2013-10-10T13:27:10-05:00 2013-06-30 410746749 CLIFTONLARSONALLEN LLP 500 MARQUETTE NW SUITE 800 ALBUQUERQUE NM 87102 990 2012-07-01 850207652 ANIMAL HUMANE ASSOCIATION OF NEW MEXICO INC ANIM 5052555523 615 VIRGINIA ST SE ALBUQUERQUE NM 87108 MARGARET WEIGLE 5052555523 2013-10-01 1 STEPHEN E LIVINGSTON CPA P00317845 5058428290 2012 2016-02-24 21:20:13Z MARGARET WEIGLE 615 VIRGINIA ST SE ALBUQUERQUE NM 87108 9109875 0 X WWW.ANIMALHUMANENM.ORG X 1965 NM TO PROVIDE SHELTER FOR COMPANION ANIMALS AS WELL AS APPROPRIATE NUTRITION, VETERINARY CARE, AND INDIVIDUAL ATTENTION FROM THE VOLUNTEER STAFF AND PAID STAFF WHILE IN THE CARE AND CUSTODY OF THE ORGANIZATION. THIS SERVICE INCLUDES THE SELECTION AND ADOPTION TO APPROPRIATE FAMILIES AND INDIVIDUALS. 14 14 111 425 0 0 2555674 5058839 959756 1148507 61133 9368 604775 431448 4181338 6648162 0 0 0 0 3018520 2825408 0 116601 528044 1777961 1759763 4796481 4701772 -615143 1946390 8424125 10824453 253004 291785 8171121 10532668 X TO PROVIDE SHELTER FOR COMPANION ANIMALS AS WELL AS APPROPRIATE NUTRITION, VETERINARY CARE, AND INDIVIDUAL ATTENTION FROM THE VOLUNTEER STAFF AND PAID STAFF WHILE IN THE CARE AND CUSTODY OF THE ORGANIZATION. THIS SERVICE INCLUDES THE SELECTION AND ADOPTION TO APPROPRIATE FAMILIES AND INDIVIDUALS. 0 1 PROJECT HUMANE - IN MARCH 2012, ANIMAL HUMANE NEW MEXICO LAUNCHED PROJECT HUMANE, A $5,000,000 CAPITAL CAMPAIGN THAT DRAMATICALLY TRANSFORMS OUR 44-YEAR-OLD CAMPUS TO MEET THE STANDARDS OF THE BEST ANIMAL SHELTERS NATIONWIDE. PRIOR TO THE LAUNCH, ANIMAL HUMANE JOINED FORCES WITH ANIMAL ARTS, LLC FROM BOULDER, COLORADO. TOGETHER WE DEVISED A MASSIVE CONSTRUCTION AND RENOVATION PLAN THAT TOUCHES EVERY CORNER OF OUR FOUR-ACRE SOUTHEAST ALBUQUERQUE LOCATION.IN JUNE 2013, ANIMAL HUMANE CELEBRATED THE COMPLETION OF PHASE I OF PROJECT HUMANE WITH THE OPENING OF OUR 10,210 SQUARE-FOOT ADOPTION & ADMINISTRATION CENTER. PHASES II - V ARE IN PROGRESS WITH THE LAST PHASE BEING COMPLETED BY THE SUMMER OF 2014. ADDITIONAL IMPROVEMENTS INCLUDE: THE CONSTRUCTION OF A NEW 8,000+ SQUARE-FOOT ADMISSION CENTER, RENOVATION OF TWO EXISTING BUILDINGS TO OFFER ADDITIONAL FELINE HOUSING AND EXPANDED MEDICAL & TREATMENT AREAS FOR ALL SHELTERS PETS, THE DEMOLITION OF AN ANTIQUATED 30-YEAR-OLD BUILDING, AND FINALLY THE CREATION OF A CENTRAL PARK IN THE CENTER OF OUR FOUR-ACRE CAMPUS. ULTIMATELY, THE SIGNIFICANT CAPITAL INVESTMENT IN OUR CAMPUS WILL ALLOW ANIMAL HUMANE TO SAVE MORE LIVES THROUGH MUCH IMPROVED HOUSING FOR SHELTER PETS AND MUCH NEEDED MEDICAL AND BEHAVIOR TREATMENT AREAS THAT RESULT IN SIGNIFICANTLY IMPROVED EFFICIENCIES FOR OUR DEVOTED STAFF AND VOLUNTEERS AND HEALTHIER, HAPPIER PETS THAT FIND HOMES FASTER. 388684 THRIFT - OUR 6,000 SQUARE-FOOT THRIFT SHOP, LOCATED AT 4646 MENAUL BLVD. NE, IS FILLED WITH GENTLY USED ITEMS GENEROUSLY DONATED BY AREA CITIZENS DEVOTED TO OUR MISSION. THE VAST OFFERINGS OF GENTLY USED CLOTHING, HOUSEHOLD GOODS, COMPUTERS, ANTIQUES AND COLLECTIBLES, CARS, AND BOATS PROVIDE PASSIONATE PET LOVERS WITH AN UNIQUE WAY TO SUPPORT OUR LIFE-SAVING WORK THROUGH SHOPPING AND/OR DONATING. OUR ACCESSIBLE LOCATION IN ALBUQUERQUE'S THRIFT ALLEY ON MENUAL BOULEVARD, AND OUR CONVENIENT SEVEN DAYS OF OPERATION, MAKE OUR STORE AN INVITING STOP FOR AREA THRIFTERS AND PET LOVERS ALIKE. EQUALLY IMPORTANT, OUR THRIVING THRIFT SHOP GENERATES HEALTHY REVENUE TO CONTRIBUTE TOWARD OUR ANNUAL OPERATING BUDGET. 1839730 492905 ADOPTIONS - ANIMAL HUMANE HAS SUCCESSFULLY ADOPTED 100% OF THE HEALTHY PETS IN OUR CARE SINCE JANUARY 2010. WE ALSO ACHIEVED AN 88% LIVE RELEASE RATE IN FY13, FINDING 4,148 PETS LOVING HOMES. ANIMAL HUMANE NEW MEXICO PRIDES OURSELVES ON TREATING EACH HOMELESS CAT AND DOG IN OUR CARE WITH AN INDIVIDUAL TREATMENT PLAN THAT ADDRESSES THEIR UNIQUE MEDICAL, BEHAVIORAL AND EMOTIONAL NEEDS DURING THEIR STAY AT OUR SHELTER. WE HAVE NUMEROUS PROGRAMS IN PLACE THAT RESULT IN PERMANENT PLACEMENTS OF THE PERFECT PET WITH THE PERFECT ADOPTER. ANIMAL HUMANE IS PROUD TO HAVE LAUNCHED THE STATE'S 1ST MEET YOUR MATCH PROGRAM-AND ASPCA MATCHMAKING SYSTEM THAT BRINGS COMPATIBLE PET AND HUMAN COMPANIONS TOGETHER. ANIMAL HUMANE ALSO REMOVES FINANCIAL BARRIERS FOR SENIOR CITIZENS LOOKING FOR THE PERFECT MATE THROUGH OUR SENIOR PET & PETS FOR PEOPLE ADOPTION PROGRAMS. ANIMAL HUMANE SUBSIDIZES ADOPTION COSTS FOR PETS OVER FIVE YEARS AND OFFERS FREE ADOPTIONS FOR PEOPLE OVER THE AGE OF 60 SELECTING PETS OVER TWO YEARS. ALTHOUGH OUR SHELTER EMPLOYS INCENTIVE PRICING TO ATTRACT MORE ADOPTERS, ALL POTENTIAL OWNERS ARE SCREENED BY OUR HIGHLY TRAINED STAFF AND COLLECTIVE ANNUAL ADOPTION FEES GENERATE IMPORTANT REVENUE FOR OUR ORGANIZATION. 1381996 619324 CLINIC - ANIMAL HUMANE'S DONOR-SUBSIDIZED VETERINARY CLINIC, LOCATED ON OUR MAIN CAMPUS, PLAYS A CRUCIAL ROLE IN ENSURING PETS STAY HEALTHY AND WITH THEIR FAMILIES. AS ONE OF NEW MEXICO'S FEW FULL-SERVICE LOW-COST VETERINARY CLINICS FOR QUALIFYING LOW-INCOME PET OWNERS, WE PROVIDE MUCH NEEDED CARE FOR THOSE WHO CANNOT AFFORD TO TAKE THEIR PETS TO PRIVATE PRACTICES. OUR ABILITY TO PROVIDE RESOURCES TO THESE PET OWNERS ENSURES THAT THEY MAY ACCESS QUALITY CARE FOR THEIR PETS AND KEEP THE COMPANIONSHIP THAT IS SO VITAL TO THEIR DAILY LIVES. RENOVATED IN OCTOBER 2007, WITH VALUABLE FUNDING FROM PRIVATE DONORS AND FOUNDATIONS, ANIMAL HUMANE'S CLINIC ALSO PROVIDES QUALITY VETERINARY CARE FOR THE THOUSANDS OF HOMELESS PETS THAT WE SHELTER ANNUALLY, MANY OF WHOM REQUIRE SPAY/NEUTER, MEDICAL PROCEDURES TO IMPROVE THEIR HEALTH, BEHAVIOR SERVICES IN ADDITION TO ABUNDANT AMOUNTS OF TLC. IMPORTANT TO REMEMBER, ALTHOUGH OUR HIGHLY SUBSIDIZED PRICING REMOVES FINANCIAL BARRIERS FOR OUR CLIENTS, 30% OF WHOM ARE SENIOR CITIZENS, TOTAL ANNUAL FEES GENERATE VALUABLE REVENUE FOR OUR ANNUAL OPERATING BUDGET. 155109 71469 OUTREACH - HUMANE EDUCATION IS THE FIRST BRICK IN THE ROAD TOWARDS A MORE HUMANE AND COMPASSIONATE COMMUNITY! THROUGH OUR RICH ARRAY OF EDUCATIONAL AND OUTREACH PROGRAMS, OUR LEARN HUMANE CLASSES INTRODUCES NEW MEXICO'S YOUTH AND ADULTS TO CONCEPTS, SKILLS AND RESOURCES THAT HELP HUMANS BUILD KIND AND COMPASSIONATE RELATIONSHIPS WITH THEIR COMPANION PETS AND ONE ANOTHER. ANIMAL HUMANE ALSO EMPLOYS REWARD-FOCUSED TRAINING TECHNIQUES DESIGNED TO STRENGTHEN YOUR RELATIONSHIP WITH YOUR PET. PET OWNERS ARE TAUGHT HOW TO REINFORCE GOOD BEHAVIOR AND REMOVE REWARDS TO DISCOURAGE INAPPROPRIATE CONDUCT. THROUGH OUR MANY PROGRAMS, ACTIVITIES, AND RESOURCES SUCH AS OUR FREE BEHAVIOR HELPLINE (505.938.7900), ANIMAL HUMANE IS DEDICATED TO PROVIDING PEOPLE WITH THE EDUCATION AND TOOLS NEEDED FOR RESPONSIBLE PET OWNERSHIP. 1537105 690793 3765519 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 24 0 1 111 1 0 0 0 0 0 0 0 0 0 1 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NM X X X SANDY PHILLIPS CPA CFO 5052555523 615 VIRGINIA ST SE ALBUQUERQUE NM 87108 BEN BENJAMIN 2.00 X X 0 0 0 MICHELLE FRANKS 2.00 X X 0 0 0 JOSE BLANTON 2.00 X X 0 0 0 JAMES DENNEDY CPA 2.00 X X 0 0 0 ANNIE GARDENER 1.00 X 0 0 0 WILLIAM GUPTON IV 1.00 X 0 0 0 TIM NICHOLS 1.00 X 0 0 0 MARTI PARTRIDGE 1.00 X 0 0 0 CAMILLA SERRANO 1.00 X 0 0 0 NORM SHROUT 1.00 X 0 0 0 KRISTINE STICHMAN 1.00 X 0 0 0 DR EMILY WALKER 1.00 X 0 0 0 MARCI BLAZE 1.00 X 0 0 0 LARRY CHAVEZ 1.00 X 0 0 0 ALICIA KEYES-TOUCHE 1.00 X 0 0 0 KRIK MIELKE 2.00 X X 0 0 0 JAMIE ESTRADA 1.00 X 0 0 0 MARGARET WEIGLE 50.00 X 105865 0 10089 SANDRA PHILLIPS CPA 50.00 X 71829 0 8400 177694 0 18489 1 0 0 0 KLINGER CONSTRUCTORS LLC PO BOX 90850 ALBUQUERQUE NM 87199 CAMPUS REMODEL CONSTRUCTION 268512 MWI VETERINARY SUPPLY CO PO BOX 840537 DALLAS TX 75284 MEDICAL SUPPLIES 205106 ANIMAL ARTS 4520 BROADWAY ST SUITE E BOULDER CO 80304 CAMPUS REMODEL CONSTRUCTION 182047 ALPHA DOG MARKETING 9060 ANDERMATT DRIVE SUITE 101 LINCOLN NE 68526 DIRECT MAIL 165441 4 167015 182507 4709317 19263 5058839 CLINIC 900099 691758 691758 ADOPTIONS 900099 302677 302677 ANIMAL CARE 900099 82603 82603 OUTREACH 900099 71469 71469 1148507 101894 101894 2077239 2069228 100537 8011 -100537 -92526 -92526 142780 182507 79679 63101 63101 580616 212269 368347 35191 333156 6648162 1183698 0 405625 X 218289 33297 125057 59935 2278798 1982901 110036 185861 13478 2130 7515 3833 78948 69396 4030 5522 235895 200836 18335 16724 11849 250 11235 364 116601 116601 36615 36478 137 458250 302287 850 155113 282641 264983 13597 4061 35079 22824 6810 5445 221330 198142 21056 2132 34352 21218 12818 316 SUPPLIES 394694 345506 19569 29619 MAINTENANCE & REPAIRS 243927 219211 15287 9429 BANK FEES 61242 34995 14755 11492 MISCELLANEOUS 59463 31065 27122 1276 -79679 -79679 4701772 3765519 408209 528044 1177724 1302523 218927 214879 143828 260203 22787 35801 42463 58762 17687 43242 6585651 1552115 2386289 5033536 4159622 3640592 0 92770 254798 142145 8424125 10824453 208191 254570 44813 37215 253004 291785 X 7956309 9101090 114612 1431578 100200 0 8171121 10532668 8424125 10824453 1946390 220010 195147 0 X X 0 1 X 1 0 X 2517038 625817 2980063 2555674 5058839 13737431 2517038 625817 2980063 2555674 5058839 13737431 1102838 12634593 111913 60617 195196 18277 101894 487897 164018 187478 82635 312044 142780 888955 15114283 6716109 0.83590 0.83550 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING EVENT - DOGGIE DASH - 2008 AMOUNT: $ 164,018. 2009 AMOUNT: $ 187,478. 2010 AMOUNT: $ 82,635. 2011 AMOUNT: $ 312,044. 2012 AMOUNT: $ 142,780. SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCH A AMOUNTS HAVE BEEN RESTATED FOR 2008 - 2011 TO AGREE TO THE REVENUE CATEGORIES REPORTED ON PAGE 9 OF THE RETURNS FOR THESE YEARS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 446105 446105 5196862 1312832 3884030 26465 6718 19747 568196 144226 423970 348023 88339 259684 5033536 8036473 220010 876353 291948 1388311 6648162 0 6648162 5870073 876353 291948 1168301 4701772 0 4701772 PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD IN THRIFT AND ADOPTION CENTERS INCLUDED IN EXPENSES ON FINANCIAL STATEMENTS 212,269. SPECIAL EVENT EXPENSES 79,679. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD IN THRIFT AND ADOPTION CENTERS INCLUDED IN STATEMENT OF REVENUE 212,269. SPECIAL EVENT EXPENSES INCLUDED IN STATEMENT OF REVENUE 79,679. ENDOWMENTS CLASSIFIED AS PERMANENTLY RESTRICTED NET ASSETS IN THE PRIOR YEARS WERE BOARD DESIGNATED AND, THEREFORE, ARE UNRESTRICTED NET ASSETS AND NOT TRUE ENDOWMENTS AT ALL. ENDOWMENTS WILL NO LONGER BE LISTED ON SCHEDULE D. X X X X X X 1 ALPHA DOG MARKETING 9060 ANDERMATT DR LINCOLN NE 68526 DIRECT MAIL CAMPAIGN 0 399377 116601 282776 399377 116601 282776 NM DOGGIE DASH 275674 182507 93167 3610 7561 594 2033 65881 MISC SMALL EVENTS 49613 49613 325287 182507 142780 3610 7561 594 2033 65881 79679 63101 JEAN BERNSTEIN FORMER DIRECTOR 33575 LEASE OF FACILITY 0 JAMES DENNEDY DIRECTOR 6078 JAMES IS A PRINCIPAL IN THE FIRM THAT PROVIDES INVESTMENT MANAGEMENT SERVICES TO THE ORGANIZATION. 0 X 0 THRIFT SHOP VALUE X 16 0 RESALE VALUE X 5 16203 FMV ON DATE OF DONATION X MISC PROPERTY 2 3060 FMV 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): NUMBER PROVIDED IN COLUMN B IS THE NUMBER OF DONORS. NON REPORTING OF REVENUE: PART I, LINE 33: THE ORGANIZATION OPERATES A THRIFT STORE AS MORE FULLY DESCRIBED UNDER PROGRAM 4B ON PAGE 2 OF THE FORM 990. UNDER GAAP, THE ORGANIZATION DOES NOT REPORT AS DONATION REVENUE THE VALUE OF THE ITEMS RECEIVED FROM DONORS FOR RESALE IN THE THRIFT STORE. INSTEAD, THE ORGANIZATION REPORTS THE REVENUE FROM THE DONATED ARTICLES WHEN THEY ARE SOLD. THIS FORM 990 CONSISTENTLY REPORTS THIS REVENUE IN ACCORDANCE WITH THE GAAP FINANCIAL REPORTING METHOD. THEREFORE, THERE ARE NO AMOUNTS REPORTED AS DONATION REVENUE FOR THE ITEMS DONATED FOR RESALE TO THE THRIFT STORE THAT ARE LISTED ON LINES 5 AND 6 OF SCHEDULE M. THE SALES REVENUES REPORTED FOR THESE ITEMS ON PAGE 9 OF THE FORM 990 AND THAT ARE INCLUDED IN THE LINE 10A REVENUES ARE: THRIFT STORE REVENUES - $339,876 VEHICLE SALES - $72,434 THESE AMOUNTS SHOULD APPROXIMATE THE VALUE OF THE ITEMS RECEIVED AS DONATIONS DURING THE YEAR. CHANGES IN PROGRAM SERVICES FORM 990, PART III, LINE 3 THE ORGANIZATION IS BUILDING A STATE OF THE ART FACILTY IN WHICH TO CONDUCT THEIR PROGRAMS PLUS RENOVATING THEIR OTHER BUILDINGS, SEE PROGRAM 4A. THE ORGANIZATION HAS PROVIDED MORE DETAIL ON THEIR PROGRAMS ON THE CURRENT YEAR 990 THAN WAS PROVIDED IN PRIOR YEARS. THESE ARE NOT NEW PROGRAM SERVICES. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS DISTRIBUTED TO MEMBERS OF THE FINANCE COMMITTEE FOR REVIEW AND COMMENT PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS AND OFFICERS ARE REQUIRED TO BE SELF MONITORING AND REPORT ANY ACTUAL OR PERCEIVED CONFLICTS OF INTEREST. DIRECTORS ARE REQUIRED TO SIGN AND SUBMIT AN ACKNOWLEDGEMENT OF CONFICT STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED AND APPROVED BY BOARD ACTION BASED ON RECOMMENDATIONS OF THE COMPENSATION COMMITTEE WHICH INCLUDES THE BOARD PRESIDENT AND TREASURER. OFFICER COMPENSATION IS REVIEWED AND APPROVED DURING THE ANNUAL BUDGETING PROCESS. THE REVIEW PROCESS INCLUDES A STUDY OF INDUSTRY COMPARISONS PROVIDED BY THE SOCIETY OF ANIMAL WELFARE ADMINISTRATORS. BOARD MEMBERS ARE VOLUNTEERS AND RECEIVE NO COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON ANIMAL HUMANE'S WEBSITE AND UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS IS THE SAME AS THE PRIOR YEAR. PRIOR PERIOD ADJUSTMENTS FORM 990, PART XI, LINE 8 IN PRIOR PERIODS DONATED INVENTORY WAS VALUED USING A METHOD NOT ALLOWED UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. AS OF JULY 1, 2012, INVENTORY AND UNRESTRICTED NET ASSETS WERE INCREASED $54,959. AFTER EXAMINATION OF DONOR PAYMENTS IT WAS DETERMINED PLEDGES RECEIVABLE HAD NOT BEEN RECORDED IN THE PRIOR YEAR AS REQUIRED. AS OF JULY 1, 2012, PLEDGES RECEIVABLE AND TEMPORARILY RESTRICTED NET ASSETS WERE INCREASED $140,188. THE NET EFFECT OF THESE TWO PRIOR PERIOD ADJUSTMENTS IS AN INCREASE TO NET ASSETS OF $195,147.