2015-05-14T12:20:28-05:00 2014-12-31 GARY MCGEE & CO LLP 808 SW THIRD AVENUE SUITE 700 PORTLAND OR 97204 990 2014-01-01 930386880 OREGON HUMANE SOCIETY OREG 5032857722 1067 NE COLUMBIA BOULEVARD PORTLAND OR 972110364 SCOTT MILLER TREASURER 5032857722 2015-05-14 YEE LEE MCGEE P01294356 5032222515 2014 2016-02-25 16:41:14Z SHARON HARMON 1067 NE COLUMBIA BOULEVARD PORTLAND OR 972110364 12481444 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. 23 23 181 2261 0 0 9936034 8875188 1955063 2074178 988566 851512 178007 125519 13057670 11926397 0 0 0 0 6191685 7040614 0 0 1109316 4101552 4391786 10293237 11432400 2764433 493997 42874758 43787092 1598761 1839316 41275997 41947776 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 4367819 1683903 SHELTERING AND ADOPTIONS - THE OREGON HUMANE SOCIETY CONTINUES TO MAINTAIN ONE OF THE HIGHEST ADOPTION RATES IN THE COUNTRY - 11,402 TOTAL ADOPTIONS FOR 2014. THE ANIMALS THAT FOUND NEW HOMES CONSTITUTE AN OVERALL 98% 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 2014, 5,776 ANIMALS WERE ACCEPTED FROM 73 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 ANIMAL REHOMING PROGRAM.2014 ADOPTION RATES* THE SOCIETY ADOPTED 4,924 DOGS - 99% OF ALL DOGS RECEIVED BY THE SHELTER; * THE SOCIETY ADOPTED 5,757 CATS - 97% OF ALL CATS RECEIVED BY THE SHELTER; AND* THE SOCIETY ADOPTED 721 OTHER ANIMALS - 94% OF ALL OTHER ANIMALS RECEIVED BY THE SHELTER. 2014 SAVE RATESIN 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 12,010 ANIMALS, WITH A SAVE RATE OF 98%; * THE SOCIETY SAVED 5,119 DOGS - 99% OF ALL DOGS RECEIVED BY THE SHELTER; * THE SOCIETY SAVED 6,040 CATS - 98% OF ALL CATS RECEIVED BY THE SHELTER; AND * THE SOCIETY SAVED 851 OTHER ANIMALS - 97% OF ALL OTHER ANIMALS RECEIVED BY THE SHELTER. THE 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.2014 LENGTH OF STAY AVERAGES* DOG/PUPPY COMBINED WAS 8.7 DAYS.* CAT/KITTEN COMBINED WAS 9.0 DAYS.ADOPTION OUTREACHBRINGING PETS INTO THE COMMUNITY FOR ADOPTION IS ANOTHER WAY THAT THE SOCIETY MAINTAINS SUCH A HIGH SAVE RATE.* A TOTAL OF 364 ANIMALS FOUND HOMES DIRECTLY THROUGH THIS PROGRAM; AND* THERE WERE 78 EVENTS THAT INCLUDED PETS AVAILABLE FOR ADOPTION; AND* THE PROGRAM REACHED OVER 115,000 PEOPLE IN 2014 THROUGH EVENTS AND PERMANENT OUTREACH LOCATIONS. 1685863 124008 MEDICAL SERVICES - DURING THE YEAR ENDED DECEMBER 31, 2014, THE SOCIETY PERFORMED 13,555 SURGERIES IN THE ANIMAL MEDICAL LEARNING CENTER (THE "AMLC"), INCLUDING 12,053 SPAY AND NEUTER SURGERIES AND 1,502 OTHER ESSENTIAL AND EMERGENCY SURGERIES. IN ADDITION, THE AMLC PROVIDED 7,546 MEDICAL EXAMS FOR PETS AND TAUGHT 74 VETERINARY STUDENTS. 1040462 38358 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 2014: * VISITORS TO THE SHELTER TOTALED 138,585 - A 22% DECREASE (ON AVERAGE, 386 PEOPLE VISIT THE SOCIETY EACH DAY - OPEN 359 DAYS); * ADOPTIONS AVERAGED 32 PER DAY; * INCOMING PHONE CALLS NUMBERED 260,025; * THE SOCIETY ISSUED 55 MEDIA RELEASES; * THE SOCIETY HAD 855 TELEVISION AND RADIO NEWS STORIES THAT AIRED; * COMMUNITY EVENTS NUMBERED 146, WITH 78 OF THEM FEATURING ADOPTION OUTREACH; * THE SOCIETY'S MAGAZINE REACHED 30,000 READERS; * THE SOCIETY'S WEB SITE AVERAGED 6,580 DAILY VISITORS; AND* THE AVERAGE STAY ON THE SOCIETY'S WEB SITE WAS 5:58 MINUTES. 836379 8993 INVESTIGATIONS AND RESCUE - THE SOCIETY'S TWO FULL-TIME HUMANE OFFICERS AND ONE FULL-TIME HUMANE INVESTIGATOR ARE COMMISSIONED BY THE OREGON SUPERINTENDENT OF STATE POLICE TO ENFORCE THE TOUGH ANIMAL WELFARE LAWS OF THE STATE. THE SOCIETY HAS OFFICERS IN THE FIELD SEVEN DAYS A WEEK, HANDLING A VARIETY OF ANIMAL WELFARE COMPLAINTS. IN 2014, THEY TRAVELED ACROSS OREGON TO INVESTIGATE 1,026 NEW CASES OF ANIMAL CRUELTY, LEADING TO 442 ANIMALS BEING SEIZED OR REMOVED FROM HARM'S WAY, AND 17 CRIMINAL CASES. THEY ALSO ASSISTED LAW ENFORCEMENT AGENCIES AND VETERINARY FORENSIC SERVICES 94 TIMES. THERE WERE 2,897 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. 461448 139378 BEHAVIOR, TRAINING, AND ANIMAL-ASSISTED INTERACTIONS - THE SOCIETY'S BEHAVIOR, TRAINING, AND ANIMAL-ASSISTED INTERACTION SERVICES ARE SUMMARIZED AS FOLLOWS: BEHAVIOR CONSULTATION AND TRAINING * 228 PRIVATE CONSULTATIONS;* 135 PUBLIC TRAINING CLASSES OFFERED (NOT INCLUDING PUPPY OR BASIC MANNERS TRAINING);* 1,081 PEOPLE ATTENDED OREGON HUMANE SOCIETY CLASSES AND CONSULTATIONS;* 130 VOLUNTEER TRAININGS WITH 981 VOLUNTEERS ATTENDING THE TRAININGS;* 120 DOGS COMPLETED THE PET PALS DOG OBEDIENCE PROGRAM, ASSISTED BY 52 PET PAL VOLUNTEERS;* 2,515 PHONE CALLS HANDLED BY THE FREE BEHAVIOR HELP LINE;* TOP ISSUES FOR CAT OWNERS: LITTER BOX PROBLEMS AND AGGRESSION AMONG CATS; AND* TOP ISSUE FOR DOG OWNERS: UNPREDICTABLE BEHAVIOR AND NOT BEING GOOD AROUND KIDS AND/OR OTHER DOGS.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 92 PEOPLE WHO ATTENDED AAT CLASSES AND 102 PEOPLE AND THEIR DOGS WERE EVALUATED TO BE PET PARTNERS. CURRENTLY, THERE ARE 15 ACTIVE AAT VOLUNTEERS WHO, IN 2014, SPENT 1,047 HOURS VISITING 31 FACILITIES WITH A CERTIFIED PET. THE VOLUNTEER HOURS INCLUDE AN ADDITIONAL 968 HOURS IN AAT CLASSES AND EVALUATIONS. 292758 241995 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. 290416 30308 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 232,829 HOURS OF SERVICE TO ALL PROGRAMS OFFERED AT THE SOCIETY IN 2014, VOLUNTEERS PROVIDED SERVICES EQUIVALENT TO 112 FULL-TIME EMPLOYEES.ADULT VOLUNTEERS* TOTAL VOLUNTEER HOURS OF 232,829;* VOLUNTEER HOURS FOR IN-SHELTER CARE OF ANIMALS TOTALED 107,017;* VOLUNTEER HOURS FOR BEHAVIOR AND ENRICHMENT CARE TOTALED 61,587; AND* OTHER VOLUNTEER HOURS TOTALED 64,225. YOUTH AND COMMUNITY GROUPS PROGRAM* INDIVIDUALS WHO PARTICIPATED IN THE YOUTH AND COMMUNITY GROUPS PROGRAM NUMBERED 1,982, PROVIDING 17,465 VOLUNTEER HOURS; * THERE WERE 381 INDIVIDUAL YOUTH VOLUNTEERS (NOT INCLUDING GROUPS) - 13,730 HOURS VOLUNTEERED; AND* 100 GROUPS - 3,736 HOURS VOLUNTEERED.FOSTER CARE* THERE WERE 385 FOSTER CARE VOLUNTEER FAMILIES, VOLUNTEERING 108,404 HOURS; AND * ANIMALS FOSTERED TOTALED 1,554. PRIMARY REASONS FOR FOSTER CARE* 959 BECAUSE THEY WERE TOO YOUNG FOR ADOPTION;* 57 NURSING BABY ANIMALS; AND* 501 WHO HAD MEDICAL CONDITIONS. 255441 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 87% PERCENT FROM 2006 TO 2014 THANKS TO THE EFFORTS OF ASAP. IN 2014, THE SPAY & SAVE PROGRAM COMPLETED 12,100 SURGERIES, OF WHICH 5,322 WERE PERFORMED BY SOCIETY STAFF. THIS VITAL PROGRAM IS FUNDED ENTIRELY BY PRIVATE DONATIONS. 251210 46807 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 16,928 INDIVIDUALS WITH MESSAGES OF COMPASSION IN 2014. * HUMANE EDUCATION REACHED 16,928 PEOPLE (INCLUDING 14,192 CHILDREN AND 2,736 ADULTS); * 22 NON-SCHOOL PRESENTATIONS OUTSIDE OF THE SHELTER REACHED 617 INDIVIDUALS; * SCHOOL VISITS INCLUDED 44 DIFFERENT SCHOOLS WITH 3,636 INDIVIDUALS REACHED; * SUMMER CAMP SESSIONS TOTALED 6, SERVING 193 TOTAL CAMPERS; * THREE AFTER-SCHOOL CLUBS RECEIVED OUTREACH, TOTALING 52 EDUCATED STUDENTS; * THE ANNUAL BE KIND TO ANIMALS POSTER AND PHOTO/STORY EVENT RECEIVED 2,478 ENTRIES; AND* AS A RESULT OF 145 IN-SHELTER TOURS - 2,792 INDIVIDUALS WERE REACHED. 2387652 467481 9481796 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 357 0 181 1 0 0 0 0 0 1 1 1 24 0 0 1 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X SHARON HARMON 5032857722 1067 NE COLUMBIA BOULEVARD PORTLAND OR 97211 REBECCA BIBLEHEIMER TRUSTEE 1.00 X 0 0 0 HARVEY N BLACK TRUSTEE 5.00 X 0 0 0 AKIN BLITZ TRUSTEE 9.00 X 0 0 0 DONNA BOOKOUT-COE TRUSTEE 2.00 X 0 0 0 HOLLY COIT TRUSTEE 1.00 X 0 0 0 JENNIFER COUGHLIN TRUSTEE 1.00 X 0 0 0 JOHN GOMEZ TRUSTEE 2.00 X 0 0 0 DR JOHN GUSTAVSSON TRUSTEE 2.00 X 0 0 0 DAVE HANSEN TRUSTEE 1.00 X 0 0 0 SAMANTHA HAZEL TRUSTEE 1.00 X 0 0 0 GORDON KEANE 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 NEILSON TRUSTEE 4.00 X 0 0 0 TONYA R NICHOLS TRUSTEE 4.00 X 0 0 0 BETTY B NORRIE TRUSTEE 9.00 X 0 0 0 MARVEITA REDDING TRUSTEE 7.00 X 0 0 0 LAURA SPEAR TRUSTEE 1.00 X 0 0 0 NANCY TONKIN-ZOUCHA TRUSTEE 12.00 X 0 0 0 MARC GRIGNON CHAIR 2.00 X X 0 0 0 REGINALD EKLUND IMMEDIATE PAST CHAIR 4.00 X X 0 0 0 BETSY CRAMER VICE CHAIR 4.00 X X 0 0 0 SCOTT R MILLER TREASURER 4.00 X X 0 0 0 MARY SLAYTON SECRETARY 4.00 X X 0 0 0 SHARON M HARMON EXECUTIVE DIRECTOR 40.00 X 208046 0 22730 STACEY HENRIQUEZ DIRECTOR OF FINANCE 40.00 X 99471 0 12537 DR KRIS BRANDT DIRECTOR OF SHELTER MEDICINE 40.00 X 103133 0 22522 GARY KISH DIRECTOR OF DEVELOPMENT 40.00 X 111706 0 13912 BRENDA KING DIRECTOR OF OPERATIONS 40.00 X 107083 0 8420 629439 0 80121 4 0 1 0 LEOPOLD KETEL & PARTNERS 112 SW 1ST AVE PORTLAND OR 97204 ADVERTISING AND PUBLIC AWARENESS 309380 1 101801 1331188 7442199 1100218 8875188 PROGRAM SERVICE FEES 900099 2074178 2074178 2074178 851512 851512 20905 1331188 271157 -250252 -250252 523462 283890 239572 239572 OTHER 900099 136199 136199 136199 11926397 2313750 0 737459 X 342784 69233 262013 11538 125618 125618 5335606 4379531 620517 335558 272160 205848 44801 21511 490443 411140 53854 25449 474003 375289 64787 33927 81642 38584 23858 19200 78677 28827 48089 1761 34800 34800 298207 173148 21588 103471 173075 101189 2670 69216 1502225 1094402 115169 292654 148496 72529 70707 5260 537525 73258 462980 1287 115265 86981 23252 5032 675165 646241 12848 16076 129929 65237 62206 2486 PUBLIC AWARENESS 295614 295614 REPAIRS & MAINTENANCE 184372 73216 111156 VEHICLE MAINTENANCE 47266 36971 9497 798 ALLOCATION OF SHARED CO 0 1159904 -1196010 36106 89528 59854 27306 2368 11432400 9481796 841288 1109316 3131542 4979375 3422182 2132064 921885 634974 26867 1114254 1078035 105712 180754 251045 501762 18701926 6919181 11898446 11782745 20777380 21679304 1252312 791212 42874758 43787092 689801 887177 908960 952139 1598761 1839316 X 35735281 37030933 3002099 2385099 2538617 2531744 41275997 41947776 42874758 43787092 X 493997 171810 5972 X 0 1 X 1 0 X 8683277 9027061 7151590 9936034 8875188 43673150 8683277 9027061 7151590 9936034 8875188 43673150 3401167 40271983 218373 249001 357457 969066 851512 2645409 975 24559 68191 35304 136199 265228 46583787 12712268 0.86450 0.86850 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS 265228 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34800 34800 10288284 10323084 666154 166539 0 0 565583 592317 618928 666154 2442982 3664473 28600 35300 38835 34800 137535 141396 148079 154732 166539 610746 916119 10590845 423046 883129 10130762 8436807 172782 2276122 294866 10590845 7545130 503269 883174 494766 8436807 6879530 939211 -7037 266574 7545130 5620547 874309 596555 211881 6879530 0.75680 0.21680 0.02640 1 0 440159 440159 14454434 4202265 10252169 2362795 1871550 491245 1444538 845366 599172 11782745 CHARITABLE GIFT ANNUITIES 217712 DEFERRED COMPENSATION 734427 952139 12846782 171810 742603 5972 920385 11926397 0 11926397 12175003 742603 742603 11432400 0 11432400 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 -10,160. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUSTS 16,132. TELETHON 362721 362721 3275 93806 DOGGIE DASH 518720 512945 5775 26982 65123 4 470652 455522 15130 19821 100 62050 1352093 1331188 20905 26982 23096 100 220979 271157 -250252 X X X X X 0 0 0 0 0 0 0 0 0 SHARON M HARMON EXECUTIVE DIRECTOR 208046 0 0 0 0 0 18126 0 4604 0 230776 0 0 0 GARY KISH DEV DIRECTOR MS. HARMON'S SPOUSE 125618 COMPENSATION AND BENEFITS 0 X 704 640964 SALES PRICE/COMPARABLE X 21 61805 SALES PRICE X SUPPLIES AND MATERIALS 2060 397449 COMPARABLE PROPERTY 2 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 B, LINE 11 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 2013. 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 IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,911. MANAGEMENT AND GENERAL EXPENSES 21,588. FUNDRAISING EXPENSES 103,471. TOTAL EXPENSES 127,970. ANIMAL TRANSPORTATION AND BOARDING: PROGRAM SERVICE EXPENSES 170,237. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 170,237. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS -10,160. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUSTS 16,132.