2012-11-14T17:52:27-06:00 2011-12-31 952694444 CONSIDINE & CONSIDINE 1501 FIFTH AVENUE SUITE 400 SAN DIEGO CA 921013297 990 2011-01-01 237228287 HELEN WOODWARD ANIMAL CENTER HELE 8587564117 PO BOX 64 RANCHO SANTA FE CA 92067 MICHAEL M ARMS 8587564117 2012-11-09 1 TED CONSIDINE P00238407 6192311977 2012-11-09 2011 2016-02-24 21:20:13Z MICHAEL M ARMS PO BOX 64 RANCHO SANTA FE CA 92067 7055277 0 X WWW.ANIMALCENTER.ORG X 1972 CA THE SPECIFIC PURPOSE OF THIS CORPORATION IS TO ENGAGE IN CHARITABLE, EDUCATION AND/OR SCIENTIFIC WORK OF A PUBLIC NATURE INCLUDING THE ESTABLISHMENT AND OPERATION OF AN ANIMAL CENTER, VETERINARY HOSPITAL AND BOARDING FACILITY FOR THE CARE AND TREATMENT OF ANIMALS AND FOR EDUCATION OF HUMANS REGARDING ANIMALS AND THE ADVANCEMENT OF THE HUMAN-ANIMAL RELATIONSHIP. 15 14 184 1465 1174764 0 2087993 2787046 2239719 2540447 458163 280882 587691 961037 5373566 6569412 9999 2696 0 0 4131578 4026441 0 0 1178495 1890204 2584221 6031781 6613358 -658215 -43946 23955512 24194658 2722444 3247405 21233068 20947253 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 4729064 2696 1611468 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. 4729064 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 0 1 0 0 0 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 33 0 184 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 1 0 X 15 14 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 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 KEN SCHULTZ 1.00 X 0 0 0 CHRIS BREINING 1.00 X 0 0 0 STEVE PELZER 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 265281 0 15000 STEVEN ANDERSON 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 119974 0 0 RENEE RESKO 40.00 X 105424 0 0 490679 0 15000 3 0 1 0 STARRETT CONSTRUCTION 1941-C FRIENDSHIP DR EL CAJON CA 92020 CONTRACTOR 842271 1 95560 2691486 233978 2787046 ANIMAL BOARDING 721310 940476 940476 EQUINE HOSPITAL INCOME 900099 733757 733757 ANIMAL ADOPTIONS 900099 534200 534200 EDUCATION 611600 301610 301610 RIDING 900099 21901 21901 8503 8503 2540447 148276 148276 93147 0 93147 93147 93147 132606 0 132606 132606 132606 693086 95560 390881 302205 302205 172493 94984 77509 77509 VALUE CHANGE OF SPLIT 523000 346588 346588 OTHER 900099 141588 141588 488176 6569412 1865662 1174764 741940 2696 2696 265281 116193 69504 79584 2992969 2314816 243618 434535 72449 54055 6962 11432 458323 341958 44046 72319 237419 177141 22816 37462 12361 9205 79 3077 616704 379707 173221 63776 OPERATING SUPPLIES AND 1095724 856690 129954 109080 OUTSIDE SERVICES 259650 198907 481 60262 OTHER 149922 78846 4002 67074 DONATED GOODS AND SERVI 138418 121616 10498 6304 311442 77234 618 233590 6613358 4729064 705799 1178495 82153 110976 1028567 787441 5548574 5599066 47406 258616 374947 359017 15120 13525 248272 67225 19555368 7621172 1235423 11934196 4313566 4374490 28325 27594 11033159 662512 23955512 24194658 476753 379881 2245691 2867524 2722444 3247405 X 13748143 13503818 5849973 5808483 1634952 1634952 21233068 20947253 23955512 24194658 X -43946 -241869 X X 0 1 1 X 0 X 1723337 3142270 5759350 1866178 2691486 15182621 1723337 3142270 5759350 1866178 2691486 15182621 15182621 612175 385263 50407 680380 280882 2009107 73757 66707 86291 457225 172493 856473 89129 132591 89317 117438 141826 570301 18618502 12808061 0.81550 0.81770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4013954 777841 324826 45383 4421586 4075090 443534 464153 40517 4013954 4251831 18942 42316 201154 36845 4075090 4330180 141117 90501 266176 43791 4251831 0.63000 0.37000 1 0 385000 385000 14873687 4991173 9882514 1330325 1036779 293546 1943679 1272551 671128 1022677 320669 702008 11934196 DEFERRED COMPENSATION AND BENEFITS 65152 ACCRUED PAYROLL 136307 LINE OF CREDIT 2642647 NOTE PAYABLE 19898 SECURITY DEPOSITS 3520 2867524 6569412 6613358 -43946 -241869 -241869 -285815 6419831 -241869 94984 -146885 6566716 2696 2696 6569412 6705646 94984 94984 6610662 2696 2696 6613358 2D COST OF GOODS SOLD $94,984 4B SCHOLARSHIPS $2,696 SPRING FLING 420327 89358 330969 211193 TELETHON 178564 1100 177464 120853 4 189755 5102 184653 58835 788646 95560 693086 390881 390881 302205 X 0 0 X X 0 0 0 0 0 0 0 0 0 MICHAEL M ARMS 265281 0 0 0 0 0 15000 0 0 0 280281 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 RESIDENTIAL REAL ESTATE X 400000 359017 0 1 1 359017 STEVEN ANDERSON DIRECTOR, OFFICER, EMPLOYEE, & SHAREHOLDER OF WTC SERVES ON THE BOARD OF HELEN WOODWARD ANIMAL CENTER. 0 ARLO SORENSEN DIRECTOR OF WTC 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. SERVES ON THE BOARD OF HELEN WOODWARD ANIMAL CENTER. 0 X 2 1315 FAIR MARKET VALUE X 6037 FAIR MARKET VALUE X 42500 40426 FAIR MARKET VALUE X ANIMAL MEDICAL SUPPLIES 75 15575 FAIR MARKET VALUE X OFFICE SUPPLIES 3500 7022 FAIR MARKET VALUE X VARIOUS HORSE EQUIPMENT 250 4334 FAIR MARKET VALUE X VARIOUS 201 1329 FAIR MARKET VALUE X EDUCATION SUPPLIES 5000 4280 FAIR MARKET VALUE X SERVICES 509 4533 FAIR MARKET VALUE X ANIMAL SUPPLIES 15001 13567 FAIR MARKET VALUE X FOOTING 1 40000 FAIR MARKET VALUE 1 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. 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 CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -241,869. FORM 990 PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE OVERSIGHT OR SELECTION PROCESS FROM THE PRIOR YEAR.