2018-09-04T15:19:11-05:00 2017-10-31 860271207 SCHMIDT WESTERGARD & COMPANY PLLC 77 WEST UNIVERSITY DRIVE MESA AZ 852015830 990 2016-11-01 860135567 ARIZONA HUMANE SOCIETY ARIZ 6029977586 1521 W DOBBINS RD PHOENIX AZ 85041 STEVEN HANSEN PRESIDENT & CEO 6029977586 2018-08-22 1 KELLY M WHITE P00622256 4808346030 2016 2022-09-23 18:48:47Z STEVEN HANSEN 1521 W DOBBINS RD PHOENIX AZ 85041 26208169 0 X WWW.AZHUMANE.ORG X 1957 AZ MISSION: EVERY PET DESERVES A GOOD LIFE. WITH A VISION TO END ANIMAL SUFFERING, WE RESCUE, HEAL, ADOPT AND ADVOCATE FOR SICK, INJURED AND ABUSED ANIMALS. VISION: END ANIMAL SUFFERING, HOMELESSNESS AND NEEDLESS EUTHANASIA. 19 19 330 2790 5433 4433 13534855 16978398 3524107 4168608 410824 453397 372150 399400 17841936 21999803 0 0 0 0 9358801 10408022 0 0 3183554 7384259 7965028 16743060 18373050 1098876 3626753 39999865 45798698 1926626 2134597 38073239 43664101 X MISSION: EVERY PET DESERVES A GOOD LIFE. WITH A VISION TO END ANIMAL SUFFERING, WE RESCUE, HEAL, ADOPT AND ADVOCATE FOR SICK, INJURED AND ABUSED ANIMALS. VISION: END ANIMAL SUFFERING, HOMELESSNESS AND NEEDLESS EUTHANASIA. 0 0 14482110 4539633 AFTER NEARLY 60 YEARS AS ARIZONA'S LEADING ANIMAL WELFARE ORGANIZATION, SAVING SICK AND INJURED PETS WAS ROUTINE FOR THE ARIZONA HUMANE SOCIETY. WE HAD A SUCCESSFUL RHYTHM. A GROOVE. THINGS WERE GOOD. BUT IN 2014, WE DECIDED OUR GOOD ROUTINE SIMPLY WASN'T GOOD ENOUGH. WE SET AN AMBITIOUS GOAL TO END ANIMAL SUFFERING, HOMELESSNESS AND NEEDLESS EUTHANASIA IN MARICOPA COUNTY. TO DO MORE. HELP MORE. SAVE MORE, AND IT WORKED. 60,000 TIMES. THAT'S RIGHT. 60,000 ADDITIONAL LIVES WERE SAVED. 60K MORE PETS ARE SAFE IN LOVING HOMES TODAY THANKS TO LIFESAVING PROGRAMS LIKE OUR TRAUMA HOSPITAL FOR THE VALLEY'S MOST VULNERABLE ANIMALS AND OUR RESCUE AND CRUELTY INVESTIGATION TEAM. OUR SPAY/NEUTER OUTREACH AND PET RESOURCE CENTER HELP STRUGGLING PET OWNERS, WHILE BEHAVIOR REHABILITATION AND NEW MEDICAL PROGRAMS LIKE MUTTERNITY SUITES, BOTTLE BABY KITTEN ICU AND PARVO PUPPY ICU HAVE REDEFINED OUR COMMUNITY INTO A NATIONAL MODEL OF WHAT'S POSSIBLE WHEN SAVING LIVES BECOMES THE TOP PRIORITY. 60K. THE SUM OF LIVES SAVED IS ASTOUNDING. THE INDIVIDUAL STORIES OF THESE SURVIVORS ARE EVEN MORE EXTRAORDINARY. 14482110 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 115 0 1 330 1 1 1 0 0 0 0 1 1 1 1 0 0 1 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ X X X LINDA GENTRY ACCOUNTING MANAGER 6029977586 1521 W DOBBINS ROAD PHOENIX AZ 85041 MELINDA MORRISON GULICK DIRECTOR 4.00 X 0 0 0 ANN DAMIANO CHAIR EMERITUS 4.00 X X 0 0 0 KIMBERLEE REIMANN PADILLA DIRECTOR 2.00 X 0 0 0 EILEEN ROGERS DIRECTOR 2.00 X 0 0 0 KATHERINE K CECALA DIRECTOR 2.00 X 0 0 0 BRYANT COLMAN DIRECTOR 2.00 X 0 0 0 SUZANNE INGOLD DIRECTOR 2.00 X 0 0 0 ANDREA MARCONI VICE CHAIR 4.00 X X 0 0 0 ADAM MILLER DIRECTOR 2.00 X 0 0 0 KERRY MILLIGAN SECRETARY 4.00 X X 0 0 0 SUZANNE PEARL CHAIR 8.00 X X 0 0 0 MARY FRANCES EWING DIRECTOR 2.00 X 0 0 0 ANN SINER DIRECTOR 2.00 X 0 0 0 DR CRAIG D THATCHER DIRECTOR 2.00 X 0 0 0 RONALD WILSON DIRECTOR 2.00 X 0 0 0 BRYAN ALBUE VICE CHAIR 4.00 X X 0 0 0 ANTHONY ALFONSO DIRECTOR 2.00 X 0 0 0 GINA APRESA DIRECTOR 2.00 X 0 0 0 MATTHEW WALLER TREASURER 4.00 X X 0 0 0 STEVEN HANSEN PRESIDENT & CEO 40.00 X 319409 0 20300 KELSEA PATTON VP OF EXTERNAL AFFAIRS 40.00 X 165384 0 938 MICHELLE GIESEN CFO 32.00 X 126069 0 5662 JILL SANTA VP OF HUMAN RESOURCES 40.00 X 119099 0 5617 ROBYN JAYNES VP OF MEDICAL SERVICES 40.00 X 103802 0 171 LAUREN MARTICH DIRECTOR OF DEVELOPMENT 40.00 X 101117 0 5326 LISA LANNEN VETERINARIAN 40.00 X 110025 0 840 1044905 0 38854 9 0 1 0 0 X 828724 16149674 447055 16978398 ADOPTION FEES 541900 1598589 1598589 CLINIC OPERATIONS 541900 1219973 1219973 ANIMAL RESCUE SERVICES 541900 912070 912070 ANIMAL INTAKE 541900 304995 304995 EDUCATION 611600 132981 132981 4168608 452405 452405 6600 0 6600 6600 6600 2720931 52000 2663617 108322 57314 -56322 992 992 195393 828724 195393 0 20360 4018 16342 16342 1608041 1237016 371025 371025 OTHER INCOME 541900 5433 5433 5433 21999803 4539633 5433 476339 522942 191708 104644 226590 8164442 7551930 83989 528523 42486 29801 3076 9609 1002551 887468 24619 90464 675601 576979 9426 89196 34370 4100 11530 18740 24100 24100 27900 27900 62111 62111 363580 350389 10093 3098 880503 346188 534315 2631030 1599507 92251 939272 185761 47685 34793 103283 844006 463172 182074 198760 261457 240190 7027 14240 7702 4722 1306 1674 689583 682156 1584 5843 101117 75287 15861 9969 REPAIRS & MAINTENANCE 183028 181209 1819 OUTSIDE ANIMAL SERVICES 182756 182756 HIRING, TRAINING & DEVE 159657 123305 11662 24690 RECOGNITION & AWARDS 62528 17396 1015 44117 1263839 898262 26225 339352 18373050 14482110 707386 3183554 8636005 9048871 695848 607445 2127615 5706245 282200 217833 185374 221502 370374 343549 20126205 10297229 10279521 9828976 9672120 11267339 7750808 8556938 39999865 45798698 1686520 1879131 11872 52780 228234 202686 1926626 2134597 X 27660224 28815202 5495015 9476899 4918000 5372000 38073239 43664101 39999865 45798698 X 3626753 1104389 859720 X X 0 1 X 1 0 X 9500407 12235799 12879259 13534855 16978398 65128718 9500407 12235799 12879259 13534855 16978398 65128718 850490 64278228 266040 256892 384735 519977 459005 1886649 1870 2359 3378 5073 5433 18113 31770 69221 135528 93431 329950 67363430 23507594 0.95420 0.94860 X SCHEDULE A PART II LINE 10 EXPLANATION FOR OTHER INCOME: TRAINING FEES, FIELD REVENUE FROM CONTRACTS, AND OTHER MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 1 0 1 0 0 0 0 0 1 27900 27900 0 PART II-B, LINE 1: DURING 2017, THE ORGANIZATION LED EFFORTS TO PASS LEGISLATION THAT ALLOWS GOOD SAMARITANS TO TAKE ACTION WITHOUT RISK OF CIVIL LIABILITY IF THEY RESCUE A CHILD OR A PET FROM A HOT CAR AND ALLOW ARIZONA RESIDENTS TO MAKE A VOLUNTARY CONTRIBUTION VIA A CHECK OFF BOX TO FUND MUCH-NEEDED AFFORDABLE SPAY/NEUTER SERVICES THROUGHOUT ARIZONA. THE ORGANIZATION LED COLLABORATIVE EFFORTS FOR THE HUMANE LEGISLATIVE COALITION OF ARIZONA AND ALSO RETAINED A LOBBYIST TO ENSURE PASSAGE OF THE LEGISLATION. THE ORGANIZATION UTILIZED EMAIL, WEBSITE, NEWSLETTER AND SOCIAL MEDIA OUTREACH TO ENCOURAGE THE PUBLIC TO CONTACT THEIR LOCAL REPRESENTATIVES IN SUPPORT OF THESE MEASURES. THE TOTAL FUNDS EXPENDED ON THESE ACTIVITIES IS LESS THAN 1% OF THE ORGANIZATION'S REVENUE AND LESS THAN 1% OF THE ORGANIZATION'S TOTAL EXPENSES FOR THE YEAR. 2036769 2036769 11579326 5121911 6457415 2351765 1965096 386669 2461387 1833485 627902 1696958 1376737 320221 9828976 DEPOSITS 35938 BENEFICIARY INTEREST IN REMAINDER TRUSTS 3149000 BENEFICIARY INTEREST IN PERPETUAL TRUSTS 5372000 8556938 GIFT ANNUITY PAYABLE 202686 202686 X 25825623 1104389 1861711 859720 3825820 21999803 0 21999803 20234761 1861711 1861711 18373050 0 18373050 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "IRC") AND SIMILAR STATE PROVISIONS. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) OF THE IRC AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(1) OF THE IRC. THE ORGANIZATION HAS PROVIDED FOR INCOME TAXES ON ITS UNRELATED BUSINESS INCOME, WHICH HAVE NOT BEEN SIGNIFICANT, AS REQUIRED BY SECTION 512 OF THE CODE. THE ORGANIZATION FOLLOWS THE GUIDANCE ISSUED BY US GAAP RELATED TO ACCOUNTING FOR INCOME TAX UNCERTAINTIES. UNDER THIS GUIDANCE, THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON WHETHER IT IS "MORE-LIKELY-THAN-NOT" THAT THE POSITION WILL BE SUSTAINED BY THE TAXING AUTHORITY UPON EXAMINATION. THE ORGANIZATION ROUTINELY EVALUATES POTENTIAL UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS IDENTIFIED ITS STATUS AS AN EXEMPT ORGANIZATION AS A TAX POSITION; HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY THAT REQUIRES RECOGNITION. THE ORGANIZATION FILES INFORMATIONAL AND INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN CERTAIN STATE AND LOCAL JURISDICTIONS. AS OF OCTOBER 31, 2017, U.S. FEDERAL INFORMATIONAL AND INCOME TAX RETURNS FOR YEARS ENDED PRIOR TO OCTOBER 31, 2014 AND STATE RETURNS FOR YEARS ENDED PRIOR TO OCTOBER 31, 2013 ARE CLOSED TO ASSESSMENT. INTEREST AND PENALTIES, IF ANY, ARE ACCRUED AS A COMPONENT OF MANAGEMENT AND GENERAL EXPENSES WHEN ASSESSED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 859,720. COMPASSION WITH FASHION 697808 536814 160994 160994 PET TELETHON 322283 287884 34399 34399 1 4026 4026 1024117 828724 195393 195393 195393 0 20360 3100 918 1 0.66000 20360 3100 918 4018 16342 AZ 0 AZ DOES NOT REQUIRE 0 0 0 1.00000 PAGE ENGLERT 1521 W DOBBINS RD PHOENIX AZ 85041 0 PAGE ENGLERT 0 X 0 X X X X 0 0 0 0 0 0 0 0 0 STEVEN HANSEN PRESIDENT & CEO 287412 0 27540 0 4457 0 0 0 20300 0 339709 0 0 0 KELSEA PATTON VP OF EXTERNAL AFFAIRS 155213 0 8114 0 2057 0 0 0 938 0 166322 0 0 0 X 7166 FAIR MARKET VALUE X 54750 FAIR MARKET VALUE X 142 91384 AUCTIONED PRICE X 9 22151 VALUE ON DAY OF RECEIPT X 13 3218 FAIR MARKET VALUE X EVENT PRIZES 672 194943 FAIR MARKET VALUE X FOOD/CARE 630 71024 FAIR MARKET VALUE X GIFT CARDS 11 2419 STATED VALUE 0 1 1 PART I, LINE 32B: A BROKER IS USED TO SELL DONATED STOCKS, BONDS, ETC. AN AUCTION HOUSE IS USED TO SELL DONATED VEHICLES. PART I, LINE 33: THE ORGANIZATION HAS ONLY INCLUDED THE NET INCREASE OF THRIFT STORE INVENTORY IN CONTRIBUTION REVENUE. TOTAL CONTRIBUTIONS TO THE THRIFT STORES IS ESTIMATED TO BE $398,890. FORM 990, PART IV, LINE 28: CERTAIN OFFICERS, DIRECTORS, KEY EMPLOYEES AND THEIR FAMILIES PURCHASED TICKETS TO FUNDRAISING EVENTS, MADE CONTRIBUTIONS TO THE ORGANIZATION, AND PROVIDED INSIGNIFICANT GOODS AND SERVICES TO THE ORGANIZATION DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED 990 IS REVIEWED BY THE PRESIDENT & CEO, CFO, AND FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE BOARD OF DIRECTORS REVIEW AND SIGN OFF ON A CONFLICT OF INTEREST FORM ACKNOWLEDGING WHETHER THEY HAVE ANY CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD CHAIRMAN SOLICITS FEEDBACK FROM THE BOARD OF DIRECTORS REGARDING THE PERFORMANCE OF THE CEO/PRESIDENT AND THEN CONDUCTS AN ANNUAL PERFORMANCE REVIEW BASED ON THE PRE-DETERMINED ANNUAL GOALS ESTABLISHED AT THE BEGINNING OF THE FISCAL YEAR. VARIOUS SOURCES, INCLUDING SALARY SURVEYS FOR NON-PROFIT ORGANIZATIONS, AS WELL AS PHOENIX-AREA CEO COMPENSATION FOR NON-PROFIT ORGANIZATIONS OF COMPARABLE BUDGETS, ARE UTILIZED TO ENSURE THAT OUR CEO COMPENSATION IS IN-LINE WITH MARKET PAY. THE SOCIETY HIRED THE CURRENT CEO IN OCT. 2013. AT THE TIME, A NATIONAL SEARCH WAS DONE AND SALARY WAS NEGOTIATED. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE AND PROVIDED TO THE PUBLIC UPON REQUEST AND ARE ALSO SUPPLIED TO THE ARIZONA CORPORATION COMMISSION, GUIDESTAR AND CHARITY NAVIGATOR. FORM 990, PART VIII, LINE 10C: THE ORGANIZATION RECEIVES DONATIONS OF SUPPLIES AND FOOD AND SELLS THESE ITEMS TO THE GENERAL PUBLIC THROUGH THREE THRIFT STORES. ALTHOUGH THE REVENUES ARE APPROXIMATELY $1,200,000 THE COST OF THE DONATED ITEMS CONTRIBUTED ARE RECORDED IN THE STATEMENT OF ACTIVITIES AT THEIR FAIR VALUE WHICH IS BASED ON THE ESTIMATED SELLING PRICE OF THE SPECIFIC ITEMS. NET THRIFT STORE REVENUES ARE MINIMAL DUE TO COST OF THE ITEMS BEING RECORDED AS A CONTRIBUTION. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 859,720. FORM 990, PART XI, LINE 2C: NO CHANGE HAS TAKEN PLACE IN THE PROCESS. IT IS THE SAME AS IN THE PRIOR YEARS. SCHEDULE G, PART II, FUNDRAISING EVENTS THE FUNDRAISING EVENTS REPORTED ON SCHEDULE G, PART II, ARE TREATED FOR TAX PURPOSES IN THE SAME MANNER AS THEY ARE RECORDED IN THE FINANCIAL STATEMENTS. THEREFORE, THE DIRECT COSTS TO THE ORGANIZATION ARE TREATED AS THE BENEFIT RECEIVED BY THE DONOR AND AMOUNTS IN EXCESS ARE TREATED AS CONTRIBUTIONS.