2019-07-29T15:23:50-05:00 2018-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC 1007 EAST MAIN STREET SUITE 300 BOZEMAN MT 59715 990 2018-01-01 237375919 HEART OF THE VALLEY INC HEAR 4063889399 PO BOX 11390 BOZEMAN MT 59719 REGGIE MCNAMARA TREASURER 4063889399 2019-07-29 1 HEATHER L WALSTAD CPA P01077744 4065566160 2019-07-29 71.92.235.232 2019-07-29 10:44:28 MD P 087D842D413DF6D19E1736E8D13E6BC4DEEFB327 8C4CB8B1478E115151005569E753A851F8418D5A 2018 2019-02-21 02:37:17Z REGGIE MCNAMARA PO BOX 11390 BOZEMAN MT 59719 2125287 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. 13 13 43 718 0 0 801244 954146 455380 460656 604836 122441 100167 -1143 1961627 1536100 0 0 0 0 907729 975098 0 0 259440 649100 635453 1556829 1610551 404798 -74451 8531488 7979242 81786 70501 8449702 7908741 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 1226692 473392 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. 1226692 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 12 0 1 43 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 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 MARLA CAULK EXECUTIVE DIRECTOR 40.00 X 100700 0 3021 100700 0 3021 1 0 0 0 0 309547 644599 101003 954146 ANIMAL CONTROL 900099 196990 196990 ADOPTION FEES 900099 175684 175684 DAY CAMP INCOME 900099 28300 28300 RECLAIM FEES 900099 18374 18374 SURRENDER FEES 900099 11815 11815 29493 29493 460656 121935 121935 500618 500112 506 506 506 71055 309547 84934 -13879 -13879 16531 4141 12390 12390 OTHER INCOME 900099 346 346 346 1536100 473392 0 108562 103721 51861 25930 25930 747424 573262 21632 152530 15877 11661 887 3329 37751 27726 2110 7915 70325 51650 3930 14745 38140 38140 14023 14023 14824 5188 9636 670 670 47131 20287 5939 20905 4893 4495 153 245 78824 73306 2365 3153 2972 2764 89 119 160305 149083 4810 6412 33853 29152 1324 3377 ANIMAL CARE 175803 175803 STAFF TRAINING AND DEVE 24017 15503 663 7851 EQUIPMENT LEASE AND MAI 15265 12822 611 1832 SHELTER SERVICES 9389 9389 15344 12740 1813 791 1610551 1226692 124419 259440 X 31068 23670 318494 138469 25000 33132 33441 3275 6001 4895 5521125 1614839 3941856 3906286 4200937 3844206 8531488 7979242 81786 70501 81786 70501 X 4949775 4886268 953719 464865 2546208 2557608 8449702 7908741 8531488 7979242 -74451 -466510 0 X X 0 1 X 1 0 X 1100113 1723690 1904218 455380 954146 6137547 365775 371457 417786 470556 477187 2102761 1465888 2095147 2322004 925936 1431333 8240308 76697 36172 73220 71600 70417 328106 0 76697 36172 73220 71600 70417 328106 7912202 31628 61175 75738 83422 121935 373898 31628 61175 75738 83422 121935 373898 198189 138038 61488 89557 487272 476 731 515 376 345 2443 1696181 2295091 2459745 1099291 1553613 9103921 0.86910 0.85910 0.04110 0.03510 X 4200937 11400 -346970 21162 3844205 3514195 54999 631743 4200937 2404073 935573 234264 59715 3514195 1197352 1335539 -91131 37687 2404073 877237 303949 46849 30683 1197352 0.23760 0.66520 0.09720 1 0 250000 250000 4432861 1263235 3169626 371808 236522 135286 466456 115082 351374 3906286 1154729 -466510 14179 70960 -381371 1536100 0 1536100 1695691 14179 70961 85140 1610551 0 1610551 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 334440 268423 66017 82372 SNOWSHOE SHUFFLE 13585 8547 5038 1617 1 32577 32577 945 380602 309547 71055 84934 84934 -13879 X 6 15780 FAIR MARKET VALUE X DONATED AUCTION ITEMS 0 51799 FAIR MARKET VALUE X ANIMAL CARE SUPPLIES 0 33042 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.