2020-09-03T15:11:09-05:00 2019-12-31 410746749 CLIFTONLARSONALLEN LLP 6501 AMERICAS PARKWAY NE SUITE 500 ALBUQUERQUE NM 87110 990 2019-01-01 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 2020-08-27 1 STEPHEN LIVINGSTON P00317845 5058428290 2020-08-27 67.137.57.251 2020-08-27 11:11:19 MD P 967DCA4FABF3D6C7AE4D014617AEEE9CE601AE20 97B9F104ABC874AF09C75B840DBCA0D150851984 2019 2021-01-29 14:40:06Z CAREN SHIOZAKI 100 CAJA DEL RIO ROAD SANTA FE NM 87507 9114823 0 X SFHUMANESOCIETY.ORG X 1939 NM THE MISSION OF THE ORGANIZATION IS TO SUPPORT ANIMALS, SAVE LIVES, AND SPREAD COMPASSION. 7 7 167 381 79863 -1762 1832769 2755980 2518683 2628966 321141 200451 1376922 1236557 6049515 6821954 0 0 0 0 4283523 4342602 0 0 590518 2647876 2702802 6931399 7045404 -881884 -223450 16396594 15899986 1470835 479390 14925759 15420596 X THE MISSION OF THE SANTA FE ANIMAL SHELTER & HUMANE SOCIETY, INC. IS TO SUPPORT ANIMALS, SAVE LIVES, AND SPREAD COMPASSION. 0 0 4281876 902447 SEE SCHEDULE O 1487445 1739800 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 4,072 SPAY/NEUTER SURGERIES TO AREA ANIMALS IN 2019 IN AN EFFORT TO REDUCE ANIMAL OVERPOPULATION. 5769321 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 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 20 0 1 167 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 7 7 1 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 VICE PRESIDENT 2.00 X X 0 0 0 MARY MITCHELL DIRECTOR 2.00 X 0 0 0 KURT HAUSAFUS DIRECTOR 2.00 X 0 0 0 ROBERT BASLER SECRETARY 2.00 X X 0 0 0 SARAH SPEARMAN DIRECTOR 2.00 X 0 0 0 BILL THORNTON THROUGH 1219 DIRECTOR 2.00 X 0 0 0 BILL SYNNAMON TREASURER 4.00 X X 0 0 0 JAN BALLEW PRESIDENT 4.00 X X 0 0 0 JENNIFER STEKETEE EXECUTIVE DIRECTOR 40.00 X 147145 0 10675 LAURA PARKER DIRECTOR OF FINANCE 40.00 X 103399 0 10027 RICK SNOOK VETERINARIAN 40.00 X 144639 0 6925 395183 0 27627 3 0 1 0 0 99350 2656630 69371 2755980 FEES 900099 2214634 2214634 GOVT. AGENCY CONTRACTS 900099 414332 414332 2628966 230132 230132 329 329 2186359 2163872 52168 22487 -52168 -29681 -29681 90155 99350 66492 23663 23663 1143039 10337 1132702 13281 1119421 ESTATE SALE 900099 79863 79863 79863 6821954 2642247 79863 1343864 X 271247 7891 263356 3451068 2986539 123984 340545 11071 5035 6036 333576 307167 4678 21731 275640 223103 27143 25394 5085 5085 25189 25189 54208 54208 81307 27636 47219 6452 19093 14220 4873 43007 28599 7384 7024 84544 30035 45624 8885 327419 287987 17494 21938 19294 18438 327 529 22606 20802 1265 539 32410 32410 925919 814809 46296 64814 70037 60630 6161 3246 VETERINARIAN SUPPLIES 617367 617367 FUNDRAISING EXPENSE 220303 81485 138818 MAINTENANCE AND REPAIRS 74315 68118 808 5389 ANIMAL EXPENSE 72970 72970 7729 64080 3308 -59659 7045404 5769321 685565 590518 447850 192456 1140 1146 130000 62040 156516 81178 26714 17881 18677080 9636985 9944049 9040095 5099216 5529676 30110 30110 704297 802106 16396594 15899986 312576 351195 2750 1155509 128195 1470835 479390 X 13137710 13330311 1788049 2090285 14925759 15420596 16396594 15899986 -223450 718287 0 X 0 1 X 1 0 X 1636605 1549571 1561372 1832769 2755980 9336297 1677254 1996611 2332369 2543507 2651937 11201678 1199216 1307066 1242275 1216392 1120068 6085017 4513075 4853248 5136016 5592668 6527985 26622992 4550 14155 86169 49645 61817 216336 19528 189469 291664 290029 273770 1064460 24078 203624 377833 339674 335587 1280796 25342196 297713 231045 208578 211763 230461 1179560 297713 231045 208578 211763 230461 1179560 60828 123812 79841 97636 23663 385780 4871616 5208105 5424435 5902067 6782109 28188332 0.89900 0.89610 0.04180 0.05000 X 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 HAS BEEN CORRECTED AND RESTATED IN THE CURRENT YEAR SCHEDULE A. 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. 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 796088 565563 113121 84472 1390300 893682 -24086 73508 796088 839653 60587 6558 893682 680355 159298 839653 682965 -2610 680355 0.36620 0.63380 0 0 17214414 8327108 8887306 470644 470644 0 734211 597891 136320 257811 241342 16469 9040095 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 802106 802106 X 7615030 718287 718287 6896743 54208 -128997 -74789 6821954 7120193 128997 128997 6991196 54208 54208 7045404 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 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED AS EXPENSE ON AUDITED FINANCIAL STMTS -10,337. LOSS ON DISPOSAL OF ASSETS REPORTED AS EXPENSE ON AUDITED FINANCIAL STMTS -52,168. SPECIAL EVENT EXPENSE REPORTED AS EXPENSE ON AUDITED FINANCIAL STMTS -66,492. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE NETTED WITH REVENUE ON PAGE 9 66,492. COST OF GOODS SOLD NETTED WITH REVENUE ON PAGE 9 10,337. LOSS ON DISPOSAL OF ASSETS NETTED WITH REVENUE ON PAGE 9 52,168. BARKIN' BALL 189505 99350 90155 5761 10665 50066 189505 99350 90155 5761 10665 50066 66492 23663 X X 0 0 0 0 0 0 0 1 0 JENNIFER STEKETEE EXECUTIVE DIRECTOR 123803 0 23342 0 0 0 3750 0 6925 0 157820 0 0 0 RICK SNOOK VETERINARIAN 144538 0 101 0 0 0 0 0 6925 0 151564 0 0 0 PART I, LINE 7 IN LIEU OF A FORMAL INCREASE IN BASE SALARY, THE BOARD OPTED TO COMPENSATE THE EXECUTIVE DIRECTOR IN THE FORM OF A ONE-TIME BONUS BASED UPON THE PERFORMANCE AND THE FINANCIAL CONDITION OF THE SHELTER AS WELL AS COMPENSATION OF EXECUTIVE DIRECTORS AT SIMILAR SHELTERS. X SEE PART II, LINE 33 X 1 5111 FAIR MARKET VALUE X 1 13060 FAIR MARKET VALUE X AUCTION ITEMS 11 51200 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE SHELTER IS REPORTING THE NUMBER OF ITEMS CONTRIBUTED. 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. 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 $1,120,000. 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 2019, WE TOOK IN 5,502 LOST OR HOMELESS ANIMALS AND MAINTAINED A LIVE RELEASE RATE OF 94.4%. 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 2,910 ANIMALS IN 2019. OUR COMMUNITY OUTREACH DEPARTMENT BRINGS OUR SERVICES TO NEIGHBORHOODS WHERE THEY ARE MOST NEEDED. OUR VARIOUS PROGRAMS PROVIDE FREE SPAYING/NEUTERING FOR FREE-LIVING CATS AND LOW-COST TO FREE SPAYING/NEUTERING, VACCINES AND BEHAVIORAL SUPPORT TO UNDERSERVED FAMILIES AND THEIR PETS TO HELP KEEP THE ANIMALS HEALTHY AND HAPPY IN THEIR OWN HOMES. OUR VOLUNTEERS PROVIDED MORE THAN 46,500 HOURS IN 2019, CONTRIBUTING INVALUABLE HELP ACROSS MANY DEPARTMENTS. HUMANE EDUCATION VOLUNTEERS REGULARLY GIVE PRESENTATIONS IN SANTA FE SCHOOLS, YOUTH ORGANIZATIONS AND AFTER SCHOOL PROGRAMS. THEY ALSO GIVE SHELTER TOURS WHICH ALWAYS INCLUDE EDUCATIONAL AND INTERACTIVE COMPONENTS. THESE ACTIVITIES REACHED APPROXIMATELY ONE THOUSAND YOUNG PEOPLE IN 2019. IN ADDITION, WE HOST TWO, THREE AND FIVE-DAY CRITTER CAMPS AT THE SHELTER, WHICH ATTRACT MORE THAN 60 CHILDREN AGES 6-13 DURING SCHOOL BREAKS. MORE THAN 50 REGISTERED PET OUTREACH VOLUNTEER HUMAN-ANIMAL TEAMS THAT PROVIDE ANIMAL ASSISTED ACTIVITIES INCLUDING THE WORDS & WAGS READING TO DOGS PROGRAM. ANIMAL ASSISTED THERAPY IS ALSO PROVIDED TO ORGANIZATIONS THROUGHOUT THE SANTA FE AREA. THESE ORGANIZATIONS INCLUDE SCHOOLS, COLLEGES, HOSPITALS, YOUTH SHELTERS, RETIREMENT HOMES, SENIOR SERVICES AND HOSPICE ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 2 JAN BALLEW, PRESIDENT AND BILL SYNNAMON, TREASURER ARE MARRIED. 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 BANK SERVICE AND CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 63,158. MANAGEMENT AND GENERAL EXPENSES 3,011. FUNDRAISING EXPENSES 6,545. TOTAL EXPENSES 72,714. MISCELLANEOUS : PROGRAM SERVICE EXPENSES 11,259. MANAGEMENT AND GENERAL EXPENSES 297. FUNDRAISING EXPENSES 287. TOTAL EXPENSES 11,843. COST OF GOODS SOLD NETTED WITH REVENUE ON PAGE 9: PROGRAM SERVICE EXPENSES -10,337. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -10,337. SPECIAL EVENT EXPENSE NETTED WITH REVENUE ON PAGE 9: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES -66,491. TOTAL EXPENSES -66,491.