VETERINARY CENTER REALIZED THE AGENCY'S OVERALL MISSION OF PASSIONATE COLLABORATION WITH THE COMMUNITY THAT TRANSFORMS THE LIVES OF ANIMALS BY OFFERING ESSENTIAL VETERINARY SERVICES TO KEEP PETS HEALTHY AND IN THEIR HOMES. THROUGH ITS INNOVATIVE, ACCESSIBLE FACILITY, THE VETERINARY CENTER PROVIDED 8,342 EXAMS AND 12,220 VACCINATIONS TO KEEP ANIMALS SAFE AND HEALTHY. MORE THAN 3,697 ANIMALS WERE GIVEN CRITICAL PARASITE PREVENTION TESTING AND OVER 8,750 ANIMALS RECEIVED PREVENTIVES. PERMANENT PET IDENTIFICATION IN THE FORM OF MICROCHIPPING WAS COMPLETED FOR 689 PETS. THESE SERVICES ARE COMPLEMENTED BY A FULL RANGE OF DIAGNOSTIC AND TREATMENT PROGRAMS AVAILABLE TO SUPPORT A LIFETIME OF CARE FOR PETS.(CONTINUED ON SCHEDULE O)WITH MORE THAN 15,000 ANIMALS FACING HOMELESSNESS IN PINELLAS COUNTY EACH YEAR, THE VETERINARY CENTER'S LOW-COST, HIGH QUALITY HIGH VOLUME SPAY AND NEUTER PROGRAM IS CRITICAL TO STEMMING THE FLOW OF ANIMALS COMING INTO LOCAL SHELTERS. THROUGH THIS PROGRAM 1,294 CATS AND DOGS WERE SPAYED OR NEUTERED AND OFTEN VACCINATED IN 2020. NOT ONLY WILL THIS ELIMINATE THE POTENTIAL FOR THOUSANDS OF KITTENS AND PUPPIES TO BE BORN, BUT THE STERILIZATION PROCEDURE CAN LEAD TO A LONGER, HEALTHIER LIFE FOR THE ANIMALS.THE VETERINARY CENTER ALSO PROVIDED SERVICES TO LOW INCOME CLIENTS BASED ON ABILITY TO PAY WITH DISCOUNTS OF 10-100% UNDER ITS CALDWELL KEEPING FAMILIES TOGETHER (CKFT) FUND. THE CKFT FUND IS DESIGNED TO KEEP ANIMALS IN THEIR LOVING HOMES RATHER THAN BEING SURRENDERED DUE TO INABILITY TO AFFORD NECESSARY SERVICES. SERVICES WERE PROVIDED FREE TO 149 RECENTLY ADOPTED PETS FROM SPCA TAMPA BAY AND OTHER LOCAL SHELTERS. AN EARLY VETERINARY RELATIONSHIP LEADS TO A SUCCESSFUL LIFETIME HOME WITH THE ADOPTERS. LOCAL 501(C)(3) ANIMAL RESCUE ORGANIZATIONS RECEIVED SERVICES FOR 83 PETS AT A DISCOUNT AND EXTRAORDINARY MEDICAL SERVICES WERE PROVIDED TO 13 SPCA TAMPA BAY SHELTER ANIMALS IN PREPARATION FOR ADOPTION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,147,336 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 138 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDY THOMPSON CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7275863591 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9099 130TH AVE N | AddressLine1Txt |
| City | LARGO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33773 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| CARRIE O'BRION | |||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN BROWY | |||||||
| PAST PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNA HOSTNICK | |||||||
| VICE PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLY HAYDEN | |||||||
| VICE PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN RONECKER | |||||||
| VICE PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATIE PEMBLE | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA BASTOS | |||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SIMONE B DELOACH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICK FLOWERS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDY GAUNCE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK MARTUKOVICH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN VAN SLYKE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN LEE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE MITCHELL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TINA THOMAS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA BODEN | |||||||
| CEO | 40.00 | $151,040 | $0 | $7,707 | Yes (X) | ||
| JUDITH THOMPSON | |||||||
| CFO | 40.00 | $83,890 | $0 | $8,002 | Yes (X) | ||
| KIRSTEN DODSON 1120-13120 | |||||||
| CFO CONSULTANT (SEE PART VI, A3) | 2.50 | $0 | $0 | $0 | Yes (X) | ||
| RIZAL LOPEZ | |||||||
| CHIEF MEDICAL OFFICER | 40.00 | $101,573 | $0 | $7,707 | Yes (X) | ||
| TARA YURKSHAT | |||||||
| COO | 40.00 | $100,275 | $0 | $7,707 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $436,778 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $31,123 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| IDEXX DISTRIBUTION INC | |||||
| PO BOX 101327 | ATLANTA | GA | 303921327 | LABORATORY SERVICES AND SUPPLIES | $262,730 |
| NEWPORT ONE INC | |||||
| 21 RAILROAD AVE | DUXBURY | MA | 023323807 | DIRECT MAIL FUNDRAISING | $102,876 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $76,375 | FundraisingAmt |
| Government Grants | $734,400 | GovernmentGrantsAmt |
| All Other Contributions | $3,073,325 | AllOtherContributionsAmt |
| Noncash Contributions | $98,339 | NoncashContributionsAmt |
| Total Contributions | $3,884,100 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| VETERINARY SERVICES | 541940 | $2,367,805 | $2,367,805 |
| ADOPTIONS | 812910 | $256,929 | $256,929 |
| INTAKE SERVICES | 812910 | $143,885 | $143,885 |
| BEHAVIORAL TRAINING | 812910 | $65,640 | $65,640 |
| VOLUNTEER SERVICES | 812910 | $1,540 | $1,540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,835,799 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $137,806 | TotalRevenueColumnAmt |
| Exclusion | $137,806 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,076,473 | SecuritiesAmt |
| Other | $26,915 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,164,846 | SecuritiesAmt |
| Other | $29,777 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$88,373 | SecuritiesAmt |
| Other | -$2,862 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$91,235 | TotalRevenueColumnAmt |
| Exclusion | -$91,235 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $76,375 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $12,163 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$12,163 | TotalRevenueColumnAmt |
| Exclusion | -$12,163 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $38,638 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $16,940 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,698 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,698 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IGUANA SANCTUARY HABITAT | Desc |
| Business | 812910 | BusinessCd |
| Total Revenue Column | $40,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,000 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,825 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,825 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $43,825 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,819,830 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,901,322 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $34,408 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,639 | TotalAmt |
| Program Services | $36,344 | ProgramServicesAmt |
| Management And General | $190,483 | ManagementAndGeneralAmt |
| Fundraising | $23,812 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,145,602 | TotalAmt |
| Program Services | $2,587,506 | ProgramServicesAmt |
| Management And General | $238,194 | ManagementAndGeneralAmt |
| Fundraising | $319,902 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,918 | TotalAmt |
| Program Services | $8,099 | ProgramServicesAmt |
| Management And General | $4,801 | ManagementAndGeneralAmt |
| Fundraising | $2,018 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,465 | TotalAmt |
| Program Services | $267,706 | ProgramServicesAmt |
| Management And General | $18,429 | ManagementAndGeneralAmt |
| Fundraising | $22,330 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,282 | TotalAmt |
| Program Services | $181,023 | ProgramServicesAmt |
| Management And General | $30,914 | ManagementAndGeneralAmt |
| Fundraising | $25,345 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,144 | TotalAmt |
| Program Services | $3,581 | ProgramServicesAmt |
| Management And General | $7,654 | ManagementAndGeneralAmt |
| Fundraising | $2,909 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,450 | TotalAmt |
| Management And General | $33,450 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,250 | TotalAmt |
| Management And General | $2,250 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,916 | TotalAmt |
| Fundraising | $239,916 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,503 | TotalAmt |
| Management And General | $34,503 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $448,430 | TotalAmt |
| Program Services | $333,758 | ProgramServicesAmt |
| Management And General | $20,284 | ManagementAndGeneralAmt |
| Fundraising | $94,388 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,529 | TotalAmt |
| Program Services | $68,190 | ProgramServicesAmt |
| Management And General | $341 | ManagementAndGeneralAmt |
| Fundraising | $107,998 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,530 | TotalAmt |
| Program Services | $198,458 | ProgramServicesAmt |
| Management And General | $11,352 | ManagementAndGeneralAmt |
| Fundraising | $34,720 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,482 | TotalAmt |
| Program Services | $92,718 | ProgramServicesAmt |
| Management And General | $13,112 | ManagementAndGeneralAmt |
| Fundraising | $34,652 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,202 | TotalAmt |
| Program Services | $113,806 | ProgramServicesAmt |
| Management And General | $38,389 | ManagementAndGeneralAmt |
| Fundraising | $38,007 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,101 | TotalAmt |
| Program Services | $13,584 | ProgramServicesAmt |
| Management And General | $1,067 | ManagementAndGeneralAmt |
| Fundraising | $450 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,071 | TotalAmt |
| Program Services | $13,096 | ProgramServicesAmt |
| Management And General | $3,789 | ManagementAndGeneralAmt |
| Fundraising | $2,186 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,864 | TotalAmt |
| Program Services | $125,864 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,526 | TotalAmt |
| Program Services | $283,065 | ProgramServicesAmt |
| Management And General | $18,321 | ManagementAndGeneralAmt |
| Fundraising | $18,140 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,884 | TotalAmt |
| Program Services | $71,147 | ProgramServicesAmt |
| Management And General | $4,255 | ManagementAndGeneralAmt |
| Fundraising | $4,482 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| CLINIC MEDICINE AND SUP | $599,175 | $599,175 | |
| DONATED SUPPLIES | $69,888 | $69,083 | $805 |
| KENNEL FOOD AND SUPPLIE | $67,599 | $67,320 | $279 |
| BAD DEBT | $11,333 | $11,333 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,427 | TotalAmt |
| Program Services | $2,480 | ProgramServicesAmt |
| Management And General | $168 | ManagementAndGeneralAmt |
| Fundraising | $1,779 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,793,210 | TotalAmt |
| Program Services | $5,147,336 | ProgramServicesAmt |
| Management And General | $671,756 | ManagementAndGeneralAmt |
| Fundraising | $974,118 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,827 | BOYAmt |
| EOY | $1,070,239 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,756 | BOYAmt |
| EOY | $72,416 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $541,467 | BOYAmt |
| EOY | $948,999 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,255 | BOYAmt |
| EOY | $30,092 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,771 | BOYAmt |
| EOY | $63,937 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,961 | BOYAmt |
| EOY | $99,787 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,677,153 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,293,055 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,628,601 | BOYAmt |
| EOY | $4,384,098 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,646,924 | BOYAmt |
| EOY | $6,639,266 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,834 | BOYAmt |
| EOY | $132,696 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,603,396 | BOYAmt |
| EOY | $13,441,530 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $394,231 | BOYAmt |
| EOY | $336,121 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $49,957 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,541,578 | BOYAmt |
| EOY | $2,451,792 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,900 | BOYAmt |
| EOY | $159,450 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,112,709 | BOYAmt |
| EOY | $2,997,320 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,785,411 | BOYAmt |
| EOY | $8,329,248 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,705,276 | BOYAmt |
| EOY | $2,114,962 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,490,687 | BOYAmt |
| EOY | $10,444,210 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,603,396 | BOYAmt |
| EOY | $13,441,530 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $26,620 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $270,381 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $693,369 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$36,847 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,730,033 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,168,262 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,405,946 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,574,774 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,884,100 | CurrentTaxYearAmt |
| Total | $21,763,115 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,730,033 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,168,262 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,405,946 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,574,774 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,884,100 | CurrentTaxYearAmt |
| Total | $21,763,115 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,963,125 | SubstantialContributorsTotAmt |
| Public Support Total170 | $16,799,990 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $107,363 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $126,881 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $152,394 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $171,655 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $137,806 | CurrentTaxYearAmt |
| Total | $696,099 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $494 | CurrentTaxYearMinus3YearsAmt |
| Total | $494 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,459,708 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $10,869,885 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74800 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72300 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $2,250 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $2,250 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LOBBYING ACTIVITIES DURING THE YEAR INCLUDE EFFORTS REGARDING: (1) VETERINARY CRUELTY REPORTING STATUTE; (2) SOCIALLY CONSCIOUS ANIMAL SHELTERING BILL; AND (3) PET LEASING BILL. THE ORGANIZATION PAID A LOBBYIST TO MEET WITH STATE LEGISLATORS REGARDING THESE ANIMAL WELFARE BILLS AND STATUTES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,705,753 | BeginningYearBalanceAmt |
| Contributions | $28,451 | ContributionsAmt |
| Investment Earnings Or Losses | $323,379 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $337,097 | OtherExpendituresAmt |
| Administrative Expenses | $28,088 | AdministrativeExpensesAmt |
| End Year Balance | $6,692,398 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,300,182 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $516,533 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $79,221 | OtherExpendituresAmt |
| Administrative Expenses | $31,741 | AdministrativeExpensesAmt |
| End Year Balance | $6,705,753 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,675,123 | BeginningYearBalanceAmt |
| Contributions | $2,251,919 | ContributionsAmt |
| Investment Earnings Or Losses | -$145,668 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $452,789 | OtherExpendituresAmt |
| Administrative Expenses | $28,403 | AdministrativeExpensesAmt |
| End Year Balance | $6,300,182 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,389,906 | BeginningYearBalanceAmt |
| Contributions | $67,550 | ContributionsAmt |
| Investment Earnings Or Losses | $320,364 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $80,186 | OtherExpendituresAmt |
| Administrative Expenses | $22,511 | AdministrativeExpensesAmt |
| End Year Balance | $4,675,123 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,146,315 | BeginningYearBalanceAmt |
| Contributions | $46,204 | ContributionsAmt |
| Investment Earnings Or Losses | $295,796 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $80,540 | OtherExpendituresAmt |
| Administrative Expenses | $17,869 | AdministrativeExpensesAmt |
| End Year Balance | $4,389,906 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.85020 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.12634 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02347 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $338,062 | OtherCostOrOtherBasisAmt |
| Book Value | $338,062 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,414,826 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,544,645 | DepreciationAmt |
| Book Value | $3,870,181 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $892,031 | OtherCostOrOtherBasisAmt |
| Depreciation | $716,274 | DepreciationAmt |
| Book Value | $175,757 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,234 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,136 | DepreciationAmt |
| Book Value | $98 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,384,098 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OBLIGATION UNDER GIFT ANNUITIES | $135,757 |
| CAPITAL LEASE OBLIGATION | $23,693 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $159,450 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,899,955 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $270,381 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $25,340 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$4,807 | OtherRevenueAmt |
| Revenue Not Reported | $290,914 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,609,041 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $34,503 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $176,286 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $210,789 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,819,830 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,794,047 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $25,340 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $10,000 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $35,340 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,758,707 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $34,503 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $34,503 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,793,210 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SOCIETY'S ENDOWMENTS CONSIST OF SEVERAL INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. INCLUDED IN THE ENDOWMENTS IS AN OPERATING RESERVE DESIGNATED BY THE BOARD IN THE AMOUNT OF $5,970,414. |
| PART X, LINE 2: | THE SOCIETY HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A TAX-EXEMPT ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986. INCOME EARNED IN FURTHERANCE OF THE SOCIETY'S TAX-EXEMPT PURPOSE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE SOCIETY IS TREATED AS A PUBLICLY SUPPORTED ORGANIZATION, AND NOT AS A PRIVATE FOUNDATION. THE SOCIETY HAS ADOPTED THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, INCOME TAXES, AND DOES NOT BELIEVE IT HAS ANY MATERIAL INCOME TAX EXPOSURE RELATING TO UNCERTAIN TAX POSITIONS. THE SOCIETY'S INCOME TAX FILINGS FOR PERIODS AFTER THE FISCAL YEAR ENDED DECEMBER 31, 2016 REMAIN SUBJECT TO EXAMINATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS - TR -4,807. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT RETURN IN EXCESS OF AMOUNTS DESIGNATED FOR CURRENT OPERATIONS 179,148. LOSS ON DISPOSAL OF EQUIPMENT -2,862. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | WRITE OFF OF UNCOLLECTIBLE PLEDGES 10,000. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| NEWPORT ONE INC | ||||||||
| 21 RAILROAD AVE | DUXBURY | MA | 02332 | DIRECT MAIL | 0 | $264,290 | $104,431 | $159,859 |
| TRUESENSE MARKETING | ||||||||
| PO BOX 64114 | PITTSBURGH | PA | 15264 | DIRECT MAIL | 0 | $178,093 | $79,984 | $98,109 |
| VERITUS GROUP LLC | ||||||||
| 838 E HIGH ST 292 | LEXINGTON | KY | 40502 | MANAGE MAJOR GIFT AND MID-LEVEL DONOR PROGRAM | 0 | $0 | $22,050 | -$22,050 |
| LORING STERNBERG & ASSOCIATES | ||||||||
| 7557 HOOVER RD | INDIANAPOLIS | IN | 46260 | CAPITAL CAMPAIGN CONSULTING | 0 | $0 | $31,741 | -$31,741 |
| CWS DEVELOPMENT CONSULTING SERVICES LLC | ||||||||
| 6485 26TH WAY N | ST PETERSBURG | FL | 33702 | FILL IN FOR MID-LEVEL DONOR POSITION DURING MATERNITY LEAVE | 0 | $0 | $1,710 | -$1,710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $442,383 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $239,916 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $202,467 | TotalNetToOrganizationAmt |
| Licensed States | FL | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PETWALK VIRUAL EVENT | Event1Nm |
| Gross Receipts Event1 | $73,875 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $73,875 | CharitableContriEvent1Amt |
| Non Cash Prizes Event1 | $1,664 | NonCashPrizesEvent1Amt |
| Other Direct Expenses Event1 | $6,170 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $73,875 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $73,875 | CharitableContributionsTotAmt |
| Non Cash Prizes Total Events | $1,664 | NonCashPrizesTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,170 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $7,834 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$7,834 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | VERITUS GROUP, LLC WAS ENGAGED TO DEVELOP THE STRUCTURE FOR AND MANAGE THE MAJOR GIFT AND MID-LEVEL DONOR PROGRAMS. VERITUS CONSULTED WITH SPCA TAMPA BAY STAFF TO IDENTIFY EXISTING DONORS TO BE CLASSIFIED AS MID-LEVEL OR MAJOR GIFT AND DEVELOP A STEWARDSHIP AND SOLICITATION STRATEGY FOR EACH PROGRAM. VERITUS DID NOT SOLICIT OR COLLECT CONTRIBUTIONS - ALL RECEIPTS RELATED TO THE PROGRAM WERE COLLECTED BY SPCA TAMPA BAY DIRECTLY. LORING, STERNBERG & ASSOCIATES WAS ENGAGED TO GUIDE THE DEFINITION AND LAUNCH OF SPCA TAMPA BAY'S CAPITAL CAMPAIGN TO REPLACE ITS AGING SHELTER FACILITY. THEY WERE NOT ENGAGED TO SOLICIT DONATIONS, BUT RATHER TO HELP THE SPCA STAFF AND VOLUNTEER TEAM PREPARE FOR AND MANAGE A MULTI-YEAR CAMPAIGN. THEY ASSISTED SPCA STAFF IN EARLY 2020 WITH IDENTIFYING CAMPAIGN STEERING COMMITTEE MEMBERS, ESTABLISHING COMMITTEE RESPONSIBILITIES, AND COORDINATING MEETING AGENDAS AND GIFT SOLICITATION TRAINING. THEY ADVISED THE COMMITTEE ON HOW AND WHEN TO REACH OUT TO DONORS DURING THE PANDEMIC, RECOMMENDING A PAUSE ON THE CAMPAIGN AND THEIR CONSULTING SERVICES FOR SEVERAL MONTHS. OUTREACH TO CAMPAIGN PROSPECTS BEGAN AGAIN IN LATE 2020, BUT ACTUAL SOLICITATIONS BY COMMITTEE MEMBERS DID NOT BEGIN UNTIL 2021. CWS DEVELOPMENT CONSULTING SERVICES WAS ENGAGED TO CONSULT ON PLANNED GIVING WEBSITE CONTENT AND PAGE DESIGN AS WELL AS FILL IN FOR THE MID-LEVEL DONOR POSITION WHILE THE EMPLOYEE WAS OUT ON MATERNITY LEAVE. THEY ASSISTED WITH PHONE CALLS TO DONORS TO THANK, RE-ENGAGE, AND UPDATE INFORMATION. CWS DID NOT SOLICIT OR COLLECT CONTRIBUTIONS - ALL RECEIPTS RELATED TO THE PROGRAM WERE COLLECTED BY SPCA TAMPA BAY DIRECTLY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA BODEN | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $138,040 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $13,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $1,500 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $6,207 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $158,747 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | FOR EACH COMPLETE FISCAL YEAR OF THE EMPLOYMENT TERM, THE CEO IS ELIGIBLE TO RECEIVE AN ANNUAL BONUS OF UP TO 20% OF THE PRIOR CALENDAR YEAR BASE SALARY. THE BONUS IS CALCULATED IN THREE PARTS BASED ON EMPLOYEE PERFORMANCE AND THE ORGANIZATION'S FINANCIAL PERFORMANCE. UP TO 10% OF THE BASE SALARY MAY BE AWARDED AS AN ANNUAL BONUS AT THE BOARD'S DISCRETION BASED UPON THE ANNUAL PERFORMANCE REVIEW AND ACHIEVEMENT OF ANNUAL OBJECTIVES. UP TO 5% OF THE BASE SALARY MAY BE AWARDED AS AN ANNUAL BONUS BASED ON THE OPERATING PROFIT OF THE VETERINARY CENTER. UP TO 5% OF THE BASE SALARY MAY BE AWARDED AS AN ANNUAL BONUS BASED ON REDUCING THE ORGANIZATION'S OVERALL OPERATING LOSS. ANY BONUS PAYMENT TO BE MADE IS ONLY DISTRIBUTED UPON BOARD APPROVAL OF THE ORGANIZATION'S FISCAL YEAR-END FINANCIAL STATEMENTS. OTHER OFFICERS ARE ELIGIBLE FOR ANNUAL BONUSES BASED ON PERFORMANCE OF REGULAR JOB DUTIES AND ACHIEVEMENT OF IDENTIFIED QUARTERLY GOALS. PROGRESS AGAINST GOALS IS MONITORED WEEKLY AND DISCUSSED AS PART OF THE QUARTERLY PERFORMANCE REVIEW AND STRATEGIC PLANNING PROCESSES. THE CEO DETERMINES THE BONUS AMOUNT AND TIMING. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEN RONECKER | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $0 | TransactionAmt |
| Transaction | SEE PART V | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | THE BOARD MEMBER IS PRESIDENT, COMMERCIAL BANKING, FLORIDA NORTH AT BANK OZK. SPCA TAMPA BAY HAS BOTH DEPOSIT AND LOAN ACCOUNTS WITH THE BANK. THE BANK ALSO HANDLES LOCKBOX PROCESSING FOR SPCA. AS OF DECEMBER 31, 2020, SPCA HAD TOTAL DEPOSITS OF $1,136,575 AND AN OUTSTANDING LOAN BALANCE OF $2,466,918 WITH THE BANK. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $28,451 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK QUOTE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | PET FOOD/SUPPLIES | 309 | $68,777 | FAIR MARKET VALUE |
| Yes (X) | EVENT PRIZE | 1 | $680 | FAIR MARKET VALUE |
| Yes (X) | GIFT CARDS | 4 | $240 | FAIR MARKET VALUE |
| Yes (X) | CLEANING/PPE | 4 | $191 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES DONATE FOR CHARITY TO ADMINISTER THE CAR DONATION PROGRAM. NO VEHICLES WERE DONATED DURING 2020. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | THE ANIMAL RESOURCE CENTER (ALSO REFERRED TO AS REMOTE INTAKE SERVICES) WAS CLOSED FOR COST CUTTING PURPOSES. THE NEW DAWN ANIMAL BEHAVIOR CENTER WAS CLOSED IN SEPTEMBER 2020 AS REEVALUATION OF THE SERVICE DETERMINED IT WAS NOT MISSION CRITICAL. |
| GENERAL DISCLOSURE OF COVID-19 IMPACT: | THE PANDEMIC SIGNIFICANTLY REDUCED OPERATING ACTIVITIES ON THE ORGANIZATION'S SHELTER CAMPUS FROM MARCH THROUGH SEPTEMBER OF 2020. ALL ESSENTIAL SERVICES WERE SUPPORTED BUT CUSTOMER TRAFFIC WAS SUBSTANTIALLY REDUCED DURING THAT PERIOD. |
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION USED A MANAGEMENT COMPANY, CFO STRATEGIC PARTNERS, TO FILL ITS CFO POSITION THROUGH JANUARY 2020. KIRSTEN DODSON, CONTRACTED THROUGH CFO STRATEGIC PARTNERS, PERFORMED THE CFO DUTIES DURING THIS TIME. FOR TAX YEAR 2020, CFO STRATEGIC PARTNERS RECEIVED COMPENSATION OF $1,313. THESE SERVICES WERE CANCELLED AFTER JANUARY 2020. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION'S BY-LAWS WERE UPDATED DURING THE YEAR TO ALLOW FOR THE CEO TO ENTER INTO AND EXECUTE CONTRACTS, DOCUMENTS, AND/OR OTHER INSTRUMENT TO PURCHASE SERVICES, PROPERTY, EQUIPMENT, MATERIALS AND OTHER GOODS (UP $20,000) ON BEHALF OF THE ORGANIZATION BOTH PRIOR AND SUBSEQUENT TO THE RESOLUTION. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY THE CEO AND CFO AS WELL AS MADE AVAILABLE TO THE FINANCE COMMITTEE AND BOARD PRESIDENT TO REVIEW BEFORE APPROVAL. ONCE APPROVED THE REPORT IS PROVIDED TO THE FULL BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY WITH ALL BOARD MEMBERS, SENIOR STAFF AND KEY FUNDRAISING EMPLOYEES. ANY EXISTING AND NEW RELATIONSHIPS ARE DISCUSSED AND LISTED ON THE FORM SIGNED BY EACH INDIVIDUAL. ANY PERSON WHO ISN'T CERTAIN WHETHER A RELATIONSHIP COULD REPRESENT A CONFLICT OF INTEREST FILLS OUT A DIFFERENT FORM ASKING FOR A REVIEW OF THE POTENTIAL CONFLICT BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 15A | AN INCREASE TO THE CEO SALARY IS DETERMINED BY THE CEO'S EMPLOYMENT AGREEMENT AND TAKES EFFECT AT THE START OF EACH CALENDAR YEAR. THE CEO REVIEW IS CONDUCTED ANNUALLY BY THE BOARD PRESIDENT. THE CEO COMPLETES THE REVIEW PAPERWORK AND SUBMITS IT TO THE PRESIDENT FOR THEIR CONSIDERATION. THE PRESIDENT ADDS THEIR COMMENTS, THEN REVIEWS THE COMBINED DOCUMENT WITH THE CEO. THE COMPLETED DOCUMENT IS DISTRIBUTED TO THE ENTIRE EXECUTIVE COMMITTEE FOR REVIEW AND DETERMINATION OF BONUS. THE BONUS IS TIED TO CERTAIN FINANCIAL METRICS, AS WELL AS THE EXECUTIVE COMMITTEE'S ASSESSMENT OF THE CEO'S PERFORMANCE AGAINST ESTABLISHED STRATEGIC AND OPERATIONAL OBJECTIVES. THE FULL BOARD OF DIRECTORS IS NOTIFIED OF THE REVIEW RESULTS AND ANY COMPENSATION CHANGES IN A SUBSEQUENT EXECUTIVE SESSION. COMPENSATION FOR ALL OTHER OFFICERS AND EMPLOYEES IS REVIEWED AND APPROVED BY THE CEO. COMPENSATION INCREASES ARE BASED ON THE BUDGET AS WELL AS A BI-ANNUAL SALARY STUDY COMPLETED BY THE HR DEPARTMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN THE VALUE OF SPLIT INTEREST AGREEMENTS -26,847. WRITE OFF OF UNCOLLECTIBLE PLEDGES -10,000. |
| FORM 990, PART XII, LINE 2C: | THE FINANCE COMMITTEE OF THE BOARD ACTS AS THE AUDIT COMMITTEE. ANNUALLY THE COMMITTEE DISCUSSES THE CURRENT VENDOR AND DETERMINES WHETHER TO RENEW OR SEEK OTHER PROPOSALS. THE INDEPENDENT ACCOUNTANT PRESENTS THE REVIEW TO THE FINANCE COMMITTEE AS WELL AS ANY OTHER BOARD MEMBERS THAT CHOSE TO ATTEND. THE FINAL REPORT IS SHARED WITH ALL OF THE BOARD MEMBERS. |
| FORM 990, PART XI, LINE 8, PRIOR PERIOD ADJUSTMENTS: | IN 2020, THE SOCIETY RECORDED A PRIOR PERIOD ADJUSTMENT TO CORRECT AN ERROR RELATED TO ITS BENEFICIAL INTEREST IN AN IRREVOCABLE TRUST. IN 2019, THE SOCIETY RECEIVED NOTIFICATION IT HAD BEEN NAMED A BENEFICIARY IN AN IRREVOCABLE TRUST HELD BY A THIRD PARTY. UNDER THE TERMS OF THE TRUST, THE SOCIETY WILL RECEIVE DISBURSEMENTS EQUAL TO 10% OF THE FAIR VALUE OF THE TRUST PORTFOLIO ANNUALLY OVER A 10 YEAR PERIOD BEGINNING IN 2021. THE EFFECT OF THIS PRIOR PERIOD ADJUSTMENT WAS TO SIMULTANEOUSLY INCREASE BEQUESTS AND TRUSTS RECEIVABLE AND NET ASSETS WITH DONOR RESTRICTIONS BY $693,369 AT DECEMBER 31, 2019. |
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