2019-09-30T17:57:47-05:00 2018-12-31 BKD LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2018-01-01 751216660 SPCA of Texas % KAREN FROEHLICH SPCA 2144611820 2400 Lone Star Drive Dallas TX 75212 DON LINDSLEY VP OF FINANCE 9727028262 2019-11-15 true Jeanette Verrelli P00742631 9727028262 167.68.126.162 75465920192735000016 2019-09-30 P 3F51DE078F62ECA208DDBE7A6DBEA7E9A7AA075F EB976710118F518B8933A72D91D1D85239D99EDA 2018 2020-01-14 16:20:31Z KAREN FROEHLICH 2400 LONE STAR DRIVE DALLAS TX 75212 22539709 false X WWW.SPCA.ORG X 1938 TX THE SPCA OF TEXAS IS AN INDEPENDENT NONPROFIT ORGANIZATION SERVING THE ANIMALS AND PEOPLE OF NORTH TEXAS. WE ARE NOT AFFILIATED WITH THE ASPCA ... (continued on Schedule O) 18 18 323 2300 0 652 15583945 12882529 3225011 3044822 578713 1128091 519669 692493 19907338 17747935 0 0 0 0 9972765 11682525 654264 823086 1911760 7926725 8725777 18553754 21231388 1353584 -3483453 39443748 34073222 3128353 2691699 36315395 31381523 X THE SPCA OF TEXAS IS DEDICATED TO PROVIDING EVERY ANIMAL EXCEPTIONAL CARE AND A LOVING HOME. false false 8380041 646905 ANIMAL SHELTERS, REHABILITATION AND ADOPTIONS: THE SPCA OF TEXAS IS THE LEADING ANIMAL WELFARE ORGANIZATION IN NORTH TEXAS. THE INDEPENDENT NON-PROFIT OPERATES TWO ANIMAL SHELTERS, THE JAN REES-JONES ANIMAL CARE CENTER IN WEST DALLAS, AND THE RUSSELL H. PERRY ANIMAL CARE CENTER IN MCKINNEY, TEXAS AND THE RUSSELL E. DEALEY ANIMAL RESCUE CENTER IN WEST DALLAS. THESE FACILITIES PROVIDE SHELTER, REHABILITATION AND CARE FOR UNWANTED ANIMALS, WHICH COME TO THE SPCA OF TEXAS FROM A VARIETY OF SOURCES: SURRENDERED BY THEIR OWNERS, TRANSFERRED FROM MUNICIPAL SHELTERS WHERE TIME AND SPACE IS LIMITED, TRANSFERRED FROM OTHER SHELTERS IN THE WAKE OF NATURAL DISASTERS, OR RESCUED AND AWARDED TO THE SPCA OF TEXAS IN CASES OF ABUSE OR NEGLECT. THE SPCA OF TEXAS DOES NOT PLACE TIME LIMITS ON ANIMALS ACCEPTED BY ITS SHELTERS, AND DOES NOT EUTHANIZE ANIMALS FOR LACK OF SPACE. THE SHELTERS ALSO SERVE AS ADOPTION CENTERS WHERE THE PUBLIC CAN MEET AND ADOPT PETS. ADOPTABLE SHELTER PETS ARE SPAYED OR NEUTERED, VACCINATED, MICROCHIPPED, AND KEPT HEALTHY AND HAPPY BY SPCA OF TEXAS SHELTER VETERINARIANS, SHELTER STAFF, AND DEDICATED VOLUNTEERS. TOGETHER WITH COMMUNITY PARTNERS FOR MOBILE AND OFFSITE ADOPTIONS, AND ASSISTED BY GENEROUS PARTNERSHIPS WITH NORTH TEXAS MEDIA, THE SPCA OF TEXAS FOUND PERMANENT, LOVING HOMES FOR MORE THAN 7,400 ANIMALS IN 2018. 5505707 2435177 PUBLIC VETERINARY CLINICS: THE SPCA OF TEXAS OPERATES THREE LOW-COST VETERINARY CLINICS, THE MYRON K. MARTIN SPAY/NEUTER AND WELLNESS CLINIC IN WEST DALLAS, THE MARY SPENCER SPAY/NEUTER AND WELLNESS CLINIC AT VILLAGE FAIR IN SOUTHERN DALLAS, AND THE RUSSELL H. PERRY SPAY/NEUTER AND WELLNESS CLINIC IN MCKINNEY, TEXAS. ADDITIONALLY, THE SPCA OF TEXAS OPERATES one MOBILE SPAY/NEUTER VEHICLE and one mobile wellness vehicle, the kivo mobile clinic and the kivo 2.0 mobile clinic. THE CLINICS PROVIDE HIGH-QUALITY SERVICES AT LOW COSTS SO EVERYONE CAN AFFORD TO BE A RESPONSIBLE PET OWNER. SPCA OF TEXAS VETERINARIANS and medical teams spay OR NEUTER, VACCINATE, AND MICROCHIP EVERY ADOPTABLE ANIMAL IN ITS TWO ANIMAL SHELTERS, AND ALSO PROVIDE SERVICES TO FINANCIALLY STRUGGLING OR OTHERWISE CHALLENGED PET OWNERS WITH FREE OR LOW-COST SERVICES AT THE CLINICS AND OFFSITE AT COMMUNITY CENTERS AND NEIGHBORHOOD GATHERINGS. IN ADDITION, THE SPCA OF TEXAS PARTNERS WITH OTHER ANIMAL WELFARE ORGANIZATIONS AND COMMUNITY FUNDERS TO PROVIDE FREE SPAY/NEUTER SURGERIES TO PETS LOCATED IN SPECIFIC LOW-INCOME OR UNDERSERVED NEIGHBORHOODS IN SOUTHERN DALLAS. EACH YEAR, THE SPCA OF TEXAS VETERINARY PROGRAMS HELP MAKE LIFE BETTER FOR MORE THAN 50,000 PETS, AND THE PEOPLE WHO LOVE THEM. 1668431 11731 ANIMAL CRUELTY INVESTIGATIONS UNIT: THE SPCA OF TEXAS FIELDS A TEAM OF five FULL-TIME HUMANE INVESTIGATORS, A CHIEF INVESTIGATOR, A CASE MANAGER AND A VETERINARIAN WHO RESPOND TO MORE THAN 4,700 REPORTS OF ANIMAL CRUELTY AND NEGLECT ACROSS NORTH TEXAS COUNTIES. THE INVESTIGATORS WORK WITH LOCAL LAW ENFORCEMENT TO INVESTIGATE CRUELTY AND RESCUE ANIMALS FROM ABUSIVE AND LIFE-THREATENING SITUATIONS. TYPICAL CASES INCLUDE PUPPY MILLS, ANIMAL HOARDING, ANIMAL FIGHTING, AND ABANDONED LIVESTOCK, AS WELL AS INDIVIDUAL ANIMALS THAT ARE STARVING OR INJURED. IN ADDITION, THE SPCA OF TEXAS PARTNERS WITH THE DALLAS COUNTY DISTRICT ATTORNEY'S OFFICE'S ANIMAL CRUELTY UNIT AND DALLAS POLICE DEPARTMENT TO ASSIST WITH INVESTIGATING ANIMAL CRUELTY CASES, GATHERING EVIDENCE, AND BRINGING THE CASES TO TRIAL. 2124794 35165 OTHER PROGRAM SERVICES: COMMUNICATIONS, EDUCATION, VOLUNTEER CALL CENTER, ANIMAL BEHAVIOR, FOSTER AND TRANSFER 2124794 35165 17678973 true true false false false false false false false true true false false false false false true false false false false false false true true false false false false true false false false false false false false false true false false false false false false false false true 52 0 323 true false false false false false true true false false false true false false false X 18 18 false false true false false false false true true false false true true true true true true true true false X X X KAREN FROEHLICH 2144611824 2400 LONE STAR DRIVE DALLAS TX 75212 X KATY MURRAY CHAIR 4.0 0.0 X X 0 0 0 STEVE ATKINSON SECRETARY 2.0 0.0 X X 0 0 0 GUS N HINOJOSA DIRECTOR 1.0 0.0 X 0 0 0 STACEY KIVOWITZ DIRECTOR 1.0 0.0 X 0 0 0 DAVID KUBES DIRECTOR 1.0 0.0 X 0 0 0 ROCKY MCKELVEY DIRECTOR 1.0 0.0 X 0 0 0 DANNY TOBEY DIRECTOR 1.0 0.0 X 0 0 0 BILL DRISCOLL VICE-CHAIR 3.0 0.0 X X 0 0 0 KELLY THOMPSON DIRECTOR 1.0 0.0 X 0 0 0 PATRICIA VILLAREAL TREASURER 3.0 0.0 X X 0 0 0 JOHN ACKERMAN DIRECTOR 1.0 0.0 X 0 0 0 JOY BRAWNER DIRECTOR 1.0 0.0 X 0 0 0 WALLY BREWSTER DIRECTOR 1.0 0.0 X 0 0 0 ROBERTO CANAS DIRECTOR 1.0 0.0 X 0 0 0 BRENT LEMON DIRECTOR 1.0 0.0 X 0 0 0 BRIAN LOUGHMILLER DIRECTOR 1.0 0.0 X 0 0 0 CHRISTINA SANDERS DIRECTOR 1.0 0.0 X 0 0 0 FELICIA KERNEY DIRECTOR 1.0 0.0 X 0 0 0 JAMES BIAS PRESIDENT 45.0 0.0 X 252678 0 32665 DEBRA BURNS SVP, DEVELOPMENT 45.0 0.0 X 178285 0 6400 MAURA DAVIES VP, COMMUNICATIONS 45.0 0.0 X 116164 0 32553 DON LINDSLEY VP, FINANCE 45.0 0.0 X 125239 0 35375 KAREN FROEHLICH VP, ANIMAL WELFARE 45.0 0.0 X 127019 0 11867 PAMELA ASHLEY VETERINARIAN 45.0 0.0 X 108834 0 13848 ELY KELTON VETERINARIAN 45.0 0.0 X 109261 0 10038 1017480 0 142746 12 false true false ROBBINS KERSTEN DIRECT 3400 WATERVIEW PARKWAY SUITE 250 RICHARDSON TX 75080 DIRECT MAIL/ADVERT. 923587 1 217600 12664929 721851 12882529 Surgery and Patient Care 621300 2435177 2435177 Adoption 812900 546174 546174 Receiving 900099 16575 16575 Educational Workshops 611710 35165 35165 Restitution 900099 11731 11731 3044822 352488 352488 0 58117 58117 0 0 0 4949357 27865 4192070 9549 757287 18316 775603 775603 1044033 217600 493813 550220 550220 0 0 0 180498 96342 84156 84156 0 17747935 3128978 1736428 0 0 0 0 470028 240204 69673 160151 0 8807089 7810687 667895 328507 70443 62399 7811 233 1664773 1384757 199330 80686 670192 587985 51281 30926 0 186867 89749 35699 61419 45615 21908 8714 14993 0 823086 823086 54903 54903 1000985 913576 87409 576959 401955 27918 147086 737037 493026 75116 168895 230202 200499 16089 13614 0 320905 280647 37363 2895 135987 79355 52530 4102 0 41627 27353 8316 5958 0 0 1273484 1141804 117243 14437 214856 186365 24629 3862 OPERATING SUPPLIES 3132634 3099852 20134 12648 STAFF EXPENSES 212289 177525 16589 18175 REPAIRS & MAINTENANCE 457544 412008 40543 4993 BAD DEBT EXPENSE 34230 27230 0 7000 69653 40089 21470 8094 21231388 17678973 1640655 1911760 3440 3540 7156056 4488682 980053 860500 16138 10628 0 0 0 0 889316 728856 334624 272328 99739 88881 26743697 9955364 17576098 16788333 12388284 10831474 0 0 0 0 0 0 0 0 39443748 34073222 1282614 1404754 0 0 1845739 1286945 0 0 0 0 0 0 0 0 0 0 0 0 3128353 2691699 X 33230423 28928639 1905187 1273099 1179785 1179785 36315395 31381523 39443748 34073222 -3483453 -1450419 X false true X true false X 8548280 9462956 8493078 15583945 12882529 54970788 0 0 8548280 9462956 8493078 15583945 12882529 54970788 1952073 53018715 645427 556148 425788 281583 410605 2319551 0 524251 580262 637777 782613 1044033 3568936 60859275 15899202 0.87117 0.88201 X 10933786 2864198 -353885 4494913 8949186 10570335 1037466 1537775 2211790 10933786 10895296 2525661 654645 3505267 10570335 12131613 1431150 -385163 2282304 10895296 14727910 1461603 371888 4429788 12131613 0.86820 0.13180 false false 1696513 1696513 18553456 6168135 12385321 1797629 574026 1223603 2759561 2183698 575863 1936538 1029505 907033 16788333 21771803 -1450419 4939035 3488616 18283187 54903 -590155 -535252 17747935 26705675 4939035 590155 5529190 21176485 54903 54903 21231388 SCHEDULE D, PART V, LINE 4 INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS: THE ORGANIZATION HAS TWO PERMANENTLY RESTRICTED ENDOWMENT FUNDS. THERE ARE NO RESTRICTIONS ON THE USE OF THE INCOME GENERATED FROM EACH OF THEM. Schedule D, Part XI, Line 4B Reconciliation of Revenue per Audited Financial Statements with Return: Fundraising Expenses $(493,813) Cost of Goods Sold (96,342) ---------- $(590,155) SCHEDULE D, PART XII, LINE 2D Reconciliation of Expenses per Audited Financial Statements with Return: Fundraising Expenses $ 493,813 Cost of Goods Sold 96,342 ---------- $ 590,155 SCHEDULE D, PART X, LINE 2 ASC 740 FOOTNOTE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. X X X X X X true ROBBINS KERSTEN DIRECT 3400 Waterview Parkway Ste 250 Richardson TX 75080 DIRECT MAIL false 1613699 801087 812612 GATEWAY COMMUNICATIONS 210 W Sunshine St Springfield MO 65807 PHONE false 33540 21999 11541 1647239 823086 824153 TX FUR BALL 766481 153450 613031 22872 227340 9600 89253 STRUT YOUR MUTT 268426 54100 214326 3000 250 10100 500 89713 2 226726 10050 216676 8413 500 32272 1261633 217600 1044033 3000 23122 245853 10600 211238 493813 550220 X X X false false false false false false false false false JAMES BIAS PRESIDENT 218425 0 30000 0 4253 0 6046 0 26619 0 285343 0 DON LINDSLEY VP, FINANCE 116643 0 8200 0 396 0 3852 0 31523 0 160614 0 DEBRA BURNS SVP, DEVELOPMENT 164301 0 10800 0 3184 0 5349 0 1051 0 184685 0 X 48 29836 FMV X 4 527759 FMV X 74 35224 FMV X 8 8587 FMV X OFFICE SUPPLIES 8 31332 FMV X KENNEL SUPPLIES 351 66213 fmv X SPECIAL EVENT ITEMS 5 22900 fmv false true true SCHEDULE M, PART I, LINE 32B USE OF THIRD PARTIES TO SOLICIT, PROCESS, OR SELL NONCASH CONTRIBUTIONS: WHEN THE ORGANIZATION RECEIVES A DONATION OF A VEHICLE, IT IS TAKEN TO TRINITY AUCTION FOR SALE AND THE CASH PROCEEDS ARE GIVEN BACK TO THE ORGANIZATION. PUBLICLY TRADED SECURITIES ARE TRANSFERRED TO THE ORGANIZATION'S NORTHERN TRUST ACCOUNT AND SOLD SAME DAY FOR CASH. SCHEDULE M, PART I, Column B NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED: COLUMN B REPRESENTS THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED FROM DONORS. FORM 990, PART I, LINE 1 ORGANIZATION'S SIGNIFICANT ACTIVITIES: (CONTINUED FROM PAGE 1) ... OR ANY OTHER HUMANE SOCIETY, AND WE DO NOT RECEIVE GENERAL OPERATING FUNDS FROM THE CITY, STATE, OR COUNTY. The SPCA of Texas was incorporated by Texas State Charter on September 22, 1938. We are over 80 years old, but we trace our roots to the late nineteenth century. The June 30, 1888 issue of the Dallas Morning News stated that the Dallas Humane Society (the SPCA of Texas forerunner) was the first humane society in the state of Texas. In 1993, the Dallas SPCA, based in Dallas County, and the Humane Society of Texas, based in Collin County, merged to become the SPCA of Texas. The mission of the SPCA of Texas is to provide every animal exceptional care and a loving home. Today, the SPCA of Texas is the leading animal welfare organization in North Texas. The independent non-profit operates two animal shelters, the Jan Rees-Jones Animal Care Center in West Dallas and the Russell H. Perry Animal Care Center in McKinney, Texas. The organization also includes the Russell E. Dealey Animal Rescue Center in West Dallas. These facilities provided shelter, rehabilitation and care for unwanted animals, which come to the SPCA of Texas from a variety of sources: surrendered by their owners, transferred from municipal shelters where time and space is limited, transferred from other shelters in the wake of natural disasters, or rescued and awarded to the SPCA of Texas in cases of abuse or neglect. The SPCA of Texas does not place time limits on animals accepted by its shelters, and does not euthanize animals for lack of space. The shelters also serve as adoption centers where the public can meet and adopt pets. Adoptable shelter pets are spayed or neutered, vaccinated, microchipped, and kept healthy and happy by SPCA of Texas shelter veterinarians, shelter staff, and dedicated volunteers. Together with community partners for mobile and offsite adoptions, and assisted by generous partnerships with north Texas media, the SPCA of Texas found permanent, loving homes for more than 7,400 animals in 2018. The SPCA of Texas operates three low-cost veterinary clinics, the Myron K. Martin Spay/Neuter and Wellness Clinic in West Dallas, the Mary Spencer Spay/Neuter and Wellness Clinic at Village Fair in Southern Dallas, and the Russell H. Perry Spay/Neuter and Wellness Clinic in McKinney, Texas. Additionally, the SPCA of Texas operates one mobile spay/neuter vehicle and one mobile wellness vehicle, the Kivo mobile clinic and the Kivo 2.0 mobile clinic. The clinics provide high-quality services at low costs so everyone can afford to be a responsible pet owner. SPCA of Texas veterinarians and medical teams spay or neuter, vaccinate, microchip and provide all needed medical care for every adoptable animal in its two animal shelters, and also provide services to financially struggling or otherwise challenged pet owners with free or low-cost services at the clinics and offsite at community centers and neighborhood gatherings, serving tens of thousands of animals each year. In addition, the SPCA of Texas partners with other animal welfare organizations and community funders to provide free spay/neuter surgeries, vaccinations and microchips for dogs located in specific low-income or underserved neighborhoods in Southern Dallas. In 2018, the SPCA of Texas spayed/neutered more than 20,500 general public pets, spayed/neutered more than 4,300 shelter pets and saw more than 30,000 general public wellness clients. Additionally, the SPCA of Texas fields a team of three full-time Humane Investigators, a Chief Investigator, a Case Manager and a Veterinarian who responded to more than 4,700 reports of animal cruelty and neglect and rescued more than 3,000 animals across North Texas counties in 2018. The investigators work with local law enforcement to investigate cruelty and rescue animals from abusive and life-threatening situations. Typical cases include puppy mills, animal hoarding, animal fighting, and abandoned livestock, as well as individual animals that are starving or injured. In addition, the SPCA of Texas partners with the Dallas County District Attorney's Office's Animal Cruelty Unit and the Dallas Police Department to assist with investigating animal cruelty cases, gathering evidence, and bringing the cases to trial. Our education and outreach programs reach more than 40,000 Texans each year with a message of compassion and responsibility. The SPCA of Texas employs approximately 230 North Texans. Over 2,300 dedicated volunteers assist in animal care, pet and people programs, and fundraising. Tens of thousands of donors provide vital financial support through their annual gifts and estate plans. Giving to the SPCA of Texas is an investment. As a Four Star-rated charity on Charity Navigator and Guidestar Platinum-level charity, donors can be confident in good governance, sound fiscal management and commitment to accountability and transparency. The SPCA of Texas has four signature events, including Paws Cause; Strut Your Mutt, the Race to End Animal Cruelty; Fur Ball; and Home for the Holidays/Bark+Build, and a host of fundraising programs make the organizations animal care work possible. Giving opportunities include general giving, honor and memorial gifts, foundation gifts, corporate sponsorships, charitable bequests, affinity programs and more. FORM 990, PART VI, SECTION A, LINE 1A DELEGATION OF AUTHORITY: THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIRPERSON, THE VICE CHAIR, THE SECRETARY, THE TREASURER AND ANY OTHER DIRECTOR THE CHAIRPERSON DEEMS NECESSARY. THE EXECUTIVE COMMITTEE SHALL ACT BETWEEN MEETINGS OF THE BOARD AND SHALL POSSESS ALL THE POWERS OF THE BOARD IN REGARD TO THE CONDUCT OF DAY-TO-DAY BUSINESS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 4 SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS: THE BYLAWS WERE AMENDED IN 2018. THE NEW BYLAWS INCREASED THE NUMBER OF MEMBERS WHO COULD SERVE ON THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990: THE CEO, VP OF FINANCE AND EXECUTIVE COMMITTEE REVIEW THE FORM 990 AND DISTRIBUTE TO BOARD MEMBERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: ANNUAL DISCLOSURE THAT AN INDIVIDUAL IS IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS REQUIRED BY ALL BOARD MEMBERS AND EMPLOYEES. THE ORGANIZATION'S HUMAN RESOURCE DEPARTMENT MONITORS AND ENFORCES COMPLIANCE. IF A CONFLICT EXISTS, THE CONFLICTED PERSON WILL ABSTAIN FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15A & 15B COMPENSATION REVIEW: THE ORGANIZATION'S HUMAN RESOURCE DEPARTMENT REVIEWS INDUSTRY SPECIFIC WAGE SURVEY DATA AND ESTABLISHES WAGE RANGES (MIN, MID, AND MAX) FOR EACH HOURLY AND EXEMPT POSITION WITHIN THE ORGANIZATION. AS NECESSARY, THE HUMAN RESOURCE DEPARTMENT WILL COMPARE SALARIES TO THESE BENCHMARKS. COMPENSATION FOR THE PRESIDENT/CEO AND KEY EMPLOYEES ARE REVIEWED BY THE COMPENSATION COMMITTEE COMPRISED OF BOARD MEMBERS. AFTER THE COMPENSATION COMMITTEE'S REVIEW, THE EVALUATION IS SUBMITTED TO THE EXECUTIVE COMMITTEE FOR APPROVAL. THE MOST RECENT REVIEW WAS CONDUCTED IN SUMMER OF 2019 WITH THE APPROVAL DOCUMENT KEPT IN THE HR DEPARTMENT'S FILES. FORM 990, PART VI, SECTION C, LINES 18 & 19 AVAILABILITY OF DOCUMENTS: THE ORGANIZATION'S ANNUAL REPORTS, MISSION STATEMENT, FORMS 990, AUDITED FINANCIAL STATEMENTS, AND CONTACT INFORMATION TO REQUEST DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE AT WWW.SPCA.ORG. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. ADDITIONALLY, THE ORGANIZATION'S FORMS 990 ARE AVAILABLE ON PUBLIC WEBSITES SUCH AS GUIDESTAR.COM AND CHARITYNAVIGATOR.ORG.