2017-06-08T16:06:58-05:00 2016-12-31 GARY MCGEE & CO LLP 808 SW THIRD AVENUE SUITE 700 PORTLAND OR 97204 990 2016-01-01 930386880 OREGON HUMANE SOCIETY OREG 5032857722 1067 NE COLUMBIA BOULEVARD PORTLAND OR 972110364 JOHN GOMEZ VICE CHAIR 5032857722 2017-06-08 YEE LEE MCGEE P01294356 5032222515 96.95.137.101 2017-06-08 13:55:36 PD P EB3EBCA3D60420B32FB00CCE740ED31EF910CDFA 0C61538A43B04EB5F04CC6CEFAEE94DA3809B5B6 2016 2021-01-29 14:40:06Z SHARON HARMON 1067 NE COLUMBIA BOULEVARD PORTLAND OR 972110364 16139491 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. 24 24 236 2146 0 0 9453830 11554452 2421170 2896127 528404 763423 185049 198269 12588453 15412271 0 0 0 0 7492457 8810956 140030 44635 2106980 4423915 5408667 12056402 14264258 532051 1148013 44049998 46495314 1992869 2387584 42057129 44107730 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 5054796 2167638 SHELTERING AND ADOPTIONS - THE OREGON HUMANE SOCIETY CONTINUES TO MAINTAIN ONE OF THE HIGHEST ADOPTION RATES IN THE COUNTRY - 11,614 TOTAL ADOPTIONS FOR 2016. THE ANIMALS THAT FOUND NEW HOMES CONSTITUTE AN OVERALL 97% 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 2016, 6,328 ANIMALS WERE ACCEPTED FROM 92 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.2016 ADOPTION RATES* THE SOCIETY ADOPTED 5,421 DOGS - 98% OF ALL DOGS RECEIVED BY THE SHELTER; * THE SOCIETY ADOPTED 5,033 CATS - 97% OF ALL CATS RECEIVED BY THE SHELTER; AND* THE SOCIETY ADOPTED 1,160 OTHER ANIMALS - 91% OF ALL OTHER ANIMALS RECEIVED BY THE SHELTER. SAVE RATES FOR 2016IN 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 12,504 ANIMALS, WITH A SAVE RATE OF 97%;* THE SOCIETY SAVED 5,775 DOGS - 98% OF ALL DOGS RECEIVED BY THE SHELTER; * THE SOCIETY SAVED 5,378 CATS - 97% OF ALL CATS RECEIVED BY THE SHELTER; * THE SOCIETY SAVED 3 WILDLIFE - WITH AN ANNUAL LIVE RELEASE RATE OF 100%; AND * THE SOCIETY SAVED 1,348 OTHER ANIMALS - 93% OF ALL OTHER ANIMALS RECEIVED BY THE SHELTER. LENGTH OF STAY FOR 2016THE 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 7 DAYS; THE AVERAGE LOS FOR PUPPIES WAS 4.1 DAYS.* CAT LOS AVERAGED 9.7 DAYS, WHILE THE AVERAGE LOS FOR KITTENS WAS 5 DAYS.ADOPTION OUTREACHBRINGING PETS INTO THE COMMUNITY FOR ADOPTION IS ANOTHER WAY THAT THE SOCIETY MAINTAINS SUCH A HIGH SAVE RATE.* A TOTAL OF 264 ANIMALS FOUND HOMES DIRECTLY THROUGH THIS PROGRAM;* THERE WERE 62 EVENTS THAT INCLUDED PETS AVAILABLE FOR ADOPTION; AND* THIS PROGRAM REACHED OVER 42,495 PEOPLE IN 2016, THROUGH EVENTS AND PERMANENT OUTREACH LOCATIONS. 2043169 225985 MEDICAL SERVICES - DURING THE YEAR ENDED DECEMBER 31, 2016, THE SOCIETY PERFORMED 12,138 SURGERIES IN THE ANIMAL MEDICAL LEARNING CENTER (THE "AMLC"), INCLUDING 11,199 SPAY AND NEUTER SURGERIES AND 939 OTHER ESSENTIAL AND EMERGENCY SURGERIES. IN ADDITION, THE AMLC PROVIDED 3,754 MEDICAL EXAMS FOR PETS AND TAUGHT 89 VETERINARY STUDENTS. 1216019 64431 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 2016: * VISITORS TO THE SHELTER TOTALED 130,630 - (ON AVERAGE, 365 PEOPLE VISITED THE SOCIETY EACH DAY - OPEN 357 DAYS); * ADOPTIONS AVERAGED 32.5 PER DAY; * INCOMING PHONE CALLS NUMBERED 497,266; * THE SOCIETY ISSUED 43 MEDIA RELEASES; * THE SOCIETY HAD 2,285 TELEVISION, RADIO AND WEB NEWS STORIES; * COMMUNITY EVENTS NUMBERED 141, WITH 62 OF THEM FEATURING ADOPTION OUTREACH; * THE SOCIETY'S MAGAZINE REACHED 30,000 READERS; * THE SOCIETY'S WEB SITE AVERAGED 7,176 DAILY VISITORS; AND* THE AVERAGE STAY ON THE SOCIETY'S WEB SITE WAS 5:24 MINUTES. 341764 55134 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 14,091 INDIVIDUALS WITH MESSAGES OF COMPASSION IN 2016. * HUMANE EDUCATION REACHED 14,091 PEOPLE (INCLUDING 12,121 CHILDREN AND 1,970 ADULTS); * NON-SCHOOL PRESENTATIONS NUMBERING 12 AND MADE OUTSIDE OF THE SHELTER REACHED 537 INDIVIDUALS; * SCHOOL VISITS INCLUDED 49 DIFFERENT SCHOOLS - 149 CLASSROOMS VISITED WITH 4,130 INDIVIDUALS REACHED; * SUMMER CAMP SESSIONS TOTALED 8, SERVING 375 TOTAL CAMPERS; * THREE AFTER-SCHOOL CLUBS WERE ACTIVE, TOTALING 45 EDUCATED STUDENTS; * THE ANNUAL BE KIND TO ANIMALS POSTER AND PHOTO/STORY EVENT RECEIVED 1,506 ENTRIES; AND* AS A RESULT OF 142 IN-SHELTER TOURS - 2,671 INDIVIDUALS WERE REACHED. 971920 188153 INVESTIGATIONS AND RESCUE - THE SOCIETY HAS TWO HUMANE SPECIAL AGENTS WHO ARE COMMISSIONED BY THE SUPERINTENDENT OF STATE POLICE TO ENFORCE OREGON'S TOUGH ANIMAL CRUELTY LAWS. ADDITIONALLY, THERE IS ONE NON-COMMISSIONED HUMANE INVESTIGATOR WHO ASSISTS IN THE FIELD WITH THE ENFORCEMENT OF THESE LAWS AS WELL. THE SOCIETY HAS OFFICERS IN THE FIELD SEVEN DAYS A WEEK, HANDLING A VARIETY OF ANIMAL WELFARE COMPLAINTS. IN 2016, THEY TRAVELED ACROSS OREGON TO INVESTIGATE 1,115 NEW CASES OF ANIMAL CRUELTY, LEADING TO 771 ANIMALS BEING SEIZED OR REMOVED FROM HARM'S WAY AND 17 CRIMINAL CASES. THEY ALSO ASSISTED LAW ENFORCEMENT AGENCIES AND VETERINARY FORENSIC SERVICES 158 TIMES. THERE WERE 3,725 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. 282842 269336 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 2016:* GROSS SALES: $592,529;* NET PROFIT OF: $66,096;* PERCENTAGE OF OVERALL SALES ATTRIBUTED TO NEW ADOPTER SALES: 38%. 252837 17574 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 260,483 HOURS OF SERVICE TO ALL PROGRAMS OFFERED AT THE SOCIETY IN 2016, VOLUNTEERS PROVIDED SERVICES EQUIVALENT TO 118 FULL-TIME EMPLOYEES. ADULT VOLUNTEERS* TOTAL ADULT VOLUNTEER HOURS - 245,013;* VOLUNTEER HOURS FOR IN-SHELTER CARE OF ANIMALS TOTALED 90,098;* VOLUNTEER HOURS FOR BEHAVIOR AND ENRICHMENT CARE TOTALED 44,578; AND* OTHER VOLUNTEER HOURS TOTALED 110,337. YOUTH AND COMMUNITY GROUPS PROGRAM* INDIVIDUALS WHO PARTICIPATED IN THE YOUTH AND COMMUNITY GROUPS PROGRAM NUMBERED 1,886, PROVIDING 15,470 VOLUNTEER HOURS; * INDIVIDUAL YOUTH VOLUNTEERS (NOT INCLUDING GROUPS) NUMBERED 260, PROVIDING 12,044 VOLUNTEER HOURS; AND* GROUPS TOTALED 1,590 - 3,426 HOURS VOLUNTEERED.FOSTER CARE* THERE WERE 362 FOSTER CARE VOLUNTEER FAMILIES, VOLUNTEERING 154,915 HOURS; AND * ANIMALS FOSTERED TOTALED 1,601. PRIMARY REASONS FOR FOSTER CARE* BECAUSE THEY WERE TOO YOUNG FOR ADOPTION - 923; OR* THEY WERE NURSING BABY ANIMALS - 113; OR* THEY HAD A MEDICAL CONDITION - 324. 579345 169647 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 449 PRIVATE CONSULTATIONS;* PUBLIC TRAINING CLASSES OFFERED (NOT INCLUDING PUPPY OR BASIC MANNERS TRAINING) NUMBERED 180;* PEOPLE NUMBERING 1,365 ATTENDED OREGON HUMANE SOCIETY CLASSES AND CONSULTATIONS;* VOLUNTEER TRAININGS TOTALING 139 INCLUDED 890 STAFF AND VOLUNTEERS WHO ATTENDED THOSE TRAININGS;* 47 DOGS AND 68 CATS WERE HELPED THROUGH THE BEHAVIOR MODIFICATION PROGRAM, ASSISTED BY 268 VOLUNTEERS;* A VOLUME OF 2,296 PHONE CALLS WERE HANDLED BY THE FREE BEHAVIOR HELP LINE;* TOP ISSUES FOR CAT OWNERS: LITTER BOX PROBLEMS AND ADJUSTING TO NEW ENVIRONMENTS; AND* THE TOP ISSUE FOR DOG OWNERS: HOME ALONE ISSUES, REACTIVITY/ON-LEASH ISSUES, AND FEARFUL ISSUES.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 119 PEOPLE WHO ATTENDED AAT CLASSES AND 102 PEOPLE AND THEIR DOGS WERE EVALUATED TO BE PET PARTNERS. CURRENTLY, THERE ARE 10 ACTIVE AAT VOLUNTEERS WHO, IN 2016, SPENT 1,031 HOURS VISITING 20 FACILITIES WITH A CERTIFIED PET. THE VOLUNTEER HOURS INCLUDE AN ADDITIONAL 850 HOURS IN AAT CLASSES AND EVALUATIONS. 368054 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. THE PORTLAND METROPOLITAN AREA SHELTERS HAVE REDUCED EUTHANASIA IN LOCAL SHELTERS BY A DRAMATIC 89% FROM 2006 TO 2016 AND NOW SAVES 94% OF CATS AND DOGS, THANKS TO THE EFFORTS OF ASAP. IN 2016, THE SPAY & SAVE PROGRAM COMPLETED 9,379 SURGERIES, OF WHICH 4,230 WERE PERFORMED BY SOCIETY STAFF. THIS VITAL PROGRAM IS FUNDED ENTIRELY BY PRIVATE DONATIONS. FRIENDS FOREVER(TM) - PET OWNERS CAN ENSURE THE WELFARE OF ANIMALS THAT MIGHT OUTLIVE THEM BY PARTICIPATING IN THE FRIENDS FOREVER ESTATE-PLANNING-FOR-PETS PROGRAM. DURING THE YEAR, FIVE PETS WERE RECEIVED THROUGH THE FRIENDS FOREVER PROGRAM. 2796762 699844 11110746 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 1 401 0 236 1 0 0 0 0 0 1 1 1 0 0 0 1 0 X 24 24 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR WA X X THE ORGANIZATION 5032857722 1067 NE COLUMBIA BOULEVARD PORTLAND OR 97211 HARVEY N BLACK TRUSTEE 7.00 X 0 0 0 AKIN BLITZ TRUSTEE 2.00 X 0 0 0 DONNA BOOKOUT-COE TRUSTEE 5.00 X 0 0 0 JENNIFER COUGHLIN TRUSTEE 3.00 X 0 0 0 REGINALD EKLUND IMMEDIATE PAST CHAIR 4.00 X 0 0 0 LINDSAY FORD TRUSTEE 4.00 X 0 0 0 DR JOHN GUSTAVSSON TRUSTEE 2.00 X 0 0 0 DAVE S HANSEN TRUSTEE 1.00 X 0 0 0 SAMANTHA HAZEL TRUSTEE 1.00 X 0 0 0 GORDON KEANE TRUSTEE 2.00 X 0 0 0 DR STEPHEN C KOCHIS TRUSTEE 1.00 X 0 0 0 LJ KOONG TRUSTEE 1.00 X 0 0 0 DR HUBERT LEONARD TRUSTEE 1.00 X 0 0 0 LYNN LOACKER TRUSTEE 1.00 X 0 0 0 DR JACQUELINE C NEILSON TRUSTEE 1.00 X 0 0 0 TONYA R NICHOLS TRUSTEE 3.00 X 0 0 0 BETTY B NORRIE TRUSTEE 5.00 X 0 0 0 MARVEITA REDDING TRUSTEE 8.00 X 0 0 0 LAURA SPEAR TRUSTEE 2.00 X 0 0 0 NANCY TONKIN-ZOUCHA TRUSTEE 8.00 X 0 0 0 MARC GRIGNON CHAIR 3.00 X X 0 0 0 JOHN C GOMEZ VICE CHAIR 2.00 X X 0 0 0 SCOTT R MILLER TREASURER 2.00 X X 0 0 0 MARY SLAYTON SECRETARY 4.00 X X 0 0 0 SHARON M HARMON CHIEF EXECUTIVE OFFICER 40.00 X 250469 0 36145 TIM GWYNN VICE PRESIDENT, FINANCE 40.00 X 86987 0 12596 GARY KISH VICE PRESIDENT, DEVELOPMENT 40.00 X 124342 0 15901 BARBARA BAUGNON VICE PRESIENT, MARKETING & COMMUNICATIONS 40.00 X 113756 0 14667 DR KRIS OTTEMAN VICE PRESIDENT, SHELTER MEDICINE & OPERATIONS 40.00 X 119178 0 16233 BRENDA KING OPERATIONS DIRECTOR 40.00 X 117101 0 0 811833 0 95542 5 0 1 0 O'BRIEN & COMPANY LLC PO BOX 4008 WILSONVILLE OR 97070 CONSTRUCTION 318227 IDEALIST CONSULTING 4076 N MISSISSIPPI AVE PORTLAND OR 97227 DATABASE SOFTWARE IMPLEMENTATION 291975 LEOPOLD KETEL & PARTNERS 118 SW 1ST AVE PORTLAND OR 97204 ADVERTISING AND PUBLIC AWARENESS 280939 3 65020 1735102 9754330 1176846 11554452 PROGRAM SERVICE FEES 900099 2896127 2896127 2896127 754673 754673 234159 0 234159 234159 234159 8750 0 8750 8750 8750 49095 1735102 399128 -350033 -350033 589863 328092 261771 261771 OTHER 900099 52372 52372 52372 15412271 3157898 0 699921 386197 85984 285883 14330 140243 140243 6757748 5078759 962700 716289 347048 244968 59764 42316 611266 471748 91505 48013 568454 410474 91516 66464 102804 8976 4424 89404 93472 37820 51628 4024 31900 31900 44635 44635 467105 127417 25537 314151 200368 109121 11509 79738 1705959 1213008 139026 353925 176595 75727 57551 43317 441276 68906 370088 2282 143622 92642 28818 22162 824921 771728 19680 33513 143597 79257 60655 3685 REPAIRS & MAINTENANCE 396796 12321 384475 0 PUBLIC AWARENESS 306858 306858 0 0 OTHER 294637 259836 30509 4292 ALLOC. OF SHARED COSTS 0 1570686 -1649349 78663 78757 52610 20613 5534 14264258 11110746 1046532 2106980 1781873 3078208 190366 231841 1226290 1166362 100037 79730 1039004 0 200225 112945 222933 212124 23909936 8391672 15618229 15518264 22907572 25301906 763469 793934 44049998 46495314 993376 1283966 999493 1103618 1992869 2387584 X 36430732 37725698 2231873 2874152 3394524 3507880 42057129 44107730 44049998 46495314 X 1148013 881718 20870 X 0 1 X 1 0 X 7151590 9936034 8875188 9453830 11554452 46971094 7151590 9936034 8875188 9453830 11554452 46971094 192189 46778905 357457 969066 851512 600234 988832 3767101 68191 35304 136199 77998 52372 370064 51108259 14072813 0.91530 0.88680 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS 370064 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31900 31900 12125378 12157278 757864 189466 0 0 618928 666154 676089 757864 2719035 4078553 38835 34800 38300 31900 143835 154732 166539 169022 189466 679759 1019639 10563759 764464 712950 435462 11605711 10130762 892000 -3019 455984 10563759 10590845 423046 883129 10130762 8436807 172782 2276122 294866 10590845 7545130 503269 883174 494766 8436807 0.70360 0.27580 0.02060 1 0 3866694 3866694 15795332 5182704 10612628 2887264 2277419 609845 1360646 931549 429097 15518264 CHARITABLE GIFT ANNUITIES 205246 DEFERRED COMPENSATION 898372 1103618 16783663 881718 468804 20870 1371392 15412271 0 15412271 14733062 468804 468804 14264258 0 14264258 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 -9,052. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUSTS 29,922. X X X X X X 1 SD&A TELESERVICES INC 5757 WEST CENTURY BLVD SUITE 300 LOS ANGELES CA 90045 PROFESSIONAL FUNDRAISER 0 19122 24800 0 RETRIEVER DEVELOPMENT COUNSEL LLC 3559 NE WEBSTER ST PORTLAND OR 97211 FUNDRAISING CAMPAIGN DEVELOPMENT 0 0 19835 0 19122 44635 OR WA DOGGIE DASH 680642 659477 21165 31704 140820 TELETHON 495184 495184 93072 7 608371 580441 27930 35 4800 41366 87331 1784197 1735102 49095 31739 4800 41366 321223 399128 -350033 X X X X X 0 0 0 0 0 0 0 1 0 SHARON M HARMON CHIEF EXECUTIVE OFFICER 217784 0 32685 0 0 0 31278 0 4867 0 286614 0 0 0 PART I, LINE 7 EXECUTIVE DIRECTOR WAS AWARDED A BONUS IN 2016. GARY KISH DEV DIRECTOR MS. HARMON'S SPOUSE 140243 COMPENSATION AND BENEFITS 0 X 914 654068 SALES PRICE/COMPARABLE X 29 129397 SALES PRICE X SUPPLIES AND MATERIALS 2789 393381 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 EXECUTIVE DIRECTOR AND THE DEVELOPMENT DIRECTOR ARE MARRIED. THE DEVELOPMENT DIRECTOR REPORTS TO THE EXECUTIVE DIRECTOR. 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 EXECUTIVE DIRECTOR'S COMPENSATION IS NEGOTIATED AS THREE YEAR CONTRACTS. THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS THE COMPENSATION AT OTHER ANIMAL SHELTERS THROUGHOUT THE UNITED STATES THAT ARE OF A COMPARABLE BUDGET SIZE OR HOUSE A COMPARABLE NUMBER OF ANIMALS. THE COMMITTEE ALSO REVIEWS VARIOUS WEBSITES INCLUDING CHARITY NAVIGATOR AND GUIDESTAR FOR ADDITIONAL COMPENSATION INFORMATION ABOUT NONPROFITS OF A SIMILAR SIZE OR LOCATED IN THE SAME GEOGRAPHIC AREA. ONE OF THE MOST IMPORTANT FACTORS IN DETERMINING COMPENSATION ARE PERFORMANCE MARKERS SET BY THE COMMITTEE RELATED TO MISSION BASED ACCOMPLISHMENTS, COMMUNITY INVOLVEMENT, SUSTAINABLE GROWTH, ADHERENCE TO THE FIVE YEAR STRATEGIC PLAN AS WELL AS ANNUAL BUDGETS AND COMPARISONS WITH BENCHMARK DATA FROM OTHER ANIMAL SHELTERS. AFTER APPROVAL BY THE COMMITTEE, THE BOARD CHAIR SIGNS THE CONTRACT WITH THE EXECUTIVE DIRECTOR ON BEHALF OF THE BOARD OF DIRECTORS. THE PROCESS WAS LAST UNDERTAKEN IN 2015. OTHER EMPLOYEES ARE GIVEN ANNUAL REVIEWS AT WHICH TIME THEIR COMPENSATION IS REVIEWED BY THE EXECUTIVE DIRECTOR USING PERFORMANCE EVALUATIONS AND COMPARABILITY DATA INCLUDING PUBLICATIONS AND SURVEYS. DOCUMENTATION OF THE PROCESS 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 -9,052. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUSTS 29,922.