2021-11-15T15:49:21-06:00 2020-12-31 952694444 CONSIDINE & CONSIDINE 8989 RIO SAN DIEGO DRIVE SUITE 250 SAN DIEGO CA 92108 990 2020-01-01 237228287 HELEN WOODWARD ANIMAL CENTER HELE 8587564117 PO BOX 64 RANCHO SANTA FE CA 92067 MICHAEL M ARMS PRESIDENT 8587564117 2021-11-15 1 MICHAEL ARMS 999009999 RICHARD HOTZ P00452784 6192311977 2021-11-15 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MICHAEL M ARMS PO BOX 64 RANCHO SANTA FE CA 92067 24302894 0 X WWW.ANIMALCENTER.ORG X 1972 CA CHARITABLE, EDUCATION AND/OR SCIENTIFIC WORK FOR THE CARE AND TREATMENT OF ANIMALS. 16 15 224 739 2668657 0 7933244 18066843 5657338 4686171 71412 132338 857277 981143 14519271 23866495 46750 38919 0 0 8029009 8725353 0 0 2255231 5016869 5671829 13092628 14436101 1426643 9430394 40048277 50720661 837146 1005879 39211131 49714782 OUR BELIEF THAT ANIMALS HELP PEOPLE & PEOPLE HELP ANIMALS THROUGH TRUST, UNCONDITIONAL LOVE, & RESPECT, CREATES A LEGACY OF CARING. SHARING THIS VIEW WITH OTHERS, WE INSPIRE AND TEACH, LOCALLY & GLOBALLY, THE IMPORTANCE OF THE ANIMAL-HUMAN BOND. 0 0 11063314 38919 2741462 HELEN WOODWARD ANIMAL CENTER OPERATES A NUMBER OF PROGRAMS DESIGNATED TO EDUCATE THE PUBLIC ON THE CARE AND TRAINING OF ANIMALS. IT OPERATES PET ADOPTION PROGRAMS AND HAS SEVERAL SCHOOL PROGRAMS FOR THE EDUCATION OF YOUNG PEOPLE. THE CENTER OPERATES AN EQUINE VETERINARY HOSPITAL FOR CARE AND SURGERY OF HORSES AND OTHER LARGE ANIMALS. THE CENTER OPERATES A SMALL ANIMAL VETERINARY HOSPITAL AND A BOARDING FACILITY FOR THE CARE OF DOGS, CATS AND EXOTICS. THE CENTER OPERATES SEVERAL PROGRAMS FOR THE PHYSICALLY, EMOTIONALLY, AND DEVELOPMENTALLY HANDICAPPED. 11063314 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 37 0 224 1 1 1 0 0 0 0 1 1 1 1 0 0 1 0 0 0 X 16 15 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X X RENEE SIMMONS 8587564117 6523 HELEN WOODWARD WAY SUITE 100 RANCHO SANTA FE CA 92067 STEVEN ANDERSON ESQ DIRECTOR 1.00 X 0 0 0 ANDREW WASA DIRECTOR 1.00 X 0 0 0 CHARLES BIELER DIRECTOR 1.00 X 0 0 0 JOE CAMP DIRECTOR 1.00 X 0 0 0 JAMES HOOKER DIRECTOR 1.00 X 0 0 0 DIANE KEATON DIRECTOR 1.00 X 0 0 0 CHRIS BREINING DIRECTOR 1.00 X 0 0 0 KATIE SHULL DIRECTOR 1.00 X 0 0 0 ARLO SORENSEN DIRECTOR 1.00 X 0 0 0 MICHAEL MCKINNON DIRECTOR 1.00 X 0 0 0 DAVID VIGIL DIRECTOR 1.00 X 0 0 0 TANER HALICIOGLU DIRECTOR 1.00 X 0 0 0 MARK HARRIS DIRECTOR 1.00 X 0 0 0 MICHAEL M ARMS PRESIDENT/CEO 40.00 X 408358 0 12000 BRYCE RHODES CHAIRMAN 1.00 X 0 0 0 TONI NICKELL VICE CHAIRMAN 1.00 X 0 0 0 RITA TRUDERUNG VP OF OPERATIONS/CFO 40.00 X 201617 0 0 RENEE RESKO VP OF DEVELOPMENT 40.00 X 191603 0 0 RENEE SIMMONS VP OF FINANCE 40.00 X 158398 0 0 LAURA SMITH SECRETARY 40.00 X 74803 0 0 DR PATRICIA CARTER CHIEF OF STAFF ANIMAL HOSP 40.00 X 196071 0 0 LON JONES SYSTEMS PROGRAMMING MANAGE 40.00 X 138569 0 0 LAUREN COULSON VETERINARIAN 40.00 X 108933 0 0 ANGELA DARGITZ LEAD VETERINARIAN 40.00 X 113705 0 0 CHRISTEN HANLEY DIR. OF EQUINE HOSP/OUTREACH SVCS 40.00 X 109964 0 0 HUYANH TRAN VETERINARIAN 40.00 X 114479 0 0 ABIGAIL ZERN VETERINARIAN 40.00 X 102466 0 0 1918966 0 12000 11 0 1 0 LONG TERM IT PO BOX 720613 SAN DIEGO CA 92172 IT SUPPORT, SERVICES & MAINTENANCE 127460 DELAWIE 1515 MORENA BLVD SAN DIEGO CA 92110 ARCHITECURE DESIGN EDUCATION BUILDING 115727 MENAGERIE COLLECTIVE LLC 51 VALLEY VIEW RD HIGH BRIDGE NJ 08829 PR CONSULTANT 115081 MELISSA MAERTENS PO BOX 64 RANCHO SANTA FE CA 92067 ANIMAL TRANSPORT 104500 4 387984 1241000 16437859 361361 18066843 HOSPITAL INCOME 900099 2433892 604119 1829773 ANIMAL ADOPTIONS 900099 1260256 1260256 ANIMAL BOARDING 721310 683098 683098 EDUCATION 611600 268221 264028 4193 RIDING 900099 37925 37925 2779 2779 4686171 86761 86761 32049 0 32049 32049 32049 45577 0 45577 45577 45577 460717 387984 245622 215095 215095 782414 190777 591637 440299 151338 OTHER 900099 132311 132056 255 VALUE CHANGE OF SPLIT INTEREST AG 523000 10051 10051 142362 23866495 2741462 2668657 389533 37500 37500 1419 1419 1242850 639884 226671 376295 5953064 4748852 243838 960374 150067 112379 9812 27876 889101 665813 58134 165154 490271 367144 32057 91070 81735 81735 12246 9512 2734 1487817 1121712 252671 113434 OPERATING SUPPLIES AND 2626675 2223625 207996 195054 OUTSIDE SERVICES 539375 519314 20061 DONATED GOODS 354601 348945 932 4724 OTHER 234542 147912 2756 83874 334838 119303 954 214581 14436101 11063314 1117556 2255231 163682 440580 5348909 16403505 5744053 5387783 49434 106852 33135 39453 83989 78672 33151099 14453027 19840569 18698072 8690957 9313005 42611 47082 50938 205657 40048277 50720661 616060 723962 221086 281917 837146 1005879 X 27880417 38360047 11330714 11354735 39211131 49714782 40048277 50720661 9430394 1073257 0 X 0 1 X 1 0 X 10609438 6107641 7096237 7933244 16825843 48572403 10609438 6107641 7096237 7933244 16825843 48572403 13184668 35387735 35111 119903 140221 214067 132338 641640 -14982 26486 8673 17451 10051 47679 49261722 13594806 0.71840 0.79230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5945300 1345269 787082 279561 54514 7743576 6148152 131739 280977 53614 5945300 5785630 709425 291897 55006 6148152 5225382 891224 277430 53546 5785630 5017794 520422 262713 50121 5225382 0.78800 0.21200 1 0 385000 385000 27635614 11283109 16352505 3226273 2112988 1113285 1904212 1056930 847282 18698072 ACCRUED PAYROLL 279697 SECURITY DEPOSITS 2220 281917 25115041 1073257 258443 1331700 23783341 81735 1419 83154 23866495 14611390 258443 258443 14352947 81735 1419 83154 14436101 PART V, LINE 4: TO ACHIEVE THE DESIRED OBJECTIVE, THE CENTER HAS ADOPTED AN INVESTMENT POLICY THAT ATTEMPTS TO MAXIMIZE TOTAL RETURN CONSISTENT WITH AN ACCEPTABLE LEVEL OF RISK. ENDOWMENT ASSETS ARE INVESTED IN A WELL-DIVERSIFIED ASSET MIX, WHICH INCLUDES EQUITY AND DEBT SECURITIES, THAT IS INTENDED TO RESULT IN A CONSISTENT INFLATION-PROTECTED RATE OF RETURN THAT HAS SUFFICIENT LIQUIDITY TO MEET THE ANNUAL DISTRIBUTION POLICY RULES WHILE GROWING THE FUND IF POSSIBLE. INVESTMENT RISK IS MEASURED IN TERMS OF THE TOTAL ENDOWMENT FUND, INVESTMENT ASSETS AND ALLOCATION BETWEEN ASSET CLASSES AND STRATEGIES ARE MANAGED TO NOT EXPOSE THE FUND TO UNACCEPTABLE LEVELS OF RISK. ENDOWMENT PAYOUT IS DEFINED AS A FIXED PERCENTAGE CURRENTLY SET AT 5% OF THE MARKET VALUE OF THE ENDOWMENT FUNDS. THIS AMOUNT WILL BE AVAILABLE FOR CENTER WIDE OPERATING PURPOSES, INCLUDING INVESTMENT MANAGEMENT FEES FOR THE ENDOWMENT FUND. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 243,872. CENTER VET SERVICES 14,571. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 1,419. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 243,872. CENTER VET SERVICES 14,571. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 1,419. SPRING FLING 308664 120890 187774 240 36272 TELETHON 392755 267074 125681 143 97044 3 147282 20 147262 1985 320 109618 848701 387984 460717 2368 320 242934 245622 215095 1 WAG ON INN RESCUE PO BOX 221 OAKHURST NJ 07755 203863772 501(C)(3) 25000 TO FURTHER THEIR EXEMPT PURPOSE. BERKSHIRE HUMANE SOCIETY 214 BARKER RD PITTSFIELD MA 01201 043148018 501(C)(3) 5000 TO FURTHER THEIR EXEMPT PURPOSE. X X 0 0 0 0 0 0 0 0 0 MICHAEL M ARMS PRESIDENT/CEO 408358 0 0 0 0 0 12000 0 0 0 420358 0 0 0 RITA TRUDERUNG VP OF OPERATIONS/CFO 201617 0 0 0 0 0 0 0 0 0 201617 0 0 0 DR PATRICIA CARTER CHIEF OF STAFF ANIMAL HOSP 196071 0 0 0 0 0 0 0 0 0 196071 0 0 0 RENEE RESKO VP OF DEVELOPMENT 191603 0 0 0 0 0 0 0 0 0 191603 0 0 0 RENEE SIMMONS VP OF FINANCE 158398 0 0 0 0 0 0 0 0 0 158398 0 0 0 STEVEN ANDERSON ESQ DIRECTOR, OFFICER, EMPLOYEE AND SHAREHOLDER OF WTC SERVES ON THE BOARD OF HELEN WOODWARD ANIMAL CENTER. 0 ARLO SORENSEN DIRECTOR OF WTC SERVES ON THE BOARD OF HELEN WOODWARD ANIMAL CENTER. 0 BRYCE RHODES DIRECTOR AND BENFICIARY OF A TRUST THAT IS A SHAREHOLER OF WTC'S PARENT CO. SERVES ON THE BOARD OF HELEN WOODWARD ANIMAL CENTER. 0 X 500 FAIR MARKET VALUE X 35158 312359 FAIR MARKET VALUE X ANIMAL SUPPLIES 4969 35095 FAIR MARKET VALUE X FOOD & DRINK - SEPCIAL EVENT 69 6760 FAIR MARKET VALUE X OTHER SERVICES 10 4582 FAIR MARKET VALUE X OTHER 310 945 FAIR MARKET VALUE X OFFICE SUPPLIES 4 600 FAIR MARKET VALUE X ANIMAL MEDICAL SUPPLIES 18 355 FAIR MARKET VALUE X FOOD & DRINK - OTHER 57 164 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THIRD PARTIES ARE USED TO SELL ANTIQUES ON CONSIGNMENT, AND AN AUCTION COMPANY IS USED TO SELL VEHICLES THAT ARE DONATED. FORM 990, PART VI, SECTION A, LINE 2 HELEN WOODWARD'S MAIDEN NAME IS HELEN WHITTIER. THE WHITTIER TRUST COMPANY (WTC) WAS FORMED IN 1989 FROM A FAMILY OFFICE WHICH PROVIDED BUSINESS, INVESTMENT AND OTHER SERVICES FOR THE WHITTIER FAMILY. THE WTC PROVIDES INVESTMENT SERVICES TO THE HELEN WOODWARD ANIMAL CENTER. DUE TO THE UNIQUE HISTORICAL RELATIONSHIP WITH WTC, THE SPECIAL CHARACTERISTICS RELATING TO WTC'S DELIVERY OF INVESTMENT SERVICES AND THE PERFORMANCE GENERATED BY WTC, A MORE ADVANTAGEOUS ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER THE CIRCUMSTANCES. HWAC PAID TRUSTEE FEES OF $81,735 FOR THE YEAR ENDED DECEMBER 31, 2020. FORM 990, PART VI, SECTION B, LINE 11B RETURN IS REVIEWED BY THE PRESIDENT, VP OF OPERATIONS, AND VP OF FINANCE PRIOR TO FILING. THE REMAINING BOARD MEMBERS HAVE THE OPPORTUNITY TO REVIEW THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS MEMBERS OF THE BOARD OF DIRECTORS DISCLOSE IF ANY CIRCUMSTANCES HAVE CHANGED THAT WOULD CAUSE THEM TO HAVE A CONFLICT OF INTEREST. IF A MEMBER IS FOUND TO HAVE A CONFLICT OF INTEREST, THEIR POSITION STATUS IS VOTED ON BY OTHER MEMBERS TO ALLOW THEM TO REMAIN ON THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 REVIEW, RECOMMENDATION AND APPROVAL OF PRESIDENT/CEO COMPENSATION DETERMINED BY BOARD OF DIRECTORS. ANNUAL REVIEW OF KEY EMPLOYEES AND COMPENSATION DETERMINED BY PRESIDENT/CEO WITHIN THE CONFINES OF THE ANNUAL BUDGET APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST