2020-11-16T11:12:08-06:00 2019-12-31 390912608 HAWKINS ASH CPAS LLP 520 N BROADWAY SUITE 250 GREEN BAY WI 54303 990 2019-01-01 204031006 HAPPILY EVER AFTER ANIMAL SANCTUARY HAPP 9206349701 E5714 BORK ROAD MARION WI 54950 LOIS REITZ TREASURER 9206349701 2020-11-16 1 JEFFREY DANEN P01236582 9203369850 192.55.242.200 2020-11-16 08:53:26 CS P 8D737E15990DC23269B15594562809091FDA197A F8010D7DA425B4A725D31163D91EEB50B43C46E6 2019 2021-01-29 14:40:06Z AMANDA REITZ E5714 BORK ROAD MARION WI 54950 643883 0 X WWW.HEANOKILL.ORG X 2005 WI VISION: TO CREATE A WORLD WHERE THE LIFE OF EVERY COMPANION ANIMAL MATTERS EVERY.SINGLE.ONE. MISSION: TO PROVIDE A LOVING HOME TO EVERY COMPANION ANIMAL THAT ENTERS OUR CARE-LIFETIME GUARANTEED. 6 2 6 170 0 0 534306 421450 127988 137545 95 95 57335 72080 719724 631170 0 0 113000 0 29030 220303 0 0 73901 265640 324125 407670 544428 312054 86742 788622 1174161 134975 433772 653647 740389 X TO PROVIDE A LOVING HOME TO EVERY COMPANION ANIMAL THAT ENTERS OUR CARE-LIFETIME GUARANTEED. 0 0 407662 166902 ADOPTION-HAPPILY EVER AFTER'S (HEA) ADOPTION PROGRAM ACHIEVED THE LARGEST SINGLE YEAR TOTAL IN ITS HISTORY. IN 2019, 484 DOGS AND CATS FOUND THEIR FOREVER FAMILIES. HEA ALSO CONTINUED TO PLACE EMPHASIS ON PROCESS IMPROVEMENT RELATED TO OUR ADOPTION APPROVAL PROCESS WHILE MAINTAINING HIGH STANDARDS WHEN IDENTIFYING FOREVER HOMES. WE BELIEVE IT IS OUR RESPONSIBILITY TO ENSURE THAT ONCE A DOG OR CAT LEAVES OUR CARE THAT THEY HAVE FOUND A FOREVER FAMILY. OUR OBJECTIVE IS TO AVOID RETURNS AND THE ASSOCIATED REUSE OF COMPANION ANIMAL WELFARE RESOURCES. VOLUNTEERISM-IN ADDITION TO THE WORK THAT HAPPILY EVER AFTER DOES TO BENEFIT THE ANIMALS OF ITS COMMUNITY (AND BEYOND), THERE IS A VERY REAL FOCUS ON THE COMMUNITY BEING BUILT WITHIN HEA. IN 2019, MORE THAN 300 COMMUNITY VOLUNTEERS SHARED MORE THAN 30,000 HOURS OF SERVICE WITH HEA'S MISSION. IN APRIL 2019, HEA ADDED A PROFESSIONAL STAFF RESOURCE TO MANAGE ITS VOLUNTEER PROGRAM. THIS ROLE HAS A DEDICATED FOCUS ON RECRUITING, ONBOARDING, ROLE DEFINITION, STRUCTURE, AND RECOGNITION. REHABILITATION & LIFETIME CARE - IN 2019: - 44 OVERNIGHT GUESTS VISITED THE SANCTUARY AND CONDUCTED SLEEPOVERS WITH THE DOGS AND CATS.- 85% OF NEW REHABILATION CASES HAD EITHER FOUND HOMES OR WERE MADE AVAILABLE FOR ADOPTION. - THE DOGS AT THE SANCTUARY WALKED ALONGSIDE VOLUNTEER COMPANIONS FOR A CUMMULATIVE TOTAL OF 5,460 MILES. - WE SADLY SAID GOODBYE TO (9) OF OUR PERMANENT SANCTUARY RESIDENTS. THESE GENTLE SOULS CROSSED THE RAINBOW BRIDGE AFTER RECEIVING COMPASSIONATE HOSPICE CARE AT THE END OF THEIR LIFE. HAPPILY EVER AFTER PROVIDES BOTH TEMPORARY AND LIFETIME CARE TO APPROX 200 COMPANION ANIMALS EACH DAY. IN ADDITION TO THE PROGRAMS OUTLINED ABOVE HAPPILY EVER AFTER PROVIDES THE FOLLOWING SERVICES TO COMPANION ANIMALS AND THE COMMUNITY AT LARGE: - LOW COST SPAY/NEUTER SERVICES FOR THOSE THAT ARE UNABLE TO AFFORD FULL-COST SERVICES: THIS PROGRAM CELEBRATED 11 YEARS IN 2019. SINCE ITS LAUNCH, MORE THAN 4,000 SURGERIES HAVE BEEN COMPLETED. - COMMUNITY EDUCATION AND VOLUNTEER OPPORTUNITIES FOCUSED ON SAFE PET HANDLING AND RESPONSIBLE PET OWNERSHIP: IN 2019, MORE THAN 600 SCHOOL-AGED CHILDREN RECEIVED OPPORTUNITIES TO LEARN ABOUT THESE CRITICAL AREAS OF KINDNESS TOWARDS COMPANION ANIMALS. 407662 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 6 2 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 WI X LOIS REITZ 9206349701 E5714 BORK ROAD MARION WI 54950 LISA BANKER MEMBER 1.00 X 0 0 0 RYAN GRACYALNY MEMBER 1.00 X 0 0 0 RACHEL SONNENTAG THROUGH MARCH SECRETARY 1.00 X X 0 0 0 AMANDA REITZ PRESIDENT 60.00 X X 33000 0 0 KEN REITZ VICE PRESIDENT 80.00 X X 25000 0 0 LOIS REITZ TREASURER 45.00 X X 25000 0 0 MARCUS REITZ MEMBER 70.00 X 30000 0 0 113000 0 0 0 0 0 0 0 31843 11500 378107 15796 421450 ADOPTIONS 900099 103755 103755 SPAY/NEUTER PROGRAM 900099 33790 33790 137545 95 95 55436 31843 12713 42723 42723 26199 0 26199 26199 MISCELLANEOUS REV 900099 2673 2673 TABELING 900099 306 306 ALUMINUM CANS 900099 179 179 3158 631170 166902 0 42818 113000 67200 30800 15000 83338 74829 8509 9177 4130 2753 2294 14788 10697 2320 1771 14189 575 13614 1967 1967 120004 71176 4162 44666 28300 25695 2605 11807 9007 1377 1423 2250 1976 36 238 27265 27265 17860 12662 5198 ANIMAL MEDICAL COSTS 75187 75187 REPAIRS AND MAINTENANCE 25296 25296 544428 407662 62865 73901 245192 306018 39132 39227 2763 6439 857 947 1047886 226356 500678 821530 788622 1174161 36776 22684 98199 411088 134975 433772 X 613847 700589 39800 39800 653647 740389 788622 1174161 86742 0 X X 1 X 0 1 0 X 322791 412192 310197 534306 421450 2000936 322791 412192 310197 534306 421450 2000936 238255 1762681 56 136 100 95 95 482 18 3012 4612 4067 3158 14867 2016285 137545 0.87420 0.77380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 134000 134000 648664 30905 617759 111711 111711 0 92630 68653 23977 60881 15087 45794 821530 X PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2019 AND 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIOD. THE ORGANIZATION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IF INCURRED. BEER & BISCUITS 49887 9482 40405 2488 754 STEPS FOR PETS 37392 22361 15031 808 95 366 8202 87279 31843 55436 808 95 2854 8956 12713 42723 KENNETH & LOIS REITZ OFFICERS START UP COSTS X 113099 98199 0 1 1 KENNETH & LOIS REITZ OFFICERS LAND PURCHASE X 320000 312889 0 1 1 411088 X 1 4400 X INTEREST 2 13949 X FOOD AND ANIMAL SUPPLIES 121 11396 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 KENNETH & LOIS ARE HUSBAND AND WIFE. AMANDA REITZ IS THE DAUGHTER OF KEN & LOIS REITZ. MARCUS REITZ IS THE SON OF KEN & LOIS REITZ. FORM 990, PART VI, SECTION B, LINE 11B THE OFFICERS OF THE BOARD OF DIRECTORS AS OF YEAR END WILL REVIEW THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY AT THE ANNUAL MEETING AND WOULD DISCLOSE ANY CONFLICTS OF INTEREST AT THAT TIME. FORM 990, PART VI, SECTION C, LINE 18 UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS OVERSITE OR SELECTION PROCESS DURING THE CURRENT YEAR.