2019-05-10T12:38:41-05:00 2018-12-31 GARY MCGEE & CO LLP 808 SW THIRD AVENUE SUITE 700 PORTLAND OR 97204 990 2018-01-01 930386880 OREGON HUMANE SOCIETY OREG 5032857722 1067 NE COLUMBIA BOULEVARD PORTLAND OR 972110364 JOHN GOMEZ CHAIR 5032857722 2019-05-10 YEE LEE MCGEE P01294356 5032222515 96.95.137.101 2019-05-10 10:37:38 PD P A6C5305D582DC7D0F7638E9F545A4A195DA351B5 248A59B0E0579FE8B5C394547EDCB38756B63A83 2018 2019-02-21 02:37:17Z SHARON HARMON 1067 NE COLUMBIA BOULEVARD PORTLAND OR 972110364 28739045 0 X WWW.OREGONHUMANE.ORG X 1868 OR THE OREGON HUMANE SOCIETY'S MISSION IS TO FOSTER AN ENVIRONMENT OF RESPECT, RESPONSIBILITY, AND COMPASSION FOR ALL ANIMALS THROUGH EDUCATION, LEGISLATION AND LEADERSHIP; TO TAKE CARE OF THE HOMELESS, TO DEFEND THE ABUSED, AND TO FIGHT WITH UNRELENTING DILIGENCE FOR THE RECOGNITION OF THE INTEGRITY OF ALL ANIMALS. 22 22 242 2517 0 0 25517618 23717948 2931988 3185234 952909 824043 232136 232668 29634651 27959893 49000 0 0 0 9604727 10822447 0 60230 2267128 4883535 5919361 14537262 16802038 15097389 11157855 64844941 73979925 2448323 2828119 62396618 71151806 X THE OREGON HUMANE SOCIETY'S MISSION IS TO FOSTER AN ENVIRONMENT OF RESPECT, RESPONSIBILITY, AND COMPASSION FOR ALL ANIMALS THROUGH EDUCATION, LEGISLATION AND LEADERSHIP; TO TAKE CARE OF THE HOMELESS, TO DEFEND THE ABUSED, AND TO FIGHT WITH UNRELENTING DILIGENCE FOR THE RECOGNITION OF THE INTEGRITY OF ALL ANIMALS. 0 0 5650604 2566740 SHELTERING AND ADOPTIONS - THE OREGON HUMANE SOCIETY ("OHS") CONTINUES TO MAINTAIN ONE OF THE HIGHEST ADOPTION RATES IN THE COUNTRY - 12,062 TOTAL ADOPTIONS FOR 2018. THE ANIMALS THAT FOUND NEW HOMES CONSTITUTE AN OVERALL 98% ADOPTION RATE. THROUGH THE SECOND CHANCE PROGRAM, THE SOCIETY SAVES MORE LIVES BY ACCEPTING ANIMALS FROM SHELTERS AND ANIMAL CONTROL AGENCIES ACROSS OREGON, WASHINGTON, HAWAII, AND CALIFORNIA. THESE SHELTERS USUALLY FACE THE DUAL PROBLEM OF TOO MANY ABANDONED ANIMALS AND TOO FEW ADOPTERS. IN 2018, 8,122 ANIMALS WERE ACCEPTED FROM 85 ORGANIZATIONS.THERE ARE THREE MEASUREMENTS THAT MUST BE TAKEN TOGETHER TO ADEQUATELY ASSESS THE PERFORMANCE OF AN ORGANIZATION'S ANIMAL SHELTER PROGRAMS: TOTAL NUMBER OF ANIMALS ADMITTED FOR REHOMING, THE PERCENTAGE OF ANIMALS RELEASED ALIVE (SAVE RATE), AND THE AVERAGE LENGTH OF STAY FROM ARRIVAL TO DISPOSITION ("LOS"). CONSIDERING ONLY ONE FACTOR IN THE ABSENCE OF OTHERS COULD LEAD TO A FALSE CONCLUSION OF SUCCESS WHEN JUST THE OPPOSITE MAY BE TRUE. FOR EXAMPLE, A SHELTER COULD HAVE A HIGH SAVE RATE, BUT IF ONLY 100 ANIMALS WERE ADMITTED AND 100% WERE ADOPTED, BUT THE AVERAGE LENGTH OF STAY WAS 365 DAYS, YOU MIGHT THINK OF THEM DIFFERENTLY THAN AN ORGANIZATION THAT ACCEPTED SEVERAL THOUSAND ANIMALS, HAD A 90% SAVE RATE, AND THE ANIMALS TOOK AN AVERAGE OF TWO WEEKS TO REHOME (A 14-DAY LENGTH OF STAY).THESE THREE METRICS TOGETHER CAN BE USED AS AN ASSESSMENT OF IMPACT AND EFFICIENCY OF THE ANIMAL REHOMING PROGRAM.2018 ADOPTION RATES * THE SOCIETY ADOPTED 4,996 DOGS - 98% OF ALL DOGS RECEIVED BY THE SHELTER; * THE SOCIETY ADOPTED 6,363 CATS - 98% OF ALL CATS RECEIVED BY THE SHELTER; AND* THE SOCIETY ADOPTED 703 SMALL ANIMALS - 98% OF ALL SMALL ANIMALS RECEIVED BY THE SHELTER. SAVE RATES FOR 2018IN ADDITION TO THE ADOPTION RATE, THE OREGON HUMANE SOCIETY ALSO MAINTAINS DATA ON THE SAVE RATE, CALCULATED ACCORDING TO THE ASILOMAR STANDARD. THE SAVE RATE ACCURATELY REFLECTS THE MANY OPTIONS FOR PETS THAT COME TO THE SHELTER BESIDES ADOPTION - FOR EXAMPLE, ANIMAL TRANSFERS TO OTHER RESCUE ORGANIZATIONS AND ANIMALS THAT ARE RETURNED TO THEIR OWNERS. * THE SOCIETY SAVED A TOTAL OF 12,596 ANIMALS, WITH A SAVE RATE OF 98%;* THE SOCIETY SAVED 5,240 DOGS - 98% OF ALL DOGS RECEIVED BY THE SHELTER; * THE SOCIETY SAVED 6,619 CATS - 98% OF ALL CATS RECEIVED BY THE SHELTER; AND* THE SOCIETY SAVED 737 SMALL ANIMALS - 98% OF ALL SMALL ANIMALS RECEIVED BY THE SHELTER. LENGTH OF STAY FOR 2018THE OREGON HUMANE SOCIETY CALCULATES THE AVERAGE LENGTH OF STAY BY INCLUDING THE DAY OF ARRIVAL THROUGH THE DAY OF DISPOSITION (ADOPTION, TRANSFER, EUTHANASIA OR RETURN TO OWNER), BUT NOT INCLUDING TIME SPENT IN FOSTER HOMES OR THE TIME ANIMALS ARE HELD FOR THE PURPOSE OF CRIMINAL PROSECUTION.* DOG LOS AVERAGED 8.9 DAYS; THE AVERAGE LOS FOR PUPPIES WAS 12.4 DAYS.* CAT LOS AVERAGED 11.7 DAYS, WHILE THE AVERAGE LOS FOR KITTENS WAS 15.8 DAYS.ADOPTION OUTREACHBRINGING PETS INTO THE COMMUNITY FOR ADOPTION IS ANOTHER WAY THAT THE SOCIETY MAINTAINS SUCH A HIGH SAVE RATE.* A TOTAL OF 200 ANIMALS FOUND HOMES DIRECTLY THROUGH THIS PROGRAM;* THERE WERE 35 EVENTS THAT INCLUDED PETS AVAILABLE FOR ADOPTION; AND* THIS PROGRAM REACHED OVER 35,862 PEOPLE IN 2018, THROUGH EVENTS AND PERMANENT OUTREACH LOCATIONS. 2451482 249518 MEDICAL SERVICES - DURING THE YEAR ENDED DECEMBER 31, 2018, THE SOCIETY PERFORMED 12,626 SURGERIES IN THE ANIMAL MEDICAL LEARNING CENTER (THE "AMLC"), INCLUDING 11,984 SPAY AND NEUTER SURGERIES AND 642 OTHER ESSENTIAL AND EMERGENCY SURGERIES. IN ADDITION, THE AMLC PROVIDED 6,401 MEDICAL EXAMS FOR PETS AND TAUGHT 87 VETERINARY STUDENTS. 1894058 68525 COMMUNITY AWARENESS - EDUCATING THE COMMUNITY AND PROMOTING ANIMALS AND PROGRAMS ARE CRUCIAL TO HELPING THE SOCIETY ACHIEVE ITS MISSION OF FINDING A HOME FOR EVERY ANIMAL. IN ADDITION TO A VIBRANT EDUCATION DEPARTMENT, THE SOCIETY'S PUBLIC RELATIONS AND MARKETING DEPARTMENT STRIVES TO PROMOTE HUMANE LESSONS THROUGH THE MEDIA, SPECIAL EVENTS, AND REAL-TIME PHOTOS OF ANIMALS AVAILABLE FOR ADOPTION ON THE SOCIETY'S WEB SITE.IN 2018: * VISITORS TO THE SHELTER TOTALED 137,841 - (ON AVERAGE, 363 PEOPLE VISITED THE SOCIETY EACH DAY - OPEN 360 DAYS); * ADOPTIONS AVERAGED 33 PER DAY; * INCOMING PHONE CALLS NUMBERED 468,395; * THE SOCIETY ISSUED 81 MEDIA RELEASES; * THE SOCIETY HAD 2,604 TELEVISION, RADIO AND WEB NEWS STORIES; * COMMUNITY EVENTS NUMBERED 181, WITH 35 OF THEM FEATURING ADOPTION OUTREACH; * THE SOCIETY'S MAGAZINE REACHED 34,500 READERS; * THE SOCIETY'S WEB SITE AVERAGED 7,372 DAILY VISITORS; AND* THE AVERAGE STAY ON THE SOCIETY'S WEB SITE WAS 5:12 MINUTES. 318313 57985 HUMANE EDUCATION - SOMETIMES THE MOST SIGNIFICANT LESSONS ARE LEARNED NOT BY LISTENING TO A SPEAKER, BUT BY EXPERIENCING WITH THE HEART. IN HUMANE EDUCATION, THE SOCIETY STRIVES TO REACH THE HEARTS AS WELL AS THE MINDS OF CHILDREN, TEENS, AND ADULTS THE SOCIETY HAS THE OPPORTUNITY TO MEET. WITH TWO SPECIALLY-TRAINED CANINE ASSISTANTS, THE SOCIETY'S EDUCATIONAL DEPARTMENT REACHED 14,254 INDIVIDUALS WITH MESSAGES OF COMPASSION IN 2018.* HUMANE EDUCATION REACHED 14,254 PEOPLE (INCLUDING 11,550 CHILDREN AND 2,704 ADULTS); * NON-SCHOOL PRESENTATIONS NUMBERING 5 AND MADE OUTSIDE OF THE SHELTER REACHED 128 INDIVIDUALS; * SCHOOL VISITS INCLUDED 59 DIFFERENT SCHOOLS - 165 CLASSROOMS VISITED WITH 4,879 INDIVIDUALS REACHED; * SUMMER CAMP SESSIONS TOTALED 8, SERVING 219 TOTAL YOUTH WITH 1,644 POINTS OF IMPACT;* FIVE AFTER-SCHOOL CLUBS WITH 318 POINTS OF IMPACT; * THE 70TH ANNUAL BE KIND TO ANIMALS POSTER AND PHOTO/STORY EVENT RECEIVED 1,879 ENTRIES; AND* AS A RESULT OF 113 IN-SHELTER TOURS - 1,985 INDIVIDUALS WERE REACHED. 793730 6511 INVESTIGATIONS AND RESCUE - IN 2018, THE SOCIETY HAD ONE HUMANE SPECIAL AGENT WHO WAS COMMISSIONED BY THE SUPERINTENDENT OF STATE POLICE TO ENFORCE OREGON'S TOUGH ANIMAL CRUELTY LAWS. ADDITIONALLY, THERE WAS ONE NON-COMMISSIONED HUMANE INVESTIGATOR WHO ASSISTED IN THE FIELD WITH THE ENFORCEMENT OF THESE LAWS. THE INVESTIGATIONS TEAM TRAVELED ACROSS OREGON TO INVESTIGATE 535 NEW CASES OF ANIMAL CRUELTY, LEADING TO 260 ANIMALS BEING SEIZED OR REMOVED FROM HARM'S WAY, AND 8 CRIMINAL CASES. THEY ALSO ASSISTED LAW ENFORCEMENT AGENCIES AND VETERINARY FORENSIC SERVICES 190 TIMES. THERE WERE 3,671 CALLS AND E-MAIL MESSAGES TO THE SOCIETY'S CRUELTY COMPLAINT LINE AND WEB SITE. THE SOCIETY'S GOAL IS TO SAVE LIVES AND ENHANCE THE RELATIONSHIP BETWEEN PEOPLE AND THEIR PETS, WHILE ENSURING THAT THE ROUGHLY TWO MILLION PETS IN THE REGION ARE PROTECTED FROM ABUSE OR NEGLECT. 288579 298165 BEST FRIENDS' CORNER - THE SOCIETY OPERATES A RETAIL STORE LOCATED IN THE LOBBY OF THE SHELTER. THE STORE STOCKS EVERYTHING THAT A NEW ADOPTER MIGHT NEED TO MAKE THEIR NEW PET FEEL AT HOME. IT ALSO HAS NUMEROUS TRAINING BOOKS AND TOOLS TO IMPROVE PET BEHAVIOR HUMANELY AND KEEP THE ANIMAL IN THE HOME.IN 2018:* GROSS SALES: $596,653;* NET PROFIT OF: $121,847;* PERCENTAGE OF OVERALL SALES ATTRIBUTED TO NEW ADOPTER SALES: 42%. 350163 22605 VOLUNTEERS - THE COMPASSION OF THE SOCIETY'S VOLUNTEER FORCE CHANGED THE WORLD FOR EACH DOG, CAT, RABBIT, RODENT, OR BIRD THEY HELPED ON A DAILY BASIS. THE LIVES SAVED, THROUGH A KIND WORD, A WALK, A GENTLE TOUCH, A PHOTO TAKEN, OR A NEW TOY, ARE THOSE OF THIS COMMUNITY'S HOMELESS ANIMALS. FOSTER CARE HAS CONTRIBUTED SIGNIFICANT TIME TO THE SOCIETY'S VOLUNTEER HOURS. DONATING 281,613 HOURS OF SERVICE TO ALL PROGRAMS OFFERED AT THE SOCIETY IN 2018, VOLUNTEERS PROVIDED SERVICES EQUIVALENT TO 135 FULL-TIME EMPLOYEES.ADULT VOLUNTEERS* TOTAL ADULT VOLUNTEER HOURS - 281,613;* TOTAL NUMBER OF INDIVIDUALS VOLUNTEERING THEIR TIME TO OHS WAS 5,359;* VOLUNTEER HOURS FOR BEHAVIOR AND ENRICHMENT CARE TOTALED 56,800; AND* OTHER VOLUNTEER HOURS TOTALED 224,813. YOUTH AND COMMUNITY GROUPS PROGRAM* INDIVIDUALS WHO PARTICIPATED IN THE YOUTH AND COMMUNITY GROUPS PROGRAM NUMBERED 2,842, PROVIDING 15,813 VOLUNTEER HOURS; * INDIVIDUAL YOUTH VOLUNTEERS (NOT INCLUDING GROUPS) NUMBERED 249, RESULTING IN 9,911 HOURS VOLUNTEERED; AND* GROUPS TOTALED 382 GROUP VOLUNTEERS - 5,900 HOURS VOLUNTEERED.FOSTER CARE* THERE WERE 525 FOSTER CARE VOLUNTEER FAMILIES, VOLUNTEERING 165,470 HOURS; AND * ANIMALS FOSTERED TOTALED 2,030. PRIMARY REASONS FOR FOSTER CARE* BECAUSE THEY WERE TOO YOUNG FOR ADOPTION - 774; OR* THEY WERE NURSING BABY ANIMALS - 660; OR* THEY HAD A MEDICAL CONDITION - 537. 700303 209951 BEHAVIOR, TRAINING, AND ANIMAL-ASSISTED INTERACTIONS - THE SOCIETY'S BEHAVIOR, TRAINING, AND ANIMAL-ASSISTED INTERACTION SERVICES ARE SUMMARIZED AS FOLLOWS: BEHAVIOR CONSULTATION AND TRAINING * RESULTED IN 626 PRIVATE CONSULTATIONS;* PUBLIC TRAINING CLASSES OFFERED NUMBERED 185;* PEOPLE NUMBERING 1,643 ATTENDED OREGON HUMANE SOCIETY CLASSES AND CONSULTATIONS;* VOLUNTEER TRAININGS TOTALED 160 AND INCLUDED 1,297 STAFF AND VOLUNTEERS WHO ATTENDED THOSE TRAININGS;* THE BEHAVIOR MODIFICATION PROGRAM HELPED 33 DOGS AND 42 CATS; * A VOLUME OF 1,924 PHONE CALLS AND EMAILS WERE HANDLED BY THE FREE BEHAVIOR HELP LINE;* TOP ISSUES FOR CAT OWNERS: LITTER BOX PROBLEMS AND AGGRESSION; AND* THE TOP ISSUE FOR DOG OWNERS: HOME ALONE ISSUES AND FEARFULNESS.ANIMAL ASSISTED THERAPY (AAT)AAT PROVIDES MEDICAL AND EMOTIONAL BENEFITS TO PATIENTS THROUGH TEAMS OF TRAINED ANIMALS AND THEIR HUMAN PARTNERS. THE SOCIETY'S AAT SCHOOL PREPARES INDIVIDUALS AND THEIR ANIMALS TO TAKE THE NATIONAL AAT EVALUATION EXAM. THERE WERE 133 PEOPLE WHO ATTENDED AAT CLASSES AND 106 PEOPLE AND THEIR DOGS WERE EVALUATED TO BE PET PARTNERS. CURRENTLY, THERE ARE 8 ACTIVE AAT VOLUNTEERS WHO, IN 2018, SPENT 939 HOURS VISITING 15 FACILITIES WITH A CERTIFIED PET. THE VOLUNTEER HOURS INCLUDE AN ADDITIONAL 632 HOURS IN AAT CLASSES AND EVALUATIONS. 290344 ASAP/SPAY & SAVE - THE SPAY & SAVE PROGRAM IS OPERATED IN COORDINATION WITH THE ANIMAL SHELTER ALLIANCE OF PORTLAND ("ASAP"), OF WHICH THE SOCIETY IS A MEMBER AND THE FISCAL SPONSOR. ASAP IS A COALITION OF THE GREATER PORTLAND AREA'S LEADING ANIMAL WELFARE ORGANIZATIONS AND THE VETERINARY COMMUNITY. THE SPAY & SAVE PROGRAM WORKS TO REDUCE THE NUMBER OF CATS AND KITTENS THAT COME INTO PORTLAND-AREA SHELTERS. PORTLAND METROPOLITAN AREA SHELTERS HAVE REDUCED EUTHANASIA IN LOCAL SHELTERS BY A DRAMATIC 90% FROM 2006 TO 2018 AND NOW SAVES 95% OF CATS AND DOGS, THANKS TO THE EFFORTS OF ASAP. IN 2018, THE SPAY & SAVE PROGRAM COMPLETED 8,960 SURGERIES, OF WHICH 4,504 WERE PERFORMED BY SOCIETY STAFF. THIS VITAL PROGRAM IS FUNDED ENTIRELY BY PRIVATE DONATIONS. 2741432 595217 12737576 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 306 0 242 1 0 0 0 0 0 1 1 1 1 0 0 1 0 0 0 X 22 22 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X THE ORGANIZATION 5032857722 1067 NE COLUMBIA BOULEVARD PORTLAND OR 97211 HARVEY N BLACK DIRECTOR 5.00 X 0 0 0 AKIN BLITZ DIRECTOR 4.00 X 0 0 0 STEVE BLOOM DIRECTOR 1.00 X 0 0 0 REGINALD R EKLUND DIRECTOR 5.00 X 0 0 0 LINDSAY FORD DIRECTOR 1.00 X 0 0 0 DR JOHN GUSTAVSSON DIRECTOR 2.00 X 0 0 0 DAVE S HANSEN DIRECTOR 2.00 X 0 0 0 GORDON KEANE DIRECTOR 3.00 X 0 0 0 LYNN LOACKER DIRECTOR 2.00 X 0 0 0 ELIZABETH MEHREN DIRECTOR 1.00 X 0 0 0 DR JACQUELINE C NEILSON DIRECTOR 0.10 X 0 0 0 TONYA R NICHOLS DIRECTOR 1.00 X 0 0 0 BETTY B NORRIE DIRECTOR 12.00 X 0 0 0 MARVEITA REDDING DIRECTOR 8.00 X 0 0 0 DIANE ROSENBAUM DIRECTOR 3.00 X 0 0 0 MARY K SLAYTON DIRECTOR 4.00 X 0 0 0 LAURA SPEAR DIRECTOR 0.10 X 0 0 0 CAROLYN VOGT DIRECTOR 1.00 X 0 0 0 NANCY TONKIN-ZOUCHA DIRECTOR 10.00 X 0 0 0 MARC F GRIGNON IMMEDIATE PAST CHAIR 5.00 X 0 0 0 JOHN C GOMEZ CHAIR 4.00 X X 0 0 0 SAMANTHA HAZEL VICE CHAIR 4.00 X X 0 0 0 PETER JENSEN TREASURER 3.00 X X 0 0 0 DR STEPHEN C KOCHIS SECRETARY 8.00 X X 0 0 0 SHARON M HARMON CHIEF EXECUTIVE OFFICER 40.00 X 281019 0 25700 BRIAN AUGUST CHIEF OPERATING OFFICER 40.00 X 161339 0 15360 GARY KISH VP, LEGACY GIFTS & STRATEGIC INITIATIVES 40.00 X 139078 0 15831 BARBARA BAUGNON VP, MARKETING & COMMUNICATIONS 40.00 X 127141 0 15504 DR KRIS OTTEMAN VP, SHELTER MEDICINE & OPE 40.00 X 133628 0 16589 JENNIFER BAUMANN VP,CAPITAL CAMPAIGN & MAJO 40.00 X 136257 0 15318 RHONDA PALOS VP, HUMAN RESOURCES 40.00 X 114264 0 10453 1092726 0 114755 7 0 1 0 LEOPOLD KETEL & PARTNERS 118 SW FIRST AVENUE PORTLAND OR 97204 ADVERTISING AND PUBLIC AWARENESS 611150 DELTA CONNECTS INC 17400 SWUPPER BOONES FERRY ROAD DURHAM OR 97224 CONTROLS PROJECT, HVAC REPAIR & MAINTE 368673 SCOTT EDWARDS ARCHITECTURE 2525 E BURNSIDE STREET PORTLAND OR 97214 ARCHITECTURAL SERVICES 145754 CAUSEMIC LLC PO BOX 11781 PORTLAND OR 97211 DIGITAL MARKETING CONSULTANT 110850 4 329236 1672045 21716667 7687847 23717948 PROGRAM SERVICE FEES 900099 3185234 3185234 3185234 831061 831061 271420 0 271420 271420 271420 10469 17487 -7018 -7018 -7018 106311 1672045 462705 -356394 -356394 593726 298960 294766 294766 OTHER 900099 22876 22876 22876 27959893 3480000 0 761945 483418 218938 149493 114987 154909 154909 8230831 5797505 1482963 950363 401149 250683 101157 49309 865975 634898 147220 83857 686165 479487 117623 89055 102727 65877 36850 106571 48334 52544 5693 37567 37567 60230 60230 626459 215855 410604 360629 124980 7637 228012 1398820 1052092 144440 202288 334763 53307 258742 22714 367790 17028 349134 1628 161684 109125 35343 17216 836003 786794 15919 33290 166099 45754 118611 1734 PUBLIC AWARENESS 631468 630816 0 652 REPAIRS & MAINTENANCE 365660 9626 356034 0 OTHER 183399 80401 82837 20161 BANK FEES 169327 121249 621 47457 70395 2023137 -2099465 146723 16802038 12737576 1797334 2267128 3776623 2412589 3548415 12692258 10457059 10326690 67325 50648 2068 41624 72300 86959 128901 137189 28237884 9816363 15737590 18421521 30255609 27829068 799051 1981379 64844941 73979925 1273884 1558291 1174439 1269828 2448323 2828119 X 42394245 40920011 16296379 26539414 3705994 3692381 62396618 71151806 64844941 73979925 X 11157855 -2395048 -7619 X 0 1 X 1 0 X 8875188 9453830 11554452 25517618 23717948 79119036 8875188 9453830 11554452 25517618 23717948 79119036 9324684 69794352 851512 600234 988832 1213648 1102481 4756707 136199 77998 52372 31778 22876 321223 84196966 16364595 0.82890 0.84700 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS 321223 37567 37567 14497343 14534910 876746 219187 0 0 676089 757864 780051 876746 3090750 4636125 38300 31900 41200 37567 148967 169022 189466 195013 219187 772688 1159032 14011900 1446946 -852366 629800 13976680 11605711 639500 1924270 157581 14011900 10563759 764464 712950 435462 11605711 10130762 892000 -3019 455984 10563759 10590845 423046 883129 10130762 0.73920 0.24310 0.01770 1 0 6861224 6861224 16833711 6346010 10487701 3085544 2580623 504921 1457405 889730 567675 18421521 CHARITABLE GIFT ANNUITIES 248231 DEFERRED COMPENSATION 1021597 1269828 26405353 -2395048 848127 -7619 -1554540 27959893 0 27959893 17650165 848127 848127 16802038 0 16802038 PART V, LINE 4: DONOR RESTRICTED AND BOARD DESIGNATED FUNDS ARE HELD FOR LONG TERM INVESTMENT. THE ORGANIZATION'S GOAL IS TO CONTINUE TO GROW THE ENDOWMENT TO SUPPORT FUTURE OPERATIONS. THE ENDOWMENT IS MANAGED SIMILAR TO A FOUNDATION. ALTHOUGH MOST FOUNDATIONS DISTRIBUTE 5% ANNUALLY TO SUPPORT PROGRAMS, THE ORGANIZATION USES A RATE OF 4.5% TO PROMOTE THE GROWTH OF THE FUNDS AS WELL AS THE PRESERVATION OF PRINCIPAL WHILE CONTINUING DISTRIBUTIONS TO SUPPORT PROGRAMS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS -19,986. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUSTS 12,367. X 1 ONE & ALL (FKA GRIZZARD COMMUNICATIONS GROUP INC) 3500 LENOX ROAD SUITE 1900 ATLANTA GA 30326 0 0 60230 0 60230 OR WA DOGGIE DASH 753873 750878 2995 60307 119248 TELETHON 321714 321714 98694 7 702769 599453 103316 3230 1875 41505 137846 1778356 1672045 106311 63537 1875 41505 355788 462705 -356394 X X X X X 0 0 0 0 0 0 0 1 0 SHARON M HARMON CHIEF EXECUTIVE OFFICER 242242 0 34800 0 3977 0 20222 0 5478 0 306719 0 0 0 BRIAN AUGUST CHIEF OPERATING OFFICER 161339 0 0 0 0 0 9882 0 5478 0 176699 0 0 0 GARY KISH VP, LEGACY GIFTS & STRATEGIC INITIAT 139078 0 0 0 0 0 10353 0 5478 0 154909 0 0 0 DR KRIS OTTEMAN VP, SHELTER MEDICINE & OPE 133628 0 0 0 0 0 10769 0 5820 0 150217 0 0 0 JENNIFER BAUMANN VP,CAPITAL CAMPAIGN & MAJO 136257 0 0 0 0 0 9840 0 5478 0 151575 0 0 0 PART I, LINE 7 CHIEF EXECUTIVE OFFICER WAS AWARDED A BONUS IN 2018. GARY KISH VP LEGACY GIFTS STRAT MS. HARMON'S SPOUSE 154909 COMPENSATION AND BENEFITS 0 X 747 557725 SALES PRICE/COMPARABLE X 1 11500 SALES PRICE/COMPARABLE X 25 6700048 SALES PRICE X SUPPLIES AND MATERIALS 4094 418574 COMPARABLE PROPERTY 1 0 1 1 PART I, COLUMN (B): COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: THE ORGANIZATION WORKS WITH A TOWING COMPANY TO SELL VEHICLES DONATED TO THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 2 THE CHIEF EXECUTIVE OFFICER AND VICE PRESIDENT, LEGACY GIFTS AND STRATEGIC INITIATIVES HAVE A FAMILY RELATIONSHIP. THE VICE PRESIDENT, LEGACY GIFTS AND STRATEGIC INITIATIVES REPORTS TO THE CHIEF OPERATING OFFICER. FORM 990, PART VI, SECTION A, LINE 4 ARTICLES OF INCORPORATION WERE REVISED IN NOVEMBER 2018. SIGNIFICANT CHANGES WERE MADE AS FOLLOWS: A)THE BOARD MEMBERS ARE DIRECTORS AND NOT TRUSTEES; B)AUTHORITY TO INDEMNIFY DIRECTORS IS CLEAR; C)MASCULINE PRONOUNS WERE CHANGED TO NEUTRAL TERMS; D)MODERN, CLEAR LANGUAGE WAS APPLIED WHEREVER POSSIBLE. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE DISCUSSES THE DRAFT FORM 990 PRIOR TO FILING. A COPY IS THEN SENT TO EACH MEMBER OF THE FULL BOARD FOR COMMENT AT THE NEXT REGULARLY SCHEDULED BOARD MEETING BEFORE FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS COMPLETE AND SIGN AN ANNUAL DISCLOSURE STATEMENT. ALL SIGNIFICANT EXPENSES AND CONTRACTS REQUIRE A MINIMUM OF THREE BIDS. ANY BOARD MEMBER WITH A POTENTIAL CONFLICT WOULD BE RECUSED FROM THE SELECTION PROCESS. FORM 990, PART VI, SECTION B, LINE 15 THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS FIXED BY CONTRACT, HISTORICALLY FOR A THREE YEAR TERM. THE ORGANIZATION REVIEWS COMPENSATION SURVEYS FROM INDEPENDENT COMPENSATION CONSULTANTS, WHICH INCLUDES ANIMAL SHELTERS THROUGHOUT THE UNITED STATES BASED ON BUDGET, PROGRAMS AND COMPLEXITY OF OPERATIONS. THE COMPENSATION COMMITTEE IN PARTNERSHIP WITH THE VICE PRESIDENT, HR MAKES RECOMMENDATIONS FOR THE CHIEF EXECUTIVE OFFICE'S COMPENSATION TO THE EXECUTIVE COMMITTEE. IMPORTANT FACTORS THAT ARE CONSIDERED INCLUDE PERFORMANCE METRICS SET BY THE COMMITTEE RELATED TO MISSION BASED ACCOMPLISHMENTS. AFTER APPROVAL BY THE EXECUTIVE COMMITTEE, THE BOARD CHAIR SIGNS THE CONTRACT WITH THE CHIEF EXECUTIVE OFFICER, ON BEHALF OF THE BOARD OF DIRECTORS UPON APPROVAL BY THE BOARD. THE CURRENT THREE YEAR CONTRACT TERM ENDED 12/31/2018; EFFECTIVE 1/1/2019 THERE IS A NEW CONTRACT FOR A FOUR YEAR TERM. THE ORGANIZATION REVIEWS OVERALL COMPENSATION STRATEGY FOR ALL EMPLOYEES. BASED ON MARKET SALARY INFORMATION, THE ORGANIZATION ESTABLISHES COMPETITIVE SALARY RANGES FOR ALL EMPLOYEES, INCLUDING THE EXECUTIVE TEAM. ALL SALARIES ARE APPROVED BY THE VP, HUMAN RESOURCES, WITHIN THE APPROVED RANGES. THE FINANCE COMMITTEE AND BOARD APPROVE COMPENSATION IN CONJUNCTION WITH THE ANNUAL BUDGET APPROVAL. ALL EMPLOYEES ARE GIVEN ANNUAL PERFORMANCE REVIEWS; DOCUMENTATION IS MAINTAINED IN EACH EMPLOYEE'S PERSONNEL FILE. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE, PUBLISHED IN THE ANNUAL REPORT AND SPRING MAGAZINE AND AVAILABLE UPON REQUEST. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS -19,986. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUSTS 12,367.