2013-02-05T09:14:07-06:00 2012-06-30 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2011-07-01 160743047 THE HUMANE SOCIETY OF ROCHESTER & MONROE COUNTY FOR THE PREVENTION OF CRUELTY TO HUMA 5852231330 99 VICTOR ROAD FAIRPORT NY 14450 ALICE CALABRESE-SMITH 5852231330 2013-01-26 1 RAYMOND J JACOBI P00160856 5854231860 2011 2016-02-25 16:41:14Z ALICE CALABRESE SMITH 99 VICTOR ROAD FAIRPORT NY 14450 21923857 0 X WWW.LOLLYPOP.ORG X 1873 NY LOLLYPOP FARM, THE HUMANE SOCIETY OF GREATER ROCHESTER, IS COMMITTED TO BUILDING LIFELONG BONDS BETWEEN PEOPLE AND ANIMALS THROUGH EDUCATION, COMMUNITY OUTREACH PROGRAMS AND THE PREVENTION OF CRUELTY 20 19 121 950 0 0 3911567 4106054 1050186 969944 409535 749121 -54347 -30423 5316941 5794696 0 0 0 0 2918494 3068554 0 0 1127523 2032549 2353392 4951043 5421946 365898 372750 15972439 16523767 153061 410716 15819378 16113051 X LOLLYPOP FARM, THE HUMANE SOCIETY OF GREATER ROCHESTER, IS COMMITTED TO BUILDING LIFELONG BONDS BETWEEN PEOPLE AND ANIMALS THROUGH EDUCATION, COMMUNITY OUTREACH PROGRAMS AND THE PREVENTION OF CRUELTY. WE ENVISION A TIME WHEN OUR COMMUNITY CELEBRATES THE HUMAN-ANIMAL BOND; EMBRACES THE MUTUAL BENEFITS THEREIN; AND TREATS ALL FELLOW BEINGS WITH CARE, COMPASSION AND RESPECT. 0 0 1870078 726865 AS AN OPEN-ADMISSION ANIMAL SHELTER, LOLLYPOP FARM ACCEPTS EVERY ANIMAL WHO IS BROUGHT TO OUR FACILITY; NO ANIMAL IS DENIED ADMISSION FOR ANY REASON. EACH YEAR, NEARLY 12,000 ANIMALS FROM DOGS AND CATS TO RABBITS, BIRDS, HORSES, GOATS, PIGS AND MORE ARE SURRENDERED OR ADMITTED TO OUR SHELTER. WHILE THESE ANIMALS ARE WITH US, OUR STAFF AND VOLUNTEERS STRIVE TO PROVIDE THE HIGHEST QUALITY CARE AND ENRICHMENT. OUR MODERN FACILITY AND METICULOUS STANDARD OPERATING PROCEDURES ENSURE CLEANLINESS AND MINIMIZE THE SPREAD OF ILLNESS. ADDITIONALLY, WE PROVIDE HIGH-QUALITY FOOD TO ALL ANIMALS, AND DAILY ENRICHMENT AND TRAINING HELPS KEEP THEM MENTALLY FIT WHILE IN OUR CARE. TO FIND PERMANENT, LOVING HOMES FOR THESE PETS, LOLLYPOP FARM STRIVES TO PROVIDE AN ADOPTION EXPERIENCE THAT CONSIDERS IMPORTANT DETAILS FOR FINDING THE RIGHT FIT FOR EACH ADOPTER, SUCH AS A PERSON'S HOME, INTERESTS AND LIFESTYLE. WE THEN MATCH THOSE WITH AN ANIMAL'S SOCIAL, EXERCISE, AND TRAINING NEEDS. OUR ADOPTION COUNSELORS WILL WORK WITH PROSPECTIVE FAMILIES TO ENSURE HAPPY, SUCCESSFUL ADOPTIONS THAT LAST A LIFETIME. 944110 101681 OUR VETERINARY CLINIC EVALUATES AND VACCINATES ALL ANIMALS SURRENDERED BY THEIR OWNERS, SEIZED FROM CRUEL OR NEGLECTFUL CONDITIONS OR TRANSFERRED FROM OTHER ANIMAL WELFARE AGENCIES. THIS IMPORTANT WORK IS PERFORMED BY A STAFF OF THREE VETERINARIANS, FIVE VETERINARY TECHNICIANS, AND TWO VETERINARY ASSISTANTS. BEYOND BASIC CARE, ANIMALS ARE TREATED FOR COMMON CONDITIONS AND RARE ONES AS WELL INCLUDING SKIN PROBLEMS, EYE INJURIES, DIGESTIVE ISSUES, AND LAMENESS. LOLLYPOP FARM CONTINUES TO COMBAT PET OVERPOPULATION BY SPAYING AND NEUTERING ALL DOGS, CATS AND RABBITS BEFORE ADOPTION. 262594 0 0 THE LAW ENFORCEMENT DEPARTMENT ENFORCES NEW YORK STATE'S ANIMAL CRUELTY LAWS, INVESTIGATING CASES OF NEGLECT, AND WHEN POSSIBLE, EDUCATING THE PUBLIC ON PROPER ANIMAL CARE. 598390 135947 PROGRAMS AT LOLLYPOP FARM HELP TO ADDRESS THE ISSUES IN OUR COMMUNITY THAT CONTRIBUTE TO PET OVERPOPULATION AND THE SURRENDER OF UNWANTED ANIMALS. THROUGH OUR PET ASSISTED THERAPY (PAT) PROGRAM, VOLUNTEERS PARTNERED WITH TRAINED THERAPY ANIMALS VISIT FACILITIES AROUND GREATER ROCHESTER. THE GROWING NUMBER OF PET PARTNER TEAMS WHO ARE CERTIFIED NATIONALLY, BRIGHTEN THE DAYS OF RESIDENTS OF NURSING HOMES, HOSPITALS, CHILDREN'S CENTERS, MENTAL HEALTH FACILITIES, AND FACILITIES THAT SERVE INDIVIDUALS WITH DISABILITIES. S.N.I.P. (SPAY/NEUTER INCENTIVE PROGRAM) SUBSIDIZES THE SPAYING AND NEUTERING OF DOGS AND CATS OF LOW-INCOME OWNERS. THE ASSISTANCE FOR THESE SURGERIES (WHICH ARE PERFORMED BY LOCAL VETERINARIANS) ENABLES PEOPLE TO RECEIVE FINANCIAL SUPPORT TO CARE FOR THEIR PETS AND HELPS PREVENT UNWANTED LITTERS.FINDING A RENTAL PROPERTY THAT ALLOWS PETS DOESN'T HAVE TO BE A CHALLENGE WITH THE PETS ARE WELCOME LIST, WHICH INCLUDES MORE THAN 200 LOCAL PROPERTIES.IN RECOGNITION OF THE INTEGRAL ROLE PETS PLAY IN MANY OF OUR LIVES, LOLLYPOP FARM OFFERS A PET LOSS SUPPORT GROUP MONTHLY FOR THOSE GRIEVING THE LOSS OF A BELOVED PET.THE SENIORS-FOR-SENIORS PROGRAM ENABLES ADOPTERS SIXTY YEARS OF AGE OR OLDER TO OPEN THEIR HOME TO DOGS AND CATS SIX YEARS OF AGE OR OLDER BY DISCOUNTING THE ADOPTION FEE.LOLLYPOP FARM IS A PROUD PARTNER IN THE PETS FOR PATRIOTS PROGRAM. THIS PROGRAM IS AVAILABLE TO VETERANS, WOUNDED WARRIORS, AND SERVICE MEMBERS OF ALL ARMED FORCES. TO JOIN, AN INDIVIDUAL MUST APPLY THROUGH PETS FOR PATRIOTS AT WWW.PETSFORPATRIOTS.ORG. ONCE AN INDIVIDUAL IS APPROVED, THEY RECEIVE A MEMBERSHIP ID AND MAY ADOPT A QUALIFYING ANIMAL AT LOLLYPOP FARM FOR HALF THE COST OF THE ADOPTION FEE. LOLLYPOP FARM'S FOSTER CARE PROGRAM ALLOWS US TO SAVE PETS WHO ARE MORE EASILY CARED FOR IN A HOME ENVIRONMENT, INCLUDING ANIMALS RECOVERING FROM ILLNESS OR INJURY, ORPHANED KITTENS AND PUPPIES, AND CATS AND DOGS WITH LITTERS.LOLLYPOP FARM OFFERS HUMANE EDUCATION FOR PEOPLE OF ALL AGES, TEACHING PEOPLE ABOUT RESPECT, RESPONSIBILITY AND COMPASSION FOR PETS AND ALL LIVING THINGS THROUGH TOURS, GIRL SCOUT BADGE PROGRAMS, CONTINUING EDUCATION FOR TEACHERS, WORKSHOPS, AND SUMMER FARM CAMP.PET PEEVES, A COMPLETELY FREE SERVICE FOR PET OWNERS, OFFERS ADVICE AND SUPPORT TO CALLERS DEALING WITH DOG OR CAT BEHAVIOR ISSUES. THE TIPS WE PROVIDE FOR SIMPLE AND MORE COMPLICATED PET PROBLEMS HELP ANIMALS AND THEIR HUMANS STAY TOGETHER.DURING PUPPY, BASIC, ADVANCED, AND AGILITY CLASSES, DOG OWNERS AND THEIR PETS WORK TOGETHER TO BECOME BETTER PARTNERS. TRAINING CLASSES OFFER PEOPLE AND THEIR PETS A WONDERFUL OPPORTUNITY TO IMPROVE THEIR COMMUNICATION SKILLS AND PREVENT FUTURE BEHAVIOR PROBLEMS THROUGH POSITIVE, RELATIONSHIP-BASED METHODS.AS ONE OF THE FEW HUMANE SOCIETIES NATIONWIDE THAT ADMITS AND ADOPTS FARM ANIMALS, LOLLYPOP FARM IS IN A FORTUNATE POSITION TO OFFER THESE UNWANTED ANIMALS A SAFE, CARING ENVIRONMENT WHILE THEY AWAIT NEW HOMES, WHILE ALSO PROVIDING A UNIQUE EXPERIENCE TO VISITORS. EACH YEAR, OVER 150,000 FAMILIES TAKE ADVANTAGE OF THE FARM YARD PETTING AREA AND WALK WHICH OFFERS EDUCATIONAL DISPLAYS TO HELP PEOPLE OF ALL AGES LEARN MORE ABOUT THE MANY DIFFERENT FARM ANIMALS WE CARE FOR: HORSES, CATTLE, GOATS, SHEEP, PIGS, EMU AND FOWL. 342603 5451 FARM SERVICES - TO PROVIDE CARE AND REHABILITATION FOR ABANDONED OR RESCUED FARM ANIMALS AND TO PROVIDE EDUCATION TO THE COMMUNITY ABOUT FARM ANIMALS. 940993 141398 4017775 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 10 0 1 121 1 0 0 0 0 0 1 1 0 0 0 0 X 20 19 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X THE HUMANE SOCIETY OF ROCHESTER 5852231330 99 VICTOR ROAD FAIRPORT NY 14450 MICHAEL P LEONE 1.00 X X 0 0 0 DONALD O CHESWORTH 1.00 X 0 0 0 DAVID FRIEDLANDER 1.00 X 0 0 0 SUZANNE HESS 1.00 X 0 0 0 DR PAUL BLACK 1.00 X 0 0 0 CHRISTOPHER LINARES 1.00 X 0 0 0 AMIEL MOKHIBER 1.00 X X 0 0 0 PATRICK O'FLYNN 1.00 X 0 0 0 DONALD J RILEY 1.00 X 0 0 0 CHERYL KELLEY 1.00 X X 0 0 0 MARTHA J BRITT 1.00 X 0 0 0 DIANE MCCUE 1.00 X 0 0 0 RAYMOND C SHEA 1.00 X 0 0 0 PETE SPINA 1.00 X 0 0 0 THOMAS G MINIGIELLO JR 1.00 X X 0 0 0 MICHELLE DIMARZO 1.00 X 0 0 0 PAULA DOLAN 1.00 X 0 0 0 LAURIE MARK 1.00 X 0 0 0 ROBERT SALMON 1.00 X 0 0 0 ROSS SHERWOOD 1.00 X 0 0 0 ALICE L SMITH 40.00 X X 115888 0 13420 115888 0 13420 1 0 0 0 0 255341 10845 460506 3379362 282076 4106054 ANIMAL TREATMENT 900099 969944 969944 969944 166444 166444 16635077 16052400 582677 582677 582677 46338 460506 76761 -30423 -30423 5794696 1552621 0 136021 115000 28750 86250 2403163 2052872 61755 288536 72945 45266 18335 9344 203815 159194 6084 38537 273631 231951 4658 37022 68307 68307 215365 86680 10354 118331 128902 54708 604 73590 402927 71773 14569 316585 32290 25491 4304 2495 248646 195282 30439 22925 268310 268310 86960 67572 13863 5525 SUPPLIES, ACCESSORIES & 412569 412001 568 DONATED GOODS & SERVICE 282076 178435 425 103216 MISCELLANEOUS 145052 122024 12358 10670 EDUCATION 22057 15580 1843 4634 39931 30636 9295 5421946 4017775 276648 1127523 109908 165995 1382823 1489888 670225 863909 45959 79006 44640 163904 8577581 3324180 4928316 5253401 8788915 8507419 1653 245 15972439 16523767 108284 391530 44777 19186 153061 410716 X 13324179 13115592 2126415 2628675 368784 368784 15819378 16113051 15972439 16523767 X 372750 -79077 X X 0 1 1 X 0 X 3001010 2708089 3240016 3452039 4391299 16792453 1520631 1439079 1554091 1549994 1476788 7540583 4521641 4147168 4794107 5002033 5868087 24333036 0 0 0 24333036 253432 256592 179095 201808 166444 1057371 253432 256592 179095 201808 166444 1057371 4775073 4403760 4973202 5203841 6034531 25390407 0.95840 0.95390 0.04160 0.04610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8788915 356643 -77804 560335 8507419 7589530 1735686 536301 8788915 6927257 357293 1196376 891396 7589530 7596966 1019754 -1157286 532177 6927257 0.95670 0.04330 0 0 246320 246320 6593136 1948060 4645076 1326421 1080278 246143 411704 295842 115862 5253401 MONEY MARKET 264654 F CORPORATE OBLIGATIONS AND BOND FUNDS 1731543 F GOVERNMENT BONDS 440328 F COMMON STOCK AND EQUITY FUNDS 5587394 F AUCTION RATE PREFERRED SECURITIES 483500 F 8507419 5794696 5421946 372750 -824828 745751 -79077 293673 6048539 -824828 256159 822512 253843 5794696 0 5794696 5754866 256159 76761 332920 5421946 0 5421946 PART XI, LINE 8 - OTHER ADJUSTMENTS: BEQUESTS 745,751. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 76,761. BEQUESTS 745,751. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 76,761. X X 0 JANE GEEVER (JC GEEVER INC) 32 BROADWAY NEW YORK NY 10004 FUNDRAISING CONSULTING 0 1339793 12966 1326827 ALPHA DOG 9060 ANDERMATT DRIVE SUITE 101 LINCOLN NE 68526 FUNDRAISING CONSULTING 0 823275 242709 580566 TELECOMP INC 3375 BRIGHTON HENRIETTA TOWNLINE RD ROCHESTER NY 14623 FUNDRAISING CONSULTING 0 0 95434 -95434 2163068 351109 1811959 TELETHON 230860 230860 47237 BARKTOBERFEST 131648 131648 25590 3 144336 97998 46338 3934 506844 460506 46338 76761 76761 -30423 X 187783 THRIFT STORE VALUE X 94195 X 98 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 1)DON CHESWORTH, CURRENT BOARD MEMBER; ALSO PARTNER IN HARRIS, CHESWORTH, O'BRIEN, JOHNSTONE, WELCH AND LEONE, LLP WHO IS OUR LEGAL REPRESENTATIVE 2)PAUL BLACK, CURRENT BOARD MEMBER; ALSO PRESIDENT OF MONROE VETERINARY ASSOCIATES A VENDOR AND SPONSOR OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED TO INCLUDE A DESCRIPTION AND PURPOSE OF THE DEVELOPMENT COMMITTEE. THE CHANGES ALSO INCLUDED AN EXPIRATION OF ANY SPECIAL COMMITTEES FORMED. FORM 990, PART VI, SECTION B, LINE 11 THE GOVERNING BODY HAS DELEGATED REVIEW OF THE IRS FORM 990 JOINTLY TO THE AUDIT AND FINANCE COMMITTEES. THESE COMMITTEES WILL PROVIDE A COPY OF THE FINAL IRS FORM 990 TO EACH MEMBER OF THE ENTIRE GOVERNING BODY ALONG WITH THEIR RECOMMENDATION THAT THE IRS FORM 990 BE APPROVED AND FILED AS PRESENTED. FORM 990, PART VI, SECTION B, LINE 12C WE REQUIRE ANNUAL UPDATES TO OUR CONFLICT OF INTEREST FROM EACH PARTY CERTIFYING THAT THE INFORMATION PROVIDED IS ACCURATE AND UP TO DATE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR ALL POSITIONS WITHIN THE ORGANIZATION ARE BENCHMARKED AGAINST LOCAL, NATIONAL AND INDUSTRY STANDARDS TO ENSURE REASONABLENESS. ANNUAL AND SEMI-ANNUAL WRITTEN PERFORMANCE REVIEWS ARE COMPLETED FOR ALL POSITIONS AND PERFORMANCE IS DIRECLY TIED TO SALARY ADJUSTMENTS. SUPERVISORS PERFORM REVIEWS AND REQUEST COMPENSATION ADJUSTMENTS WHICH ARE APPROVED ONLY FOLLOWING A REVIEW BY OUR PRESIDENT, OR IN THE CASE OF THE PRESIDENT'S REVIEW, THE CHAIRMAN OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AS WELL AS THROUGH GUIDESTAR.ORG. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -824,828. BEQUESTS 745,751. TOTAL TO FORM 990, PART XI, LINE 5: -79,077. FORM 990, PART XII, LINE 2C THE PROCESS IS CONSISTENT WITH PRIOR YEARS.