2020-10-29T15:57:11-05:00 2019-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC 1007 EAST MAIN STREET SUITE 300 BOZEMAN MT 59715 990 2019-01-01 237375919 HEART OF THE VALLEY INC HEAR 4063889399 PO BOX 11390 BOZEMAN MT 59719 REGGIE MCNAMARA TREASURER 4063889399 2020-09-23 1 WILLIAM G MILLS CPA P00366517 4065566160 2020-09-23 71.92.235.245 2020-09-23 11:13:31 MD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 EC1A9081B2B136C27A071B2B4883A2213FFCD37F 2019 2021-01-29 14:40:06Z REGGIE MCNAMARA PO BOX 11390 BOZEMAN MT 59719 2508198 0 X WWW.HEARTOFTHEVALLEYSHELTER.ORG X 1973 MT TO COMPASSIONATELY SHELTER THE LOST AND SURRENDERED PETS OF GALLATIN AND MADISON VALLEYS AND SURROUNDING AREAS, AND TO ENHANCE THE LIVES OF PEOPLE AND COMPANION ANIMALS THROUGH PET ADOPTION AND EDUCATION. 14 13 46 677 0 0 954146 995260 460656 491089 122441 136463 -1143 23487 1536100 1646299 0 0 0 0 975098 981691 0 0 230531 635453 629068 1610551 1610759 -74451 35540 7979242 8765769 70501 97083 7908741 8668686 TO COMPASSIONATELY SHELTER THE LOST AND SURRENDERED PETS OF GALLATIN AND MADISON VALLEYS AND SURROUNDING AREAS, AND TO ENHANCE THE LIVES OF PEOPLE AND COMPANION ANIMALS THROUGH PET ADOPTION AND EDUCATION. 0 0 1242951 502328 TO CREATE A HUMANE COMMUNITY BY SHELTERING AND SECURING NEW HOMES FOR LOST AND SURRENDERED COMPANION ANIMALS; HELPING CONTROL PET OVERPOPULATION; ENCOURAGING POSITIVE PET OWNERSHIP THROUGH HUMANE EDUCATION AND TRAINING; PROMOTING BEST PRACTICES IN SHELTER OPERATIONS AND MEDICINE; SERVING AS A COMMUNITY RESOURCE ON ANIMAL WELFARE ISSUES. 1242951 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 13 0 1 46 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X MARLA CAULK 4063889399 1549 E CAMERON BRIDGE RD BOZEMAN MT 59715 CORY PULFREY PRESIDENT 1.00 X X 0 0 0 JIM BANGS TREASURER 1.00 X X 0 0 0 CARLYE COOK VICE PRESIDENT 1.00 X X 0 0 0 TONY WOODWARD SECRETARY 1.00 X X 0 0 0 MARK ALBRECHT BOARD MEMBER 1.00 X 0 0 0 JEAN BENNINGTON SWEENEY BOARD MEMBER 1.00 X 0 0 0 DIANE LEUSCHEN BOARD MEMBER 1.00 X 0 0 0 CLINT NAGEL BOARD MEMBER 1.00 X 0 0 0 KITTY SAYLOR BOARD MEMBER 1.00 X 0 0 0 MELANIE SCHELL BOARD MEMBER 1.00 X 0 0 0 BRUCE GERLACH BOARD MEMBER 1.00 X 0 0 0 REGGIE MCNAMARA BOARD MEMBER 1.00 X 0 0 0 DAWN LEADBETTER BOARD MEMBER 1.00 X 0 0 0 GRACE ANDERSON BOARD MEMBER 1.00 X 0 0 0 MARLA CAULK EXECUTIVE DIRECTOR 40.00 X 100000 0 3000 100000 0 3000 0 0 0 0 0 255522 739738 70073 995260 ADOPTION FEES 900099 206226 206226 ANIMAL CONTROL 900099 200460 200460 DAY CAMP INCOME 900099 27859 27859 RECLAIM FEES 900099 19233 19233 SURRENDER FEES 900099 13231 13231 24080 24080 491089 107484 107484 845607 417 816926 119 28681 298 28979 28979 51477 255522 39229 12248 12248 16542 5625 10917 10917 OTHER INCOME 900099 322 322 322 1646299 502328 0 148711 103000 25750 51500 25750 757933 626765 131168 14692 10409 1041 3242 35171 26657 2069 6445 70895 54459 3995 12441 40072 40072 21140 21140 15925 5574 10351 1193 1193 46512 22217 5586 18709 4026 3704 129 193 92875 86374 2786 3715 2130 1981 64 85 159773 148589 4793 6391 27738 24706 1015 2017 ANIMAL CARE 163540 163540 STAFF TRAINING AND DEVE 19099 11717 568 6814 EQUIPMENT LEASE AND MAI 13064 10843 653 1568 OTHER 8171 6351 1720 100 13810 13315 146 349 1610759 1242951 137277 230531 X 23670 50855 138469 196869 25000 26600 33441 68849 3275 3153 4895 26608 5548950 1774612 3906286 3774338 3844206 4618497 7979242 8765769 70501 97083 70501 97083 X 4886268 4940050 3022473 3728636 7908741 8668686 7979242 8765769 35540 724405 0 X X 0 1 X 1 0 X 1723690 1904218 455380 954146 1007059 6044493 371457 417786 470556 477187 507631 2244617 2095147 2322004 925936 1431333 1514690 8289110 36172 73220 71600 70417 105463 356872 0 36172 73220 71600 70417 105463 356872 7932238 61175 75738 83422 121935 107484 449754 61175 75738 83422 121935 107484 449754 138038 61488 89557 289083 731 515 376 345 322 2289 2295091 2459745 1099291 1553613 1622496 9030236 0.87840 0.86910 0.04980 0.04110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3844205 35422 857610 96140 4641097 4200937 11400 -346970 21162 3844205 3514195 54999 631743 4200937 2404073 935573 234264 59715 3514195 1197352 1335539 -91131 37687 2404073 0.21380 0.49280 0.29340 1 0 250000 250000 4439766 1376445 3063321 392728 262825 129903 466456 135342 331114 3774338 2426730 724405 37937 18089 780431 1646299 0 1646299 1666785 37937 18089 56026 1610759 0 1610759 PART V, LINE 4: THE INTENTION OF THE ENDOWMENT FUNDS IS TO GENERATE INVESTMENT INCOME TO FUND CONTINUED OPERATION AND MAINTENANCE OF THE SHELTER. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES DIRECT FUNDRAISING EVENT EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES INVESTMENT MANAGEMENT FEES SCHEDULE D PART XI LINE 2D DIRECT FUNDRAISING EVENT EXPENSES ARE REPORTED NET OF FUNDRAISING EVENT REVENUE ON THE 990, AND INCLUDED AS EXPENSE ON THE FINANCIAL STATEMENTS. INVESTMENT MANAGEMENT FEES ARE REPORTED NET OF INVESTMENT INCOME ON THE FINANCIAL STATEMENTS, AND INCLUDED AS EXPENSE ON THE 990. SCHEDULE D PART XII LINE 2D DIRECT FUNDRAISING EVENT EXPENSES ARE REPORTED NET OF FUNDRAISING EVENT REVENUE ON THE 990, AND INCLUDED AS EXPENSE ON THE FINANCIAL STATEMENTS. INVESTMENT MANAGEMENT FEES ARE REPORTED NET OF INVESTMENT INCOME ON THE FINANCIAL STATEMENTS, AND INCLUDED AS EXPENSE ON THE 990. DOG BALL 254988 208267 46721 36797 SNOWSHOE SHUFFLE 13211 8455 4756 1038 1 38800 38800 1394 306999 255522 51477 39229 39229 12248 X 5 43935 FAIR MARKET VALUE X DONATED AUCTION ITEMS 0 56875 FAIR MARKET VALUE X ANIMAL CARE SUPPLIES 0 21729 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO BEING SIGNED. FORM 990, PART VI, SECTION B, LINE 12C DISCLOSURE FORMS ARE GIVEN TO EMPLOYEES AND BOARD MEMBERS WHEN THEY JOIN THE ORGANIZATION AND ARE UPDATED ANNUALLY AT THE ANNUAL BOARD MEETING. ANY REPORTED CONFLICTS ARE REPORTED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S SALARY WAS SET BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AFTER CALLING OTHER SHELTERS TO FIND OUT WHAT THEIR SALARIES WERE. DELIBERATION AND DECISION WAS NOTED IN THE MINUTES OF THE FINANCE COMMITTEE. SALARY RANGES FOR ALL OTHER POSITIONS WERE SET AFTER REVIEWING SALARY SURVEYS FROM SIMILAR ORGANIZATIONS. THE DELIBERATION AND DECISION WAS NOTED IN THE MINUTES OF THE FINANCE COMMITTEE AND THE PAY RANGES WERE APPROVED BY THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2C THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE IS NO CHANGE FROM THE PREVIOUS YEAR.