2019-11-14T09:20:55-06:00 2018-12-31 410746749 CLIFTONLARSONALLEN LLP 2200 RIVERSIDE DRIVE PO BOX 23819 GREEN BAY WI 54305 990 2018-01-01 204031006 HAPPILY EVER AFTER ANIMAL SANCTUARY INC HAPP 9206349701 E5714 BORK RD MARION WI 54950 LOIS REITZ TREASURER 9206392654 2019-11-13 1 WENDY MALLO P01250277 9204367800 2019-11-13 67.137.57.251 2019-11-13 16:14:53 CS P E341844F8C01CC5A97B46CA5E57E8C3F743A4C36 369F4E93B68845B8C24FAC18ABBF1B963D94C93F 2018 2020-03-31 21:24:44Z AMANDA REITZ E5714 BORK RD MARION WI 54950 753720 0 X WWW.HEANOKILL.ORG X 2005 WI TO PROVIDE A LOVING HOME TO EVERY COMPANION ANIMAL THAT ENTERS OUR CARE-LIFETIME GUARANTEED. 6 2 6 170 0 0 310197 534306 26400 127988 100 95 69866 57335 406563 719724 0 0 0 0 131118 142030 0 0 32399 221991 265640 353109 407670 53454 312054 462532 788622 120939 134975 341593 653647 X VISION: TO CREATE A WORLD WHERE THE LIFE OF EVERY COMPANION ANIMAL MATTERS...EVERY. SINGLE. ONE.MISSON: TO PROVIDE A LOVING HOME TO EVERY COMPANION ANIMAL THAT ENTERS OUR CARE-LIFETIME GUARANTEED. 0 0 306893 127988 ADOPTION-HAPPILY EVER AFTER'S (HEA) ADOPTION PROGRAM NOTICED SIGNIFICANT GROWTH DURING 2018. IN TOTAL 480 DOGS AND CATS FOUND THEIR FOREVER FAMILIES THROUGH HEA. THIS REPRESENTS A 40% INCREASE OVER 2017. THIS GROWTH WAS POSSIBLE BECAUSE OF THE PRIOR YEAR'S SUCCESS IN COMBINATION WITH STRENGTHENED SHELTER & FOSTER PARTNER RELATIONSHIPS IN AREAS WHERE DOGS AND CATS FACE A MUCH-HIGHER LIKELIHOOD OF BEING EUTHANIZED. 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 ASSURE THAT ONCE A DOG OR CAT LEAVES OUR CARE THAT THEY HAVE FOUND A FOREVER FAMILY TO AVOID FUTURE RETURNS AND THE RECURRING USE 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 THAT IS BEING BUILT WITHIN HEA. IN 2018 HEA HAD THE ASSISTANCE OF TWO PART-TIME AMERICORPS MEMBERS. THIS SMALL TEAM FOCUSED ON REFRESHED VOLUNTEER ONBOARDING AND RECRUITMENT PROCESSES, ENGAGING CORPORATE GROUPS TO EXPAND OUR IMPACT, AND FOCUSED ON THE CULTURE OF OUR VOLUNTEER ORGANIZATION. THIS INFRASTRUCTURE BROUGHT ADDED STRENGTH TO OUR VOLUNTEER PROGRAM AND ALLOWED US TO BETTER UNDERSTAND THE IMPACT, INTERESTS, AND CAPABILITIES OF THIS ULTRA PASSIONATE GROUP. IN 2018 ALONE, APPROXIMATELY 170 VOLUNTEERS SHARED NEARLY 25,000 HOURS OF SERVICE WITH HEA'S MISSION. LIFETIME CARE - IN AUGUST 2018, HEA RECEIVED DELIVERY OF THREE MODULAR COTTAGES THAT WERE THE RESULT OF A 2017-2018 ACADEMIC SCHOOL YEAR COLLABORATION WITH NORTHEAST WISCONSIN TECHNICAL COLLEGE (NWTC). THESE COTTAGES ARE LOCATED AT HEA'S SANCTUARY LOCATION IN MARION, WI. THESE COTTAGES WILL BE USED TO PROVIDE OVERNIGHT ACCOMODATIONS FOR GUESTS OF THE SANCTUARY. THE OVERNIGHT GUEST COTTAGES WILL ALLOW FOR PROSPECTIVE ADOPTERS TO EXPERIENCE A PET IN A NATURAL HOME-LIKE ENVIRONMENT (MANY OF THESE CATS AND DOGS BEING DIFFICULT TO PLACE FROM A TRADITIONAL ADOPTION CENTER/SHELTER SETTING). THE COTTAGES WILL ALSO ALLOW FOR EXISTING VOLUNTEERS TO SPEND EXTENDED TIME ONSITE, INTRODUCE OTHERS TO HEA'S WORK, OR HAVE A PLACE TO STAY IN THE EVENT OF INCLEMENT WEATHER. LASTLY, THEY WILL OFFER AN OVERNIGHT FOSTER EXPERIENCE. THERE ARE SEVERAL STUDIES BEING CONDUCTED THAT SHOW STATISTICALLY SIGNIFICANT REDUCTIONS IN A DOG'S CORTISOL (STRESS) LEVEL FROM A SINGLE NIGHT SPENT OUTSIDE OF THE SHELTER ENVIRONMENT. THIS ARRANGEMENT WILL ALLOW FOR SUCH EXPERIENCES AND INCREASED EXPOSURE FOR THE DOGS AND CATS IN OUR CARE. A THIRD COTTAGE WILL CONTAIN A VOLUNTEER COMMON SPACE THAT INCLUDES A COMMUNITY SPACE, RESTROOM, LAUNDRY FACILITIES AND A DOG WASH STATION. THE COTTAGES WILL BE OPEN FOR GUEST USE IN LATE SUMMER 2019. 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. 2018 CONCLUDED THE 10TH YEAR OF THIS PROGRAM IN PARTNERSHIP WITH LOCAL VETERINARIANS. THIS PROGRAM HAS BEEN RESPONSIBLE FOR MORE THAN 3,500 ALTERATIONS BEING COMPLETED SINCE 2008. - REHABILITATION OF ANIMALS REQUIRING BEHAVIOR MODIFICATION OR EXTENSIVE MEDICAL CARE- SANCTUARY (LIFETIME CARE) FOR ANIMALS REQUIRING A STABLE AND CONSISTENT ENVIRONMENT- COMMUNITY EDUCATION AND VOLUNTEER OPPORTUNITIES FOCUSED ON SAFE PET HANDLING AND RESPONSIBLE PET OWNERSHIP. IN 2018, NEARLY 300 SCHOOL AGED CHILDREN RECEIVED OPPORTUNITIES TO LEARN ABOUT THESE CRITICAL AREAS OF KINDNESS TOWARDS COMPANION ANIMALS. 306893 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 7157545456 E5714 BORK ROAD MARION WI 54950 AMANDA REITZ PRESIDENT 60.00 X X 33000 0 0 KENNETH REITZ VICE PRESIDENT 80.00 X X 25000 0 0 LOIS REITZ TREASURER 45.00 X X 25000 0 0 RACHEL SONNENTAG SECRETARY 1.00 X X 0 0 0 MARCUS REITZ MEMBER 70.00 X 30000 0 0 LISA BANKER MEMBER 1.00 X 0 0 0 113000 0 0 0 0 0 0 0 68149 466157 168043 534306 ADOPTION PROGRAM FEES 900099 98928 98928 SPAY/NEUTER PROGRAM FE 900099 29060 29060 127988 95 95 87264 68149 33996 53268 53268 MISCELLANEOUS 900099 4067 4067 4067 719724 127988 0 57430 X 113000 63900 30800 18300 18568 18568 10462 7498 1918 1046 783 783 8229 8229 73748 65378 8370 3630 3630 12935 3587 1391 7957 29853 26867 2986 7758 6258 741 759 1266 1156 22 88 22057 22057 28501 13142 12112 3247 PROGRAM SUPPLIES 64651 63587 532 532 REPAIRS AND MAINTENANCE 6523 6523 MISCELLANEOUS 5706 4742 494 470 407670 306893 68378 32399 99320 245192 38930 39132 3874 2763 1477 857 706058 205380 318931 500678 462532 788622 22740 36776 98199 98199 120939 134975 X 311794 613847 29799 39800 341593 653647 462532 788622 312054 0 X 1 X 0 0 0 X 244056 322791 412192 310197 534306 1823542 244056 322791 412192 310197 534306 1823542 159765 1663777 47 56 136 100 95 434 54035 54369 85053 65254 53268 311979 2599 18 3012 4612 4067 14308 2150263 237110 0.77380 0.80050 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2014 AMOUNT: $ 2,599. 2015 AMOUNT: $ 18. 2016 AMOUNT: $ 3,012. 2017 AMOUNT: $ 4,612. 2018 AMOUNT: $ 4,067. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 213369 708 212661 393770 139216 254554 92630 60321 32309 6289 5135 1154 500678 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION ON UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. THE ORGANIZATION IS ALSO EXEMPT FROM WISCONSIN INCOME TAXES. BEER & BISCUITS 41947 7600 34347 695 3134 750 CONCERT 35526 28694 6832 1155 400 3400 2191 3 77940 31855 46085 1371 163 300 20437 155413 68149 87264 2066 1155 3697 3700 23378 33996 53268 KENNETH LOIS REITZ OFFICERS START UP COSTS X 113099 98199 0 1 1 98199 X COTTAGES 1 156830 FAIR MARKET VALUE X FOOD AND ANIMAL SUPPLIEES 172 11213 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 KEN & LOIS REITZ 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. 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 CONFICTS OF INTEREST AT THAT TIME. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENT, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,370. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,370. ANIMAL MEDICAL COSTS: PROGRAM SERVICE EXPENSES 65,378. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65,378.