2014-11-17T18:42:31-06:00 2013-12-31 952694444 CONSIDINE & CONSIDINE 1501 FIFTH AVENUE SUITE 400 SAN DIEGO CA 921013297 990 2013-01-01 237228287 HELEN WOODWARD ANIMAL CENTER HELE 8587564117 PO BOX 64 RANCHO SANTA FE CA 92067 MICHAEL M ARMS PRESIDENT 8587564117 2014-11-14 1 RICHARD HOTZ P00452784 6192311977 2014-11-14 2013 2015-11-30 17:44:51Z MICHAEL M ARMS PO BOX 64 RANCHO SANTA FE CA 92067 12899828 0 X WWW.ANIMALCENTER.ORG X 1972 CA CHARITABLE, EDUCATION AND/OR SCIENTIFIC WORK FOR THE CARE AND TREATMENT OF ANIMALS. 16 15 204 1013 1894540 -53567 2007522 7963129 2885029 3488992 496287 259237 628739 545510 6017577 12256868 7352 7845 0 0 4457196 4844854 0 0 1334748 2666051 2883664 7130599 7736363 -1113022 4520505 22744667 27267728 2775648 1811156 19969019 25456572 X HELEN WOODWARD ANIMAL CENTER'S PASSIONATE BELIEF THAT ANIMALS HELP PEOPLE AND PEOPLE HELP ANIMALS THROUGH TRUST, UNCONDITIONAL LOVE, AND RESPECT, CREATES A LEGACY OF CARING. SHARING THIS PHILOSOPHY WITH OTHERS, THE CENTER INSPIRES AND TEACHES, LOCALLY AND GLOBALLY, THE IMPORTANCE OF THE ANIMAL-HUMAN BOND. 0 0 5651728 7845 1974119 HELEN WOODWARD ANIMAL CENTER OPERATES A NUMBER OF PROGRAMS DESIGNATED TO EDUCATE THE PUBLIC ON THE CARE AND TRAINING OF ANIMALS. IT OPERATES PET ADOPTION PROGRAMS AND HAS SEVERAL SCHOOL PROGRAMS FOR THE EDUCATION OF YOUNG PEOPLE. THE CENTER OPERATES AN EQUINE VETERINARY HOSPITAL FOR CARE AND SURGERY OF HORSES AND OTHER LARGE ANIMALS. THE CENTER OPERATES SEVERAL PROGRAMS FOR THE PHYSICALLY, EMOTIONALLY, AND DEVELOPMENTALLY HANDICAPPED. 5651728 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 42 0 204 1 1 1 0 0 0 1 1 1 1 0 0 0 1 1 0 X 16 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X RENEE SIMMONS 8587564117 6523 HELEN WOODWARD WAY SUITE 100 RANCHO SANTA FE CA 92067 BILL BAUCE DIRECTOR 1.00 X 0 0 0 CHARLES BIELER DIRECTOR 1.00 X 0 0 0 JAMES BOWERS PHD DIRECTOR 1.00 X 0 0 0 JOE CAMP DIRECTOR 1.00 X 0 0 0 JAMES HOOKER DIRECTOR 1.00 X 0 0 0 DIANE KEATON DIRECTOR 1.00 X 0 0 0 CHRIS BREINING DIRECTOR 1.00 X 0 0 0 KATIE SHULL DIRECTOR 1.00 X 0 0 0 ARLO SORENSEN DIRECTOR 1.00 X 0 0 0 MICHAEL MCKINNON DIRECTOR 1.00 X 0 0 0 JOHN REILLY DIRECTOR 1.00 X 0 0 0 DAVID VIGIL DIRECTOR 1.00 X 0 0 0 MICHAEL M ARMS PRESIDENT/CEO 40.00 X 289820 0 12000 STEVEN ANDERSON ESQ SECRETARY 1.00 X 0 0 0 BRYCE RHODES CHAIRMAN 1.00 X 0 0 0 TONI NICKELL VICE CHAIRMAN 1.00 X 0 0 0 RITA TRUDERUNG VP OF OPERATIONS/CFO 40.00 X 132476 0 0 RENEE RESKO VP OF DEVELOPMENT 40.00 X 123608 0 0 DR PATRICIA CARTER CHIEF OF STAFF ANIMAL HOSP 40.00 X 138936 0 0 LON JONES SYSTEMS PROGRAMMING MANAGER 40.00 X 104170 0 0 DR STEPHANIE OBA VETERINARIAN 40.00 X 100019 0 0 889029 0 12000 6 0 1 0 0 127296 7835833 273096 7963129 HOSPITAL INCOME 900099 1357761 654639 703122 ANIMAL BOARDING 721310 995222 995222 ANIMAL ADOPTIONS 900099 690125 690125 EDUCATION 611600 388900 374509 14391 RIDING 900099 49654 49654 7330 7330 3488992 259237 259237 29836 0 29836 29836 29836 651297 127296 515290 136007 136007 309475 127670 181805 181805 OTHER 900099 145507 145507 VALUE CHANGE OF SPLIT INTEREST AG 523000 52355 52355 197862 12256868 1974119 1894540 425080 7845 7845 545904 408679 42076 95149 3374637 2526346 260102 588189 73321 54890 5651 12780 569516 426355 43896 99265 281476 210721 21695 49060 19551 14002 157 5392 757907 417302 245184 95421 OPERATING SUPPLIES AND 1315663 1111467 120132 84064 OUTSIDE SERVICES 217412 198242 22 19148 OTHER 191374 99675 4445 87254 DONATED GOODS 145800 111904 4711 29185 235957 64300 1816 169841 7736363 5651728 749887 1334748 106512 259307 1626368 2461510 1637844 4442378 86152 64022 340803 289059 12778 17810 41906 31161 20022973 9120639 11531117 10902334 6636339 8017459 30417 33972 694431 748716 22744667 27267728 339952 352037 2435696 1459119 2775648 1811156 X 13858803 16492788 4475264 7328832 1634952 1634952 19969019 25456572 22744667 27267728 4520505 967048 0 X 0 1 X 1 0 X 6312057 2850721 3550443 2703029 8616250 24032500 6312057 2850721 3550443 2703029 8616250 24032500 24032500 238891 547193 720617 720198 341428 2568327 -136262 -60575 80936 -287035 -48716 -451652 -2168824 92438 141826 139677 145507 -1649376 24499799 7863030 0.98090 0.76220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4848201 907541 283107 47620 5425015 4643083 679941 428031 46792 4848201 4477320 535972 324826 45383 4643083 4473258 508732 464153 40517 4477320 3821182 18942 871133 201154 36845 4473258 0.70000 0.30000 0.00000 1 0 385000 385000 15912555 6816917 9095638 356857 299114 57743 3296841 1953052 1343789 71720 51556 20164 10902334 DEFERRED COMPENSATION AND BENEFITS 42963 ACCRUED PAYROLL 199138 LINE OF CREDIT 1079208 NOTE PAYABLE 79714 SECURITY DEPOSITS 3520 CAPITAL LEASE OBLIGATIONS 54576 1459119 13345565 967048 1824 127670 1096542 12249023 7845 7845 12256868 7858012 1824 127670 129494 7728518 7845 7845 7736363 PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 127,670. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 7,845. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 127,670. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 7,845. SPRING FLING 445715 126596 319119 212598 TELETHON 134333 200 134133 117952 4 198545 500 198045 184740 778593 127296 651297 515290 515290 136007 1 PARTIAL RIDING SCHOLARSHIPS 8 7845 X 0 0 X X 0 0 0 0 0 0 0 0 0 MICHAEL M ARMS PRESIDENT/CEO 289820 0 0 0 0 0 12000 0 0 0 301820 0 0 0 PART I, LINE 1A THE ORGANIZATION PAYS MEMBER DUES TO THE UNIVERSITY CLUB LOCATED IN DOWNTOWN SAN DIEGO FOR FUNDRAISING MEETINGS. MICHAEL ARMS RESIDENCE X 400000 289059 0 1 1 289059 STEVEN ANDERSON DIRECTOR, OFFICER, EMPLOYEE, & SHAREHOLDER OF WTC 0 SERVES ON THE BOARD OF HELEN WOODWARD ANIMAL CENTER. 0 ARLO SORENSEN DIRECTOR OF WTC 0 SERVES ON THE BOARD OF HELEN WOODWARD ANIMAL CENTER. 0 BRYCE RHODES DIRECTOR & BENEFICIARY OF A TRUST THAT IS A SHAREHOLDER OF WTC'S PARENT CO. 0 SERVES ON THE BOARD OF HELEN WOODWARD ANIMAL CENTER. 0 MARJORIE MORSE SPOUSE OF FORMER KEY EMPLOYEE 36668 EMPLOYMENT AGREEMENT, INCLUDING UNFUNDED NONQUALIFIED DEFERRED COMPENSATION WHICH INCLUDES HEALTH INSURANCE PREMIUMS. 0 X 1 25000 FAIR MARKET VALUE X 35 FAIR MARKET VALUE X 2997 FAIR MARKET VALUE X 7231 64934 FAIR MARKET VALUE X ANIMAL SUPPLI 6218 37780 FAIR MARKET VALUE X FOOD & DRINK 1384 10477 FAIR MARKET VALUE X OFFICE SUPPLI 291 2462 FAIR MARKET VALUE X ANIMAL MEDICA 697 2115 FAIR MARKET VALUE 1 1 1 PART I, LINE 30B: THE ORGANIZATION RECEIVED A SCULPTURE AS A DONATION, THAT MUST BE KEPT FOR 3 YEARS PRIOR TO SELLING. PART I, LINE 32B: THIRD PARTIES ARE USED TO SELL ANTIQUES ON CONSIGNMENT, AND AN AUCTION COMPANY IS USED TO SELL VEHICLES THAT ARE DONATED. FORM 990, PART VI, SECTION A, LINE 2 HELEN WOODWARD'S MAIDEN NAME IS HELEN WHITTIER. THE WHITTIER TRUST COMPANY (WTC) WAS FORMED IN 1989 FROM A FAMILY OFFICE WHICH PROVIDED BUSINESS, INVESTMENT AND OTHER SERVICES FOR THE WHITTIER FAMILY. THE WTC PROVIDES INVESTMENT SERVICES TO THE HELEN WOODWARD ANIMAL CENTER. DUE TO THE UNIQUE HISTORICAL RELATIONSHIP WITH WTC, THE SPECIAL CHARACTERISTICS RELATING TO WTC'S DELIVERY OF INVESTMENT SERVICES AND THE PERFORMANCE GENERATED BY WTC, A MORE ADVANTAGEOUS ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER THE CIRCUMSTANCES. HWAC PAID TRUSTEE FEES OF $73,891 FOR THE YEAR ENDED DECEMBER 31, 2013. FORM 990, PART VI, SECTION B, LINE 11 RETURN IS REVIEWED BY THE PRESIDENT, VP OF OPERATIONS, AND VP OF FINANCE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS MEMBERS OF THE BOARD OF DIRECTORS DISCLOSE IF ANY CIRCUMSTANCES HAVE CHANGED THAT WOULD CAUSE THEM TO HAVE A CONFLICT OF INTEREST. IF A MEMBER IS FOUND TO HAVE A CONFLICT OF INTEREST, THEIR POSITION STATUS IS VOTED ON BY OTHER MEMBERS TO ALLOW THEM TO REMAIN ON THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 REVIEW, RECOMMENDATION AND APPROVAL OF PRESIDENT/CEO COMPENSATION DETERMINED BY BOARD OF DIRECTORS. ANNUAL REVIEW OF KEY EMPLOYEES AND COMPENSATION DETERMINED BY PRESIDENT/CEO WITHIN THE CONFINES OF THE ANNUAL BUDGET APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST