2014-02-13T14:27:26-06:00 2013-06-30 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2012-07-01 160743047 THE HUMANE SOCIETY OF ROCHESTER & MONROE COUNTY FOR THE PREVENTION OF CRUELTY TO HUMA 5852231330 99 VICTOR ROAD FAIRPORT NY 14450 ALICE CALABRESE SMITH 5852231330 2014-02-11 1 RAYMOND J JACOBI P00160856 5854231860 2014-02-11 2012 2015-11-30 17:44:51Z ALICE CALABRESE SMITH 99 VICTOR ROAD FAIRPORT NY 14450 15612001 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 20 19 113 800 0 0 4106054 6425965 969944 944467 749121 684628 -30423 -140197 5794696 7914863 0 0 0 0 3068554 3203744 0 0 801971 2353392 2288374 5421946 5492118 372750 2422745 16523767 22010375 410716 2894071 16113051 19116304 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 2060368 637716 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. EACH YEAR, NEARLY 12,000 ANIMALS FROM DOGS AND CATS TO RABBITS, BIRDS, HORSES, GOATS, PIGS AND MORE ARE 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, AND 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 LIFESTYLE. 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. 933286 141210 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, FIVE VETERINARY TECHNICIANS, AND TWO 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 PET OVERPOPULATION BY SPAYING AND NEUTERING ALL DOGS, CATS AND RABBITS BEFORE ADOPTION. 271841 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. 781857 161198 PROGRAMS AT LOLLYPOP FARM HELP TO ADDRESS THE ISSUES IN OUR COMMUNITY THAT CONTRIBUTE TO PET OVERPOPULATION AND THE SURRENDER OF UNWANTED ANIMALS. THROUGH OUR PET ASSISTED THERAPY (PAT) PROGRAM, VOLUNTEERS PARTNERED WITH TRAINED THERAPY ANIMALS VISIT FACILITIES AROUND GREATER ROCHESTER. THE GROWING NUMBER OF PET PARTNER TEAMS WHO ARE CERTIFIED NATIONALLY, BRIGHTEN THE DAYS OF RESIDENTS OF NURSING HOMES, HOSPITALS, CHILDREN'S CENTERS, MENTAL HEALTH FACILITIES, AND FACILITIES THAT SERVE INDIVIDUALS WITH DISABILITIES. S.N.I.P. (SPAY/NEUTER INCENTIVE PROGRAM) SUBSIDIZES THE SPAYING AND NEUTERING OF DOGS AND CATS OF LOW-INCOME OWNERS. THE ASSISTANCE FOR THESE SURGERIES (WHICH ARE PERFORMED BY LOCAL VETERINARIANS) ENABLES PEOPLE TO RECEIVE FINANCIAL SUPPORT TO CARE FOR THEIR PETS AND HELPS PREVENT UNWANTED LITTERS.FINDING A RENTAL PROPERTY THAT ALLOWS PETS DOESN'T HAVE TO BE A CHALLENGE WITH THE PETS ARE WELCOME LIST, WHICH INCLUDES MORE THAN 200 LOCAL PROPERTIES.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 OPEN THEIR HOME TO DOGS AND CATS SIX YEARS OF AGE OR OLDER BY DISCOUNTING 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, GIRL SCOUT BADGE PROGRAMS, CONTINUING EDUCATION FOR TEACHERS, WORKSHOPS, AND SUMMER FARM CAMP.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 UNWANTED 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. 338881 7611 FARM SERVICES - TO PROVIDE CARE AND REHABILITATION FOR ABANDONED OR RESCUED FARM ANIMALS AND TO PROVIDE EDUCATION TO THE COMMUNITY ABOUT FARM ANIMALS. 1120738 168809 4386233 1 1 0 0 0 0 0 0 0 1 1 1 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 11 0 1 113 1 0 0 0 0 0 1 1 0 0 0 1 0 X 20 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X ALICE CALABRESE SMITH 5852231330 99 VICTOR ROAD FAIRPORT NY 14450 DIANE MCCUE 1.00 X X 0 0 0 DONALD O CHESWORTH 1.00 X 0 0 0 DAVID FRIEDLANDER 1.00 X 0 0 0 DR PAUL BLACK 1.00 X 0 0 0 CHRISTOPHER LINARES 1.00 X 0 0 0 AMIEL MOKHIBER 1.00 X X 0 0 0 PATRICK O'FLYNN 1.00 X 0 0 0 DONALD J RILEY 1.00 X 0 0 0 CHERYL KELLEY 1.00 X 0 0 0 RAYMOND C SHEA 1.00 X 0 0 0 THOMAS G MINIGIELLO JR 1.00 X X 0 0 0 MICHELLE DIMARZO 1.00 X 0 0 0 LAURIE MARK 1.00 X 0 0 0 ROBERT SALMON 1.00 X 0 0 0 ROSS SHERWOOD 1.00 X 0 0 0 KIM GANDY 1.00 X 0 0 0 MICHAEL LEONE 1.00 X X 0 0 0 MARTHA J BRITT 1.00 X 0 0 0 PAULA DOLAN 1.00 X 0 0 0 SUZANNE HESS 1.00 X 0 0 0 ALICE CALABRESE SMITH 40.00 X 112500 0 13271 112500 0 13271 1 0 0 0 LECHASE CONSTRUCTION SERVICES LLC 300 TROLLEY BLVD ROCHESTER NY 14606 CONSTRUCTION 3356738 ALPHA DOG MARKETING 9060 ANDERMATT DR SUITE 101 LINCOLN NE 68526 DIRECT MAIL 256586 BLUE SKY ANIMAL CARE ARCHITECTURE 7 WASHINGTON STREET BEVERLY MA 01915 ARCHITECTURE 100240 3 285730 495795 5644440 221425 6425965 ANIMAL TREATMENT 900099 944467 944467 944467 173085 173085 8045889 4115 7537614 847 508275 3268 511543 3268 508275 18480 495795 158677 -140197 -140197 7914863 947735 0 541163 126438 96371 20862 9205 2537271 2158295 92643 286333 64886 52575 4046 8265 175489 145768 8894 20827 299660 259210 9288 31162 68564 68564 140348 81812 10965 47571 70658 43806 610 26242 336470 67811 13800 254859 28691 22740 3718 2233 258779 207943 32202 18634 299010 299010 140753 106301 21836 12616 SUPPLIES, ACCESSORIES & 382953 381696 0 1257 MISCELLANEOUS 292639 218987 16180 57472 DONATED GOODS 221425 202849 0 18576 ANIMAL POPULATION CONRO 20909 20909 0 0 27175 20150 306 6719 5492118 4386233 303914 801971 165995 126318 1489888 1351585 863909 1093799 79006 92256 163904 63680 12552394 3618280 5253401 8934114 8507419 10348623 245 0 16523767 22010375 391530 644071 2250000 19186 0 410716 2894071 X 13115592 17329909 2628675 1417611 368784 368784 16113051 19116304 16523767 22010375 2422745 580508 0 X X 0 1 X 1 0 X 2708089 3240016 3452039 4391299 6425965 20217408 1439079 1554091 1549994 1476788 947735 6967687 4147168 4794107 5002033 5868087 7373700 27185095 0 0 0 27185095 256592 179095 201808 166444 173085 977024 256592 179095 201808 166444 173085 977024 4403760 4973202 5203841 6034531 7546785 28162119 0.96530 0.95840 0.03470 0.04160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8507419 1146639 1260359 565794 10348623 8788915 356643 -77804 560335 8507419 7589530 1735686 536301 8788915 6927257 357293 1196376 891396 7589530 7596966 1019754 -1157286 532177 6927257 0.96440 0.03560 0.00000 0 0 246320 246320 10238267 2142028 8096239 1649258 1164880 484378 418549 311372 107177 8934114 MONEY MARKET 314140 F CORPORATE OBLIGATIONS AND BOND FUNDS 2392914 F GOVERNMENT BONDS 203509 F COMMON STOCK AND EQUITY FUNDS 7084435 F AUCTION RATE PREFERRED SECURITIES 353625 F 10348623 X 8863318 580508 209270 158677 948455 7914863 0 7914863 5860065 209270 158677 367947 5492118 0 5492118 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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. WITH FEW EXCEPTIONS, AS OF JUNE 30, 2013, THE SOCIETY IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS ENDED PRIOR TO JUNE 30, 2010. THE TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2010 THROUGH JUNE 30, 2013 ARE STILL SUBJECT TO POTENTIAL AUDIT BY THE IRS AND THE TAXING AUTHORITIES IN NEW YORK STATE. MANAGEMENT OF THE SOCIETY BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 158,677. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 158,677. X X X 0 ALPHA DOG 9060 ANDERMATT DRIVE SUITE 101 LINCOLN NE 68526 FUNDRAISING CONSULTING 0 885945 223914 662031 TELECOMP INC 3375 BRIGHTON HENRIETTA TOWNLINE RD ROCHESTER NY 14623 FUNDRAISING CONSULTING 0 350000 129295 220705 1235945 353209 882736 TELETHON 250899 250899 43365 GALA 143512 125032 18480 11000 18545 3500 56990 1 119864 119864 175 25102 514275 495795 18480 175 11000 18545 3500 125457 158677 -140197 GILLIAN HARGRAVE FAMILY RELATIONSHIP WITH MICHAEL LEONE, CHAIRMAN OF THE BOARD. 68581 EMPLOYED AS THE VICE PRESIDENT AND CHIEF OPERATING OFFICER OF THE ORGANIZATION. 0 X 75767 THRIFT STORE VALUE X 2 118396 FMV X CAT LITTER AND MERCHANDISE 1 19239 FMV X VARIOUS FARM AND HOME CENTER GOODS 1 8023 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. 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 CHAIRMAN OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AS WELL AS THROUGH GUIDESTAR.ORG. FORM 990, PART XII, LINE 2C THE PROCESS IS CONSISTENT WITH PRIOR YEARS.