2011-11-15T18:39:58-06:00 2010-12-31 CONSIDINE & CONSIDINE 1501 FIFTH AVENUE SUITE 400 SAN DIEGO CA 921013297 990 2010-01-01 237228287 HELEN WOODWARD ANIMAL CENTER HELE 8587564117 PO BOX 64 RANCHO SANTA FE CA 92067 MICHAEL M ARMS 8587564117 2011-11-14 1 TED CONSIDINE 6192311977 2011-11-14 2010 2016-03-07 17:11:31Z MICHAEL M ARMS PO BOX 64 RANCHO SANTA FE CA 92067 5915973 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. 12 0 104 1223 1351564 -60575 5730057 2087993 2305033 2239719 218371 458163 -1803895 587691 6449566 5373566 11281 9999 0 0 4124170 4131578 0 0 1097652 2159036 1890204 6294487 6031781 155079 -658215 22456112 23955512 789916 2722444 21666196 21233068 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 4486855 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. 4486855 1 1 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 42 0 1 104 1 1 1 0 0 0 1 1 1 1 0 1 1 0 1 0 X 12 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 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 MICHAEL M ARMS 40.00 X X 258014 0 12000 ARLO G SORENSEN 1.00 X 0 0 0 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 X 115455 0 0 RENEE RESKO 40.00 X X 101989 0 0 475458 0 12000 3 0 1 0 STARRETT CONSTRUCTION 1941-C FRIENDSHIP DR EL CAJON CA 92020 CONTRACTOR 5052317 REC SOLAR 6370 NANCY RIDGE DRSUITE 110 SAN DIEGO CA 92121 CONTRACTOR 379890 TUCKER SADLER 401 B STREET SUITE 1600 SAN DIEGO CA 92101 ARCHITECTURAL DESIGN 138218 3 138225 1949768 83590 2087993 ANIMAL BOARDING 721310 816373 816373 ANIMAL ADOPTIONS 900099 531152 531152 EQUINE HOSPITAL INCOME 900099 529952 529952 EDUCATION 611600 309308 309308 RIDING 900099 52934 52934 2239719 447969 447969 72521 72521 72521 72521 10194 10194 10194 10194 762728 138225 443727 319001 319001 185902 98680 87222 87222 OTHER 900099 117438 117438 VALUE CHANGE OF SPLIT 523000 16509 16509 IMPAIRMENT OF PLEDGE R 900099 -25000 -25000 108947 5373566 1525978 1351564 408031 9999 9999 475458 366104 28527 80827 2990086 2244607 232640 512839 411649 309804 30992 70853 254385 191448 19152 43785 18354 10162 3769 4423 280968 263433 14927 2608 OPERATING SUPPLIES AND 951141 841893 71676 37572 OTHER 193586 71011 40192 82383 OUTSIDE SERVICES 133673 83474 29 50170 PRINTING AND POSTAGE 120928 30560 28 90340 CAPITAL CAMPAIGN EXPENS 79800 0 0 79800 111754 64360 5342 42052 6031781 4486855 447274 1097652 171507 191717 4608148 919005 6235920 5548574 80600 47406 388570 374947 12703 15120 37692 248272 8239887 7004466 1358474 1235421 4025929 4313566 243947 28325 5292622 11033159 22456112 23955512 566343 481523 223573 2240921 789916 2722444 X 9927412 13748143 10103832 5849973 1634952 1634952 21666196 21233068 22456112 23955512 X -658215 225087 X 0 1 1 X 0 X 2637386 1723337 3142270 5759350 1866178 15128521 2637386 1723337 3142270 5759350 1866178 15128521 15128521 418189 612175 385263 50407 680380 2146414 54947 73757 66707 86291 457225 738927 58911 89129 132591 89317 117438 487386 18501248 11545090 0.81770 0.86720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4075090 0 443534 464153 40517 4013954 4251831 18942 42316 201154 36845 4075090 4330180 141117 90501 266176 43791 4251831 0.62000 0.38000 0.00000 1 0 385000 385000 7854887 7004466 850421 1235421 CONSTRUCTION IN PROGRESS 10116459 LIFE INSURANCE PREMIUM ACCOUNT 916700 11033159 DEFERRED COMPENSATION AND BENEFITS 86401 ACCRUED PAYROLL 139647 LINE OF CREDIT 1990000 NOTE PAYABLE 24873 2240921 5373566 6031781 -658215 225087 225087 -433128 5687334 225087 98680 323767 5363567 9999 9999 5373566 6120462 98680 98680 6021782 9999 9999 6031781 2D COST OF GOODS SOLD $98,680 4B SCHOLARSHIP $9,999 SPRING FLING 540257 125000 415257 252733 TELETHON 179733 250 179483 126931 3 180962 12975 167987 64063 900952 138225 762727 443727 443727 319000 1 RIDING AND EDUCATION 26 9999 X X 0 0 0 0 0 0 0 0 0 MICHAEL M ARMS 258014 0 0 0 0 0 12000 0 0 0 270014 0 0 0 MICHAEL ARMS RESIDENTIAL REAL ESTATE X 400000 374947 0 1 1 374947 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 19636 FAIR MARKET VALUE X ANIMAL SUPPLIES 8286 FAIR MARKET VALUE X CPU & OFFICE SUPPLIES 7658 FAIR MARKET VALUE X VARIOUS HORSE EQUIPMENT 4732 FAIR MARKET VALUE X MISC. SUPPLIES 40037 FAIR MARKET VALUE X EDUCATION SUPPLIES 1091 FAIR MARKET VALUE X SERVICES 2150 FAIR MARKET VALUE 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 GAINS ON INVESTMENTS: 225,087.