2014-09-08T11:00:05-05:00 2013-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC 1007 EAST MAIN STREET SUITE 300 BOZEMAN MT 59715 990 2013-01-01 237375919 HEART OF THE VALLEY INC HEAR 4063889399 PO BOX 11390 BOZEMAN MT 59719 CORY PULFREY TREASURER 4063889399 2014-07-24 1 WILLIAM G MILLS P00366517 4065566160 2014-06-19 2013 2015-11-30 17:44:51Z CORY PULFREY PO BOX 11390 BOZEMAN MT 59719 2051239 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. 14 14 35 520 0 0 1321529 718192 330054 332848 23972 25730 116472 128637 1792027 1205407 0 0 0 0 775214 859524 0 0 186775 500691 627440 1275905 1486964 516122 -281557 6153885 5999390 46049 88899 6107836 5910491 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 1166128 305144 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. 1166128 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 14 0 1 35 1 0 0 0 0 0 0 0 0 0 0 X 14 14 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 ALLISON GARWOOD PRESIDENT 1.00 X X 0 0 0 CORY PULFREY TREASURER 1.00 X X 0 0 0 MARGOT BARG OGBURN 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 ANNE SEXTON BRYAN BOARD MEMBER 1.00 X 0 0 0 LAURA CUNNINGHAM BOARD MEMBER 1.00 X 0 0 0 MERRILEE GLOVER BOARD MEMBER 1.00 X 0 0 0 KEITH HAMBURG BOARD MEMBER 1.00 X 0 0 0 DAWN LEADBETTER BOARD MEMBER 1.00 X 0 0 0 DONNA SPITZER OSTROVSKY BOARD MEMBER 1.00 X 0 0 0 ELIZABETH SMITH BOARD MEMBER 1.00 X 0 0 0 NANCY XANDER BOARD MEMBER 1.00 X 0 0 0 PHIL ROGERS EXECUTIVE DIRECTOR 40.00 X 86601 0 2598 86601 0 2598 0 0 0 0 0 718192 116551 718192 ANIMAL CONTROL 900099 187090 187090 ADOPTION FEES 900099 79482 79482 RECLAIM FEES 900099 24025 24025 DAY CAMP INCOME 900099 22550 22550 SURRENDER FEES 900099 7570 7570 12131 12131 332848 24792 24792 788714 787776 938 938 -31086 32024 181415 56160 125255 125255 4536 1896 2640 2640 OTHER INCOME 900099 742 742 742 1205407 305144 0 182071 89199 40140 31220 17839 657077 545697 6115 105265 12493 9744 625 2124 32501 25351 1625 5525 68254 45730 11603 10921 33251 33251 9105 9105 526 447 53 26 43193 20587 6315 16291 7836 6757 795 284 87341 74240 8734 4367 2582 2099 360 123 154717 131509 15472 7736 34998 26878 4616 3504 ANIMAL CARE 182073 182073 SHELTER SERVICES 22763 22763 STAFF TRAINING AND DEVE 21710 13681 232 7797 EQUIPMENT LEASE AND MAI 12852 5784 2570 4498 14493 12648 1370 475 1486964 1166128 134061 186775 X 866103 501122 132500 132500 10000 26325 22303 8170 5726 5239997 800564 4368816 4439433 751971 888306 6153885 5999390 46049 88899 46049 88899 X 5347903 5086107 275338 322000 484595 502384 6107836 5910491 6153885 5999390 -281557 84212 0 X X 0 1 X 1 0 X 805039 783715 720237 1471878 718192 4499061 268603 318738 324633 336486 337384 1585844 1073642 1102453 1044870 1808364 1055576 6084905 149135 158876 140842 69382 56817 575052 799977 49155 849132 149135 158876 140842 869359 105972 1424184 4660721 152111 332313 20302 23972 56816 585514 152111 332313 20302 23972 56816 585514 3403 4802 742 8947 1229156 1434766 1065172 1837138 1113134 6679366 0.69780 0.66080 0.08770 0.08990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 751971 17789 138541 31064 877237 671990 12900 91843 24762 751971 685224 16228 -8455 21007 671990 500098 126402 65680 6956 685224 389152 42855 68091 500098 0.11000 0.58000 0.31000 0 0 250000 250000 4411158 692772 3718386 231935 69746 162189 346904 38046 308858 4439433 EXCHANGE TRADED FUNDS - EQUITY 869728 F MONEY MARKET FUNDS 18578 F 888306 1350043 84212 4264 56160 144636 1205407 0 1205407 1547388 4264 56160 60424 1486964 0 1486964 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. DOG BALL 159570 159570 33779 SNOWSHOE SHUFFLE 8925 8925 3421 2 12920 12920 18960 181415 181415 56160 56160 125255 X 2 1574 FAIR MARKET VALUE X ANIMAL CARE S 40 24911 FAIR MARKET VALUE X FACILITY SUPP 3 12763 FAIR MARKET VALUE X ADVERTISING 2 3041 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.