2015-08-24T17:53:16-05:00 2014-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC 1007 EAST MAIN STREET SUITE 300 BOZEMAN MT 59715 990 2014-01-01 237375919 HEART OF THE VALLEY INC HEAR 4063889399 PO BOX 11390 BOZEMAN MT 59719 CORY PULFREY TREASURER 4063889399 2015-07-28 1 WILLIAM G MILLS P00366517 4065566160 2015-07-28 2014 2016-04-25 22:37:26Z CORY PULFREY PO BOX 11390 BOZEMAN MT 59719 1774424 0 X WWW.HEARTOFTHEVALLEYSHELTER.ORG X 1973 MT TO COMPASSIONATELY SHELTER THE LOST AND SURRENDERED PETS OF GALLATIN AND MADISON VALLEYS AND SURROUNDING AREAS, AND TO ENHANCE THE LIVES OF PEOPLE AND COMPANION ANIMALS THROUGH PET ADOPTION AND EDUCATION. 16 16 41 759 0 0 718192 1100113 332848 357537 25730 31628 128637 204523 1205407 1693801 0 0 0 0 859524 887351 0 0 179282 627440 596610 1486964 1483961 -281557 209840 5999390 6209104 88899 71132 5910491 6137972 TO COMPASSIONATELY SHELTER THE LOST AND SURRENDERED PETS OF GALLATIN AND MADISON VALLEYS AND SURROUNDING AREAS, AND TO ENHANCE THE LIVES OF PEOPLE AND COMPANION ANIMALS THROUGH PET ADOPTION AND EDUCATION. 0 0 1178866 363871 TO CREATE A HUMANE COMMUNITY BY SHELTERING DOMESTIC ANIMALS; SECURING QUALITY HOMES FOR DOMESTIC ANIMALS; ABOLISHING PET OVERPOPULATION; PROMOTING REASONABLE PET OWNERSHIP THROUGH EDUCATION; ELIMINATING NEEDLESS SUFFERING OF ANIMALS. 1178866 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 13 0 1 41 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MERRILEE GLOVER 4063889399 1549 E CAMERON BRIDGE RD BOZEMAN MT 59715 MARGOT BARG OGBURN PRESIDENT 1.00 X X 0 0 0 CORY PULFREY TREASURER 1.00 X X 0 0 0 DAWN LEADBETTER VICE PRESIDENT 1.00 X X 0 0 0 CLAIRE GILLAM SECRETARY 1.00 X X 0 0 0 MARK ALBRECHT BOARD MEMBER 1.00 X 0 0 0 JIM BANGS BOARD MEMBER 1.00 X 0 0 0 JULIE SCATES BOARD MEMBER 1.00 X 0 0 0 LAURA CUNNINGHAM BOARD MEMBER 1.00 X 0 0 0 ALLISON GARWOOD BOARD MEMBER 1.00 X 0 0 0 KEITH HAMBURG BOARD MEMBER 1.00 X 0 0 0 CARLYE COOK BOARD MEMBER 1.00 X 0 0 0 DONNA SPITZER OSTROVSKY BOARD MEMBER 1.00 X 0 0 0 STEVE WHEELER BOARD MEMBER 1.00 X 0 0 0 NANCY XANDER BOARD MEMBER 1.00 X 0 0 0 DIANE LEUSCHEN BOARD MEMBER 1.00 X 0 0 0 IRIS MODEL BOARD MEMBER 1.00 X 0 0 0 PHIL ROGERS EXECUTIVE DIRECTOR 40.00 X 85272 0 2558 85272 0 2558 0 0 0 0 0 1100113 91417 1100113 ANIMAL CONTROL 900099 190590 190590 ADOPTION FEES 900099 102769 102769 DAY CAMP INCOME 900099 25260 25260 RECLAIM FEES 900099 21768 21768 SURRENDER FEES 900099 5520 5520 11630 11630 357537 31843 31843 38673 38888 -215 -215 -215 237544 39355 198189 198189 8238 2380 5858 5858 OTHER INCOME 900099 476 476 476 1693801 363871 0 229817 87830 39524 30740 17566 679432 578130 816 100486 13717 11111 549 2057 37584 30443 1503 5638 68788 55375 2829 10584 33036 33036 4451 4451 11710 11710 469 399 47 23 36786 17238 4971 14577 5751 4888 575 288 84582 72080 8458 4044 4467 3797 447 223 168136 142916 16814 8406 35418 27446 4576 3396 ANIMAL CARE 153383 153383 STAFF TRAINING AND DEVE 26225 18747 800 6678 EQUIPMENT LEASE AND MAI 13965 6284 2793 4888 VOLUNTEER & EMPLOYEE RE 7400 6605 530 265 10831 10500 168 163 1483961 1178866 125813 179282 X 501122 689911 132500 10000 22303 22377 5726 6721 5261443 968700 4439433 4292743 888306 1197352 5999390 6209104 88899 71132 88899 71132 X 5086107 5250277 322000 381362 502384 506333 5910491 6137972 5999390 6209104 209840 17641 0 X X 0 1 X 1 0 X 783715 720237 1471878 718192 1100113 4794135 318738 324633 336486 337384 365775 1683016 1102453 1044870 1808364 1055576 1465888 6477151 158876 140842 69382 56817 76697 502614 799977 49155 570814 1419946 158876 140842 869359 105972 647511 1922560 4554591 332313 20302 23972 56816 31628 465031 332313 20302 23972 56816 31628 465031 4802 742 476 6020 1434766 1065172 1837138 1113134 1497992 6948202 0.65550 0.69780 0.06690 0.08770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 877237 303949 46849 30683 1197352 751971 17789 138541 31064 877237 671990 12900 91843 24762 751971 685224 16228 -8455 21007 671990 500098 126402 65680 6956 685224 0.34000 0.24000 0.42000 1 0 250000 250000 4423826 812300 3611526 237337 102128 135209 350280 54272 296008 4292743 EXCHANGE TRADED FUNDS - EQUITY 1190116 F MONEY MARKET FUNDS 7236 F 1197352 1751297 17641 500 39355 57496 1693801 0 1693801 1523816 500 39355 39855 1483961 0 1483961 PART V, LINE 4: THE INTENTION OF THE ENDOWMENT FUNDS IS TO GENERATE INVESTMENT INCOME TO FUND CONTINUED OPERATION AND MAINTENANCE OF THE SHELTER. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES SCHEDULE D PART XI LINE 2D DIRECT FUNDRAISING EVENT EXPENSES OF $39,355 ARE REPORTED NET OF FUNDRAISING EVENT REVENUE ON THE 990, AND INCLUDED AS EXPENSE ON THE FINANCIAL STATEMENTS. SCHEDULE D PART XII LINE 2D DIRECT FUNDRAISING EVENT EXPENSES OF $39,355 ARE REPORTED NET OF FUNDRAISING EVENT REVENUE ON THE 990, AND INCLUDED AS EXPENSE ON THE FINANCIAL STATEMENTS. DOG BALL 231971 231971 32856 SNOWSHOE SHUFFLE 4060 4060 5260 1 1513 1513 1239 237544 237544 39355 39355 198189 X 2 FAIR MARKET VALUE X ANIMAL CARE SUPPLIES 40 0 FAIR MARKET VALUE X FACILITY SUPPLIES 3 0 FAIR MARKET VALUE X ADVERTISING 2 0 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO BEING SIGNED. FORM 990, PART VI, SECTION B, LINE 12C DISCLOSURE FORMS ARE GIVEN TO EMPLOYEES AND BOARD MEMBERS WHEN THEY JOIN THE ORGANIZATION AND THEN ANNUALLY IN MAY THEREAFTER. ANY REPORTED CONFLICTS ARE REPORTED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S SALARY WAS SET BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AFTER CALLING OTHER SHELTERS TO FIND OUT WHAT THEIR SALARIES WERE. DELIBERATION AND DECISION WAS NOTED IN THE MINUTES OF THE FINANCE/PERSONNEL COMMITTEE. SALARY RANGES FOR ALL OTHER POSITIONS WERE SET AFTER CALLING OTHER SHELTERS TO SEE WHAT THEIR PAY RANGES WERE. THE DELIBERATION AND DECISION WAS NOTED IN THE MINUTES OF THE FINANCE/PERSONNEL COMMITTEE AND THE PAY RANGES WERE APPROVED BY THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2C THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE IS NO CHANGE FROM THE PREVIOUS YEAR.