2019-03-22T07:56:45-05:00 2018-06-30 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2017-07-01 160743047 THE HUMANE SOCIETY OF ROCHESTER & MONROE COUNTY FOR THE PREVENTION OF CRUELTY TO HUMA 5852231330 99 VICTOR ROAD FAIRPORT NY 14450 ALICE CALABRESE PRESIDENT/CEO 5852231330 2019-03-20 1 RAYMOND J JACOBI P00160856 5854231860 2019-03-20 69.49.130.51 2019-03-20 15:00:55 ED P 9069B2EE56E8242FD013E79CDC8510029242A80F CF1E116E01D683DC35B704BF0382629E9E386A2B 2017 2019-02-21 02:37:17Z ALICE CALABRESE 99 VICTOR ROAD FAIRPORT NY 14450 17588192 0 X WWW.LOLLYPOP.ORG X 1873 NY LOLLYPOP FARM, THE HUMANE SOCIETY OF GREATER ROCHESTER, IS COMMITTED TO BUILDING LIFELONG BONDS BETWEEN PEOPLE AND ANIMALS THROUGH EDUCATION, COMMUNITY OUTREACH PROGRAMS AND THE PREVENTION OF CRUELTY 21 21 142 815 0 0 7485098 6499267 1032574 1057461 884572 1143240 -142577 -135570 9259667 8564398 0 0 0 0 4391724 4863846 228660 292189 926963 2681559 2933629 7301943 8089664 1957724 474734 26637941 27407636 1069277 803661 25568664 26603975 X LOLLYPOP FARM, THE HUMANE SOCIETY OF GREATER ROCHESTER, IS COMMITTED TO BUILDING LIFELONG BONDS BETWEEN PEOPLE AND ANIMALS THROUGH EDUCATION, COMMUNITY OUTREACH PROGRAMS AND THE PREVENTION OF CRUELTY. WE ENVISION A TIME WHEN OUR COMMUNITY CELEBRATES THE HUMAN-ANIMAL BOND; EMBRACES THE MUTUAL BENEFITS THEREIN; AND TREATS ALL FELLOW BEINGS WITH CARE, COMPASSION AND RESPECT. 0 0 2886884 626629 LOLLYPOP FARM IS AN OPEN-ADMISSION ANIMAL SHELTER, HELPING ANIMALS IN NEED REGARDLESS OF AGE, HEALTH ISSUES OR INJURIES, BEHAVIORAL PROBLEMS, OR AGGRESSION. CATS, DOGS, RABBITS, SMALL PETS, BIRDS, HORSES, PIGS, AND OTHER FARM ANIMALS ENJOY THE COMFORT OF A NURTURING ENVIRONMENT, VETERINARY TREATMENT, AND EXPERT CARE WHILE WAITING FOR A NEW HOME. FOR EVERY PET WHO ARRIVES AT LOLLYPOP FARM, WE KEEP IN MIND EACH ANIMAL'S INDIVIDUAL NEEDS. THERE IS NO TIME LIMIT OR PREDETERMINED LENGTH OF STAY FOR ANY OF THE ANIMALS IN OUR CARE. THE MODERN FACILITY, QUALITY FOOD AND VETERINARY HEALTH CARE, ENRICHING BEHAVIOR TRAINING, AND METICULOUS OPERATING PROCEDURES ENSURE THE HIGHEST STANDARDS OF ANIMAL CARE. OUR FOCUS IS ON MAKING SUCCESSFUL LONG-TERM MATCHES BETWEEN PETS AND ADOPTERS, AND LOLLYPOP FARM STRIVES TO PROVIDE AN ADOPTION EXPERIENCE THAT CONSIDERS IMPORTANT DETAILS FOR FINDING THE RIGHT FIT FOR EACH ADOPTER, SUCH AS A PERSON'S HOME, INTERESTS, AND LIFESTYLE. 1611884 91577 THE KLINGENSTEIN VETERINARY CLINIC AT LOLLYPOP FARM EVALUATES AND VACCINATES ALL ANIMALS SURRENDERED BY THEIR OWNERS, SEIZED FROM CRUEL OR NEGLECTFUL CONDITIONS, OR TRANSFERRED FROM OTHER ANIMAL WELFARE AGENCIES. THIS IMPORTANT WORK IS PERFORMED BY A STAFF OF THREE VETERINARIANS, EIGHT VETERINARY TECHNICIANS, AND SEVEN VETERINARY ASSISTANTS. BEYOND BASIC VETERINARY CARE, ANIMALS ARE TREATED FOR COMMON CONDITIONS AND RARE ONES AS WELL INCLUDING SKIN PROBLEMS, EYE INJURIES, DIGESTIVE ISSUES, AND LAMENESS. LOLLYPOP FARM COMBATS THE NUMBER OF UNWANTED PETS ENTERING THE SHELTER BY SPAYING AND NEUTERING ALL DOGS, CATS AND RABBITS BEFORE ADOPTION. 1508525 240526 PROGRAMS AT LOLLYPOP FARM HELP TO ADDRESS THE ISSUES IN OUR COMMUNITY THAT CONTRIBUTE TO THE NUMBER OF UNWANTED PETS ENTERING THE SHELTER AND THE SURRENDER OF UNWANTED ANIMALS. ANNUALLY, LOLLYPOP FARM REACHES OVER 150,000 PEOPLE IN THE COMMUNITY.S.N.I.P. (SPAY NEUTER INCENTIVE PROGRAM) PROVIDES SPAY AND NEUTER SURGERY FOR DOGS AND CATS OF QUALIFIED PET OWNERS IN LOLLYPOP FARM'S KLINGENSTEIN VETERINARY CLINIC. THE LOW-COST SERVICE FOR PET OWNERS ENABLES AFFORDABLE ACCESS TO SURGERY TO PREVENT UNWANTED LITTERS AND PREVENT FUTURE HEALTH PROBLEMS, ENCOURAGING RESPONSIBLE PET OWNERSHIP. THE SERVICE ALSO REDUCES THE NUMBER OF PETS SURRENDERED TO THE SHELTER.THROUGH LOLLYPOP FARM'S PET ASSISTED THERAPY (PAT) PROGRAM, VOLUNTEERS AND THEIR TRAINED THERAPY ANIMALS VISIT FACILITIES AROUND GREATER ROCHESTER. THESE REGISTERED VOLUNTEER TEAMS BRIGHTEN THE DAYS OF RESIDENTS OF NURSING HOMES, HOSPITALS, CHILDREN'S CENTERS, COLLEGES, CAMPS, MENTAL HEALTH FACILITIES, AND FACILITIES THAT SERVE INDIVIDUALS WITH DISABILITIES. IN RECOGNITION OF THE INTEGRAL ROLE PETS PLAY IN MANY OF OUR LIVES, LOLLYPOP FARM OFFERS A FREE MONTHLY PET LOSS SUPPORT GROUP FOR THOSE GRIEVING THE LOSS OF A BELOVED PET TO EXPRESS AND LEARN ABOUT THEIR FEELINGS IN A SAFE, SUPPORTIVE, AND UNDERSTANDING ENVIRONMENT.LOLLYPOP FARM IS A PROUD PARTNER IN THE PETS FOR PATRIOTS PROGRAM THAT AIMS TO MAKE PET OWNERSHIP MORE ACCESSIBLE AND AFFORDABLE TO VETERANS, WOUNDED WARRIORS, AND SERVICE MEMBERS OF ALL ARMED FORCES. PETS FOR PATRIOTS-APPROVED MEMBERS MAY ADOPT A QUALIFYING ANIMAL AT LOLLYPOP FARM FOR HALF THE COST OF THE ADOPTION FEE.IN THE FOSTER CARE PROGRAM, LOLLYPOP FARM VOLUNTEERS CARE FOR ANIMALS RECOVERING FROM ILLNESS OR INJURY, ORPHANED KITTENS AND PUPPIES, AND CATS AND DOGS WITH LITTERS IN THEIR OWN HOMES FOR A PERIOD OF TIME--ULTIMATELY SAVING MORE ANIMAL LIVES.LOLLYPOP FARM OFFERS HUMANE EDUCATION FOR PEOPLE OF ALL AGES, TEACHING PEOPLE ABOUT RESPECT, RESPONSIBILITY, AND COMPASSION FOR PETS AND ALL LIVING THINGS THROUGH TOURS, GIRL SCOUT BADGE PROGRAMS, SCHOOL BREAK AND SUMMER CAMPS, AND WORKSHOPS FOR PET OWNERS.PET PEEVES, A FREE BEHAVIOR HELPLINE SERVICE FOR PET OWNERS, OFFERS ADVICE AND SUPPORT TO CALLERS DEALING WITH DOG OR CAT BEHAVIOR ISSUES. EXPERT VOLUNTEER COUNSELORS PROVIDE TIPS FOR SIMPLE AND MORE COMPLICATED PET PROBLEMS TO HELP PETS AND THEIR HUMANS STAY TOGETHER.DURING PUPPY, BASIC, ADVANCED, AND AGILITY CLASSES, DOG OWNERS AND THEIR PETS WORK TOGETHER TO BECOME BETTER PARTNERS. DOG TRAINING CLASSES AT THREE LOCATIONS ACROSS THE COMMUNITY OFFER PEOPLE AND THEIR PETS A WONDERFUL OPPORTUNITY TO IMPROVE THEIR COMMUNICATION SKILLS AND PREVENT FUTURE BEHAVIOR PROBLEMS THROUGH POSITIVE, RELATIONSHIP-BASED METHODS.THE PET PANTRY PROVIDES PET FOOD AND SUPPLIES TO HELP PEOPLE EXPERIENCING HARDSHIP TO PROVIDE FOR THEIR PETS. THROUGH CONNECTIONS WITH AREA FOOD PANTRIES, DESIGNATED DISTRIBUTION DAYS, AND PICK UP AT LOLLYPOP FARM, PET OWNERS' MULTIPLE WAYS THEY CAN GET HELP FOR THEIR BELOVED FURRY FAMILY MEMBERS.FACING THE DIFFICULTIES THAT COME WITH LOSING A PET CAN BE OVERWHELMING, AND LOLLYPOP FARM IS A SOURCE OF INFORMATION AND UNDERSTANDING TO HELP GUIDE PEOPLE THROUGH THE PROCESS. COMPASSIONATE AND AFFORDABLE END-OF-LIFE SERVICES, AS WELL AS PET LOSS SUPPORT AND MEMORIAL OPPORTUNITIES, ARE AVAILABLE FOR THOSE SAYING GOODBYE TO A BELOVED PET. 316474 98729 LOLLYPOP FARM AND EQUINE DEPARTMENTS PROVIDE CARE AND REHABILITATION TO HOMELESS HORSES, PIGS, GOATS, SHEEP, CHICKENS, CATTLE, AND OTHER FARM ANIMAL. THESE ANIMALS ENJOY THE COMFORT OF A NURTURING ENVIRONMENT, VETERINARY TREATMENT, AND EXPERT CARE WHILE WAITING FOR A NEW HOME. ECHOING THE STANDARD OF CARE FOR SHELTER ANIMALS, EVERY FARM ANIMAL'S INDIVIDUAL NEEDS ARE MET THROUGH EXCELLENT FOOD, VETERINARY INTERVENTION, TRAINING, AND COMPASSIONATE CARE DURING THEIR STAY. WE ULTIMATELY AIM TO MAKE SUCCESSFUL LONG-TERM ADOPTION MATCHES FOR HORSES AND OTHER FARM ANIMALS WITH NEW LOVING ADOPTIVE FAMILIES. 498287 AS AN SPCA, LOLLYPOP FARM'S HUMANE LAW ENFORCEMENT DEPARTMENT ENFORCES NEW YORK STATE'S ANIMAL CRUELTY LAWS, INVESTIGATING CASES OF NEGLECT, AND WHEN POSSIBLE, EDUCATING THE PUBLIC ON PROPER ANIMAL CARE. 814761 98729 6822054 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 18 0 142 1 0 0 0 0 0 1 1 0 0 0 1 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NC ND OH OK OR PA RI SC TN UT VA WA WV WI DC X ALICE CALABRESE 5852231330 99 VICTOR ROAD FAIRPORT NY 14450 DIANE MCCUE VICE-CHAIRPERSON 1.00 X X 0 0 0 DONALD J RILEY BOARD MEMBER 1.00 X 0 0 0 RAYMOND C SHEA BOARD MEMBER 1.00 X 0 0 0 ROBERT SALMON SECRETARY 1.00 X X 0 0 0 KIMBERLY GRANDY BOARD MEMBER 1.00 X 0 0 0 DAVE SWINFORD CHAIRPERSON OF THE BOARD 1.00 X X 0 0 0 DON GRESS BOARD MEMBER 1.00 X 0 0 0 PATRICK O'FLYNN BOARD MEMBER 1.00 X 0 0 0 KRISTIN BROWNEDVMCCRTCVACVC BOARD MEMBER 1.00 X 0 0 0 DAVID FRIEDLANDER BOARD MEMBER 1.00 X 0 0 0 LUCRECIA KNAPP BOARD MEMBER 1.00 X 0 0 0 ABBY MASTRELLA BOARD MEMBER 1.00 X 0 0 0 DONALD CHESWORTH TREASURER 1.00 X X 0 0 0 JULIE BAZAN BOARD MEMBER 1.00 X 0 0 0 TRACY DINAN BOARD MEMBER 1.00 X 0 0 0 TOM MINIGIELLO JR BOARD MEMBER 1.00 X 0 0 0 COURTNEY SCHENKEL BOARD MEMBER 1.00 X 0 0 0 DEAN SNYDER BOARD MEMBER 1.00 X 0 0 0 JAMES SPITZ JR BOARD MEMBER 1.00 X 0 0 0 CRAIG STEVENS BOARD MEMBER 1.00 X 0 0 0 CINDY YANCEY BOARD MEMBER 1.00 X 0 0 0 ALICE CALABRESE PRESIDENT/CEO 40.00 X 127406 0 16741 127406 0 16741 1 0 0 0 BORNS GROUP INC 1610 14TH AVE SE WATERTOWN SD 57201 DIRECT MARKETING ANNUAL CAMPAIGN 214744 1 237229 720880 5541158 311380 6499267 ANIMAL TREATMENT 900099 1057461 1057461 1057461 265907 265907 9711558 8834225 877333 877333 877333 53999 720880 189569 -135570 -135570 8564398 1057461 0 1007670 150207 102140 36050 12017 3944038 2704194 925747 314097 118771 77028 31298 10445 349099 225659 107428 16012 301731 208417 70074 23240 4095 3325 770 28676 28676 292189 292189 117725 117725 187903 83882 94276 9745 150384 110037 40347 230520 12982 120490 97048 165574 2785 162789 538376 538376 188490 6880 181610 SUPPLIES, ACCESSORIES & 544095 544095 REPAIRS AND MAINTENANCE 300374 97341 162695 40338 MISCELLANEOUS 282406 147874 120721 13811 DONATED GOODS 166697 161325 1164 4208 28314 1795714 -1820866 53466 8089664 6822054 340647 926963 213892 166173 577297 988149 587041 225638 390582 557121 110604 145649 16084468 5694934 10198679 10389534 14559846 14935372 26637941 27407636 319287 553675 749990 249986 1069277 803661 X 24147152 25497482 785847 469988 635665 636505 25568664 26603975 26637941 27407636 474734 560577 0 X X 0 1 X 1 0 X 5106832 5519243 6116301 7485098 6499267 30726741 1068444 1056442 1056071 1032574 1057461 5270992 106238 113110 159087 55188 53999 487622 6281514 6688795 7331459 8572860 7610727 36485355 30000 15000 65634 86524 13334 210492 0 30000 15000 65634 86524 13334 210492 36274863 206386 261414 300495 279867 265907 1314069 206386 261414 300495 279867 265907 1314069 6487900 6950209 7631954 8852727 7876634 37799424 0.95970 0.96190 0.03480 0.03260 X 14559846 384223 1702519 1711216 14935372 13608292 150444 1582451 781341 14559846 13208543 942758 323767 866776 13608292 12623101 1498238 -49218 863578 13208543 10348623 572345 2283880 581747 12623101 0.95740 0.04260 0.00000 0 0 246320 246320 12381295 3600954 8780341 2130103 1018081 1112022 1326750 1075899 250851 10389534 X 9430539 560577 115995 189569 866141 8564398 0 8564398 8395228 115995 189569 305564 8089664 0 8089664 PART V, LINE 4: THE SOCIETY'S ENDWOMENT CONSISTS OF FUNDS ESTABLISHED FOR SPECIFIC PURPOSES AS STIPULATED BY THE DONORS OR AS IMPOSED BY DESIGNATIONS OF THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. THE PERMANENTLY RESTRICTED ENDOWMENT INCOME IS FOR EDUCATIONAL PROGRAMS, UNUSUAL EXPENSES RELATED TO THE MAINTENANCE AND CARE OF ANIMALS, STAFF AND VOLUNTEER TRAINING AS WELL AS OTHER GENERAL PURPOSES. PART X, LINE 2: THE SOCIETY IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SOCIETY HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE VARIOUS JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. THE SOCIETY FILES FORM 990 TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND FILES IN NEW YORK STATE AND CERTAIN OTHER STATES. WITH FEW EXCEPTIONS, AS OF JUNE 30, 2018, THE SOCIETY IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS ENDED PRIOR TO JUNE 30, 2015. THE TAX RETURNS FOR YEARS ENDED JUNE 30, 2015 THROUGH JUNE 30, 2018 ARE STILL SUBJECT TO POTENTIAL AUDIT BY THE IRS AND TAXING AUTHORITIES IN NEW YORK STATE AND CERTAIN OTHER STATES. MANAGEMENT OF THE ORGANIZATION BELIEVES THEY HAVE NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, HAVE NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENTS EXPENSES 189,569. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENTS EXPENSES 189,569. X X X 1 BORNS GROUP INC 1610 14 AVE SE WATERTOWN SD 57201 DIRECT MAIL FOR ANNUAL CAMPAIGN 0 854212 292189 562023 854212 292189 562023 TELETHON 451537 451537 64528 GALA 207686 153687 53999 16005 15000 22179 2000 41416 1 115656 115656 6444 21997 774879 720880 53999 16005 21444 22179 2000 127941 189569 -135570 X 98 FMV X 38742 THRIFT STORE VALUE X 7 373844 FMV X 277 56168 FMV X 20 842 FMV X FUNDRAISING & SPECIAL EVENT EXPENSES 174 48980 FMV X OFFICE SUPPLIES 44 34678 FMV X FARM SUPPLIES 23 3195 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY HAS DELEGATED REVIEW OF THE IRS FORM 990 JOINTLY TO THE AUDIT AND FINANCE COMMITTEES. THESE COMMITTEES WILL PROVIDE A COPY OF THE FINAL IRS FORM 990 TO EACH MEMBER OF THE ENTIRE GOVERNING BODY ALONG WITH THEIR RECOMMENDATION THAT THE IRS FORM 990 BE APPROVED AND FILED AS PRESENTED. THE FINANCE COMMITTEE AND AUDIT COMMITTEE REVIEW THE 990 PRIOR TO FILING AS WELL AS THE FULL BOARD DISTRIBUTION. FORM 990, PART VI, SECTION B, LINE 12C WE REQUIRE ANNUAL UPDATES TO OUR CONFLICT OF INTEREST FROM EACH PARTY CERTIFYING THAT THE INFORMATION PROVIDED IS ACCURATE AND UP TO DATE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR ALL POSITIONS WITHIN THE ORGANIZATION ARE BENCHMARKED AGAINST LOCAL, NATIONAL AND INDUSTRY STANDARDS TO ENSURE REASONABLENESS. ANNUAL AND SEMI-ANNUAL WRITTEN PERFORMANCE REVIEWS ARE COMPLETED FOR ALL POSITIONS AND PERFORMANCE IS DIRECLY TIED TO SALARY ADJUSTMENTS. SUPERVISORS PERFORM REVIEWS AND REQUEST COMPENSATION ADJUSTMENTS WHICH ARE APPROVED ONLY FOLLOWING A REVIEW BY OUR PRESIDENT, OR IN THE CASE OF THE PRESIDENT'S REVIEW, THE CHAIRPERSON OF THE BOARD. EXECUTIVE COMPENSATION IS DETERMINED BY COMPARATIVE RATIO TO INDUSTRY, LOCAL AND NATIONAL BENCHMARKS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE OR UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS IS CONSISTENT WITH PRIOR YEARS.