2018-11-15T18:59:01-06:00 2017-12-31 952694444 CONSIDINE & CONSIDINE 8989 RIO SAN DIEGO DRIVE SUITE 250 SAN DIEGO CA 92108 990 2017-01-01 237228287 HELEN WOODWARD ANIMAL CENTER HELE 8587564117 PO BOX 64 RANCHO SANTA FE CA 92067 MICHAEL M ARMS PRESIDENT 8587564117 2018-11-15 1 RICHARD HOTZ P00452784 6192311977 2018-11-15 70.167.7.14 2018-11-15 16:51:33 PS P 60FA07926C46955F26EF4DA4726371876DA7B8F3 6CA8574A804442514A876AFAEC8E3630F2F18CE6 2017 2019-02-21 02:37:17Z MICHAEL M ARMS PO BOX 64 RANCHO SANTA FE CA 92067 13658411 0 X WWW.ANIMALCENTER.ORG X 1972 CA CHARITABLE, EDUCATION AND/OR SCIENTIFIC WORK FOR THE CARE AND TREATMENT OF ANIMALS. 16 15 253 1627 2787342 -247096 10609438 6107641 4694428 5120829 764391 454166 501090 1358662 16569347 13041298 6014 6343 0 0 6515408 6940280 0 0 2164344 3880980 4259014 10402402 11205637 6166945 1835661 32697995 35413701 733918 816917 31964077 34596784 OUR BELIEF THAT ANIMALS HELP PEOPLE & PEOPLE HELP ANIMALS THROUGH TRUST, UNCONDITIONAL LOVE, & RESPECT, CREATES A LEGACY OF CARING. SHARING THIS VIEW WITH OTHERS, WE INSPIRE AND TEACH, LOCALLY & GLOBALLY, THE IMPORTANCE OF THE ANIMAL-HUMAN BOND. 0 0 8105019 6343 3059592 HELEN WOODWARD ANIMAL CENTER OPERATES A NUMBER OF PROGRAMS DESIGNATED TO EDUCATE THE PUBLIC ON THE CARE AND TRAINING OF ANIMALS. IT OPERATES PET ADOPTION PROGRAMS AND HAS SEVERAL SCHOOL PROGRAMS FOR THE EDUCATION OF YOUNG PEOPLE. THE CENTER OPERATES AN EQUINE VETERINARY HOSPITAL FOR CARE AND SURGERY OF HORSES AND OTHER LARGE ANIMALS. THE CENTER OPERATES A SMALL ANIMAL VETERINARY HOSPITAL AND A BOARDING FACILITY FOR THE CARE OF DOGS, CATS AND EXOTICS. THE CENTER OPERATES SEVERAL PROGRAMS FOR THE PHYSICALLY, EMOTIONALLY, AND DEVELOPMENTALLY HANDICAPPED. 8105019 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 1 27 0 253 1 1 1 0 0 0 1 1 1 1 0 1 1 1 0 X 16 15 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X X RENEE SIMMONS 8587564117 6523 HELEN WOODWARD WAY SUITE 100 RANCHO SANTA FE CA 92067 STEVEN ANDERSON ESQ SECRETARY 1.00 X 0 0 0 MICHAEL M ARMS PRESIDENT/CEO 40.00 X 354492 0 12000 BRYCE RHODES CHAIRMAN 1.00 X 0 0 0 TONI NICKELL VICE CHAIRMAN 1.00 X 0 0 0 BILL BAUCE DIRECTOR 1.00 X 0 0 0 CHARLES BIELER DIRECTOR 1.00 X 0 0 0 JAMES BOWERS PHD DIRECTOR EMERITUS 0.00 X 0 0 0 JOE CAMP DIRECTOR 1.00 X 0 0 0 JAMES HOOKER DIRECTOR 1.00 X 0 0 0 DIANE KEATON DIRECTOR 1.00 X 0 0 0 CHRIS BREINING DIRECTOR 1.00 X 0 0 0 KATIE SHULL DIRECTOR 1.00 X 0 0 0 ARLO SORENSEN DIRECTOR 1.00 X 0 0 0 MICHAEL MCKINNON DIRECTOR 1.00 X 0 0 0 DAVID VIGIL DIRECTOR 1.00 X 0 0 0 TANER HALICIOGLU DIRECTOR 1.00 X 0 0 0 MARK HARRIS DIRECTOR 1.00 X 0 0 0 DR PATRICIA CARTER CHIEF OF STAFF ANIMAL HOSP 40.00 X 168021 0 0 RITA TRUDERUNG VP OF OPERATIONS/CFO 40.00 X 167121 0 0 RENEE RESKO VP OF DEVELOPMENT 40.00 X 158465 0 0 LON JONES SYSTEMS PROGRAMMING MANAGE 40.00 X 121302 0 0 DR STEPHANIE OBA VETERINARIAN 40.00 X 114501 0 0 RENEE SIMMONS VP OF FINANCE 40.00 X 126845 0 0 1210747 0 12000 7 0 1 0 STUDIO E ARCHITECTS 2258 1ST AVE SAN DIEGO CA 92101 ARCHITECTURAL, NEW CONSTRUCTION 206823 BYCOR GENERAL CONTRACTORS 6490 MARINDUSTRY PLACE SAN DIEGO CA 92121 GENERAL CONTRACTOR, NEW CONSTRUCTION 191454 LONG TERM IT PO BOX 720613 SAN DIEGO CA 92172 IT SUPPORT/MAINTENANCE 121385 MENAGERIE COLLECTIVE 51 VALLEY VIEW RD HIGH BRIDGE NJ 08829 PR CONSULTANT 102686 4 534672 5572969 157654 6107641 HOSPITAL INCOME 900099 2067580 794945 1272635 ANIMAL BOARDING 721310 1367959 1367959 ANIMAL ADOPTIONS 900099 1002217 1002217 EDUCATION 611600 596559 576703 19856 RIDING 900099 79229 79229 7285 7285 5120829 88142 88142 31761 0 31761 31761 31761 366024 0 366024 366024 366024 1136725 534672 435523 701202 701202 632670 181590 451080 324188 126892 OTHER 900099 148133 148133 VALUE CHANGE OF SPLIT INTEREST AG 523000 26486 26486 174619 13041298 2932700 2787342 1213615 6343 6343 701634 488071 100273 113290 5019858 3772156 343978 903724 76473 56942 5938 13593 726083 540642 56377 129064 416232 309927 32319 73986 20669 17132 244 3293 804942 489485 218626 96831 OPERATING SUPPLIES AND 2011940 1640820 166564 204556 OUTSIDE SERVICES 401061 394435 947 5679 CAPITAL CAMPAIGN EXPENS 364132 364132 OTHER 286874 163019 5198 118657 369396 226047 5810 137539 11205637 8105019 936274 2164344 5177933 4301318 547294 3002302 9196041 9464107 155871 62349 55847 28183 24544 45333 65144 20976300 12319608 9022592 8656692 7250808 8259610 35879 40028 1182214 1537607 32697995 35413701 535019 646197 198899 170720 733918 816917 X 18134254 20303867 12194871 12657965 1634952 1634952 31964077 34596784 32697995 35413701 1835661 797046 0 X 0 1 X 1 0 X 7963129 3140103 5248245 10609438 6107641 33068556 7963129 3140103 5248245 10609438 6107641 33068556 3765310 29303246 289073 642575 182049 35111 119903 1268711 64790 164933 -14982 26486 241227 145507 188488 172090 506085 35084579 11004546 0.83520 0.81320 X 5225382 891224 277430 53546 5785630 5017794 520422 262713 50121 5225382 5430984 -89914 274597 48679 5017794 5425015 335480 279255 50256 5430984 4848201 907541 283107 47620 5425015 0.72000 0.28000 1 0 385000 385000 16144392 8995428 7148964 381502 335079 46423 3114754 2396794 717960 950652 592307 358345 8656692 DEFERRED COMPENSATION AND BENEFITS 15000 ACCRUED PAYROLL 152200 SECURITY DEPOSITS 3520 170720 14481467 797046 649466 1446512 13034955 6343 6343 13041298 11848760 649466 649466 11199294 6343 6343 11205637 PART V, LINE 4: TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 181,590. SPECIAL EVENT EXPENSES 435,523. CENTER VET SERVICES 32,353. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 6,343. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 181,590. SPECIAL EVENT EXPENSES 435,523. CENTER VET SERVICES 32,353. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 6,343. SPRING FLING 439919 69750 370169 30182 2268 167459 TELETHON 995230 464922 530308 688 118602 4 236248 236248 12781 5053 98490 1671397 534672 1136725 43651 7321 384551 435523 701202 1 PARTIAL RIDING SCHOLARSHIPS 55 5605 EDUCATION SCHOLARSHIPS 5 738 X X 0 0 0 0 0 0 0 0 0 MICHAEL M ARMS PRESIDENT/CEO 354492 0 0 0 0 0 12000 0 0 0 366492 0 0 0 DR PATRICIA CARTER CHIEF OF STAFF ANIMAL HOSP 168021 0 0 0 0 0 0 0 0 0 168021 0 0 0 RITA TRUDERUNG VP OF OPERATIONS/CFO 167121 0 0 0 0 0 0 0 0 0 167121 0 0 0 RENEE RESKO VP OF DEVELOPMENT 158465 0 0 0 0 0 0 0 0 0 158465 0 0 0 MICHAEL ARMS PRESIDENT RESIDENCE X 400000 0 0 1 1 MARJORIE MORSE SPOUSE OF FORMER KEY EMPLOYEE 37156 DEFERRED COMPENSATION 0 STEVEN ANDERSON ESQ DIRECTOR, OFFICER, EMPLOYEE AND SHAREHOLDER OF WTC SERVES ON THE BOARD OF HELEN WOODWARD ANIMAL CENTER. 0 ARLO SORENSEN DIRECTOR OF WTC SERVES ON THE BOARD OF HELEN WOODWARD ANIMAL CENTER. 0 BRYCE RHODES DIRECTOR AND BENFICIARY OF A TRUST THAT IS A SHAREHOLER OF WTC'S PARENT CO. SERVES ON THE BOARD OF HELEN WOODWARD ANIMAL CENTER. 0 X 36 FAIR MARKET VALUE X 3096 FAIR MARKET VALUE X 1 2000 FAIR MARKET VALUE X 44835 111099 FAIR MARKET VALUE X ANIMAL SUPPLIES 48435 30531 FAIR MARKET VALUE X FOOD & DRINK 3101 3593 FAIR MARKET VALUE X OTHER 45 3456 FAIR MARKET VALUE X REFRIGERATOR 1 2000 FAIR MARKET VALUE X OFFICE SUPPLIES 146 1178 FAIR MARKET VALUE X ANIMAL MEDICAL SUPPLIES 683 666 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THIRD PARTIES ARE USED TO SELL ANTIQUES ON CONSIGNMENT, AND AN AUCTION COMPANY IS USED TO SELL VEHICLES THAT ARE DONATED. FORM 990, PART VI, SECTION A, LINE 2 HELEN WOODWARD'S MAIDEN NAME IS HELEN WHITTIER. THE WHITTIER TRUST COMPANY (WTC) WAS FORMED IN 1989 FROM A FAMILY OFFICE WHICH PROVIDED BUSINESS, INVESTMENT AND OTHER SERVICES FOR THE WHITTIER FAMILY. THE WTC PROVIDES INVESTMENT SERVICES TO THE HELEN WOODWARD ANIMAL CENTER. DUE TO THE UNIQUE HISTORICAL RELATIONSHIP WITH WTC, THE SPECIAL CHARACTERISTICS RELATING TO WTC'S DELIVERY OF INVESTMENT SERVICES AND THE PERFORMANCE GENERATED BY WTC, A MORE ADVANTAGEOUS ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER THE CIRCUMSTANCES. HWAC PAID TRUSTEE FEES OF $79,985 FOR THE YEAR ENDED DECEMBER 31, 2017. FORM 990, PART VI, SECTION B, LINE 11B RETURN IS REVIEWED BY THE PRESIDENT, VP OF OPERATIONS, AND VP OF FINANCE PRIOR TO FILING. THE REMAINING BOARD MEMBERS HAVE THE OPPORTUNITY TO REVIEW THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS MEMBERS OF THE BOARD OF DIRECTORS DISCLOSE IF ANY CIRCUMSTANCES HAVE CHANGED THAT WOULD CAUSE THEM TO HAVE A CONFLICT OF INTEREST. IF A MEMBER IS FOUND TO HAVE A CONFLICT OF INTEREST, THEIR POSITION STATUS IS VOTED ON BY OTHER MEMBERS TO ALLOW THEM TO REMAIN ON THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 REVIEW, RECOMMENDATION AND APPROVAL OF PRESIDENT/CEO COMPENSATION DETERMINED BY BOARD OF DIRECTORS. ANNUAL REVIEW OF KEY EMPLOYEES AND COMPENSATION DETERMINED BY PRESIDENT/CEO WITHIN THE CONFINES OF THE ANNUAL BUDGET APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST