HEART OF THE VALLEY HUMANE SOCIETY INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: HEART OF THE VALLEY HUMANE SOCIETY INC (EIN 23-7375919)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-09-08
IRS object ID: 201432519349300528
Schema version: 2013v3.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-09-08T11:00:05-05:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	810385940	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ANDERSON ZURMUEHLEN & CO PC	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1007 EAST MAIN STREET SUITE 300	AddressLine1
City	BOZEMAN	City
State	MT	State
ZIP Code	59715	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	237375919	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HEART OF THE VALLEY INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	HEAR	BusinessNameControlTxt
Phone	4063889399	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 11390	AddressLine1
City	BOZEMAN	City
State	MT	State
ZIP Code	59719	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CORY PULFREY	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	4063889399	PhoneNum
Signature	2014-07-24	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	WILLIAM G MILLS	PreparerPersonNm
PTIN	P00366517	PTIN
Phone	4065566160	PhoneNum
Preparation	2014-06-19	PreparationDt

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	CORY PULFREY	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 11390	AddressLine1
City	BOZEMAN	City
State	MT	State
ZIP Code	59719	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$2,051,239	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.HEARTOFTHEVALLEYSHELTER.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1973	FormationYr
Legal Domicile State	MT	LegalDomicileStateCd
Activity Or Mission	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.	ActivityOrMissionDesc
Voting Members Governing Body	14	VotingMembersGoverningBodyCnt
Voting Members Independent	14	VotingMembersIndependentCnt
Total Employee	35	TotalEmployeeCnt
Total Volunteers	520	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,321,529	PYContributionsGrantsAmt
CY Contributions Grants	$718,192	CYContributionsGrantsAmt
PY Program Service Revenue	$330,054	PYProgramServiceRevenueAmt
CY Program Service Revenue	$332,848	CYProgramServiceRevenueAmt
PY Investment Income	$23,972	PYInvestmentIncomeAmt
CY Investment Income	$25,730	CYInvestmentIncomeAmt
PY Other Revenue	$116,472	PYOtherRevenueAmt
CY Other Revenue	$128,637	CYOtherRevenueAmt
PY Total Revenue	$1,792,027	PYTotalRevenueAmt
CY Total Revenue	$1,205,407	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$775,214	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$859,524	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$186,775	CYTotalFundraisingExpenseAmt
PY Other Expenses	$500,691	PYOtherExpensesAmt
CY Other Expenses	$627,440	CYOtherExpensesAmt
PY Total Expenses	$1,275,905	PYTotalExpensesAmt
CY Total Expenses	$1,486,964	CYTotalExpensesAmt
PY Revenues Less Expenses	$516,122	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$281,557	CYRevenuesLessExpensesAmt
Total Assets BOY	$6,153,885	TotalAssetsBOYAmt
Total Assets EOY	$5,999,390	TotalAssetsEOYAmt
Total Liabilities BOY	$46,049	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$88,899	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$6,107,836	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$5,910,491	NetAssetsOrFundBalancesEOYAmt
Mission	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.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$1,166,128	ExpenseAmt
Revenue	$305,144	RevenueAmt
Desc	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.	Desc
Total Program Service Expenses	$1,166,128	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	14	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	35	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	14	GoverningBodyVotingMembersCnt
Independent Voting Member	14	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MERRILEE GLOVER	BusinessNameLine1

Field	Value	IRS element (for citing)
Phone	4063889399	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1549 E CAMERON BRIDGE RD	AddressLine1
City	BOZEMAN	City
State	MT	State
ZIP Code	59715	ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
ALLISON GARWOOD
PRESIDENT	1.00	Yes (X)	Yes (X)	$0	$0	$0
CORY PULFREY
TREASURER	1.00	Yes (X)	Yes (X)	$0	$0	$0
MARGOT BARG OGBURN
VICE PRESIDENT	1.00	Yes (X)	Yes (X)	$0	$0	$0
CLAIRE GILLAM
SECRETARY	1.00	Yes (X)	Yes (X)	$0	$0	$0
MARK ALBRECHT
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
JIM BANGS
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
ANNE SEXTON BRYAN
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
LAURA CUNNINGHAM
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
MERRILEE GLOVER
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
KEITH HAMBURG
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
DAWN LEADBETTER
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
DONNA SPITZER OSTROVSKY
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
ELIZABETH SMITH
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
NANCY XANDER
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
PHIL ROGERS
EXECUTIVE DIRECTOR	40.00		Yes (X)	$86,601	$0	$2,598

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$86,601	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$2,598	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$718,192	AllOtherContributionsAmt
Noncash Contributions	$116,551	NoncashContributionsAmt
Total Contributions	$718,192	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ANIMAL CONTROL	900099	$187,090	$187,090
ADOPTION FEES	900099	$79,482	$79,482
RECLAIM FEES	900099	$24,025	$24,025
DAY CAMP INCOME	900099	$22,550	$22,550
SURRENDER FEES	900099	$7,570	$7,570

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$12,131	TotalRevenueColumnAmt
Related Or Exempt Func Income	$12,131	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$332,848	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$24,792	TotalRevenueColumnAmt
Exclusion	$24,792	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$788,714	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$787,776	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$938	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$938	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$31,086	RelatedOrExemptFuncIncomeAmt
Exclusion	$32,024	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$181,415	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$56,160	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$125,255	TotalRevenueColumnAmt
Exclusion	$125,255	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$4,536	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$1,896	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,640	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,640	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Business	900099	BusinessCd
Total Revenue Column	$742	TotalRevenueColumnAmt
Related Or Exempt Func Income	$742	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$742	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,205,407	TotalRevenueColumnAmt
Related Or Exempt Func Income	$305,144	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$182,071	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$89,199	TotalAmt
Program Services	$40,140	ProgramServicesAmt
Management And General	$31,220	ManagementAndGeneralAmt
Fundraising	$17,839	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$657,077	TotalAmt
Program Services	$545,697	ProgramServicesAmt
Management And General	$6,115	ManagementAndGeneralAmt
Fundraising	$105,265	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$12,493	TotalAmt
Program Services	$9,744	ProgramServicesAmt
Management And General	$625	ManagementAndGeneralAmt
Fundraising	$2,124	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$32,501	TotalAmt
Program Services	$25,351	ProgramServicesAmt
Management And General	$1,625	ManagementAndGeneralAmt
Fundraising	$5,525	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$68,254	TotalAmt
Program Services	$45,730	ProgramServicesAmt
Management And General	$11,603	ManagementAndGeneralAmt
Fundraising	$10,921	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$33,251	TotalAmt
Management And General	$33,251	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$9,105	TotalAmt
Management And General	$9,105	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$526	TotalAmt
Program Services	$447	ProgramServicesAmt
Management And General	$53	ManagementAndGeneralAmt
Fundraising	$26	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$43,193	TotalAmt
Program Services	$20,587	ProgramServicesAmt
Management And General	$6,315	ManagementAndGeneralAmt
Fundraising	$16,291	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$7,836	TotalAmt
Program Services	$6,757	ProgramServicesAmt
Management And General	$795	ManagementAndGeneralAmt
Fundraising	$284	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$87,341	TotalAmt
Program Services	$74,240	ProgramServicesAmt
Management And General	$8,734	ManagementAndGeneralAmt
Fundraising	$4,367	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,582	TotalAmt
Program Services	$2,099	ProgramServicesAmt
Management And General	$360	ManagementAndGeneralAmt
Fundraising	$123	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$154,717	TotalAmt
Program Services	$131,509	ProgramServicesAmt
Management And General	$15,472	ManagementAndGeneralAmt
Fundraising	$7,736	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$34,998	TotalAmt
Program Services	$26,878	ProgramServicesAmt
Management And General	$4,616	ManagementAndGeneralAmt
Fundraising	$3,504	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
ANIMAL CARE	$182,073	$182,073
SHELTER SERVICES	$22,763	$22,763
STAFF TRAINING AND DEVE	$21,710	$13,681	$232	$7,797
EQUIPMENT LEASE AND MAI	$12,852	$5,784	$2,570	$4,498

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$14,493	TotalAmt
Program Services	$12,648	ProgramServicesAmt
Management And General	$1,370	ManagementAndGeneralAmt
Fundraising	$475	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,486,964	TotalAmt
Program Services	$1,166,128	ProgramServicesAmt
Management And General	$134,061	ManagementAndGeneralAmt
Fundraising	$186,775	FundraisingAmt

Field	Value	IRS element (for citing)
Joint Costs	Yes (X)	JointCostsInd

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$866,103	BOYAmt
EOY	$501,122	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$132,500	BOYAmt
EOY	$132,500	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$10,000	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$26,325	BOYAmt
EOY	$22,303	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$8,170	BOYAmt
EOY	$5,726	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$5,239,997	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$800,564	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$4,368,816	BOYAmt
EOY	$4,439,433	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$751,971	BOYAmt
EOY	$888,306	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$6,153,885	BOYAmt
EOY	$5,999,390	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$46,049	BOYAmt
EOY	$88,899	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$46,049	BOYAmt
EOY	$88,899	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,347,903	BOYAmt
EOY	$5,086,107	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$275,338	BOYAmt
EOY	$322,000	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$484,595	BOYAmt
EOY	$502,384	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$6,107,836	BOYAmt
EOY	$5,910,491	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$6,153,885	BOYAmt
EOY	$5,999,390	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$281,557	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$84,212	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$805,039	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$783,715	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$720,237	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,471,878	CurrentTaxYearMinus1YearAmt
Current Tax Year	$718,192	CurrentTaxYearAmt
Total	$4,499,061	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$268,603	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$318,738	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$324,633	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$336,486	CurrentTaxYearMinus1YearAmt
Current Tax Year	$337,384	CurrentTaxYearAmt
Total	$1,585,844	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,073,642	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,102,453	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,044,870	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,808,364	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,055,576	CurrentTaxYearAmt
Total	$6,084,905	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$149,135	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$158,876	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$140,842	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$69,382	CurrentTaxYearMinus1YearAmt
Current Tax Year	$56,817	CurrentTaxYearAmt
Total	$575,052	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	$799,977	CurrentTaxYearMinus1YearAmt
Current Tax Year	$49,155	CurrentTaxYearAmt
Total	$849,132	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$149,135	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$158,876	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$140,842	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$869,359	CurrentTaxYearMinus1YearAmt
Current Tax Year	$105,972	CurrentTaxYearAmt
Total	$1,424,184	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$4,660,721	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$152,111	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$332,313	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$20,302	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$23,972	CurrentTaxYearMinus1YearAmt
Current Tax Year	$56,816	CurrentTaxYearAmt
Total	$585,514	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$152,111	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$332,313	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$20,302	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$23,972	CurrentTaxYearMinus1YearAmt
Current Tax Year	$56,816	CurrentTaxYearAmt
Total	$585,514	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,403	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus1 Year	$4,802	CurrentTaxYearMinus1YearAmt
Current Tax Year	$742	CurrentTaxYearAmt
Total	$8,947	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,229,156	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,434,766	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,065,172	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,837,138	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,113,134	CurrentTaxYearAmt
Total	$6,679,366	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.69780	PublicSupportCY509Pct
Public Support PY509	0.66080	PublicSupportPY509Pct
Investment Income CY	0.08770	InvestmentIncomeCYPct
Investment Income PY	0.08990	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$751,971	BeginningYearBalanceAmt
Contributions	$17,789	ContributionsAmt
Investment Earnings Or Losses	$138,541	InvestmentEarningsOrLossesAmt
Other Expenditures	$31,064	OtherExpendituresAmt
End Year Balance	$877,237	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$671,990	BeginningYearBalanceAmt
Contributions	$12,900	ContributionsAmt
Investment Earnings Or Losses	$91,843	InvestmentEarningsOrLossesAmt
Other Expenditures	$24,762	OtherExpendituresAmt
End Year Balance	$751,971	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$685,224	BeginningYearBalanceAmt
Contributions	$16,228	ContributionsAmt
Investment Earnings Or Losses	-$8,455	InvestmentEarningsOrLossesAmt
Other Expenditures	$21,007	OtherExpendituresAmt
End Year Balance	$671,990	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$500,098	BeginningYearBalanceAmt
Contributions	$126,402	ContributionsAmt
Investment Earnings Or Losses	$65,680	InvestmentEarningsOrLossesAmt
Other Expenditures	$6,956	OtherExpendituresAmt
End Year Balance	$685,224	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$389,152	BeginningYearBalanceAmt
Contributions	$42,855	ContributionsAmt
Investment Earnings Or Losses	$68,091	InvestmentEarningsOrLossesAmt
End Year Balance	$500,098	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.11000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.58000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.31000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$250,000	OtherCostOrOtherBasisAmt
Book Value	$250,000	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,411,158	OtherCostOrOtherBasisAmt
Depreciation	$692,772	DepreciationAmt
Book Value	$3,718,386	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$231,935	OtherCostOrOtherBasisAmt
Depreciation	$69,746	DepreciationAmt
Book Value	$162,189	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$346,904	OtherCostOrOtherBasisAmt
Depreciation	$38,046	DepreciationAmt
Book Value	$308,858	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$4,439,433	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
EXCHANGE TRADED FUNDS - EQUITY	$869,728	F
MONEY MARKET FUNDS	$18,578	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$888,306	TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt	$1,350,043	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$84,212	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$4,264	DonatedServicesAndUseFcltsAmt
Other Revenue	$56,160	OtherRevenueAmt
Revenue Not Reported	$144,636	RevenueNotReportedAmt
Revenue Subtotal	$1,205,407	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$1,205,407	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,547,388	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$4,264	DonatedServicesUseFcltsAmt
Other Expenses Included	$56,160	OtherExpensesIncludedAmt
Expenses Not Reported	$60,424	ExpensesNotReportedAmt
Expenses Subtotal	$1,486,964	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$1,486,964	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 $56,160 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 $56,160 ARE REPORTED NET OF FUNDRAISING EVENT REVENUE ON THE 990, AND INCLUDED AS EXPENSE ON THE FINANCIAL STATEMENTS.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Name Of Event1	DOG BALL	NameOfEvent1Amt
Gross Receipts Event1	$159,570	GrossReceiptsEvent1Amt
Gross Revenue Event1	$159,570	GrossRevenueEvent1Amt
Other Direct Expenses Event1	$33,779	OtherDirectExpensesEvent1Amt
Name Of Event2	SNOWSHOE SHUFFLE	NameOfEvent2Amt
Gross Receipts Event2	$8,925	GrossReceiptsEvent2Amt
Gross Revenue Event2	$8,925	GrossRevenueEvent2Amt
Other Direct Expenses Event2	$3,421	OtherDirectExpensesEvent2Amt
Other Events Total	2	OtherEventsTotalCnt
Gross Receipts Other Events	$12,920	GrossReceiptsOtherEventsAmt
Gross Revenue Other Events	$12,920	GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events	$18,960	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$181,415	GrossReceiptsTotalAmt
Gross Revenue Total Events	$181,415	GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events	$56,160	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$56,160	DirectExpenseSummaryEventsAmt
Net Income Summary	$125,255	NetIncomeSummaryAmt

Schedule M IRS990ScheduleM

Food Inventory FoodInventoryGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$1,574	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	ANIMAL CARE S	40	$24,911	FAIR MARKET VALUE
Yes (X)	FACILITY SUPP	3	$12,763	FAIR MARKET VALUE
Yes (X)	ADVERTISING	2	$3,041	FAIR MARKET VALUE

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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.