2026-04-28T09:25:23-07:00 2025-12-31 463057681 Amatics CPA Group 45 Discovery Drive Bozeman MT 59718 990 2025-01-01 237375919 HEART OF THE VALLEY INC HEAR 4063889399 PO BOX 11390 BOZEMAN MT 59719 ABBEY BEADLE President 2026-04-28 true MORGAN SCARR P00747394 4064041925 2025 2025-03-06 01:10:19Z ABBEY BEADLE PO BOX 11390 BOZEMAN MT 59719 3110954 false X WWW.HEARTOFTHEVALLEYSHELTER.ORG X 1973 MT TO COMPASSIONATELY SHELTER THE LOST AND SURRENDERED PETS OF GALLATIN AND MADISON VALLEYS, AND TO ENHANCE THE LIVES OF PEOPLE AND COMPANION ANIMALS THROUGH PET ADOPTION AND EDUCATION. 12 12 47 698 0 1420352 2153525 488424 535514 275591 360940 -18517 1417 2165850 3051396 0 0 1543208 1663896 0 363925 799677 764128 2342885 2428024 -177035 623372 11748881 13168758 181726 183151 11567155 12985607 TO COMPASSIONATELY SHELTER THE LOST AND SURRENDERED PETS OF GALLATIN AND MADISON VALLEYS, AND TO ENHANCE THE LIVES OF PEOPLE AND COMPANION ANIMALS THROUGH PET ADOPTION AND EDUCATION. false false 1915810 535514 TO CREATE A HUMANE COMMUNITY BY SHELTERING AND SECURING NEW HOMES FOR LOST AND SURRENDERED COMPANION ANIMALS; HELP CONTROL PET OVERPOPULATION; ENCOURAGING POSITIVE PET OWNERSHIP THROUGH HUMANE EDUCATION AND TRAINING; PROMOTING BEST PRACTICES IN SHELTER OPERATIONS AND MEDICINE; SERVING AS A COMMUNITY RESOURCE ON ANIMAL WELFARE ISSUES. 1915810 true true false false false false false false false true true false false false false false true false false false false false false false true false false false false true false false false false false false false false true false false false false false false false false true 11 0 true 47 true false false false false false true true false 0 false false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true true false X X MARLA CAULK 4063889399 1549 E CAMERON BRIDGE RD BOZEMAN MT 59715 MARLA CAULK Executive Dir. 40.00 0.00 X 149058 0 5896 CORY PULFREY Director 1.00 0.00 X 0 0 0 MALLORY LOPEZ Director 1.00 0.00 X 0 0 0 LISA GANN Director 1.00 0.00 X 0 0 0 SHAUNA DECKERT Director 1.00 0.00 X 0 0 0 GORDON HARDAWAY Director 1.00 0.00 X 0 0 0 LAURA JERMYN Secretary 1.00 0.00 X X 0 0 0 STEVE BLACKMORE Vice President 1.00 0.00 X X 0 0 0 KEVIN PANCICH Director 1.00 0.00 X 0 0 0 KRISTIN SHERWOOD Director 1.00 0.00 X 0 0 0 BRAD LUDFORD Treasurer 1.00 0.00 X X 0 0 0 CAROLYN WILLIAMS Director 1.00 0.00 X 0 0 0 ABBEY BEADLE President 1.00 0.00 X X 0 0 0 149058 5896 1 false true false 0 456180 1697345 88613 2153525 ADOPTION FEES 900099 198607 198607 ANIMAL CONTROL 900099 234794 234794 DAY CAMP INCOME 900099 44095 44095 RECLAIM FEES 900099 14230 14230 SHELTER SERVICES OTHER 900099 43788 43788 535514 360940 360940 0 0 0 0 35350 456180 55632 -20282 -20282 0 25625 3926 21699 21699 0 3051396 535514 362357 0 0 0 0 149057 104340 44717 0 1286305 1019244 20514 246547 34985 27386 1590 6009 80303 62861 3649 13793 113246 88647 5147 19452 0 0 81308 4028 60173 17107 0 0 0 0 590 590 51224 26061 5522 19641 8279 6336 1559 384 0 115818 112438 1127 2253 2703 2622 27 54 0 0 0 0 188494 182839 1885 3770 39313 37046 599 1668 VETERINARY EXPENSES 116028 93927 22101 ANIMAL CARE 101861 101861 STAFF DEVELOPMENT 15895 7401 423 8071 MISC EXPENSE 12172 11600 572 30443 27173 785 2485 2428024 1915810 148289 363925 63831 114605 235272 229668 52000 10000 40377 36809 0 0 0 1632 11944 7020 8576 6081562 2782467 3307146 3299095 8041603 9458061 0 0 0 0 11748881 13168758 181726 183151 181726 183151 X 6850648 7673712 4716507 5311895 11567155 12985607 11748881 13168758 623372 832341 -37261 X X false true X true false X 1397272 1923131 1685410 1420355 2153525 8579693 0 0 1397272 1923131 1685410 1420355 2153525 8579693 919337 7660356 338214 159374 240418 275591 360941 1374538 0 528 688 809 2049 4074 9958305 2610918 0.76920 0.87790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8105981 674993 1155198 469362 9466810 7576050 102224 638858 211151 8105981 6592971 918212 99137 34269 7576051 6679708 900000 -954973 31764 6592971 5715914 205432 785032 26670 6679708 0.45000 0.25000 0.30000 true false false 250000 250000 4640697 2083930 2556767 271740 240877 30863 919125 457660 461465 3299095 3934898 832341 32789 18372 883502 3051396 3051396 2516446 32789 55633 88422 2428024 2428024 Part V, Line 4: Intended uses of the endowment fund. THE INTENTION OF THE ENDOWMENT FUNDS IS TO GENERATE INVESTMENT INCOME TO FUND CONTINUED OPERATION AND MAINTENANCE OF THE SHELTER. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 EVENT EXP NETTED WITH REVENUES $55633 INVESTMENT EXPENSES $-37261 Part XII, Line 2d: Other expenses and losses per audited F/S EVENT EXPS NETTED WITH REVENUES $55633 false DOG BALL 389095 353530 35565 51239 MISC EVENTS 92142 92142 749 1 10293 10508 -215 3644 491530 456180 35350 55632 55632 -20282 X X false false false false false false false false false MARLA CAULK Executive Dir. 132058 17000 4463 1433 154954 X 8 48628 FMV ANIMAL CARE EXP 31120 FMV EVENT EXP 1069 FMV PROFESSIONAL FE 828 FMV VETERINARY EXP 108 FMV DONATED ASSETS 6860 FMV false false false Form 990, Part VI, Section B, Line 11b 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 ARE UPDATED ANNUALLY AT THE ANNUAL BOARD MEETING. ANY REPORTED CONFLICTS ARE REPORTED TO THE BOARD. Form 990, Part VI, Section B, Line 15a THE EXECUTIVE DIRECTOR'S SALARY WAS ESTABLISHED BY THE BOARD OF DIRECTORS USING COMPARABLE DATA FROM SIMILAR ORGANIZATIONS. SALARY RANGES FOR ALL OTHER POSITIONS ARE ESTABLISHED USING COMPARABLE DATA AND ARE APPROVED BY THE BOARD THROUGH THE BUDGET PROCESS. Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. Form 990, Part XII, 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.