2026-01-22T14:27:01-06:00 2025-06-30 261472386 SCHAFER TSCHOPP & MITCHELL LLLP 541 S ORLANDO AVENUE SUITE 312 MAITLAND FL 32751 990 2024-07-01 590637883 PET ALLIANCE OF GREATER ORLANDO INC PETA 4073517722 333 S GARLAND AVE 13TH FLOOR ORLANDO FL 32801 STEPHEN BARDY EXECUTIVE DIRECTOR 4073517722 2026-01-22 1 0 THOMAS TSCHOPP P00836892 4078752760 2024 2025-03-06 01:10:19Z STEPHEN BARDY 333 S GARLAND AVE 13TH FLOOR ORLANDO FL 32801 8072688 0 X WWW.PETALLIANCEORLANDO.ORG X 1960 FL SEE SCHEDULE O ATTACHED. 13 13 88 480 0 0 5837057 4140665 2691634 2520141 577116 612829 26940 520140 9132747 7793775 0 0 0 0 3462928 3829223 0 0 948134 2232408 2330840 5695336 6160063 3437411 1633712 24918103 26886996 651180 746094 24266923 26140902 X PET ALLIANCE OF GREATER ORLANDO, INC. EDUCATES, SHELTERS, PLACES, AND HEALS PETS AND THEIR FAMILIES WITH COMPASSIONATE, RESPONSIBLE CARE MAINTAINED TO THE VERY HIGHEST PROFESSIONAL STANDARDS. 0 0 4740554 0 2533938 SEE SCHEDULE O ATTACHED.PET ALLIANCE WAS FOUNDED IN 1937 AS THE ORLANDO HUMANE SOCIETY. SINCE THEN, THE ORGANIZATION HAS WORKED HARD TO PROVIDE POSITIVE AND SAFE OUTCOMES FOR PETS. TODAY, PET ALLIANCE HAS A DEDICATED FOCUS ON THE WELFARE AND WELL-BEING OF DOGS AND CATS IN ORANGE, SEMINOLE AND OSCEOLA COUNTIES. AS THE "GO TO" EXPERTS IN GREATER ORLANDO, THEY DO GOOD THINGS FOR DOGS AND CATS AND THE PEOPLE WHO LOVE THEM. THEIR GOAL IS TO PROVIDE COMPASSIONATE AND KNOWLEDGEABLE SERVICES FOR PETS AND TO BE LEADERS IN INNOVATIVE ANIMAL CARE AND VETERINARY MEDICINE. MORE THAN 4,000 SURRENDERED PETS AND HOMELESS ANIMALS TURN TO PET ALLIANCE FOR CARING, COMPASSION AND HOPE THROUGH THEIR SHELTERS EACH YEAR. PET ALLIANCE PROVIDES FOOD, MEDICAL CARE AND SHELTER FOR DOGS AND CATS UNTIL THEY FIND THEIR NEW HOMES. IN ADDITION TO PROVIDING HOUSING AND CARE, PET ALLIANCE WORKS TO DEVELOP PROGRESSIVE AND INNOVATIVE PROGRAMS THAT HELP KEEP PETS AND PEOPLE TOGETHER. PET ALLIANCE ALSO PROVIDES LOW-COST SPAY/NEUTER SURGERIES AND ANIMAL WELLNESS THROUGH THEIR PUBLIC VETERINARY CLINICS. THEIR SHELTER PROGRAMS ARE SUPPORTED ENTIRELY BY DONATIONS FROM THE COMMUNITY THEY SERVE. 4740554 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 1 88 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X X BARBARA MUZENI 4073517722 333 S GARLAND AVE 13TH FLOOR ORLANDO FL 32801 JOSH POWERS CHAIR 4.00 X X 0 0 0 BRIAN DAVIS VICE-CHAIR 4.00 X X 0 0 0 LUKE PARTRIDGE TREASURER 4.00 X X 0 0 0 JULIE AXELROD SECRETARY 4.00 X X 0 0 0 KATHRYN BOYCE DIRECTOR 2.00 X 0 0 0 JOHN COX DIRECTOR 2.00 X 0 0 0 SUZANNE FLEMING DIRECTOR 2.00 X 0 0 0 PADGETT MCCORMICK DIRECTOR 2.00 X 0 0 0 LINDY MOORE DIRECTOR 2.00 X 0 0 0 LOUISE PHILP DIRECTOR 2.00 X 0 0 0 JASON WATKINS DIRECTOR 2.00 X 0 0 0 DEBRA ORCHARD DIRECTOR 2.00 X 0 0 0 KIMBERLY MELLO DIRECTOR 2.00 X 0 0 0 STEPHEN BARDY EXECUTIVE DIRECTOR 50.00 X 184722 0 11953 BARBARA MUZENI DIRECTOR OF FINANCE 40.00 X 91940 0 5375 CATHLEEN RODGERS DEVELOPMENT DIRECTOR - JAN - APR 40.00 X 58101 0 7265 KATHY BURNS DIRECTOR OF OPERATIONS 40.00 X 90917 0 9056 LINDSAY FRAMSTEAD DIRECTOR OF HUMAN RESOURCE 40.00 X 87794 0 4432 BRANDY BENNETT DEVELOPMENT DIRECTOR - AUG - DEC 40.00 X 36300 0 1650 DR BRIAN MARTIN VETERINARIAN 40.00 X 126986 0 9440 DR JULIE ANDERSON VETERINARIAN 40.00 X 117345 0 23453 DR TSUYOSHI WATANABE VETERINARIAN 40.00 X 112417 0 28890 DR DAWN KEENAN VETERINARIAN 40.00 X 119294 0 12859 1025816 0 114373 5 0 1 0 0 942536 3198129 4140665 PUBLIC MEDICAL CLINIC 621300 1941968 1941968 ADOPTION AND RELATED FEES 621300 578173 578173 2520141 612829 612829 278913 942536 278913 0 13797 0 13797 13797 OTHER INCOME 621300 476343 476343 GAIN FROM SALE OF ASSET 621300 30000 30000 506343 7793775 2533938 0 1119172 599796 458901 56216 84679 2671817 2035571 254020 382226 47978 36748 4074 7156 274973 235206 19091 20676 234659 177780 22870 34009 18684 18684 13200 13200 45057 37723 751 6583 3483 32 3451 231468 156111 10132 65225 135381 104976 5989 24416 341708 257569 41972 42167 176754 176754 97404 80044 11592 5768 MEDICAL SUPPLIES 792195 792195 DIRECT MAIL CAMPAIGNS A 146468 221 257 145990 SHELTER SUPPORT 97726 97726 0 0 PROPERTY TAXES NEW SITE 94942 94942 136370 92997 12527 30846 6160063 4740554 471375 948134 0 0 13245143 11248622 2853551 1765168 0 18035 0 61931 114706 120341 10186068 1812051 3798173 8374017 4857820 5245180 48710 53702 24918103 26886996 410231 470661 240949 275433 651180 746094 X 12549589 13749911 11717334 12390991 24266923 26140902 24918103 26886996 X 1633712 181575 58692 X 0 1 X 1 0 X 5067826 7159471 5690532 5837057 4140665 27895551 5067826 7159471 5690532 5837057 4140665 27895551 2221467 25674084 35753 49216 254704 577116 612829 1529618 12442 1609022 599554 13015 506343 2740376 32165545 15936902 0.79820 0.81410 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 12,442. 2021 AMOUNT: $ 10,910. 2022 AMOUNT: $ 12,378. 2023 AMOUNT: $ 13,015. 2024 AMOUNT: $ 476,343. GAIN FROM INSURANCE PROCEEDS - 2021 AMOUNT: $ 1,598,112. 2022 AMOUNT: $ 587,176. GAIN ON SALE OF VEHICLE/ASSET - 2024 AMOUNT: $ 30,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1018045 137884 1155929 1135987 -117942 1018045 1064856 71131 1135987 291014 500000 273842 1064856 281803 9711 291014 0.75983 0.24017 1 0 946612 946612 2842309 1303285 1539024 629718 386651 243067 5767429 122115 5645314 8374017 X 8034042 181575 58692 240267 7793775 0 7793775 6160063 0 6160063 0 6160063 PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO PROVIDE A PERMANENT SOURCE OF INCOME FOR THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER PROVISION OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, EXCISE OR OTHER TAXES. IN ADDITION, THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. CONSEQUENTLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ACCORDANCE WITH "INCOME TAXES" FASB ACCOUNTING STANDARDS CODIFICATION TOPIC 740 (TOPIC 740), ALL ENTITIES ARE REQUIRED TO EVALUATE AND DISCLOSE INCOME TAX RISKS. TOPIC 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES GUIDANCE RELATED TO THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION IS ONLY RECOGNIZED IN THE STATEMENT OF FINANCIAL POSITION IF THE TAX POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON AN EXAMINATION, BASED ON THE TECHNICAL MERITS OF THE POSITION. INTEREST AND PENALTIES, IF ANY, ARE INCLUDED IN EXPENSES IN THE STATEMENT OF ACTIVITIES. AS OF JUNE 30, 2025, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AUTHORITIES. SINCE THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY FEDERAL TAXING AUTHORITIES, GENERALLY THREE YEARS AFTER THEY ARE FILED, THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY FEDERAL TAXING AUTHORITIES FOR THE YEARS ENDED BEFORE JUNE 30, 2022. IN ADDITION, THERE ARE CURRENTLY NO PENDING INCOME TAX EXAMINATIONS BY FEDERAL TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 53,700. CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD BY A FOUNDATION 4,992. FURBALL 983837 704924 278913 152274 7289 10650 91110 PAWS IN THE PARK 202390 202390 16298 1292 2 35222 35222 1221449 942536 278913 168572 7289 11942 91110 278913 0 X X X X 0 0 0 0 0 0 0 0 0 STEPHEN BARDY EXECUTIVE DIRECTOR 147555 0 37167 0 0 0 5940 0 6013 0 196675 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY THE ORGANIZATION'S CPA FIRM. A COPY IS GIVEN TO ALL MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE FILING AND PERFORM A REVIEW IF APPLICABLE. THE EXECUTIVE DIRECTOR AND FINANCE DIRECTOR ALSO RECEIVE A COPY AND PERFORM AN IN DEPTH REVIEW OF THE FORMS. IF ANY CHANGES ARE SUGGESTED, THE CPA MAKES THE NECESSARY CHANGES AND PROVIDES A FINAL VERSION TO THE CLIENT FOR APPROVAL TO BE ELECTRONCIALLY FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED ANNUALLY BY ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE ANNUALLY REVIEWS AND APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND OTHER OFFICERS. DURING THE DELIBERATIONS, THE BOARD UTILIZES COMPARABILITY DATA AND CONTEMPORANEOUSLY SUBSTANTIATES THE DECISION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE 990 TAX RETURN AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 53,700. CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD BY A FOUNDATION 4,992.