2018-07-31T12:40:26-05:00 2017-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC 1007 EAST MAIN STREET SUITE 300 BOZEMAN MT 59715 990 2017-01-01 237375919 HEART OF THE VALLEY INC HEAR 4063889399 PO BOX 11390 BOZEMAN MT 59719 JIM BANGS TREASURER 4063889399 2018-07-31 1 HEATHER WALSTAD P01077744 4065566160 2018-07-30 2017 2022-09-23 18:48:47Z JIM BANGS PO BOX 11390 BOZEMAN MT 59719 4758683 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. 12 12 39 710 0 0 1904218 801244 405185 455380 40965 604836 72164 100167 2422532 1961627 0 0 0 0 886096 907729 0 0 195392 588394 649100 1474490 1556829 948042 404798 8061734 8531488 64687 81786 7997047 8449702 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 1237031 465990 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. 1237031 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 16 0 1 39 1 0 0 0 0 0 1 1 0 0 0 0 X 12 12 0 0 1 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 NANCY XANDER SECRETARY 1.00 X X 0 0 0 MARK ALBRECHT BOARD MEMBER 1.00 X 0 0 0 DAWN LEADBETTER 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 STEVE WHEELER BOARD MEMBER 1.00 X 0 0 0 TONY WOODWARD BOARD MEMBER 1.00 X 0 0 0 MARLA CAULK EXECUTIVE DIRECTOR 40.00 X 100000 0 3000 100000 0 3000 0 0 0 0 0 110203 691041 138014 801244 ANIMAL CONTROL 900099 196760 196760 ADOPTION FEES 900099 172512 172512 DAY CAMP INCOME 900099 29261 29261 RECLAIM FEES 900099 18701 18701 SURRENDER FEES 900099 11955 11955 26191 26191 455380 83422 83422 3221644 2700230 521414 521414 521414 181441 110203 91884 89557 89557 15176 4942 10234 10234 OTHER INCOME 900099 376 376 376 1961627 465990 0 694393 103000 51500 20600 30900 686586 589784 337 96465 15042 12217 399 2426 39117 31770 1037 6310 63984 51966 1697 10321 35578 35578 18828 18828 12309 4043 8266 48454 22322 6417 19715 6333 5383 633 317 90338 76787 9034 4517 4426 3762 221 443 166186 141258 16619 8309 29214 24556 2385 2273 ANIMAL CARE 181683 181683 STAFF TRAINING AND DEVE 16877 8615 0 8262 EQUIPMENT LEASE AND MAI 16272 9763 1627 4882 SHELTER SERVICES 8911 8911 13691 12711 728 252 1556829 1237031 124406 195392 X 25181 31068 443125 318494 25353 33132 8115 6001 5396391 1454535 4045766 3941856 3514194 4200937 8061734 8531488 64687 81786 64687 81786 X 5031118 4949775 424720 953719 2541209 2546208 7997047 8449702 8061734 8531488 404798 47857 0 X X 0 1 X 1 0 X 718192 1100113 1723690 1904218 455380 5901593 337384 365775 371457 417786 470556 1962958 1055576 1465888 2095147 2322004 925936 7864551 56817 76697 36172 73220 71600 314506 0 56817 76697 36172 73220 71600 314506 7550045 56816 31628 61175 75738 83422 308779 56816 31628 61175 75738 83422 308779 125255 198189 138038 61488 89557 612527 742 476 731 515 376 2840 1238389 1696181 2295091 2459745 1099291 8788697 0.85910 0.93680 0.03510 0.02770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3514195 54999 631743 4200937 2404073 935573 234264 59715 3514195 1197352 1335539 -91131 37687 2404073 877237 303949 46849 30683 1197352 751971 17789 138541 31064 877237 0.18560 0.60610 0.20830 1 0 250000 250000 4432861 1148691 3284170 363250 208543 154707 350280 97301 252979 3941856 2125281 47857 23912 91885 163654 1961627 0 1961627 1672626 23912 91885 115797 1556829 0 1556829 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: DIRECT FUNDRAISING EVENT EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 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. 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. DOG BALL 260692 109660 151032 89095 SNOWSHOE SHUFFLE 10810 10810 1504 1 20142 543 19599 1285 291644 110203 181441 91884 91884 89557 X 6 31158 FAIR MARKET VALUE X ANIMAL CARE SUPPLIES 0 56245 FAIR MARKET VALUE X DONATED AUCTION ITEMS 0 50611 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 4 BYLAWS WERE UPDATED BY THE ORGANIZATION IN 2017. 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.