2013-10-15T17:28:53-05:00 2012-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC 1007 EAST MAIN STREET SUITE 300 BOZEMAN MT 59715 990 2012-01-01 237375919 HEART OF THE VALLEY INC HEAR 4063889399 PO BOX 11390 BOZEMAN MT 59719 CORY PULFREY 4063889399 2013-10-16 1 WILLIAM G MILLS P00366517 4065566160 2012 2016-03-07 17:11:31Z CORY PULFREY PO BOX 11390 BOZEMAN MT 59719 1837138 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. 16 16 39 300 0 0 559378 1321529 317588 330054 20302 23972 106113 116472 1003381 1792027 0 0 0 0 711075 775214 0 0 171818 577449 500691 1288524 1275905 -285143 516122 5571559 6153885 50798 46049 5520761 6107836 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 987912 337811 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. 987912 1 1 0 0 0 0 0 0 0 1 1 0 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 5 0 1 39 1 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X MERRILEE GLOVER 4063889399 1549 E CAMERON BRIDGE RD BOZEMAN MT 59715 CORY PULFREY 0.00 X X 0 0 0 MERRILEE GLOVER 0.00 X X 0 0 0 ALLISON GARWOOD 0.00 X X 0 0 0 CLAIRE GILLAM 0.00 X 0 0 0 SUSIE GALLAHER 0.00 X 0 0 0 LAURA CUNNINGHAM 0.00 X X 0 0 0 MARGOT OGBURN 0.00 X 0 0 0 ANNE SEXTON BRYAN 0.00 X 0 0 0 ELIZABETH SMITH 0.00 X 0 0 0 DONNA SPITZER OSTROVSKY 0.00 X 0 0 0 JIM BANGS 0.00 X 0 0 0 KEITH HAMBURG 0.00 X 0 0 0 DAWN LEADBETTER 0.00 X 0 0 0 NANCY XANDER 0.00 X 0 0 0 PHIL ROGERS 40.00 X 77345 0 0 77345 0 0 0 0 0 0 0 1321529 65981 1321529 ANIMAL CONTROL 900099 182290 182290 ADOPTION FEES 900099 86139 86139 DAY CAMP INCOME 900099 25865 25865 RECLAIM FEES 900099 21527 21527 SURRENDER FEES 900099 6694 6694 7539 7539 330054 23972 23972 150349 41634 108715 108715 6432 3477 2955 2955 OTHER INCOME 900099 4802 4802 4802 1792027 337811 0 132687 77345 34805 27071 15469 597364 496073 1464 99827 7962 5335 1354 1273 29389 19690 4996 4703 63154 47896 5153 10105 438 438 30556 30556 670 670 6642 6642 967 822 97 48 45133 21558 5889 17686 6797 5777 680 340 83172 70696 8317 4159 1949 1657 195 97 138706 117900 13871 6935 33246 25386 4442 3418 ANIMAL CARE 108468 108468 EQUIPMENT LEASE AND MAI 13534 6090 2707 4737 VOLUNTEER & EMPLOYEE RE 11608 10000 1072 536 STAFF TRAINING AND DEVE 6496 4198 125 2173 12309 11561 436 312 1275905 987912 116175 171818 X 196880 866103 192500 132500 250 43474 26325 3461 8170 5115323 746507 4463004 4368816 671990 751971 5571559 6153885 50798 46049 50798 46049 X 4867354 5359970 178770 260329 474637 487537 5520761 6107836 5571559 6153885 516122 70953 0 X X 0 1 X 1 0 X 1270276 805039 783715 720237 1471878 5051145 249659 268603 318738 324633 336486 1498119 1519935 1073642 1102453 1044870 1808364 6549264 461038 149135 158876 140842 69382 979273 808007 808007 461038 149135 158876 140842 877389 1787280 4761984 119284 152111 332313 20302 23972 647982 119284 152111 332313 20302 23972 647982 630 3403 4802 8835 1639849 1229156 1434766 1065172 1837138 7206081 0.66080 0.71680 0.08990 0.10400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 671990 12900 91843 24762 751971 685224 16228 -8455 21007 671990 500098 126402 65680 6956 685224 389152 42855 68091 500098 77375 311777 389152 0.13000 0.65000 0.22000 0 0 250000 250000 4411158 580785 3830373 247546 138954 108592 206619 26768 179851 4368816 1920543 70953 15928 86881 1833662 -41635 -41635 1792027 1333468 15928 41635 57563 1275905 0 1275905 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES DIRECT FUNDRAISING EVENT EXPENSES OF $41,635 IS REPORTED NET OF FUNDRAISING EVENT REVENUE ON THE 990, AND INCLUDED AS EXPENSE ON THE FINANCIAL STATEMENTS. DOG BALL 118434 118434 25544 WOOFSTOCK 13213 13213 7381 2 18702 18702 8709 150349 150349 41634 41634 108715 X 12 2620 FAIR MARKET VALUE X FAIR MARKET VALUE X ANIMAL CARE SUPPLIES 89 19795 FAIR MARKET VALUE X EVENT EXPENSES 1 76 FAIR MARKET VALUE X FACILITY SUPPLIES 3 748 FAIR MARKET VALUE X ADVERTISING 5 5855 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 FINANCE/PERSONNEL 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 AND ON THE ORGANIZATION'S WEBSITE. 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.