2018-02-15T15:24:56-06:00 2017-06-30 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2016-07-01 160743047 THE HUMANE SOCIETY OF ROCHESTER & MONROE COUNTY FOR THE PREVENTION OF CRUELTY TO HUMA 5852231330 99 VICTOR ROAD FAIRPORT NY 14450 ALICE CALABRESE PRESIDENT/CEO 5852231330 2018-02-14 1 RAYMOND J JACOBI P00160856 5854231860 2018-02-14 98.159.217.67 2018-02-14 14:38:09 ES P 508860081B445D342F8AFF1A056C284EC79525E8 508860081B445D342F8AFF1A056C284EC79525E8 2016 2021-01-29 14:40:06Z ALICE CALABRESE 99 VICTOR ROAD FAIRPORT NY 14450 21313545 0 X WWW.LOLLYPOP.ORG X 1873 NY LOLLYPOP FARM, THE HUMANE SOCIETY OF GREATER ROCHESTER, IS COMMITTED TO BUILDING LIFELONG BONDS BETWEEN PEOPLE AND ANIMALS THROUGH EDUCATION, COMMUNITY OUTREACH PROGRAMS AND THE PREVENTION OF CRUELTY 15 14 139 650 0 0 6116301 7485098 1056071 1032574 226570 884572 -2421 -142577 7396521 9259667 0 0 0 0 3930220 4391724 193870 228660 863629 2407919 2681559 6532009 7301943 864512 1957724 24729457 26637941 1817261 1069277 22912196 25568664 X LOLLYPOP FARM, THE HUMANE SOCIETY OF GREATER ROCHESTER, IS COMMITTED TO BUILDING LIFELONG BONDS BETWEEN PEOPLE AND ANIMALS THROUGH EDUCATION, COMMUNITY OUTREACH PROGRAMS AND THE PREVENTION OF CRUELTY. WE ENVISION A TIME WHEN OUR COMMUNITY CELEBRATES THE HUMAN-ANIMAL BOND; EMBRACES THE MUTUAL BENEFITS THEREIN; AND TREATS ALL FELLOW BEINGS WITH CARE, COMPASSION AND RESPECT. 0 0 2594515 610360 AS AN OPEN-ADMISSION ANIMAL WELFARE ORGANIZATION, LOLLYPOP FARM ACCEPTS EVERY ANIMAL WHO IS BROUGHT TO THE SHELTER; NO ANIMAL IS DENIED ADMISSION FOR ANY REASON. IN 2016, OVER 7,200 ANIMALS FROM DOGS AND CATS TO RABBITS, BIRDS, HORSES, GOATS, PIGS AND MORE WERE SURRENDERED OR ADMITTED TO THE SHELTER. WHILE THESE ANIMALS ARE IN THE CARE OF THE ORGANIZATION, THE STAFF AND VOLUNTEERS STRIVE TO PROVIDE THE HIGHEST QUALITY CARE AND ENRICHMENT. LOLLYPOP FARM'S MODERN FACILITY AND METICULOUS STANDARD OPERATING PROCEDURES ENSURE CLEANLINESS AND MINIMIZE THE SPREAD OF ILLNESS. ADDITIONALLY, ALL ANIMALS RECEIVE HIGH-QUALITY FOOD, DAILY ENRICHMENT, AND TRAINING TO KEEP THEM MENTALLY FIT WHILE IN LOLLYPOP FARM'S CARE. TO FIND PERMANENT, LOVING HOMES FOR THESE PETS, LOLLYPOP FARM STRIVES TO PROVIDE AN ADOPTION EXPERIENCE THAT CONSIDERS IMPORTANT DETAILS FOR FINDING THE RIGHT FIT FOR EACH ADOPTER, SUCH AS A PERSON'S HOME, INTERESTS, AND LIFESTYLE. THOSE ARE THEN MATCHED WITH AN ANIMAL'S SOCIAL, EXERCISE, AND TRAINING NEEDS. ADOPTION COUNSELORS WORK WITH PROSPECTIVE FAMILIES TO ENSURE HAPPY, SUCCESSFUL ADOPTIONS THAT LAST A LIFETIME. 1420394 77395 THE KLINGENSTEIN VETERINARY CLINIC AT LOLLYPOP FARM EVALUATES AND VACCINATES ALL ANIMALS SURRENDERED BY THEIR OWNERS, SEIZED FROM CRUEL OR NEGLECTFUL CONDITIONS, OR TRANSFERRED FROM OTHER ANIMAL WELFARE AGENCIES. THIS IMPORTANT WORK IS PERFORMED BY A STAFF OF THREE VETERINARIANS, EIGHT VETERINARY TECHNICIANS, AND SEVEN VETERINARY ASSISTANTS. BEYOND BASIC VETERINARY CARE, ANIMALS ARE TREATED FOR COMMON CONDITIONS AND RARE ONES AS WELL INCLUDING SKIN PROBLEMS, EYE INJURIES, DIGESTIVE ISSUES, AND LAMENESS. LOLLYPOP FARM COMBATS THE NUMBER OF UNWANTED PETS ENTERING THE SHELTER BY SPAYING AND NEUTERING ALL DOGS, CATS AND RABBITS BEFORE ADOPTION. 1174496 244623 PROGRAMS AT LOLLYPOP FARM HELP TO ADDRESS THE ISSUES IN OUR COMMUNITY THAT CONTRIBUTE TO THE NUMBER OF UNWANTED PETS ENTERING THE SHELTER AND THE SURRENDER OF UNWANTED ANIMALS. ANNUALLY, LOLLYPOP FARM REACHES OVER 150,000 PEOPLE IN THE COMMUNITY.S.N.I.P. (SPAY NEUTER INCENTIVE PROGRAM) PROVIDES SPAY AND NEUTER SURGERY FOR DOGS AND CATS OF QUALIFIED PET OWNERS IN LOLLYPOP FARM'S KLINGENSTEIN VETERINARY CLINIC. THE LOW-COST SERVICE FOR PET OWNERS ENABLES AFFORDABLE ACCESS TO SURGERY TO PREVENT UNWANTED LITTERS AND PREVENT FUTURE HEALTH PROBLEMS, ENCOURAGING RESPONSIBLE PET OWNERSHIP. THE SERVICE ALSO REDUCES THE NUMBER OF PETS SURRENDERED TO THE SHELTER.THROUGH LOLLYPOP FARM'S PET ASSISTED THERAPY (PAT) PROGRAM, VOLUNTEERS AND THEIR TRAINED THERAPY ANIMALS VISIT FACILITIES AROUND GREATER ROCHESTER. THESE REGISTERED VOLUNTEER TEAMS BRIGHTEN THE DAYS OF RESIDENTS OF NURSING HOMES, HOSPITALS, CHILDREN'S CENTERS, COLLEGES, CAMPS, MENTAL HEALTH FACILITIES, AND FACILITIES THAT SERVE INDIVIDUALS WITH DISABILITIES. IN RECOGNITION OF THE INTEGRAL ROLE PETS PLAY IN MANY OF OUR LIVES, LOLLYPOP FARM OFFERS A FREE MONTHLY PET LOSS SUPPORT GROUP FOR THOSE GRIEVING THE LOSS OF A BELOVED PET TO EXPRESS AND LEARN ABOUT THEIR FEELINGS IN A SAFE, SUPPORTIVE, AND UNDERSTANDING ENVIRONMENT.LOLLYPOP FARM IS A PROUD PARTNER IN THE PETS FOR PATRIOTS PROGRAM THAT AIMS TO MAKE PET OWNERSHIP MORE ACCESSIBLE AND AFFORDABLE TO VETERANS, WOUNDED WARRIORS, AND SERVICE MEMBERS OF ALL ARMED FORCES. PETS FOR PATRIOTS-APPROVED MEMBERS MAY ADOPT A QUALIFYING ANIMAL AT LOLLYPOP FARM FOR HALF THE COST OF THE ADOPTION FEE.IN THE FOSTER CARE PROGRAM, LOLLYPOP FARM VOLUNTEERS CARE FOR ANIMALS RECOVERING FROM ILLNESS OR INJURY, ORPHANED KITTENS AND PUPPIES, AND CATS AND DOGS WITH LITTERS IN THEIR OWN HOMES FOR A PERIOD OF TIME--ULTIMATELY SAVING MORE ANIMAL LIVES.LOLLYPOP FARM OFFERS HUMANE EDUCATION FOR PEOPLE OF ALL AGES, TEACHING PEOPLE ABOUT RESPECT, RESPONSIBILITY, AND COMPASSION FOR PETS AND ALL LIVING THINGS THROUGH TOURS, GIRL SCOUT BADGE PROGRAMS, SCHOOL BREAK AND SUMMER CAMPS, AND WORKSHOPS FOR PET OWNERS.PET PEEVES, A FREE BEHAVIOR HELPLINE SERVICE FOR PET OWNERS, OFFERS ADVICE AND SUPPORT TO CALLERS DEALING WITH DOG OR CAT BEHAVIOR ISSUES. EXPERT VOLUNTEER COUNSELORS PROVIDE TIPS FOR SIMPLE AND MORE COMPLICATED PET PROBLEMS TO HELP PETS AND THEIR HUMANS STAY TOGETHER.DURING PUPPY, BASIC, ADVANCED, AND AGILITY CLASSES, DOG OWNERS AND THEIR PETS WORK TOGETHER TO BECOME BETTER PARTNERS. DOG TRAINING CLASSES AT THREE LOCATIONS ACROSS THE COMMUNITY OFFER PEOPLE AND THEIR PETS A WONDERFUL OPPORTUNITY TO IMPROVE THEIR COMMUNICATION SKILLS AND PREVENT FUTURE BEHAVIOR PROBLEMS THROUGH POSITIVE, RELATIONSHIP-BASED METHODS. 365291 100196 AS ONE OF THE FEW HUMANE SOCIETIES NATIONWIDE THAT ADMITS AND ADOPTS FARM ANIMALS, LOLLYPOP FARM OFFERS THESE ANIMALS A SAFE, CARING ENVIRONMENT WHILE THEY AWAIT NEW HOMES, WHILE ALSO PROVIDING A UNIQUE EXPERIENCE TO VISITORS. THE COMMUNITY IS INVITED TO VISIT THE FARM YARD PETTING AREA AND WALK WHICH OFFER EDUCATIONAL DISPLAYS TO HELP PEOPLE OF ALL AGES LEARN MORE ABOUT THE MANY DIFFERENT FARM ANIMALS WE CARE FOR: HORSES, CATTLE, GOATS, SHEEP, PIGS, EMU AND FOWL. THE WANDA POLISSENI HORSE ADOPTION PROGRAM AND THE EVELYN Z. DIEHL EQUINE REHABILITATION AND TRAINING ARENA ENABLE LOLLYPOP FARM TO NOT ONLY RESTORE ABANDONED HORSES TO HEALTH, BUT ALSO TO ADDRESS BEHAVIORAL ISSUES RESULTING FROM LACK OF HANDLING, TRAINING, AND IN MANY CASES, ABUSE.FARM ANIMAL ADOPTIONS AT LOLLYPOP FARM ENSURE THAT HOMELESS OR ABUSED FARM ANIMALS RECEIVE QUALITY VETERINARY CARE AND REHABILITATION. THE ADOPTION PROCESS MATCHES FARM ANIMALS WITH NEW OWNERS WHO ARE PREPARED FOR THE SPECIALIZED CARE THESE SPECIES REQUIRE, HAVE THE APPROPRIATE HOUSING AND ZONING, AND PLEDGE TO PROVIDE CARE FOR THE NATURAL LIFE OF THE ANIMALS AND NOT USING THEM FOR AGRICULTURAL PURPOSES. 489486 LOLLYPOP FARM IS THE NEW YORK STATE-DESIGNATED SPCA (SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS) FOR MONROE COUNTY. IT'S HUMANE LAW ENFORCEMENT DEPARTMENT ENFORCES NEW YORK STATE'S ANIMAL CRUELTY LAWS IN MONROE, ORLEANS, GENESEE, AND LIVINGSTON COUNTIES, INVESTIGATING CASES OF NEGLECT, AND WHEN POSSIBLE, EDUCATING PET OWNERS ON PROPER ANIMAL CARE. 854777 100196 6044182 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 23 0 1 139 1 0 0 0 0 0 1 1 0 0 0 1 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY FL X ALICE CALABRESE 5852231330 99 VICTOR ROAD FAIRPORT NY 14450 DIANE MCCUE VICE-CHAIRPERSON OF THE BOARD 1.00 X X 0 0 0 DONALD J RILEY BOARD MEMBER 1.00 X 0 0 0 RAYMOND C SHEA BOARD MEMBER 1.00 X 0 0 0 LAURIE MARK BOARD MEMBER 1.00 X 0 0 0 ROBERT SALMON SECRETARY 1.00 X X 0 0 0 KIM GANDY BOARD MEMBER 1.00 X 0 0 0 ANDY FLEMING DVM BOARD MEMBER THROUGH 4/18/17 1.00 X 0 0 0 PETER PAPE BOARD MEMBER 1.00 X 0 0 0 MATTHEW ROBERTS BOARD MEMBER THROUGH 3/2017 1.00 X 0 0 0 DAVE SWINFORD CHAIRPERSON OF THE BOARD 1.00 X X 0 0 0 DON GRESS BOARD MEMBER 1.00 X 0 0 0 ROXANNE JOHNSTON BOARD MEMBER THROUGH 12/2016 1.00 X 0 0 0 LAURIE ELLIOTT CPA BOARD MEMBER THROUGH 4/18/17 1.00 X 0 0 0 PATRICK O'FLYNN BOARD MEMBER 1.00 X 0 0 0 CRAIG STEVENS CPA TREASURER 1.00 X X 0 0 0 KRISTIN BROWNEDVMCCRTCVACVC BOARD MEMBER 1.00 X 0 0 0 DAVID FRIEDLANDER BOARD MEMBER 1.00 X 0 0 0 LUCRECIA KNAPP BOARD MEMBER 1.00 X 0 0 0 ABBY MASTRELLA BOARD MEMBER 1.00 X 0 0 0 ALICE CALABRESE PRESIDENT/CEO 40.00 X 121136 0 14514 121136 0 14514 1 0 0 0 MORTON BUILDINGS INC 5616 RT 20A WARSAW NY 14569 EQUINE ENCLOSURE 521018 D W QUICK CONSTRUCTION SERVICES INC 1219 N GOODMAN STREET ROCHESTER NY 14609 NEW ROOF 444000 BORNS GROUP INC 1610 14TH AVE SE WATERTOWN SD 57201 DIRECT MARKETING ANNUAL CAMPAIGN 188037 MONROE PIPING & SHEET METAL LLC 68 HUMBOLDT ST ROCHESTER NY 14609 HVAC 116746 4 278978 632678 6573442 320448 7485098 ANIMAL TREATMENT 900099 1032574 1032574 1032574 279867 279867 12460818 11856113 604705 604705 604705 55188 632678 197765 -142577 -142577 9259667 1032574 0 741995 140773 96178 33120 11475 3558460 2446297 803866 308297 103051 64975 28983 9093 318349 213445 84385 20519 271091 188429 60946 21716 228660 228660 103390 103390 189560 79642 99278 10640 146000 92190 275 53535 146030 13654 110785 21591 163490 3807 159683 480407 480407 178148 6880 171268 SUPPLIES, ACCESSORIES & 539063 539032 31 REPAIRS AND MAINTENANCE 239029 75902 159766 3361 MISCELLANEOUS 223720 93799 126930 2991 DONATED GOODS 178164 141242 1100 35822 94558 1508303 -1549643 135898 7301943 6044182 394132 863629 146160 213892 301034 577297 566055 587041 128379 390582 53534 110604 15355292 5156613 9926003 10198679 13608292 14559846 24729457 26637941 267267 319287 1549994 749990 1817261 1069277 X 21548565 24147152 727966 785847 635665 635665 22912196 25568664 24729457 26637941 1957724 698744 0 X X 0 1 X 1 0 X 6425965 5106832 5519243 6116301 7485098 30653439 944467 1068444 1056442 1056071 1032574 5157998 18480 106238 113110 159087 55188 452103 7388912 6281514 6688795 7331459 8572860 36263540 10000 30000 15000 65634 86524 207158 0 10000 30000 15000 65634 86524 207158 36056382 173085 206386 261414 300495 279867 1221247 173085 206386 261414 300495 279867 1221247 7561997 6487900 6950209 7631954 8852727 37484787 0.96190 0.96380 0.03260 0.03270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13608292 150444 1582451 781341 14559846 13208543 942758 323767 866776 13608292 12623101 1498238 -49218 863578 13208543 10348623 572345 2283880 581747 12623101 8507419 1146639 1260359 565794 10348623 0.95630 0.04370 0.00000 0 0 246320 246320 12126446 3237402 8889044 1733482 884570 848912 1249044 1034641 214403 10198679 X 10296460 698744 140284 197765 1036793 9259667 0 9259667 7639992 140284 197765 338049 7301943 0 7301943 PART V, LINE 4: THE SOCIETY'S ENDWOMENT CONSISTS OF FUNDS ESTABLISHED FOR SPECIFIC PURPOSES AS STIPULATED BY THE DONORS OR AS IMPOSED BY DESIGNATIONS OF THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. THE PERMANENTLY RESTRICTED ENDOWMENT INCOME IS FOR EDUCATIONAL PROGRAMS, UNUSUAL EXPENSES RELATED TO THE MAINTENANCE AND CARE OF ANIMALS, STAFF AND VOLUNTEER TRAINING AS WELL AS OTHER GENERAL PURPOSES. PART X, LINE 2: THE SOCIETY IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SOCIETY HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE VARIOUS JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. THE SOCIETY FILES FORM 990 TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND FILES IN NEW YORK STATE AND CERTAIN OTHER STATES. WITH FEW EXCEPTIONS, AS OF JUNE 30, 2017, THE SOCIETY IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS ENDING PRIOR TO JUNE 30, 2014. THE TAX RETURNS FOR YEARS ENDED JUNE 30, 2014 THROUGH JUNE 30, 2017 ARE STILL SUBJECT TO POTENTIAL AUDIT BY THE IRS AND TAXING AUTHORITIES IN NEW YORK STATE AND CERTAIN TAX POSITIONS AND, ACCORDINGLY, THEY HAVE NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENTS EXPENSES 197,765. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENTS EXPENSES 197,765. X X X 1 BORNS GROUP INC 1610 14 AVE SE WATERTOWN SD 57201 DIRECT MAIL FOR ANNUAL CAMPAIGN 0 802105 228660 573445 802105 228660 573445 TELETHON 355249 355249 61669 GALA 212615 157427 55188 25863 5000 30229 2000 41416 1 120002 120002 6473 871 24244 687866 632678 55188 25863 11473 31100 2000 127329 197765 -142577 VICTORIA PAPE EMPLOYEE OF THE ORGANIZATION AND DAUGHTER OF BOARD MEMBER PETER PAPE 50097 EMPLOYED BY THE ORGANIZATION AS THE DIRECTOR OF DEVELOPMENT. 0 X 160 FMV X 44328 THRIFT STORE VALUE X 13 117947 FMV X 342 116728 FMV X 31 1345 FMV X FUNDRAISING & SPECIAL EVENT EXPENSES 120 32607 FMV X FARM SUPPLIES 44 5020 FMV X OFFICE SUPPLIES 44 2311 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY HAS DELEGATED REVIEW OF THE IRS FORM 990 JOINTLY TO THE AUDIT AND FINANCE COMMITTEES. THESE COMMITTEES WILL PROVIDE A COPY OF THE FINAL IRS FORM 990 TO EACH MEMBER OF THE ENTIRE GOVERNING BODY ALONG WITH THEIR RECOMMENDATION THAT THE IRS FORM 990 BE APPROVED AND FILED AS PRESENTED. THE FINANCE COMMITTEE AND AUDIT COMMITTEE REVIEW THE 990 PRIOR TO FILING AS WELL AS THE FULL BOARD DISTRIBUTION. FORM 990, PART VI, SECTION B, LINE 12C WE REQUIRE ANNUAL UPDATES TO OUR CONFLICT OF INTEREST FROM EACH PARTY CERTIFYING THAT THE INFORMATION PROVIDED IS ACCURATE AND UP TO DATE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR ALL POSITIONS WITHIN THE ORGANIZATION ARE BENCHMARKED AGAINST LOCAL, NATIONAL AND INDUSTRY STANDARDS TO ENSURE REASONABLENESS. ANNUAL AND SEMI-ANNUAL WRITTEN PERFORMANCE REVIEWS ARE COMPLETED FOR ALL POSITIONS AND PERFORMANCE IS DIRECLY TIED TO SALARY ADJUSTMENTS. SUPERVISORS PERFORM REVIEWS AND REQUEST COMPENSATION ADJUSTMENTS WHICH ARE APPROVED ONLY FOLLOWING A REVIEW BY OUR PRESIDENT, OR IN THE CASE OF THE PRESIDENT'S REVIEW, THE CHAIRPERSON OF THE BOARD. EXECUTIVE COMPENSATION IS DETERMINED BY COMPARATIVE RATIO TO INDUSTRY, LOCAL AND NATIONAL BENCHMARKS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST, ON GUIDESTAR.ORG, CHARITY NAVIGATOR, AND THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C THE PROCESS IS CONSISTENT WITH PRIOR YEARS.