2013-11-15T17:42:58-06:00 2012-12-31 952694444 CONSIDINE & CONSIDINE 1501 FIFTH AVENUE SUITE 400 SAN DIEGO CA 921013297 990 2012-01-01 237228287 HELEN WOODWARD ANIMAL CENTER HELE 8587564117 PO BOX 64 RANCHO SANTA FE CA 92067 MICHAEL M ARMS 8587564117 2013-11-14 1 RICHARD HOTZ P00452784 6192311977 2013-11-14 2012 2016-02-25 16:41:14Z MICHAEL M ARMS PO BOX 64 RANCHO SANTA FE CA 92067 6638140 0 X WWW.ANIMALCENTER.ORG X 1972 CA CHARITABLE, EDUCATION AND/OR SCIENTIFIC WORK FOR THE CARE AND TREATMENT OF ANIMALS. 13 12 190 1715 1420443 -287035 2787046 2007522 2540447 2885029 280882 496287 961037 628739 6569412 6017577 2696 7352 0 0 4026441 4457196 0 0 1241281 2584221 2666051 6613358 7130599 -43946 -1113022 24194658 22744667 3247405 2775648 20947253 19969019 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 5169264 7352 2885029 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. 5169264 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 0 1 1 0 0 0 0 0 0 0 0 1 30 0 190 1 1 1 0 0 0 1 1 1 1 0 0 1 0 1 0 X 13 12 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 1.00 X 0 0 0 CHARLES BIELER 1.00 X 0 0 0 JAMES BOWERS PHD 1.00 X 0 0 0 JOE CAMP 1.00 X 0 0 0 JAMES HOOKER 1.00 X 0 0 0 DIANE KEATON 1.00 X 0 0 0 CHRIS BREINING 1.00 X 0 0 0 KATIE SHULL 1.00 X 0 0 0 ARLO SORENSEN 1.00 X 0 0 0 MICHAEL M ARMS 40.00 X 274727 0 10000 STEVEN ANDERSON ESQ 1.00 X 0 0 0 BRYCE RHODES 1.00 X 0 0 0 TONI NICKELL 1.00 X 0 0 0 RITA TRUDERUNG 40.00 X 125687 0 0 RENEE RESKO 40.00 X 116461 0 0 DR PATRICIA CARTER 40.00 X 131597 0 0 648472 0 10000 4 0 1 0 0 70524 1936998 213456 2007522 ANIMAL BOARDING 721310 987605 987605 HOSPITAL INCOME 900099 979267 642329 336938 ANIMAL ADOPTIONS 900099 546221 546221 EDUCATION 611600 310877 310877 RIDING 900099 54839 54839 6220 6220 2885029 496287 496287 29106 0 29106 29106 29106 695507 70524 520036 175471 175471 190207 100527 89680 89680 VALUE CHANGE OF SPLIT INTEREST AG 523000 194805 194805 OTHER 900099 139677 139677 334482 6017577 1888748 1420443 700864 7352 7352 516876 394958 39649 82269 3092183 2362821 237203 492159 73256 55977 5619 11660 515332 393779 39532 82021 259549 198328 19910 41311 16123 11425 311 4387 741561 400504 247167 93890 OPERATING SUPPLIES AND 1148205 977356 115549 55300 OTHER 188306 86437 3745 98124 OUTSIDE SERVICES 178671 134185 360 44126 DONATED GOODS AND SERVI 142932 85230 9922 47780 250253 60912 1087 188254 7130599 5169264 720054 1241281 110976 106512 787441 1626368 5599066 1637844 258616 86152 359017 340803 13525 12778 67225 41906 19893849 8362732 11934196 11531117 4374490 6636339 27594 30417 662512 694431 24194658 22744667 379881 339952 2867524 2435696 3247405 2775648 X 13503818 13858803 5808483 4475264 1634952 1634952 20947253 19969019 24194658 22744667 -1113022 134788 0 X 0 1 X 1 0 X 3142270 5759350 1866178 2691486 2703029 16162313 3142270 5759350 1866178 2691486 2703029 16162313 16162313 385263 50407 680380 280882 720198 2117130 66707 86291 457225 172493 1520970 2303686 132591 89317 117438 141826 139677 620849 21203978 11262377 0.76220 0.81550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4643083 679941 428031 46792 4848201 4477320 535972 324826 45383 4643083 4473258 508732 464153 40517 4477320 3821182 18942 871133 201154 36845 4473258 5206173 141117 -1216141 266176 43791 3821182 0.66000 0.34000 1 0 385000 385000 15846190 6276742 9569448 2404051 1355638 1048413 1258608 730352 528256 11531117 DEFERRED COMPENSATION AND BENEFITS 25934 ACCRUED PAYROLL 171072 LINE OF CREDIT 2083447 NOTE PAYABLE 84306 SECURITY DEPOSITS 3520 CAPITAL LEASE OBLIGATIONS 67417 2435696 6245540 134788 100527 235315 6010225 7352 7352 6017577 7223774 100527 100527 7123247 7352 7352 7130599 2D COST OF GOODS SOLD $100,527 4B SCHOLARSHIPS $7,352 SPRING FLING 305110 57311 247799 57311 81639 10056 15352 TELETHON 184727 184727 114696 714 3115 4 276194 13213 262981 2500 108806 56238 69609 766031 70524 695507 59811 305141 67008 88076 520036 175471 1 PARTIAL RIDING SCHOLARSHIPS 15 7352 X 0 0 X X 0 0 0 0 0 0 0 0 0 MICHAEL M ARMS 274727 0 0 0 0 0 10000 0 0 0 284727 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 340803 0 1 1 340803 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 X 54 4985 FAIR MARKET VALUE X 274 FAIR MARKET VALUE X 46747 FAIR MARKET VALUE X 14122 44571 FAIR MARKET VALUE X ANIMAL MEDICAL SUPPLIES 101 10155 FAIR MARKET VALUE X OFFICE SUPPLIES 65 740 FAIR MARKET VALUE X EVENTS 2133 70524 FAIR MARKET VALUE X SERVICES 22 1605 FAIR MARKET VALUE X ANIMAL SUPPLIES 3891 29044 FAIR MARKET VALUE X FOOD & DRINK 2105 4811 FAIR MARKET VALUE 0 1 1 THIRD PARTY USE: 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 $51,168 FOR THE YEAR ENDED DECEMBER 31, 2012. FORM 990, PART VI, SECTION B, LINE 11 RETURN IS REVIEWED WITH THE CPA 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