2012-12-17T17:12:26-06:00 2012-06-30 910189318 MOSS ADAMS LLP 9665 GRANITE RIDGE DRIVE SUITE 600 SAN DIEGO CA 92123 990 2011-07-01 951661688 SAN DIEGO HUMANE SOCIETY & SPCA SAND 6192997012 5500 GAINES STREET SAN DIEGO CA 921102572 GARY L WEITZMAN 6192997012 2012-12-17 1 PATRICIA J MAYER P00188643 8586271400 2011 2016-02-24 21:20:13Z GARY L WEITZMAN 5500 GAINES STREET SAN DIEGO CA 921102572 82975034 0 X WWW.SDHUMANE.ORG X 1880 CA TO INSPIRE AND ENGAGE THE COMMUNITY TO END ANIMAL SUFFERING. 18 18 303 1076 4913 3913 22943331 13725255 2673410 2615606 1461362 1392494 248249 43379 27326352 17776734 0 0 0 0 10122406 12607438 0 0 1743379 7543554 6671340 17665960 19278778 9660392 -1502044 60092035 55682796 2510793 1361998 57581242 54320798 X TO PROMOTE THE HUMANE TREATMENT OF ANIMALS, PREVENT CRUELTY TO ANIMALS AND PROVIDE EDUCATION TO ENHANCE THE HUMAN-ANIMAL BOND. 0 0 13286398 748467 ANIMAL SERVICES AND OPERATIONS DEPARTMENTS: ANIMAL CARE, ADMISSIONS, ADOPTIONS, VETERINARY MEDICINE, PAWS TO SUCCESS KITTEN NURSERY, BEHAVIOR AND TRAINING, FOSTER CARE, MOBILE ADOPTIONSANIMAL CARE-ONE OF THE STRONGEST AND DEEPLY-ROOTED PARTS OF OUR OPERATION COMES FROM OUR ANIMAL CARE DEPARTMENT. ON AVERAGE, WE HOUSE BETWEEN 800-1,100 ANIMALS DAILY, AND WE TAKE GREAT PRIDE IN NURTURING AND SUSTAINING THESE ANIMALS. EVERY DAY, OUR HARD WORKING AND DEVOTED STAFF ENSURE THAT THE ANIMALS ARE FED, WALKED, GROOMED, SOCIALIZED, AND PERHAPS MOST IMPORTANTLY, LOVED.ADOPTIONS-AT THE ROOT OF ALL THAT WE DO IS A DESIRE TO STRENGTHEN THE HUMAN-ANIMAL BOND. THROUGH OUR DEVOTED AND PASSIONATE ADOPTIONS STAFF, OUR COMMITMENT TO THE ANIMALS IS EVIDENT EVERY DAY. OUR ADOPTION COUNSELORS, EACH WITH MORE THAN 100 HOURS OF SPECIALIZED TRAINING, WORK DILIGENTLY TO ENSURE POTENTIAL ADOPTERS AND DESERVING HOMELESS ANIMALS ARE BEST SUITED FOR ONE ANOTHER. WE DELIGHT IN THE OPPORTUNITY TO HELP OUR GUESTS FIND THE PERFECT ANIMAL, AND LOOK FORWARD TO THE STORIES OF BONDING AND UNCONDITIONAL LOVE THAT INEVITABLY FOLLOW. OUR PASSION TO FIND THE ANIMALS A NEW HOME EXTENDS WELL BEYOND OUR SHELTERS. THROUGH OUR MOBILE ADOPTIONS PROGRAM, WE BRING ADOPTABLE ANIMALS TO SPECIAL EVENTS AND OFF-SITE LOCATIONS IN THE HOPES OF MATCHING THEM WITH NEW PET PARENTS, AND TO SHARE THE POSITIVE MESSAGE OF THE HUMANE SOCIETY WITH THOSE WHO MAY NOT HAVE THE OPPORTUNITY TO VISIT OUR ANIMAL CAMPUSES.ANIMALS GOING HOME DOGS ADOPTED 1,798CATS ADOPTED 2,794SMALL ANIMALS AND HORSES ADOPTED 290ANIMALS RETURNED TO THEIR OWNERS 977ANIMLAS TRANSFERRED TO OTHER AGENCIES 290TOTAL ANIMALS GOING HOME 6,016 VETERINARY MEDICINE - THE WELLNESS OF THE ANIMALS IN OUR CARE IS ALWAYS AT THE FOREFRONT OF OUR MINDS. OUR VETERINARY MEDICINE DEPARTMENT IS ABLE TO PERFORM LIFE-SAVING SURGERIES, OFFER LONG-TERM TREATMENT AND REHABILITATION, AND PROVIDE COMPREHENSIVE MEDICAL CARE TO EVERY ANIMAL. OUR HEALING CAPABILITIES GREW IN JUNE OF 2012 AS WE COMPLETED THE CONSTRUCTION OF A NEW HOSPITAL AND SURGICAL SUITE AT OUR SHELTER ON AIRPORT ROAD FOR CATS AND SMALL ANIMALS. WE ALSO REFURBISHED THE SURGICAL SUITE AT OUR SHELTER ON SAN LUIS REY ROAD FOR DOGS, ALLOWING US TO PROVIDE A GREATER LEVEL OF MEDICAL CARE FOR OUR SHELTER ANIMALS IN NORTH COUNTY.BASIC VETERINARY CARETOTAL ANIMALS EXAMINED BY A VETERINARIAN 10,223SPAY/NEUTER SURGERIES FOR HUMANE SOCIETY ANIMALS 3,783SPAY/NEUTER SURGERIES FOR DEPARTMENT OF ANIMAL SERVICES ANIMALS 2,607PARENT ANIMALS SPAYED/NEUTERED THROUGH THE LITTER ABATEMENT PROGRAM * 47PRE- AND POST- ADOPTION CONSULTATIONS PROVIDED 485 * WHEN A LITTER OF KITTENS OR PUPPIES IS RELINQUISHED TO THE SAN DIEGO HUMANE SOCIETY FOR ADOPTION, WE OFFER TO SPAY OR NEUTER THE PARENT ANIMAL(S) AT NO COST AND RETURN THEM TO THEIR OWNERS.ADVANCED SHELTER MEDICINEDENTAL PROCEDURES 437LABORATORY PROCEDURES (I.E. BLOOD WORK, BIOPSIES AND OTHER DIAGNOSTICS) 3,600RADIOGRAPHS 975ORTHOPEDIC SURGERIES 135OTHER SURGERIES (I.E. MASS REMOVAL, EXPLORATORY SURGERY, EYE/EAR SURGERY, ABSCESS DRAINAGE) 579OUTSOURCED SPECIALTY SURGERIES ** 403OUTSOURCED TREATMENT EXPENSE INCURRED BY THE HUMANE SOCIETY *** $285,403 ** THESE PROCEDURES WERE A COMBINATION OF BOTH SPECIALTY SURGERIES AND OUTSOURCED SPAY AND NEUTER SURGERIES. *** INCLUDES SPECIALTY SURGERIES, DIAGNOSTICS, CRITICAL CARE AND PROCEDURES THAT CANNOT BE PERFORMED IN-HOUSE.PAWS TO SUCCESS KITTEN NURSERY-THE FRAGILE LIVES IN OUR PAWS TO SUCCESS NURSERY REQUIRE MUCH MORE THAN FOOD AND WATER TO GROW. NURTURING LIFE DURING ITS MOST FRAGILE STAGES REQUIRES NOT ONLY TIME, RESOURCES AND DEDICATION, BUT ALSO LOVE AND COMPASSION. CREATING AN ENVIRONMENT THAT YIELDS WELLNESS AND GROWTH IS ALSO ESSENTIAL DURING THIS MOST FORMATIVE TIME. THAT IS WHY THE STAFF OF OUR KITTEN NURSERY WORK AROUND THE CLOCK TO CARE FOR THESE TINY KITTENS, NURTURING AND NOURISHING THEM AS THEY GROW STRONGER. NOW WITH TWO NURSERIES, ONE AT OUR CENTRAL CAMPUS IN SAN DIEGO AND THE OTHER AT OUR NORTH CAMPUS IN OCEANSIDE, THE PAWS TO SUCCESS PROGRAM TOOK IN AND CARED FOR 2,112 KITTENS DURING THE FISCAL YEAR, BRINGING US ONE STEP CLOSER TO ACHIEVING OUR GOAL OF HELPING TO END THE EUTHANASIA OF HEALTHY AND TREATABLE ANIMALS IN SAN DIEGO ANIMAL WELFARE COALITION SHELTERS.TOTAL KITTENS ADMITTED 2,112KITTEN ADOPTIONS 1,642LIVE RELEASE RATE **** 86% **** LIVE RELEASE RATE INCLUDES THE QUEENS AND THEIR NURSING KITTENS, AS WELL AS KITTENS STILL IN OUR CARE AWAITING ADOPTION.BEHAVIOR & TRAINING-IN THIS PAST FISCAL YEAR, OUR BEHAVIOR & TRAINING STAFF INCORPORATED SPECIALIZED TRAINING AND POSITIVE REINFORCEMENT TECHNIQUES FOR 2,106 CATS AND DOGS. AS A RESULT, THE ANIMALS ARE HAPPIER AND HEALTHIER IN THE SHELTER ENVIRONMENT. WE BELIEVE THIS ALLOWS THE ANIMALS TO FIND A HOME FASTER, AND TO BUILD A LIFE-LONG, TRUSTING RELATIONSHIP WITH THEIR NEW FAMILY. 2,106 ANIMALS RECEIVED SPECIALIZED TRAINING TO ENSURE THEIR SUCCESSFUL PLACEMENT.HUMANE SOCIETY DOGS AND CATS RECEIVING SPECIALIZED TRAINING ***** 2,106PRE- AND POST- ADOPTION CONSULTATIONS PROVIDED 508ADOPTION FOLLOW-UP CALLS COMPLETED 5,971BEHAVIOR HELPLINE CALLS/EMAILS RECEIVED AND ANSWERED 819BEHAVIOR TRAINING CLASSES OFFERED TO THE PUBLIC 155REGISTRANTS INSTRUCTED THROUGH PUBLIC TRAINING CLASSES/WORKSHOPS 913PRIVATE CONSULTATIONS AND TRAINING SESSIONS FOR OWNED ANIMALS 66 ***** THIS CUSTOMIZED TRAINING IS IN ADDITION TO THE BASIC TRAINING PROVIDED TO MOST ANIMALS AVAILABLE FOR ADOPTION AT THE HUMANE SOCIETY.FOSTER PROGRAM-83 FOSTER VOLUNTEERS NURTURED 730 FRAGILE LIVES. 1391163 1633219 HUMANE LAW ENFORCEMENTINVESTIGATION AND FIELD SERVICES OUR HUMANE LAW ENFORCEMENT DEPARTMENT PURSUES CASES OF ANIMAL CRUELTY AND NEGLECT, ENFORCES LAWS, EDUCATES THE PUBLIC ON PROPER CARE FOR THEIR ANIMALS, AND RESCUES ANIMALS FROM EMERGENCY SITUATIONS. SERVING AS THE VOICE FOR THE VOICELESS, THIS DEPARTMENT HAS MADE A SIGNIFICANT IMPACT ON THE LIVES OF ANIMALS. IN FISCAL 2011-12, TWELVE CASES WERE PROSECUTED, BUT THOUSANDS MORE WERE RESOLVED TO ENSURE THE WELFARE OF THE INNOCENT ANIMALS INVOLVED. A SIZABLE CASE INVOLVED 117 ANIMALS THAT WERE SEIZED FROM A PET STORE, HELD IN OUR PROTECTIVE CUSTODY FOR THREE MONTHS, AND ULTIMATELY ADOPTED. BEYOND INVESTIGATIONS OF ANIMAL CRUELTY, OUR FIELD SERVICES OFFICERS PROVIDE ASSISTANCE TO THE MUNICIPALITIES OF OCEANSIDE AND VISTA BY RETRIEVING STRAY ANIMALS AND RESPONDING TO ANIMAL-RELATED CALLS AS PART OF OUR CONTRACTUAL RESPONSIBILITIES. 1,845 CASES OF NEGLECT, ABUSE OR REQUEST FOR ASSISTANCE WERE RESPONDED TO.CRUELTY AND NEGLECT REPORTS RESPONDED TO 1,845CASES RESOLVED 1,817CASED SUBMITTED FOR PROSECUTION 12ANIMALS SEEN IN THE FIELD 13,305ANIMALS TAKEN INTO CUSTODY (RELINQUISHED AND SEIZED) 399NOTICES OF VIOLATION 1,269PRE- AND POST- SEIZURE HEARINGS 10PET SHOP, STABLE/FEED STORE, RODEO, CIRCUS, FOSTER AND OTHER INSPECTIONS 171EDUCATIONAL SPEAKING ENGAGEMENTS 38ANIMAL BITE QUARANTINES 433NUMBER OF FIELD SERVICES CALLS TO PROVIDE ASSISTANCE ****** 7,240 ****** CALLS INCLUDE REPORTS OF ANIMALS RUNNING STRAY, ANIMALS LEFT IN HOT CARS, CALLS FOR POLICE ASSISTANCE AND CALLS TO PERFORM ANIMAL WELFARE CHECKS IN OCEANSIDE AND VISTA.ANIMAL RESCUE RESERVE (ARR)ANIMALS ARE ESPECIALLY VULNERABLE DURING TIMES OF DISASTER, AND THE STRENGTH OF OUR ANIMAL RESCUE RESERVE PROVIDES THE ASSISTANCE AND EXPERTISE NEEDED TO PERFORM RESCUE OPERATIONS AND SAVE LIVES. THE ANIMAL RESCUE RESERVE (ARR) CONSISTS OF A SPECIALLY TRAINED TEAM OF VOLUNTEERS EQUIPPED TO RESCUE ANIMALS THREATENED BY NATURAL DISASTERS SUCH AS FIRES, FLOODS, AND OTHER EMERGENCY SITUATIONS. FEW REALIZE THE IMPACT OF THIS MIGHTY GROUP. ARR VOLUNTEERS HAVE BEEN DISPATCHED TO HURRICANE RELIEF CENTERS, FIRE ZONES AND SOME OF THE MOST CHALLENGING ENVIRONMENTS WHERE THE LIVES OF ANIMALS HAVE BEEN THREATENED.HOURS OF ARR VOLUNTEER TRAINING 4,519HOURS SPENT EXECUTING RESCUE 248ANIMALS ASSISTED IN EMERGENCY SITUATIONS 38 991873 233920 COMMUNITY OUTREACH COMMUNITY PROGRAMS AND HUMANE EDUCATIONTHE GOAL OF OUR COMMUNITY PROGRAMS AND HUMANE EDUCATION DEPARTMENT IS TO BRANCH OUT ACROSS THE COMMUNITY, IMPACTING MORE PEOPLE AND PROVIDING MORE EDUCATION AND INFORMATION TO HELP SPREAD SEEDS OF COMPASSION ACROSS THE COMMUNITY. IN THE PAST FISCAL YEAR, THE HUMANE EDUCATION DEPARTMENT REACHED 37,411 YOUTH AND ADULTS THROUGH ITS MANY PROGRAMS. SOME EXAMPLES INCLUDE THE ANIMAL ADVENTURE CAMP HELD EACH YEAR IN THE SPRING AND SUMMER, SPECIAL LECTURES OFFERING TIPS AND USEFUL INFORMATION FOR PET OWNERS, AND FUN GATHERINGS WHERE PEOPLE CAN ENJOY THE COMPANY OF FELLOW ANIMAL LOVERS WHILE SOCIALIZING THEIR ANIMALS. ANOTHER UNIQUE PROGRAM IS PROJECT KEPPT (KEEPING EVERY PERSON AND PET TOGETHER), WHICH OCCURS MONTHLY AT BOTH OUR CENTRAL AND NORTH CAMPUSES. HERE, SUPPORT IS PROVIDED TO THOSE IN THE COMMUNITY WHO NEED ASSISTANCE IN KEEPING AND CARING FOR THEIR COMPANION ANIMAL. WE OFFER A VACCINATION CLINIC, PET FOOD BANK, LICENSING, MICRO-CHIPPING, BEHAVIOR AND TRAINING ADVICE, PET-FRIENDLY HOUSING REFERRALS AND MORE. ALSO THROUGH THIS DEPARTMENT, WE ARE PROUD TO OFFER HUMANE EDUCATION AND USEFUL RESOURCES TO CREATE A BRIGHTER TOMORROW.ADULT PROGRAM PARTICIPATIONDOGGIE CAFE 546 HAPPY HOUR LECTURES 243 PET LOSS SUPPORT GROUP 116 PET FIRST AID CLASSES 115ON SITE ADULT PARTICIPATION 1,020 INFO BOOTHS 15,537 SPEAKING ENGAGEMENTS 261OFF-SITE ADULT PARTICIPATION 15,798TOTAL ADULT PARTICIPANTS 16,818YOUTH PROGRAM PARTICIPATIONANIMAL ADVENTURE CAMP (SPRING AND SUMMER) 435 BIRTHDAY PARTIES 1,151 STORYTIMES 303 HOME-SCHOOL PROGRAMS 186 SCOUT PROGRAMS 497 GENERAL TOURS 990ON-SITE YOUTH PARTICIPANTS 3,562SCHOOL OUTREACH 16,842 PROJECT TRUST ******* 355OFF-SITE YOUTH PARTICIPANTS 17,031 ******* PROJECT TRUST (TEACHING RESPECT USING SYMPATHY AND TRAINING) IS A THREE-WEEK LONG AFTER SCHOOL PROGRAM THAT TEACHES COMPASSION AND RESPECT FOR ALL LIVING THINGS IN UNDERSERVED AREAS OF THE COMMUNITY.PET-ASSISTED THERAPY (P-AT)THE LOVE AND COMPANIONSHIP AN ANIMAL CAN PROVIDE IS A SPECIAL GIFT THAT EVERYONE DESERVES. BUT FOR SOME, AGE OR LIFE CIRCUMSTANCES PREVENT THE OPPORTUNITY TO ENJOY THE WAGGING TAIL OF A DOG, THE COMFORTING PURR OF A CAT OR THE FURRY SNUGGLE OF A RABBIT OR GUINEA PIG. THE SAN DIEGO HUMANE SOCIETY'S PET-ASSISTED THERAPY PROGRAM TOUCHED THE LIVES OF THOUSANDS LAST YEAR, AS VOLUNTEERS BROUGHT DOGS, RABBITS, AND GUINEA PIGS TO PATIENTS AT CONVALESCENT HOMES, HOSPITALS, MENTAL HEALTH CENTERS, ABUSED CHILDREN'S HOMES, JUVENILE DETENTION CENTERS AND MORE. SHARING THE GIFT OF LOVE, SPREADING SEEDS OF JOY, AND BOOSTING SPIRITS IS THE AMAZING WORK OF OUR PET-ASSISTED THERAPY TEAM. 12,876 PEOPLE AT 639 FACILITIES ENJOYED THE UNCONDITIONAL LOVE OF A PET-ASSISTED THERAPY ANIMAL THIS YEAR.TOTAL FACILITIES VISITED 639 TOTAL PEOPLE REACHED 12,876PROJECT KEPPT*TOTAL PEOPLE IMPACTED 10,254 TOTAL ANIMALS IMPACTED 9,441NUMBER OF ENROLLED FAMILIES** 390NUMBER OF ENROLLED ANIMALS 878 *PROJECT KEPPT (KEEPING EVERY PERSON AND PET TOGETHER) PROVIDES VITAL ASSISTANCE TO PET OWNERS IN NEED. PROJECT KEPPT INCULDES MONTHLY FOOD BANKS FOR ENROLLED MEMBERS, COUNTY-WIDE FOOD DISTRIBUTIONS AT EVENTS AND THROUGH NEIGHBORHOOD DRIVES AND MORE. DURING FY 11-12, PROJECT KEPPT DAY WAS HELD MONTHLY AT BOTH OUR CENTRAL AND NORTH CAMPUSES AND INCLUDES A FOOD BANK, A MICRO CHIP, VACCINE CLINIC, AND A RESOURCE FAIR. **ENROLLED FAMILIES MAY PARTICIPATE MONTHLY AT FOOD BANK EVENTS WHERE THEY MAY RECEIVE SUPPORT MULTIPLE TIMES THROUOUGHT THE YEAR. "TOTAL PEOPLE IMPACTED" AND "TOTAL ANIMALS IMPACTED" COUNTS EVERY INSTANCE PROVIDED THROUGH THIS PROGRAM.VOLUNTEERSWE ARE FORTUNATE TO LIVE IN A COMMUNITY THAT HAS BEEN NAMED AMONG THE PET-FRIENDLIEST IN THE NATION, REFLECTING THE DEEP LOVE WE HAVE FOR OUR ANIMALS. AS A RESULT, THE SAN DIEGO HUMANE SOCIETY IS PRIVILEGED TO HAVE THE SUPPORT OF MORE THAN A THOUSAND PEOPLE WHO VOLUNTEER TO ASSIST WITH OUR WORK. THE COMPASSIONATE HEARTS OF SO MANY SAN DIEGANS WHO CHOOSE TO VOLUNTEER THEIR PRECIOUS TIME IS INSPIRING. WITHOUT THE DEDICATED AND TALENTED VOLUNTEERS, WE SIMPLY COULD NOT DO WHAT WE DO. 1,076 VOLUNTEERS GENEROUSLY DONATED 119,696 HOURS TO CARE FOR THE ANIMALS AND SUPPORT OUR WORK. 15669434 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 82 8 1 303 1 1 1 0 0 0 0 1 1 0 0 0 1 0 X 18 18 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X KELLY RISELEY 6192997012 5500 GAINES STREET SAN DIEGO CA 921102572 FRED BARANOWSKI 1.00 X 0 0 0 DAVID HICKEY 1.00 X 0 0 0 DIANE GILABERT 1.00 X 0 0 0 BEVERLY OSTER ORNELAS 1.00 X X 0 0 0 SANDY ARLEDGE 1.00 X 0 0 0 ALLEN BLACKMORE 1.00 X 0 0 0 ROBERT BROWN EDD 1.00 X 0 0 0 GEORGE COLES 1.00 X 0 0 0 LEE COLLINS 1.00 X 0 0 0 SUSAN DAVIS 1.00 X 0 0 0 DANA DI FERDINANDO 1.00 X 0 0 0 DIANE GLOW EDD 1.00 X 0 0 0 DAVE MASON 1.00 X 0 0 0 DAVID MITTLEMAN 1.00 X 0 0 0 ANN PERRY 1.00 X 0 0 0 DAVID SEAR 1.00 X 0 0 0 JUDITH MUNOZ PHD 1.00 X 0 0 0 DEBRA PATTERSON 1.00 X 0 0 0 MARK GOLDSTEIN DVM 40.00 X 143187 0 12873 GARY L WEITZMAN 40.00 X 0 0 0 KELLY A RISELY 40.00 X 117936 0 12449 CHARLOTTE R HARRIS 40.00 X 141758 0 13968 PETRA MERTENS 40.00 X 176846 0 6200 CYNTHIA MITCHELL DVM 40.00 X 113820 0 8818 KIM SHANNON 40.00 X 134021 0 13407 MICHELE L STUART 40.00 X 137550 0 13626 965118 0 81341 8 0 1 0 VICTOR OCANAS DBA GRAND OAKS LANDSC PO BOX 2434 NATIONAL CITY CA 91951 CONSTRUCTION/LANDSCAPING SERVICES 145220 1 49641 773134 12902480 328991 13725255 FIELD SERVICE & LICENS 900099 1633219 1633219 ADOPTIONS AND ANIMAL C 900099 403393 403393 VETERINARY HEALTH SERV 900099 345074 345074 EDUCATIONAL PROGRAM & 900099 233920 233920 2615606 748768 748768 16155 0 16155 16155 16155 64884753 2483 64243510 0 641243 2483 643726 643726 380776 773134 621584 -240808 -240808 21750 0 21750 21750 572248 333206 239042 239042 SPONSORSHIP 900099 4913 4913 OTHER REVENUE 900099 2327 2327 7240 17776734 2615606 4913 1430960 178656 12981 165675 10143142 8484162 834411 824569 432671 356323 40188 36160 964950 836132 60480 68338 888019 739389 81387 67243 211674 19611 133300 58763 166935 166935 338955 285347 31213 22395 49120 19888 29045 187 125686 72262 16716 36708 172894 130733 18887 23274 1349932 1273345 42937 33650 189948 146741 30704 12503 788845 730308 30905 27632 345150 304346 32635 8169 VETERINARY MEDICINE AND 944545 944545 ANIMAL FEED AND SUPPLIE 624015 624015 PROGRAM SUPPLIES AND UN 358544 337851 12079 8614 DIRECT MAILING EXPENSE 345866 345866 659231 351455 138468 169308 19278778 15669434 1865965 1743379 X 139998 91266 2795 45937 1817542 37797 13306716 2798818 6335661 9145290 100083 127315 190454 149494 21408448 8473437 13045633 12935011 24716822 29898503 579124 590568 60092035 55682796 1706656 1158691 219619 203307 584518 0 2510793 1361998 X 52234726 47907818 3743336 4798355 1603180 1614625 57581242 54320798 60092035 55682796 X -1502044 -1758400 X 0 1 1 X 0 X 7519053 10493027 10577884 22943331 13725255 65258550 7519053 10493027 10577884 22943331 13725255 65258550 14872660 50385890 949349 650675 549953 519398 764923 3434298 68692848 17588296 0.73350 0.73470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3524156 -46111 8241 3469804 2048265 1000000 475981 3524246 112760 1751081 209274 24760 2048355 112670 6198 6198 112670 0.66000 0.29000 0.05000 0 0 4028940 4028940 10960268 3900471 7059797 494796 55979 438817 5924444 4516987 1407457 12935011 17776734 19278778 -1502044 -1894381 135981 -1758400 -3260444 16037024 -1894381 185625 -30954 -1739710 17776734 0 17776734 19297468 185625 -166935 18690 19278778 0 19278778 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: BOARD DESIGNATED FUNDS ARE USED TO PROVIDE CAPITAL MAINTENANCE TO THE SAN DIEGO HUMANE SOCIETY'S GAINES STREET CAMPUS. PERMANENTLY RESTRICTED ENDOWMENT PRODUCES INVESTMENT RETURNS TO SUPPORT THE SAN DIEGO HUMANE SOCIETY AND SPCA ANIMAL ADVENTURE CAMP. PART XI, LINE 8 - OTHER ADJUSTMENTS: BENEFICIAL INTEREST CRT 135,981. THE SOCIETY IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, EXCEPT TO THE EXTENT OF UNRELATED TAXABLE INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. THE SOCIETY FOLLOWS THE PROVISIONS OF ASC 740-10, INCOME TAXES, RELATED TO ACCOUTING FOR UNCERTAIN TAX POSITIONS. THE SOCIETY DOES NOT HAVE ANY UNCERTAIN INCOME TAX POSITIONS. THE SOCIETY FILES AN EXEMPT ORGANIZATION RETURN IN THE UNITED STATES FEDERAL JURISDICTION AND WITH THE FRANCHISE TAX BOARD IN THE STATE OF CALIFORNIA. THE SOCIETY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2008 FOR ITS FEDERAL FILINGS AND FOR YEARS BEFORE 2007 FOR ITS STATE FILINGS. SCHEDULE D, PART XII, LINE 2D, RECONCILIATION OF REVENUE: CHANGE IN BENEFICIAL INTEREST CRT $135,981 INVESTMENT EXPENSE -$166,935 TOTAL -$30,954 SCHEDULE D, PART XIII, LINE 2D, RECONCILIATION OF EXPENSE: INVESTMENT EXPENSE -$166,935 X X X X X X 1 CHARITABLE AUTO RESOURCES INC 4669 MURPHY CANYON ROAD SUITE 100 SAN DIEGO CA 92123 AUTOMOBILE DONATION PROGRAM 1 182840 70376 112464 182840 70376 112464 CA FUR BALL 501392 212211 289181 301686 WALK FOR ANIMALS 365439 341877 23562 134466 3 287079 219046 68033 185432 1153910 773134 380776 621584 621584 -240808 21750 0 21750 21750 CA 1 0 0 0 1.00000 KELLY RISELEY CFO 5500 GAINES STREET SAN DIEGO CA 92110 0 1 21750 1 X X X X 0 0 0 0 0 0 0 1 0 MARK GOLDSTEIN DVM 112502 0 30100 0 585 0 8844 0 4029 0 156060 0 0 0 CHARLOTTE R HARRIS 141758 0 0 0 0 0 8553 0 5415 0 155726 0 0 0 PETRA MERTENS 176846 0 0 0 0 0 1326 0 4874 0 183046 0 0 0 MICHELE L STUART 137550 0 0 0 0 0 8273 0 5353 0 151176 0 0 0 PART I, LINE 7 DISCRETIONARY BONUS PAID TO THE PRESIDENT IS BASED ON MEETING GOALS SET BY THE BOARD OF TRUSTEES. X ANIMAL FOOD/SUPPLIES 2080 174915 FAIR VALUE X ANIMAL MEDICAL SUPPLIES 22 5795 FAIR VALUE X OFFICE SUPPLIES 42 5915 FAIR VALUE X AUCTION ITEMS 311 115881 FAIR VALUE X TELETHON ITEMS 5 5182 FAIR VALUE X WALK FOR ANIMALS EVENT 6 1727 FAIR VALUE X HUMANE LAW ENFORCEMENT SUPPLIES 15 6119 FAIR VALUE X FACILITY SUPPLIES 15 11598 FAIR VALUE X EDUCATION/VOLUNTEER SUPPLIES 23 1859 FAIR VALUE 0 1 1 THIRD PARTY USE: PART I, LINE 32B: CHARITABLE AUTO RESOURCES, INC. PERFORMS COMPREHENSIVE VEHICLE DONATION SERVICES FOR SAN DIEGO HUMANE SOCIETY AND SPCA. FORM 990, PART VI, SECTION A, LINE 4 THE SAN DIEGO HUMANE SOCIETY AND SPCA BOARD OF TRUSTEES VOTED TO AMEND THE BYLAWS TO INCREASE THE MAXIMUM NUMBER OF TRUSTEES TO 21. SECTION 4.22, "APPROVAL OF CERTAIN REAL PROPERTY TRANSACTIONS", WAS ADDED TO THE BYLAWS PER THE CERTIFICATE OF AMENDMENT OF BYLAWS DATED JULY 22, 2009. ADDITIONALLY, SECTION 4.15(B) WAS DELETED, WHICH PREVIOUSLY GOVERNED APPROVAL OF TRANSACTIONS INVOLVING ANY SINGLE SOCIETY ASSET WITH A FAIR MARKET VALUE IN EXCESS OF $75,000. FORM 990, PART VI, SECTION B, LINE 11 THE CFO REVIEWS THE TAX RETURN WITH THE CEO, THE FINANCE COMMITTEE, AUDIT COMMITTEE, AND BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES, OFFICERS, SR. MANAGEMENT, AND AND MANAGEMENT AND ALL STAFF ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. TRUSTEES WOULD EVALUATE AND DETERMINE WHETHER A CONFLICT EXISTS FOR TRUSTEES AND/OR THE PRESIDENT (OFFICER), THE PRESIDENT WOULD EVALUATE AND DETERMINE WHETHER A CONFLICT EXISTS FOR SR. MANAGEMENT. SR. MANAGEMENT WOULD EVALUATE AND DETERMINE WHETHER A CONFLICT EXISTS FOR A MANAGER OR STAFF MEMBER. THE POLICY IS SPECIFIC ABOUT WHAT IS A CONFLICT ARISING FROM A FAMILY OR BUSINESS RELATIONSHIP, AS WELL AS WHAT TYPE OF NOMINAL GIFTS/ENTERTAINMENT EMPLOYEES. PRESIDENT AND SR. MANAGEMENT IS RESTRICTED FROM HIRING A COMPANY VENDOR, MANAGER OR STAFF MEMBER FOR THEIR PERSONAL BUSINESS NEEDS. MANAGEMENT IS RESTRICTED FROM HIRING A COMPANY VENDOR OR STAFF MEMBER FOR THEIR PERSONAL BUSINESS NEEDS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD APPOINTS THE EXECUTIVE COMMITTEE OR COMPENSATION COMMITTEE TO OBTAIN RELEVANT, CONTEMPORANEOUS DATA SUCH AS NATIONAL, REGIONAL, AND LOCAL COMPENSATION SURVEYS, AND INTERVIEWS WITH INDUSTRY LEADERS. THE COMPENSATION COMMITTEE PRESENTS THEIR FINDINGS AND RECOMMENDATIONS FOR THE SALARY OF THE CEO AND ANY OTHER OFFICERS OF THE ORGANIZATION TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST BY THE PUBLIC.CONFLICT OF INTEREST POLICY IS POSTED ON THE SAN DIEGO HUMANE SOCIETY AND SPCA WEBSITE. THE AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE SAN DIEGO HUMANE SOCIETY AND SPCA WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,894,381. BENEFICIAL INTEREST CRT 135,981. TOTAL TO FORM 990, PART XI, LINE 5: -1,758,400. SAN DIEGO HUMANE SOCIETY FOUNDATION 5500 GAINES ST SAN DIEGO CA 92110 330349256 TO RAISE FUNDS TO ASSIST THE SAN DIEGO HUMANE SOCIETY CA 501(C)(3) LINE 7 SAN DIEGO HUMANE SOCIETY 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0