2017-01-20T07:50:54-06:00 2016-06-30 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2015-07-01 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 2017-01-18 1 RAYMOND J JACOBI P00160856 5854231860 2017-01-18 2015 2021-01-29 14:40:06Z ALICE CALABRESE 99 VICTOR ROAD FAIRPORT NY 14450 18533416 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 18 17 125 656 0 0 5519243 6116301 1056442 1056071 1025328 226570 -86118 -2421 7514895 7396521 0 0 0 0 3513214 3930220 205526 193870 737982 2443058 2407919 6161798 6532009 1353097 864512 24006048 24729457 2056666 1817261 21949382 22912196 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 2362706 594602 AS AN OPEN-ADMISSION ANIMAL SHELTER, LOLLYPOP FARM ACCEPTS EVERY ANIMAL WHO IS BROUGHT TO OUR FACILITY; NO ANIMAL IS DENIED ADMISSION FOR ANY REASON. LAST YEAR, OVER 8,400 ANIMALS FROM DOGS AND CATS TO RABBITS, BIRDS, HORSES, GOATS, PIGS AND MORE WERE SURRENDERED OR ADMITTED TO OUR SHELTER. WHILE THESE ANIMALS ARE WITH US, OUR STAFF AND VOLUNTEERS STRIVE TO PROVIDE THE HIGHEST QUALITY CARE AND ENRICHMENT. OUR MODERN FACILITY AND METICULOUS STANDARD OPERATING PROCEDURES ENSURE CLEANLINESS AND MINIMIZE THE SPREAD OF ILLNESS. ADDITIONALLY, WE PROVIDE HIGH-QUALITY FOOD TO ALL ANIMALS, WHILE DAILY ENRICHMENT AND TRAINING HELPS KEEP THEM MENTALLY FIT WHILE IN OUR 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 LIFESTLE. WE THEN MATCH THOSE WITH AN ANIMAL'S SOCIAL, EXERCISE, AND TRAINING NEEDS. OUR ADOPTION COUNSELORS WILL WORK WITH PROSPECTIVE FAMILIES TO ENSURE HAPPY, SUCCESSFUL ADOPTIONS THAT LAST A LIFETIME. 1280538 115792 OUR VETERINARY CLINIC 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, SIX VETERINARY TECHNICIANS, AND FOUR VETERINARY ASSISTANTS. BEYOND BASIC CARE, ANIMALS ARE TREATED FOR COMMON CONDITIONS AND RARE ONES AS WELL INCLUDING SKIN PROBLEMS, EYE INJURIES, DIGESTIVE ISSUES, AND LAMENESS. LOLLYPOP FARM CONTINUES TO COMBAT THE NUMBER OF UNWANTED PETS ENTERING THE SHELTER BY SPAYING AND NEUTERING ALL DOGS, CATS AND RABBITS BEFORE ADOPTION. 1016855 242879 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 INCOME-QUALIFIED PET OWNERS IN OUR VETERINARY CLINIC. THE LOW-COST SERVICE FOR APPLICANTS ENABLES AFFORDABLE ACCESS TO VETERINARY SERVICES, AND ENCOURAGES RESPONSIBLE PET OWNERSHIP. THE SERVICE ALSO REDUCES THE NUMBER OF LITTERS SURRENDERED TO THE SHELTER. THROUGH OUR 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, 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 PET LOSS SUPPORT GROUP MONTHLY FOR THOSE GRIEVING THE LOSS OF A BELOVED PET.THE SENIORS-FOR-SENIORS PROGRAM ENABLES ADOPTERS SIXTY YEARS OF AGE OR OLDER TO ADOPT DOGS AND CATS SIX YEARS OF AGE OR OLDER BY WAIVING THE ADOPTION FEE.LOLLYPOP FARM IS A PROUD PARTNER IN THE PETS FOR PATRIOTS PROGRAM. THIS PROGRAM IS AVAILABLE TO VETERANS, WOUNDED WARRIORS, AND SERVICE MEMBERS OF ALL ARMED FORCES. TO JOIN, AN INDIVIDUAL MUST APPLY THROUGH PETS FOR PATRIOTS AT WWW.PETSFORPATRIOTS.ORG. ONCE AN INDIVIDUAL IS APPROVED, THEY RECEIVE A MEMBERSHIP ID AND MAY ADOPT A QUALIFYING ANIMAL AT LOLLYPOP FARM FOR HALF THE COST OF THE ADOPTION FEE.LOLLYPOP FARM'S FOSTER CARE PROGRAM ALLOWS US TO SAVE PETS WHO ARE MORE EASILY CARED FOR IN A HOME ENVIRONMENT, INCLUDING ANIMALS RECOVERING FROM ILLNESS OR INJURY, ORPHANED KITTENS AND PUPPIES, AND CATS AND DOGS WITH LITTERS.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, SCOUT BADGE PROGRAMS, AND SCHOOL BREAK AND SUMMER CAMPS.PET PEEVES, A COMPLETELY FREE SERVICE FOR PET OWNERS, OFFERS ADVICE AND SUPPORT TO CALLERS DEALING WITH DOG OR CAT BEHAVIOR ISSUES. THE TIPS WE PROVIDE FOR SIMPLE AND MORE COMPLICATED PET PROBLEMS HELP ANIMALS AND THEIR HUMANS STAY TOGETHER.DURING PUPPY, BASIC, ADVANCED, AND AGILITY CLASSES, DOG OWNERS AND THEIR PETS WORK TOGETHER TO BECOME BETTER PARTNERS. TRAINING CLASSES OFFER PEOPLE AND THEIR PETS A WONDERFUL OPPORTUNITY TO IMPROVE THEIR COMMUNICATION SKILLS AND PREVENT FUTURE BEHAVIOR PROBLEMS THROUGH POSITIVE, RELATIONSHIP-BASED METHODS.AS ONE OF THE FEW HUMANE SOCIETIES NATIONWIDE THAT ADMITS AND ADOPTS FARM ANIMALS, LOLLYPOP FARM IS IN A FORTUNATE POSITION TO OFFER THESE ANIMALS A SAFE, CARING ENVIRONMENT WHILE THEY AWAIT NEW HOMES, WHILE ALSO PROVIDING A UNIQUE EXPERIENCE TO VISITORS. EACH YEAR, OVER 150,000 FAMILIES TAKE ADVANTAGE OF THE FARM YARD PETTING AREA AND WALK WHICH OFFERS 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. 356451 103098 FARM SERVICES PROVIDES CARE AND REHABILITATION FOR ABANDONED OR RESCUED FARM ANIMALS AND TO PROVIDE EDUCATION TO THE COMMUNITY ABOUT FARM ANIMALS. 414215 0 THE LAW ENFORCEMENT DEPARTMENT ENFORCES NEW YORK STATE'S ANIMAL CRUELTY LAWS, INVESTIGATING CASES OF NEGLECT, AND WHEN POSSIBLE, EDUCATING THE PUBLIC ON PROPER ANIMAL CARE. 770666 103098 5430765 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 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 7 0 125 1 0 0 0 0 0 1 1 0 0 0 1 0 X 18 17 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 CHAIRPERSON OF THE BOARD 1.00 X X 0 0 0 DONALD O CHESWORTH BOARD MEMBER 1.00 X 0 0 0 DONALD J RILEY BOARD MEMBER 1.00 X 0 0 0 CHERYL KELLEY BOARD MEMBER 1.00 X 0 0 0 RAYMOND C SHEA VICE CHAIRMAN 1.00 X X 0 0 0 THOMAS G MINIGIELLO JR 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 TREASURER 1.00 X X 0 0 0 ANDY FLEMING DVM BOARD MEMBER 1.00 X 0 0 0 PETER PAPE BOARD MEMBER 1.00 X 0 0 0 MATTHEW ROBERTS BOARD MEMBER 1.00 X 0 0 0 DAVE SWINFORD BOARD MEMBER 1.00 X 0 0 0 DON GRESS BOARD MEMBER 1.00 X 0 0 0 ROXANNE JOHNSTON BOARD MEMBER 1.00 X 0 0 0 LAURIE ELLIOTT CPA BOARD MEMBER 1.00 X 0 0 0 PATRICK O'FLYNN BOARD MEMBER 1.00 X 0 0 0 CRAIG STEVENS CPA BOARD MEMBER 1.00 X 0 0 0 ALICE CALABRESE PRESIDENT/CEO 40.00 X 122415 0 18622 122415 0 18622 1 0 0 0 MORTON BUILDINGS INC PO BOX 399 MORTON IL 61550 CONSTRUCTION OF NEW HORSE ARENA 251268 BORNS GROUP INC 503 BROWN CO 19 N ABERDEEN SD 57401 DIRECT MARKETING ANNUAL CAMPAIGN 118733 2 287031 397620 5431650 267225 6116301 ANIMAL TREATMENT 900099 1056071 1056071 1056071 300495 300495 10901162 300 10975387 0 -74225 300 -73925 300 -74225 159087 397620 161508 -2421 -2421 7396521 1056371 0 223849 136386 93181 32087 11118 3146051 2149416 740167 256468 91872 57664 25194 9014 314846 226815 76396 11635 241065 165143 56123 19799 193870 193870 96242 96242 154633 66467 83966 4200 92522 68104 578 23840 156531 16300 102004 38227 148205 10222 137983 418037 418037 175710 5967 169743 SUPPLIES, ACCESSORIES & 476162 475984 178 MISCELLANEOUS 255476 120322 130412 4742 REPAIRS AND MAINTENANCE 194852 59860 130377 4615 DONATED GOODS 184017 144231 112 39674 55532 1353052 -1418122 120602 6532009 5430765 363262 737982 116656 146160 691901 301034 367405 566055 294341 128379 58324 53534 14643296 4717293 9268878 9926003 13208543 13608292 24006048 24729457 306668 267267 1749998 1549994 2056666 1817261 X 20798442 21548565 782156 727966 368784 635665 21949382 22912196 24006048 24729457 864512 98302 0 X X 0 1 X 1 0 X 4106054 6425965 5106832 5519243 6116301 27274395 969944 944467 1068444 1056442 1056071 5095368 46338 18480 106238 113110 159087 443253 5122336 7388912 6281514 6688795 7331459 32813016 10000 30000 15000 65634 120634 0 10000 30000 15000 65634 120634 32692382 166444 173085 206386 261414 300495 1107824 166444 173085 206386 261414 300495 1107824 5288780 7561997 6487900 6950209 7631954 33920840 0.96380 0.79110 0.03270 0.03150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13208543 942758 323767 866776 13608292 12623101 1498238 -49218 863578 13208543 10348623 572345 2283880 581747 12623101 8507419 1146639 1260359 565794 10348623 8788915 356643 -77804 560335 8507419 0.95330 0.04670 0.00000 0 0 246320 246320 10849411 2901787 7947624 1481378 822318 659060 2066187 993188 1072999 9926003 7726432 98302 70101 161508 329911 7396521 0 7396521 6763618 70101 161508 231609 6532009 0 6532009 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 XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENTS EXPENSES 161,508. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENTS EXPENSES 161,508. X X X 1 BORNS GROUP INC 1610 14 AVE SE WATERTOWN SD 57201 DIRECT MAIL FOR ANNUAL CAMPAIGN 0 76760 193870 -117110 76760 193870 -117110 TELETHON 258110 258110 60476 GALA 187647 28560 159087 36319 31313 2200 4 110950 110950 6489 478 24233 556707 397620 159087 42808 31791 2200 84709 161508 -2421 VICTORIA PAPE EMPLOYEE OF THE ORGANIZATION AND DAUGHTER OF BOARD MEMBER PETER PAPE 46140 EMPLOYED BY THE ORGANIZATION AS THE DIRECTOR OF DEVELOPMENT. 0 X 1 9500 FMV X 1 200 FMV X 399 FMV X 35770 THRIFT STORE VALUE X 5 83208 FMV X 278 90676 FMV X 43 3168 FMV X FUNDRAISING & SPECIAL EVENT EXPENSES 134 41198 FMV X FARM SUPPLIES 13 1963 FMV X OFFICE SUPPLIES 43 1143 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 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.