2023-05-05T12:50:27-05:00 2022-12-31 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2022-01-01 930386880 OREGON HUMANE SOCIETY OREG 5032857722 1067 NE COLUMBIA BOULEVARD PORTLAND OR 972110364 MARVEITA REDDING CHAIR 5032857722 2023-05-05 MARVEITA REDDING 999009999 0 GARY MCGEE P00743279 5032222515 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SHARON HARMON 1067 NE COLUMBIA BOULEVARD PORTLAND OR 972110364 27601213 0 X WWW.OREGONHUMANE.ORG X 1868 OR THE OREGON HUMANE SOCIETY IS A PRIVATE ANIMAL WELFARE ORGANIZATION, FOUNDED IN 1868 AND INCORPORATED IN 1880, WHOSE MISSION IS CREATING A MORE HUMANE SOCIETY WITH THE VISION OF A WORLD WHERE ALL ANIMALS ARE TREATED WITH COMPASSION, KINDNESS AND RESPECT. OHS IS A STAND-ALONE, NONPROFIT ORGANIZATION, OPERATING IN PORTLAND AND SALEM, OREGON. OHS IS SUPPORTED PRIMARILY BY PRIVATE DONATIONS AND REVENUES GENERATED FROM SERVICES PROVIDED TO CARE AND FIND HOMES FOR HOMELESS ANIMALS, TO INVESTIGATE AND STOP THE ABUSE OF ANIMALS, AND TO EDUCATE THE COMMUNITY ON THE HUMANE TREATMENT OF ALL ANIMALS. NOTABLY, OHS IS NOT AN AFFILIATE OF NATIONAL ANIMAL WELFARE ORGANIZATIONS. 24 24 292 3244 0 0 20939040 22653926 1971837 3340669 765759 664831 380092 255423 24056728 26914849 0 0 0 0 12989773 17712590 282982 419207 3939526 5379364 8362218 18652119 26494015 5404609 420834 103747214 110811037 5655062 7107092 98092152 103703945 X THE OREGON HUMANE SOCIETY ("OHS") IS A PRIVATE ANIMAL WELFARE ORGANIZATION, FOUNDED IN 1868 AND INCORPORATED IN 1880, WHOSE MISSION IS CREATING A MORE HUMANE SOCIETY WITH THE VISION OF A WORLD WHERE ALL ANIMALS ARE TREATED WITH COMPASSION, KINDNESS AND RESPECT. OHS IS A STAND-ALONE, NONPROFIT ORGANIZATION, OPERATING IN PORTLAND AND SALEM, OREGON. OHS IS SUPPORTED PRIMARILY BY PRIVATE DONATIONS AND REVENUES GENERATED FROM SERVICES PROVIDED TO CARE AND FIND HOMES FOR HOMELESS ANIMALS, TO INVESTIGATE AND STOP THE ABUSE OF ANIMALS, AND TO EDUCATE THE COMMUNITY ON THE HUMANE TREATMENT OF ALL ANIMALS. NOTABLY, OHS IS NOT AN AFFILIATE OF NATIONAL ANIMAL WELFARE ORGANIZATIONS. 1 0 13336586 2851884 SHELTERING AND ADOPTIONS - OHS MERGED WITH WILLAMETTE HUMANE SOCIETY ON JULY 1, 2022. THIS EXPANDED OHS'S ABILITY TO PROVIDE SERVICES TO MORE OF OREGON, THE PACIFIC NORTHWEST AND OTHER AREAS OF THE COUNTRY. IN 2022 OHS PLACED 9,825 PETS. THROUGH THE SECOND CHANCE PROGRAM, OHS SAVES MORE LIVES BY ACCEPTING ANIMALS FROM SHELTERS AND ANIMAL CONTROL AGENCIES IN THE PACIFIC NORTHWEST, OREGON, CALIFORNIA, WASHINGTON, TEXAS, HAWAII, NEW MEXICO AND LOUISIANA. THESE SHELTERS OFTEN FACE THE DUAL PROBLEM OF TOO MANY ABANDONED ANIMALS AND TOO FEW ADOPTERS. IN 2022, 5,581 ANIMALS WERE ACCEPTED FROM 61 ORGANIZATIONS.CONTINUTED ON SCHEDULE O.LIVE RELEASE RATES FOR 2022OHS USES LIVE RELEASE RATE (LRR) TO TRACK THE OUTCOME OF ANIMALS THAT ARE BROUGHT INTO ITS SHELTERS. THE LRR ACCURATELY REFLECTS THE MANY OPTIONS FOR PETS THAT COME TO THE SHELTER BESIDES ADOPTION - FOR EXAMPLE, ANIMAL TRANSFERS TO OTHER RESCUE ORGANIZATIONS AND ANIMALS THAT ARE RETURNED TO THEIR OWNERS. LRR DOES NOT INCLUDE END-OF-LIFE SERVICES. *OHS SAVED A TOTAL OF 9,825 ANIMALS *OHS SAVED 2,952 DOGS *OHS SAVED 6,445 CATS *OHS SAVED 428 SMALL ANIMALS *OHS PORTLAND CAMPUS LIVE RELEASE RATE = 97%*OHS SALEM CAMPUS LIVE RELEASE RATE = 93%LENGTH OF STAY FOR 2022OHS CALCULATES THE AVERAGE LENGTH OF STAY ("LOS") BY INCLUDING THE DAY OF ARRIVAL THROUGH THE DAY OF DISPOSITION (ADOPTION, TRANSFER, EUTHANASIA OR RETURN TO OWNER). THE LOS REFLECTS THE ENTIRETY OF THE TIME THE ANIMAL WAS IN THE CARE OF THE ORGANIZATION, INCLUDING STRAY ANIMAL HOLDING PERIODS, TIME IN FOSTER CARE, BEHAVIORAL REHABILITATION, AND PROTECTIVE CUSTODY IN CRIMINAL CASES.*DOG LOS AVERAGED 16 DAYS*CAT LOS AVERAGED 20 DAYSADOPTION OUTREACHBRINGING PETS INTO THE COMMUNITY FOR ADOPTION IS ANOTHER WAY THAT OHS MAINTAINS SUCH A HIGH SAVE RATE. A TOTAL OF 265 ANIMALS FOUND HOMES DIRECTLY THROUGH THIS PROGRAM.MEDICAL SERVICES (SHELTER-OWNED PETS AND PETS FROM OTHER RESCUE GROUPS)DURING THE YEAR ENDED DECEMBER 31, 2022, OHS PERFORMED 9,155 SURGERIES IN THE HOLMAN ANIMAL MEDICAL LEARNING CENTER (THE "AMLC") ON THE PORTLAND CAMPUS, INCLUDING 6,159 SHELTER AND PARTNER SPAY AND NEUTER SURGERIES AND 675 OTHER ESSENTIAL AND EMERGENCY SURGERIES. IN ADDITION, THE AMLC PROVIDED 9,464 MEDICAL EXAMS FOR PETS, AND TAUGHT 100 OREGON STATE UNIVERSITY VETERINARY STUDENTS. ON THE SALEM CAMPUS, OHS PERFORMED 1,431 SURGERIES FOR SHELTER PETS AND PETS FROM OTHER RESCUE GROUPS. THIS INCLUDED 746 SPAYS AND NEUTERS OF COMMUNITY CATS. BEST FRIENDS' CORNEROHS OPERATES A RETAIL STORE LOCATED IN THE LOBBY OF THE PORTLAND SHELTER. THE STORE STOCKS EVERYTHING THAT A NEW ADOPTER MIGHT NEED TO MAKE THEIR NEW PET FEEL AT HOME. IT ALSO HAS NUMEROUS TRAINING BOOKS AND TOOLS TO IMPROVE PET BEHAVIOR HUMANELY AND KEEP THE ANIMAL IN THE HOME.IN 2022:*GROSS SALES: $359,995*NET LOSS: ($60,628)*PERCENTAGE OF OVERALL SALES ATTRIBUTED TO NEW ADOPTER SALES: 70%VOLUNTEERSTHE COMPASSION OF OHS'S VOLUNTEER FORCE CHANGED THE WORLD FOR EACH DOG, CAT, RABBIT, RODENT, OR BIRD THEY HELPED ON A DAILY BASIS. THE LIVES SAVED, THROUGH A KIND WORD, A WALK, A GENTLE TOUCH, A PHOTO TAKEN, OR A NEW TOY, ARE THOSE OF THIS COMMUNITY'S HOMELESS ANIMALS. FOSTER CARE HAS CONTRIBUTED SIGNIFICANT TIME TO OHS'S VOLUNTEER HOURS. DONATING 208,453 HOURS OF SERVICE TO ALL PROGRAMS OFFERED AT OHS IN 2022, VOLUNTEERS PROVIDED SERVICES EQUIVALENT TO 100 FULL-TIME EMPLOYEES.ADULT VOLUNTEERS*TOTAL VOLUNTEER HOURS - 205,508 (NOT INCLUDING FOSTER VOLUNTEER HOURS)*TOTAL NUMBER OF INDIVIDUALS VOLUNTEERING THEIR TIME TO OHS WAS 3,244*VOLUNTEER HOURS AT THE PORTLAND CAMPUS FOR GENERAL CARE, BEHAVIOR, AND ENRICHMENT TOTALED 30,920 (+54%), THIS INCLUDES ANIMAL CARE, ADMISSIONS, MEDICAL, CASCADE STATION, LOCAL EMERGENCY ANIMAL SHELTER (EAS) SUPPORT AND BEHAVIOR AND TRAINING ACTIVITIES*VOLUNTEER HOURS AT THE SALEM CAMPUS FOR GENERAL CARE, TRAINING AND ENRICHMENT TOTALED 6,096*OHS HAD 23 TEAMS DEPLOY IN 2022 TO HELP OTHER AGENCIES FOR EMERGENCY ANIMAL SHELTERING YOUTH AND COMMUNITY GROUPS PROGRAM*INDIVIDUALS WHO PARTICIPATED IN THE YOUTH AND COMMUNITY GROUPS PROGRAM NUMBERED 1,458 (+181%) PROVIDING 8,628 VOLUNTEER HOURS *INDIVIDUAL YOUTH VOLUNTEERS (NOT INCLUDING GROUPS) NUMBERED 105, RESULTING IN 7,275 (+208%) HOURS VOLUNTEERED*GROUPS TOTALED 142 (+230%) VISITS WITH 1,353 (+257%) GROUP VOLUNTEERS AND 3,007 (+261%) HOURS VOLUNTEEREDFOSTER CARE*THERE WERE 628 FOSTER CARE VOLUNTEER FAMILIES, VOLUNTEERING 203,544 HOURS*ANIMALS FOSTERED TOTALED 2,750PRIMARY REASONS FOR FOSTER CARE*THEY WERE TOO YOUNG FOR ADOPTION*THEY WERE NURSING BABY ANIMALS*THEY WERE UNDERWEIGHT OR HAD A MEDICAL CONDITION 1918719 296251 COMMUNITY VETERINARY SERVICES - IN 2022, OHS OFFERED A SERIES OF CLINICS TO THE PUBLIC, PROVIDED MEDICAL SERVICES TO THE WARM SPRINGS RESERVATION, AND OPENED THE NEW COMMUNITY VETERINARY HOSPITAL TO PROVIDE GREATER ACCESS TO VETERINARY CARE FOR PETS OWNED BY THE PUBLIC. DURING THE YEAR ENDED DECEMBER 31, 2022, OHS PROVIDED CARE FOR 268 PETS LIVING ON THE WARM SPRINGS RESERVATION, SERVED 162 PATIENTS THROUGH COMMUNITY CLINICS, HAD 2,490 PATIENT VISITS TO THE NEW HOSPITAL AND DISTRIBUTED MORE THAN $119,000 IN SUBSIDIZED CARE. THESE SERVICES INCLUDED 592 SPAY AND SAVE SURGERIES, 48 DENTISTRY VISITS, 164 URGENT CARE VISITS AND 1,686 OUTPATIENT VISITS. CONTINUED ON SCHEDULE O.ASAP/SPAY & SAVETHE SPAY & SAVE PROGRAM IS OPERATED IN COORDINATION WITH THE ANIMAL SHELTER ALLIANCE OF PORTLAND ("ASAP"), OF WHICH OHS IS A FOUNDING MEMBER. ASAP IS A COALITION OF THE GREATER PORTLAND AREA'S LEADING ANIMAL WELFARE ORGANIZATIONS AND THE VETERINARY COMMUNITY. THE SPAY & SAVE PROGRAM WORKS TO REDUCE THE NUMBER OF CATS AND KITTENS THAT COME INTO PORTLAND-AREA SHELTERS. OVER THE PAST 16 YEARS, THE PORTLAND METROPOLITAN AREA SHELTERS HAVE REDUCED EUTHANASIA IN LOCAL SHELTERS BY A DRAMATIC 91% AND NOW SAVE 95% OF CATS AND DOGS, THANKS TO THE EFFORTS OF ASAP. IN 2022, THE SPAY & SAVE PROGRAM COMPLETED 5,486 SURGERIES, OF WHICH 2,318 WERE PERFORMED BY OHS STAFF. THIS VITAL PROGRAM IS FUNDED ENTIRELY BY PRIVATE DONATIONS.SALEM CAMPUS - COMMUNITY VETERINARY SERVICESOHS PROVIDES MEDICAL SERVICES TO MEMBERS OF THE COMMUNITY AT ITS SALEM CAMPUS. IN 2022, OHS PROVIDED 746 SPAY/NEUTER SURGERIES TO COMMUNITY CATS AND 798 SPAY/NEUTER SURGERIES TO PRIVATELY OWNED PETS. 1902344 124074 COMMUNITY AND EDUCATION SERVICES - EDUCATING THE COMMUNITY AND PROMOTING ANIMALS AND PROGRAMS ARE CRUCIAL TO HELPING OHS ACHIEVE ITS MISSION OF FINDING A HOME FOR EVERY ANIMAL. IN ADDITION TO A VIBRANT EDUCATION DEPARTMENT, OHS'S PUBLIC RELATIONS AND MARKETING DEPARTMENT STRIVES TO PROMOTE HUMANE LESSONS THROUGH THE MEDIA, SPECIAL EVENTS, AND REAL-TIME PHOTOS OF ANIMALS AVAILABLE FOR ADOPTION ON OHS'S WEBSITE.CONTINUED ON SCHEDULE O.IN 2022:*VISITORS TO THE PORTLAND CAMPUS TOTALED 60,671 (ON AVERAGE, 170 PEOPLE VISITED THE OHS PORTLAND CAMPUS EACH DAY - OPEN 357 DAYS)*ADOPTIONS AT THE PORTLAND CAMPUS AVERAGED 24 PER DAY *OHS ISSUED 51 MEDIA RELEASES *OHS WAS MENTIONED OR FEATURED IN 3,437 TELEVISION, RADIO AND WEB NEWS STORIES *OHS HOSTED OR PARTICIPATED IN SIX MAJOR EVENTS *OHS'S MAGAZINE REACHED 36,000 READERS EACH QUARTER*OHS'S WEBSITE AVERAGED 45,000 DAILY VISITORS*THE AVERAGE STAY ON OHS'S WEBSITE WAS 58 SECONDS HUMANE EDUCATIONSOMETIMES THE MOST SIGNIFICANT LESSONS ARE LEARNED NOT BY LISTENING TO A SPEAKER, BUT BY EXPERIENCING WITH THE HEART. IN HUMANE EDUCATION, OHS STRIVES TO REACH THE HEARTS AS WELL AS THE MINDS OF CHILDREN, TEENS, AND ADULTS OHS HAS THE OPPORTUNITY TO MEET. *HUMANE EDUCATION HAD 103,799 POINTS OF IMPACT, INCLUDING 11,598 CHILDREN AND 3,818 ADULTS; OF WHICH 4,588 OF THOSE PEOPLE WERE REACHED WITH VIRTUAL EDUCATION *HUMANE EDUCATION MADE 6 NON-SCHOOL, OFF-SITE PRESENTATIONS REACHING 250 INDIVIDUALS *SCHOOL VISITS INCLUDED 54 SCHOOLS - 8 VIRTUAL VISITS AND 161 CLASSROOMS VISITED WITH 3,465 INDIVIDUALS REACHED *SEVEN WEEKS OF SUMMER CAMP SESSIONS WERE ATTENDED BY 218 CAMPERS WITH 20 VIRTUAL CAMP VIDEO POINTS OF IMPACT*TWELVE AFTER-SCHOOL CLUBS HAD 172 POINTS OF IMPACT*FIVE SPECIAL EVENTS FOR HUMANE EDUCATION REACHED 179 INDIVIDUALS*TWENTY-THREE IN-SHELTER TOURS REACHED 414 INDIVIDUALS 1317748 269512 BEHAVIOR CONSULTATION AND TRAINING - OHS'S BEHAVIOR CONSULTATION AND TRAINING SERVICES ARE SUMMARIZED AS FOLLOWS:*PROVIDED 907 PRIVATE CONSULTATIONS*PUBLIC TRAINING CLASSES OFFERED NUMBERED 731*PEOPLE NUMBERING 2,946 ATTENDED OHS TRAINING CLASSES AND WORKSHOPS*VOLUNTEER TRAININGS TOTALING 42 INCLUDED 302 VOLUNTEERS WHO ATTENDED THOSE TRAININGS*40 DOGS AND 45 CATS WERE HELPED THROUGH THE BEHAVIOR MODIFICATION PROGRAM*40 DOGS AND 43 CATS WERE ADOPTED THROUGH THE BEHAVIOR MODIFICATION PROGRAM*A VOLUME OF 1,804 PHONE CALLS AND EMAILS WERE HANDLED BY THE BEHAVIOR HELP LINE, A FREE SERVICE PROVIDED TO THE COMMUNITY BY OHS*TOP ISSUES FOR CAT OWNERS: RESIDENT PET INCOMPATIBILITY AND LITTER BOX ISSUES*TOP ISSUES FOR DOG OWNERS: LEASH REACTIVITY ISSUES, ANXIOUS/FEARFUL BEHAVIOR, AND DOG/CAT INCOMPATIBILITY 852026 7050 HUMANE LAW ENFORCEMENT AND RESCUE - OHS HAS THREE HUMANE SPECIAL AGENTS WHO ARE COMMISSIONED BY THE SUPERINTENDENT OF OREGON STATE POLICE TO ENFORCE OREGON'S TOUGH ANIMAL CRUELTY LAWS STATEWIDE. OHS HAS OFFICERS IN THE FIELD HANDLING A VARIETY OF ANIMAL WELFARE COMPLAINTS. IN 2022, THERE WERE 3,614 CALLS AND E-MAIL MESSAGES TO OHS'S CRUELTY COMPLAINT LINE AND WEBSITE. HUMANE SPECIAL AGENTS INVESTIGATED 560 NEW CASES OF ANIMAL CRUELTY, LEADING TO 2,239 ANIMALS HELPED, INCLUDING 365 ANIMALS WHO ENTERED THE CARE OF OHS. FIVE INVESTIGATIONS PERFORMED BY HUMANE SPECIAL AGENTS IN 2022 LED TO CRIMINAL CHARGES. THE HUMANE LAW ENFORCEMENT DEPARTMENT ALSO ASSISTED LAW ENFORCEMENT AND SIMILAR AGENCIES 133 TIMES AND PROVIDED 199 VETERINARY FORENSIC SERVICES. OHS'S GOAL IS TO SAVE LIVES AND ENHANCE THE RELATIONSHIP BETWEEN PEOPLE AND THEIR PETS, WHILE ENSURING THAT THE ROUGHLY TWO MILLION PETS IN THE REGION ARE PROTECTED FROM ABUSE OR NEGLECT. RESCUEMANY OHS STAFF AND VOLUNTEER ARE CERTIFIED TECHNICAL RESCUERS AND DISASTER RESPONDERS. *OHS STAFF AND VOLUNTEERS DEPLOYED 23 TIMES TO AID IN EMERGENCY SITUATIONS *THE OHS TECHNICAL RESPONSE TEAM PERFORMED 41 TECHNICAL RESCUES/RESPONSES IN RESPONSE TO CALLS FOR ASSISTANCE. 2169774 276562 19327423 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 85 0 292 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 24 24 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X THE ORGANIZATION 5032857722 1067 NE COLUMBIA BOULEVARD PORTLAND OR 97211 MARVEITA REDDING CHAIR 8.00 X X 0 0 0 DAVID H ANGELI VICE CHAIR 1.00 X X 0 0 0 DR JOHN E GUSTAVSSON SECRETARY 2.00 X X 0 0 0 STEVEN L GISH TREASURER 3.00 X X 0 0 0 DAVE S HANSEN IMMEDIATE PAST CHAIR 1.00 X 0 0 0 STEVE D BLOOM DIRECTOR 1.00 X 0 0 0 TRACY CRANDALL DIRECTOR 1.00 X 0 0 0 REGINALD R EKLUND DIRECTOR 1.00 X 0 0 0 LINDSAY W FORD DIRECTOR 1.00 X 0 0 0 JOHN C GOMEZ DIRECTOR 1.00 X 0 0 0 MARC F GRIGNON DIRECTOR 1.00 X 0 0 0 PETER A JENSEN DIRECTOR 1.00 X 0 0 0 GORDON KEANE DIRECTOR 1.00 X 0 0 0 ADENA LONG DIRECTOR 1.00 X 0 0 0 ROBERT E MACK DVM DACVIM DIRECTOR 1.00 X 0 0 0 ELIZABETH J MEHREN DIRECTOR 1.00 X 0 0 0 PATTI M MILES DIRECTOR 1.00 X 0 0 0 BETTY B NORRIE DIRECTOR 1.00 X 0 0 0 SHAYNA ROGERS DIRECTOR 1.00 X 0 0 0 DIANE ROSENBAUM DIRECTOR 1.00 X 0 0 0 APRIL SANDERSON DIRECTOR 1.00 X 0 0 0 MARY K SLAYTON DIRECTOR 1.00 X 0 0 0 CAROLYN M VOGT DIRECTOR 1.00 X 0 0 0 NANCY TONKIN-ZOUCHA DIRECTOR 1.00 X 0 0 0 SHARON M HARMON PRESIDENT & CEO 40.00 X 324691 0 31450 BRIAN AUGUST CHIEF OPERATING OFFICER 40.00 X 208075 0 25224 JENNIFER BAUMANN VP, DEVELOPMENT & CAPITAL 40.00 X 177090 0 21062 GARY KISH VP, LEGACY GIFTS 40.00 X 174090 0 21882 DEBRA RILLING VP, FINANCE 40.00 X 173227 0 21414 DR STEPHEN KOCHIS CHIEF MEDICAL OFFICER 40.00 X 161596 0 15963 CHASE PATTERSON VP, SHELTER OPERATIONS 40.00 X 152204 0 9763 1370973 0 146758 19 0 1 0 LEASE CRUTCHER LEWIS LLC 550 SW 12TH AVENUE PORTLAND OR 97205 CONSTRUCTION SERVICES 16059905 SEA REACH LTD 146 NE YAMHILL STREET SHERIDAN OR 97378 SIGNAGE DESIGN AND FABRICATION 475326 SCOTT EDWARDS ARCHITECTURE 2525 E BURNSIDE STREET PORTLAND OR 97214 ARCHITECTURAL SERVICES 437915 DVCANVASS LLC 1576 SHERMAN STREET STE 208 DENVER CO 80203 FUNDRAISING SERVICE 331545 MOREL INK HOLDINGS 4824 NE 42ND AVENUE PORTLAND OR 97218 PROMOTIONAL PRODUCTS & PRINTING 268375 11 1458772 21195154 1725603 22653926 PROGRAM SERVICE FEES 900099 3340669 3340669 3340669 649124 649124 508848 0 508848 508848 508848 15707 0 15707 15707 15707 60240 1458772 544176 -483936 -483936 350290 142188 208102 208102 OTHER 900099 22409 22409 22409 26914849 3548771 0 712152 589440 304911 219442 65087 195972 195972 13706827 9531180 2536591 1639056 690431 448862 173511 68058 1417821 904500 358204 155117 1112099 703402 281033 127664 68560 49 37454 31057 94884 94884 40897 40897 419207 419207 516223 54922 461301 587706 155151 432555 608391 6676 227712 374003 867929 1128 866801 516381 29979 484738 1664 197315 91035 97609 8671 1194126 1132326 28851 32949 302029 44501 257528 PROGRAM SUPPLIES 1852723 1847534 3543 1646 REPAIRS & MAINTENANCE 728759 21960 706799 OTHER 417087 115288 288526 13273 BANK FEES 265682 150261 11024 104397 103526 3783758 -3949382 269150 26494015 19327423 3227066 3939526 2018326 3128074 16877399 1728041 5562792 4838175 19271 70876 1741590 1494739 93427 118882 792772 548399 73548240 12147462 34170355 61400778 39847720 34232535 2623562 3250538 103747214 110811037 3265653 4553667 200000 2389409 2353425 5655062 7107092 X 68937860 89523140 29154292 14180805 98092152 103703945 103747214 110811037 X 420834 -6239508 11430467 X 0 1 X 1 0 X 23717948 18795812 18941943 20939040 22653926 105048669 23717948 18795812 18941943 20939040 22653926 105048669 4823323 100225346 1102481 1400367 1186047 1245765 1157972 6092632 22876 125463 14633 15864 22409 201245 111342546 15817283 0.90020 0.86960 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 22,876. 2019 AMOUNT: $ 125,463. 2020 AMOUNT: $ 14,633. 2021 AMOUNT: $ 15,864. 2022 AMOUNT: $ 22,409. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40897 40897 22513592 22554489 1000000 250000 0 0 922675 896739 930633 1000000 3750047 5625071 37400 40800 40800 40897 159897 230669 224185 232658 250000 937512 1406268 20061379 1785051 -3082472 810314 17953644 20502628 1834854 2109144 4385247 20061379 18189307 607566 2898510 1192755 20502628 13976680 1924199 2916994 628566 18189307 14011900 1446946 -852366 629800 13976680 0.58389 0.41611 1 0 10778205 10778205 54975961 8968865 46007096 4967617 1977281 2990336 2826457 1201316 1625141 61400778 CHARITABLE GIFT ANNUITIES 728019 DEFERRED COMPENSATION 1625406 2353425 32158681 -6239508 52873 11430467 5243832 26914849 0 26914849 26546888 52873 52873 26494015 0 26494015 PART V, LINE 4: DONOR RESTRICTED AND BOARD DESIGNATED FUNDS ARE HELD FOR LONG TERM INVESTMENT. THE ORGANIZATION'S GOAL IS TO CONTINUE TO GROW THE ENDOWMENT TO SUPPORT FUTURE OPERATIONS. THE ENDOWMENT IS MANAGED SIMILAR TO A FOUNDATION. ALTHOUGH MOST FOUNDATIONS DISTRIBUTE 5% ANNUALLY TO SUPPORT PROGRAMS, THE ORGANIZATION USES A RATE OF 4.5% TO PROMOTE THE GROWTH OF THE FUNDS AS WELL AS THE PRESERVATION OF PRINCIPAL WHILE CONTINUING DISTRIBUTIONS TO SUPPORT PROGRAMS. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET CHANGE IN VALUE OF LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS -24,417. NET CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUSTS -160,174. CONTRIBUTION OF RESIDUAL NET ASSETS OF THE WILLAMETTE HUMANE SOCIETY 11,615,058. X X X X X X X 1 ONE & ALL 2 N LAKE SUITE 700 PASADENA CA 91101 FUNDRAISING STRATEGY 0 0 87662 0 DVCANVASS LLC 11710 PLAZA AMERICA DRIVE SUITE 20 RESTON VA 20190 FUNDRAISING 0 0 331545 0 419207 OR WA DOGGIE DASH 610070 601595 8475 12984 282450 TAIL WAG 399720 366870 32850 7750 37945 360 101593 9 509222 490307 18915 2220 9809 650 88415 1519012 1458772 60240 22954 47754 1010 472458 544176 -483936 X 1 1 X X X X 0 1 0 0 0 0 0 1 0 SHARON M HARMON PRESIDENT & CEO 270099 0 54592 0 0 0 20387 0 11063 0 356141 0 0 0 BRIAN AUGUST CHIEF OPERATING OFFICER 193075 0 15000 0 0 0 16234 0 8990 0 233299 0 0 0 JENNIFER BAUMANN VP, DEVELOPMENT & CAPITAL 169590 0 7500 0 0 0 12210 0 8852 0 198152 0 0 0 GARY KISH VP, LEGACY GIFTS 166590 0 7500 0 0 0 13030 0 8852 0 195972 0 0 0 DEBRA RILLING VP, FINANCE 165727 0 7500 0 0 0 12590 0 8824 0 194641 0 0 0 DR STEPHEN KOCHIS CHIEF MEDICAL OFFICER 154096 0 7500 0 0 0 11918 0 4045 0 177559 0 0 0 CHASE PATTERSON VP, SHELTER OPERATIONS 144704 0 7500 0 0 0 9079 0 684 0 161967 0 0 0 PART I, LINE 1A OHS PAYS FOR SHARON HARMON'S MEMBERSHIP AT THE ARLINGTON CLUB, WHICH IS USED EXCLUSIVELY FOR OHS BUSINESS. OHS USES THE CLUB SEVERAL TIMES A MONTH FOR VARIOUS BOARD COMMITTEE MEETINGS. THE CAPITAL CABINET MEETS MONTHLY AND THE NOMINATING COMMITTEE MEETS BI-MONTHLY AT THE ARLINGTON CLUB. SHARON ALSO CONDUCTS DONOR MEETINGS AND OTHER PROFESSIONAL MEETINGS AT THE CLUB AS ITS CENTRAL DOWNTOWN LOCATION IS EASIER FOR MANY OF OUR WORKING BOARD MEMBERS. THE ARLINGTON CLUB MEMBERSHIP ALSO ALLOWS FOR DONOR PROSPECTING FOR OHS. PART I, LINE 4B OHS SHALL PROVIDE CERTAIN EXECUTIVES WITH THE FOLLOWING EXECUTIVE-LEVEL BENEFITS: (I) EXECUTIVE WILL BE PERMITTED TO MAKE ELECTIONS TO CONTRIBUTE INTO THE OREGON HUMANE SOCIETY KEY EXECUTIVES' 457(B) DEFERRED COMPENSATION PLAN. PARTICIPATION IN THAT PLAN WILL BE GOVERNED BY THE PLAN'S OPERATING DOCUMENTS, AS MAY BE AMENDED FROM TIME TO TIME. (II) THE PRESIDENT & CEO CONTINUES TO HAVE DEFERRED COMPENSATION BENEFITS IN THE FOLLOWING ARRANGEMENTS, INTO WHICH NO ADDITIONAL AMOUNTS MAY BE DEFERRED: (A) DEFERRED COMPENSATION AGREEMENT DATED DECEMBER 22, 1993; AND (B) OREGON HUMANE SOCIETY DEFERRED COMPENSATION PLAN DATED OCTOBER 4, 2005. PART I, LINE 7 DISCRETIONARY BONUSES. IN ADDITION TO BASE SALARY, THE BOARD IN ITS SOLE AND EXCLUSIVE DISCRETION MAY AWARD TO THE PRESIDENT & CEO: (A) PERFORMANCE BONUSES. AN ANNUAL PERFORMANCE BONUS ("PERFORMANCE BONUS") IN A DISCRETIONARY AMOUNT TO REWARD THE PRESIDENT & CEO FOR PROVIDING EXEMPLARY SERVICE TO OHS. THIS PERFORMANCE BONUS, IF AWARDED, WILL BE IN AMOUNT UP TO 15% OF THE BASE SALARY IN EFFECT DURING THE CONTRACT YEAR ON WHICH IT IS BASED. FOR EXAMPLE, THE MAXIMUM PERFORMANCE BONUS PAYABLE TO THE PRESIDENT & CEO BASED ON HER PERFORMANCE IN THE 2022 CONTRACT YEAR IS $42,786 (=15% X $285,243 (PRESIDENT & CEO'S BASE SALARY IN EFFECT FOR THE 2022 CONTRACT YEAR)). (B) SUPPLEMENTAL BONUSES. A SUPPLEMENTAL ANNUAL BONUS (THE "SUPPLEMENTAL BONUS") TO REWARD THE PRESIDENT & CEO FOR HER SUCCESSFUL EFFORTS RELATING TO SPECIAL PROJECTS, INCLUDING BUT NOT NECESSARILY LIMITED TO THE NEW ROAD AHEAD PROJECT, IN A DISCRETIONARY AMOUNT NOT TO EXCEED: (A) FOR THE 2022 CONTRACT YEAR, 6.5% OF THE PRESIDENT & CEO'S 2022 BASE SALARY (I.E., UP TO $18,541), AND SO ON FOR EACH OF THE YEARS OF THE CONTRACT. IN ADDITION, OTHER LISTED INDIVIDUALS RECEIVED A DISCRETIONARY BONUS AS AWARDED BY THE PRESIDENT & CEO. GARY KISH VP LEGACY GIFTS STRAT MS. HARMON'S FORMER SPOUSE 195972 COMPENSATION AND BENEFITS 0 X 696 740071 SALES PRICE/COMPARABLE X 25 153808 SALES PRICE X SUPPLIES 70152 780619 FMV X SPECIAL EVENTS SUPPLIES 53 51105 FMV 0 1 1 PART I, COLUMN (B): COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: THE ORGANIZATION WORKS WITH A TOWING COMPANY TO SELL VEHICLES DONATED TO THE ORGANIZATION. FORM 990, PART III, LINE 2 IN 2022, OHS COMPLETED ITS AMBITIOUS NEW ROAD AHEAD PROJECT, OPENING ITS NEW BUILDINGS, INCLUDING THE COMMUNITY VETERINARY HOSPITAL, THE BEHAVIOR REHABILITATION AND RESCUE CENTER, AND THE ANIMAL CRIMES FORENSIC CENTER. IN ADDITION, OHS MERGED WITH WILLAMETTE HUMANE SOCIETY ON JULY 1, 2022. AS A RESULT OF THE OPENING OF THE NEW BUILDINGS AND INTEGRATING A NEW CAMPUS IN SALEM, OHS HAS REORGANIZED ITS FUNCTIONAL DEPARTMENTS TO BETTER REFLECT THE SERVICES AND SUPPORT THAT THE ORGANIZATION OFFERS TO THE COMMUNITY. FORM 990, PART VI, SECTION A, LINE 2 THE PRESIDENT & CEO AND VICE PRESIDENT, LEGACY GIFTS AND STRATEGIC INITIATIVES HAD A FAMILY RELATIONSHIP. THE VICE PRESIDENT, LEGACY GIFTS AND STRATEGIC INITIATIVES REPORTS TO THE CHIEF OPERATING OFFICER. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE DISCUSSES THE DRAFT FORM 990 PRIOR TO FILING. A COPY IS THEN SENT TO EACH MEMBER OF THE FULL BOARD FOR COMMENT AT THE NEXT REGULARLY SCHEDULED BOARD MEETING BEFORE FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS COMPLETE AND SIGN AN ANNUAL DISCLOSURE STATEMENT. ALL SIGNIFICANT EXPENSES AND CONTRACTS REQUIRE A MINIMUM OF THREE BIDS. ANY BOARD MEMBER WITH A POTENTIAL CONFLICT WOULD BE RECUSED FROM THE SELECTION PROCESS. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT & CEO'S COMPENSATION IS FIXED BY CONTRACT. THE ORGANIZATION BENCHMARKS COMPENSATION INFORMATION FROM A VARIETY OF SOURCES, INCLUDING ANIMAL SHELTERS THROUGHOUT THE UNITED STATES. THE COMPENSATION COMMITTEE IN PARTNERSHIP WITH THE VP - PEOPLE & CULTURE MAKES RECOMMENDATIONS FOR THE PRESIDENT & CEO'S COMPENSATION TO THE EXECUTIVE COMMITTEE. IMPORTANT FACTORS THAT ARE CONSIDERED INCLUDE PERFORMANCE METRICS SET BY THE COMMITTEE RELATED TO MISSION BASED ACCOMPLISHMENTS. AFTER APPROVAL BY THE EXECUTIVE COMMITTEE, THE BOARD CHAIR SIGNS THE CONTRACT WITH THE PRESIDENT & CEO, ON BEHALF OF THE BOARD OF DIRECTORS UPON APPROVAL BY THE BOARD. IN 2022, THE VP - PEOPLE & CULTURE COMPLETED A MARKET SALARY REVIEW OF CEO POSITION. THE COMPENSATION COMMITTEE NEGOTIATED A CONTRACT WITH CEO. A 4 YEAR CONTRACT THAT ENDED 12/31/22 WAS RENEWED FOR A 4-YEAR TERM THAT ENDS ON 12/31/26; LEGAL COUNSEL WAS UTILIZED TO PREPARE THE CONTRACT. THE ORGANIZATION REVIEWS OVERALL COMPENSATION STRATEGY FOR ALL EMPLOYEES. BASED ON MARKET SALARY INFORMATION, THE ORGANIZATION ESTABLISHES COMPETITIVE SALARY RANGES FOR ALL EMPLOYEES, INCLUDING THE EXECUTIVE TEAM. ALL SALARIES ARE APPROVED BY THE VP, PEOPLE & CULTURE, WITHIN THE APPROVED RANGES. THE FINANCE COMMITTEE AND BOARD APPROVE COMPENSATION IN CONJUNCTION WITH THE ANNUAL BUDGET APPROVAL. ALL EMPLOYEES ARE GIVEN ANNUAL PERFORMANCE REVIEWS; DOCUMENTATION IS MAINTAINED IN EACH EMPLOYEE'S PERSONNEL FILE. IN 2022, VP - PEOPLE & CULTURE ENLISTED AN OUTSIDE CONSULTANT TO CREATE NEW SALARY BANDS AND STRUCTURE FOR ALL POSITIONS AT OHS. AS PART OF THE PROCESS, OHS REACHED OUT TO NONPROFITS AND OTHER ORGANIZATIONS THAT HAD SIMILAR OFFICER AND KEY EMPLOYEE ROLES TO CREATE A COMPETITIVE SALARY STRUCTURE. THE PEOPLE & CULTURE TEAM WORKS WITH AN OUTSIDE CONSULTANT TO REVIEW BANDS AND ENSURE THEY REMAIN COMPETITIVE FOR ATTRACTING AND RETAINING TALENT. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. FINANCIAL INFORMATION IS ALSO PUBLISHED IN THE ANNUAL REPORT. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: NET CHANGE IN VALUE OF LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS -24,417. NET CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUSTS -160,174. CONTRIBUTION OF RESIDUAL NET ASSETS OF THE WILLAMETTE HUMANE SOCIETY 11,615,058.