2023-11-14T19:26:52-05:00 2022-12-31 208019714 JDS PROFESSIONAL GROUP 10303 E DRY CREEK RD STE 400 ENGLEWOOD CO 80112 990 2022-01-01 840152768 THE HUMANE SOCIETY OF BOULDER VALLEY INC HUMA 3034424030 2323 55TH ST BOULDER CO 80301 REBEKAH RAY DIR OF FINANCE 3034424030 2023-11-10 true STEPHEN METZGER 999009999 false LORI B BAUER CPA P01260252 3037710123 2023-11-14 2022 2023-04-26 12:10:37Z JANICE MCHUGH-SMITH 2323 55TH ST BOULDER CO 80301 14695776 false X WWW.BOULDERHUMANE.ORG X 1902 CO OUR MISSION: TO PROTECT AND ENHANCE THE LIVES OF COMPANION ANIMALS BY PROMOTING HEALTHY RELATIONSHIPS BETWEEN PETS AND PEOPLE. HSBV IS AN OPEN ADMISSION, SOCIALLY CONSCIOUS SHELTER. HSBV PROVIDES SAFETY NET SERVICES, COMPREHENSIVE ADOPTION MATCHING FOR FAMILIES AND HOMELESS PETS, FOLLOW-UP SUPPORT, AND EDUCATION FOR ADOPTERS. OUR TRAINING AND BEHAVIOR TEAM OFFERS PERSONAL CONSULTATIONS, TRAINING CLASSES, AND WORKSHOPS TO EDUCATE AND COUNSEL PET GUARDIANS TO SUPPORT KEEPING ANIMALS IN THEIR HOMES. BEHAVIOR AND HEALTH STAFF EVALUATE ANIMALS TO ASSESS AND MEET THE ANIMALS' MEDICAL AND BEHAVIORAL NEEDS IN OUR SHELTER; MORE THAN 800 ANIMALS BENEFITED FROM BEHAVIOR MODIFICATION TO PREPARE THEM FOR ADOPTION. 11 11 150 300 1608927 4497592 5160352 3334177 3002689 900653 -397699 -8617 3510 8723805 7768852 0 0 4299279 4716666 144063 91875 537562 2066496 1999329 6509838 6807870 2213967 960982 17648880 17364527 607436 621231 17041444 16743296 X OUR MISSION: TO PROTECT AND ENHANCE THE LIVES OF COMPANION ANIMALS BY PROMOTING HEALTHY RELATIONSHIPS BETWEEN PETS AND PEOPLE. HSBV IS AN OPEN ADMISSION, SOCIALLY CONSCIOUS SHELTER. HSBV PROVIDES SAFETY NET SERVICES, COMPREHENSIVE ADOPTION MATCHING FOR FAMILIES AND HOMELESS PETS, FOLLOW-UP SUPPORT, AND EDUCATION FOR ADOPTERS. OUR TRAINING AND BEHAVIOR TEAM OFFERS PERSONAL CONSULTATIONS, TRAINING CLASSES, AND WORKSHOPS TO EDUCATE AND COUNSEL PET GUARDIANS TO SUPPORT KEEPING ANIMALS IN THEIR HOMES. BEHAVIOR AND HEALTH STAFF EVALUATE ANIMALS TO ASSESS AND MEET THE ANIMALS' MEDICAL AND BEHAVIORAL NEEDS IN OUR SHELTER; MORE THAN 800 ANIMALS BENEFITED FROM BEHAVIOR MODIFICATION TO PREPARE THEM FOR ADOPTION. false false 2880012 1234416 SHELTER, BEHAVIOR & TRAINING: THE HSBV SHELTER AND OPERATIONS PROGRAM STRIVES TO CULTIVATE A HUMANE COMMUNITY FOR ANIMALS AND PEOPLE THROUGH INNOVATION, COLLABORATION, AND THE DELIVERY OF COMPREHENSIVE RESOURCES, SUPPORT, AND KNOWLEDGE. THIS PROGRAM PROVIDES SHELTER AND CARE FOR HOMELESS ANIMALS, SAFETY NET SERVICES, ADOPTION SERVICES, LOST AND FOUND PET SERVICES, GUARDIAN REQUESTED EUTHANASIA FOR ELDERLY OR SICK PETS, BEHAVIOR MODIFICATION FOR SHELTER ANIMALS AND PET TRAINING TO THE PUBLIC, AND COORDINATION OF VOLUNTEERS. IN 2022, OUR SHELTER HAD 5,037 INCOMING COMPANION ANIMALS, INCLUDING 144 GUARDIAN REQUESTED EUTHANASIA. WE ADOPTED 3,390 PETS TO NEW HOMES, AND 751 PETS WERE RECLAIMED BY THEIR GUARDIAN. 238 SHELTER ANIMALS WERE EUTHANIZED DUE TO SEVERE INJURY, ILLNESS, OR BEHAVIOR ISSUES. OUR TRAINING AND BEHAVIOR DEPARTMENT SERVED CLIENTS TAKING A TRAINING CLASS, PRIVATE CONSULTATION, AND PUPPY DROP-OFF TRAINING. THE DEPARTMENT REHABILITATED 845 DOGS AND CATS THROUGH ITS BEHAVIOR MODIFICATION PROGRAM. VOLUNTEERS CONTRIBUTED 39,020 HOURS CARING FOR HOMELESS ANIMALS, THE EQUIVALENT OF 19 FULL-TIME EMPLOYEES. HSBV'S SAFETY NET SERVICES PROVIDE FREE PET BOARDING FOR VICTIMS OF DISASTER OR DOMESTIC VIOLENCE, OR WHEN HOSPITALIZED OR UNHOMED, AS WELL AS FREE PET FOOD AND DISCOUNTED VETERINARY CARE AND BEHAVIOR AND TRAINING SERVICES. 2706371 1768273 VETERINARY HOSPITAL: THIS PROGRAM PROVIDES MEDICAL CARE AND SPAY/NEUTER SURGERIES FOR SHELTER ANIMALS AND GENERAL VETERINARY CARE TO THE PUBLIC. WE PROVIDE SUBSIDIZED VETERINARY CARE TO THE PUBLIC ON AN INCOME BASED DISCOUNT PROGRAM AND NON-INCOME BASED SUBSIDIES FOR URGENT MEDICAL CARE WHEN GUARDIANS CANNOT AFFORD EMERGENCY VETERINARY CARE. IN 2022, OUR VETERINARY HOSPITAL PEFORMED 3,195 SPAY AND NEUTER SURGERIES AND SAW 6,318 APPOINTMENTS, INCLUDING 1,471 LOWER INCOME CLIENTS RECEIVING A SHARE PROGRAM DISCOUNT. 172966 COMMUNITY OUTREACH: THIS PROGRAM PROVIDES EDUCATION TO THE COMMUNITY ON VARIOUS COMPANION ANIMAL RELATED TOPICS THROUGH OUR WEBSITE, NEWSLETTER, AND OUTREACH AT COMMUNITY EVENTS. 5759349 true true false true false false false false false true true false false true true true true false false false false false false true true false false false false true false false false false false false false false true false false false false false false false false true 4 0 true 150 true true true false false false false true true false false false false false false X 11 11 false false false false false false false true true false false true true true true true true true true false CO X X REBEKAH RAY 3034424030 2323 55TH ST BOULDER CO 80301 JOEL SAYRES CHAIR 3.00 X X 0 0 0 DAN SECRIST VICE CHAIR 2.00 X X 0 0 0 CATHY CONDON TREASURER 2.00 X X 0 0 0 VAL KINDRED SECRETARY 2.00 X X 0 0 0 BING CHOU DIRECTOR 1.00 X 0 0 0 RACHEL HAMMOND DIRECTOR 1.00 X 0 0 0 AMY LONG DIRECTOR 1.00 X 0 0 0 LISA MORENO DIRECTOR 1.00 X 0 0 0 BONI SANDOVAL DIRECTOR 1.00 X 0 0 0 MICHELE WELLS DIRECTOR 1.00 X 0 0 0 BUDD ZUCKERMAN DIRECTOR 1.00 X 0 0 0 JANICE MCHUGH-SMITH CEO 40.00 X 180184 0 13387 STEPHEN METZGER VP FINANCE/A 40.00 X 97557 0 18838 LESLI GROSHONG CHIEF SHELTE 40.00 X 123658 0 14584 JENNIFER BOLSER CHIEF CLINIC 40.00 X 125975 0 7397 527374 54206 3 false true false 169830 363219 454452 4172851 999085 5160352 VETERINARY CLINIC 541900 1580350 1580350 ADOPTION FEES 602094 602094 PET TRAINING CLASSES/CONSULTS 293014 293014 GOVERNMENT CONTRACTS 223720 223720 VETERINARY CLINIC 187923 187923 115588 115588 3002689 189252 189252 6284752 6871703 -586951 -586951 -586951 363219 26623 -26623 -26623 57175 28598 28577 28577 OTHER INCOME 541800 1556 1556 1556 7768852 1423895 1608927 -424322 313553 137938 136204 39411 3732310 3383580 125346 223384 56243 50078 2660 3505 304896 270168 25348 9380 309664 270684 19705 19275 20265 20265 91875 91875 16892 16892 406474 298268 85518 22688 16480 2186 14294 43423 33421 4485 5517 89458 71258 8599 9601 314064 270150 22769 21145 10114 10114 67 67 207451 189511 9646 8294 79128 66593 3863 8672 VETERINARY SUPPLIES 377069 377069 CR CD/SLS PLATFORM FEES 131514 92616 38898 SUPPLIES 116783 108475 4666 3642 ANIMAL FOOD 46846 46846 123301 80394 24926 17981 6807870 5759349 510959 537562 334739 183425 932155 411549 826886 51050 492842 13158 9218 125888 33243 11085991 4609819 3230133 6476172 10192078 5841697 3000 3000 3287285 2565889 17648880 17364527 527890 552004 79546 69227 607436 621231 X 12666195 12229804 4375249 4513492 17041444 16743296 17648880 17364527 X 960982 -673314 -585816 X false true X true X 2743344 2942120 3788675 4497592 5160352 19132083 2743344 2942120 3788675 4497592 5160352 19132083 871835 18260248 256367 313666 137451 350940 189252 1247676 1733 200 2382 1556 5871 20385630 15899686 0.89570 0.86300 X PART II, LINE 10 MISCELLANEOUS 5,871 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED SCHEDULE C, PART II-A EXPLANATION OF FOUR YEAR AVERAGING - 2019, 2020, 2021 AND 2022 NO LOBBYING EXPENDITURES 2336806 2000 -19726 -8954 2310126 2135017 3500 325932 -127643 2336806 2004228 3500 221375 -94086 2135017 1782565 2000 329392 -109729 2004228 1751268 234324 -130393 -72634 1782565 1.00000 true false 24480 24480 9687363 3364688 6322675 1259586 1131940 127646 114562 113191 1371 6476172 BENEFICIAL INTEREST IN TRUSTS 2565889 2565889 LIABILITY/SPLIT INTEREST AGREEMENT 69227 69227 X 6544761 -673314 38975 -572860 -1207199 7751960 16892 16892 7768852 6842909 38975 12956 51931 6790978 16892 16892 6807870 SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS ARE USED FOR PROGRAM OPERATIONS, SUBSIDIZED VETERINARY CARE AND HUMANE EDUCATION. SCHEDULE D, PAGE 3, PART X THE SOCIETY FOLLOWS ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WHICH REQUIRES THE SOCIETY TO DETERMINE WHETHER A TAX POSITION (AND THE RELATED TAX BENEFIT) IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, BASED SOLELY ON THE TECHNICAL ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON SETTLEMENT, PRESUMING THAT THE TAX POSITION IS EXAMINED BY THE APPROPRIATE TAXING AUTHORITY THAT HAS FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. DURING THE YEAR ENDED DECEMBER 31, 2022, THE SOCIETY'S MANAGEMENT EVALUATED ITS TAX POSITIONS TO DETERMINE THE EXISTENCE OF UNCERTAINTIES, AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION OR WHICH MAY HAVE AN AFFECT ON ITS TAX-EXEMPT STATUS. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT -5,881 CHANGE IN VALUE OF BENEFICIALS INTEREST IN TRUSTS -579,935 SPECIAL EVENT EXPENSES NETTED TO REVENUE 12,956 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT COSTS RECLASSED FROM EXPENSES 12,956 SCHEDULE D, PAGE 4, PART XIII IN 2022 THE HUMANE SOCIETY OF BOULDER VALLEY RAISED FUNDS FOR A CAPITAL CAMPAIGN TO EXPAND AND REMODEL THE VETERINARY HOSPITAL. X X X X X X true THE PURSUANT GROUP DEPT 0519 PO BOX 120519 DALLAS TX 75312 CONSULTING false 3605 45046 -41441 TRUE SENSE MARKETING PO BOX 64114 PITTSBURGH PA 152641114 DIRECT MAI false 78339 20544 57795 SUSAN EITEL 3301 ARAPAHOE AVE 213 BOULDER CO 80303 CONSULTING false 1908087 18049 1890038 ONE & ALL PO BOX 936517 ATLANTA GA 311936517 DIRECTMAIL false 58302 8236 50066 2048333 91875 1956458 CO FIRE/SAFETY NET 230335 230335 11081 120 YEAR CAMPAI 46000 46000 2 45829 45829 10638 2473 322164 322164 10638 13554 24192 -24192 SCHEDULE G, PAGE 1, PART I, LINE 2B, COLUMN (V) SUSAN EITEL FEES SCHEDULE G, PART IV SCH G, PART I, LINE 2B, COL(V) - FUNDRAISING VS. EXPENSE EXPLANATION ONE & ALL PAID 8,236 FOR FEES AND DIRECT MAIL PRODUCTION EXPENSES, PLUS 3,958 FOR POSTAGE REIMBURSEMENT DURING 2022, AS BROKEN OUT BY AGREEMENT AND INVOICE. TRUE SENSE MARKETING PAID 20,544 FOR FEES AND DIRECT MAIL PRODUCTIONS EXPENSES, PLUS 7,358 FOR POSTAGE REIMBURSEMENT DURING 2022, AS BROKEN OUT BY AGREEMENT AND INVOICE. THE PURSUANT GROUP PAID 45,046 FOR CONSULTING FEES AND DIRECT MAIL PRODUCTION EXPENSES, PLUS 1,724 FOR POSTAGE REIMBURSEMENT DURING 2022, AS BROKEN OUT BY AGREEMENT AND INVOICE. X X X X false false false false false false false false false JANICE MCHUGH-SMITH CEO 162875 16776 533 3469 9918 193571 X 8 949585 FMV X 52 49500 FMV false true true SCHEDULE M, PAGE 1, PART I, LINE 32B AN OUTSIDE AGENCY SELLS DONATED VEHICLES AND REMITS THE PROCEEDS (AFTER FEES) TO THE ORGANIZATION. THE TOTAL PROCEEDS ARE NOT MATERIAL AND ARE INCLUDED IN CASH CONTRIBUTIONS. ALSO, A THIRD PARTY IS USED TO SELL DONATIONS OF PUBLICLY TRADED SECURITIES. FORM 990 - ORGANIZATION'S MISSION OUR MISSION: TO PROTECT AND ENHANCE THE LIVES OF COMPANION ANIMALS BY PROMOTING HEALTHY RELATIONSHIPS BETWEEN PETS AND PEOPLE. HSBV IS AN OPEN ADMISSION, SOCIALLY CONSCIOUS SHELTER. HSBV PROVIDES SAFETY NET SERVICES, COMPREHENSIVE ADOPTION MATCHING FOR FAMILIES AND HOMELESS PETS, FOLLOW-UP SUPPORT, AND EDUCATION FOR ADOPTERS. OUR TRAINING AND BEHAVIOR TEAM OFFERS PERSONAL CONSULTATIONS, TRAINING CLASSES, AND WORKSHOPS TO EDUCATE AND COUNSEL PET GUARDIANS TO SUPPORT KEEPING ANIMALS IN THEIR HOMES. BEHAVIOR AND HEALTH STAFF EVALUATE ANIMALS TO ASSESS AND MEET THE ANIMALS' MEDICAL AND BEHAVIORAL NEEDS IN OUR SHELTER; MORE THAN 800 ANIMALS BENEFITED FROM BEHAVIOR MODIFICATION TO PREPARE THEM FOR ADOPTION. FORM 990, PAGE 2, PART III, LINE 4A SHELTER, BEHAVIOR & TRAINING: THE HSBV SHELTER AND OPERATIONS PROGRAM STRIVES TO CULTIVATE A HUMANE COMMUNITY FOR ANIMALS AND PEOPLE THROUGH INNOVATION, COLLABORATION, AND THE DELIVERY OF COMPREHENSIVE RESOURCES, SUPPORT, AND KNOWLEDGE. THIS PROGRAM PROVIDES SHELTER AND CARE FOR HOMELESS ANIMALS, SAFETY NET SERVICES, ADOPTION SERVICES, LOST AND FOUND PET SERVICES, GUARDIAN REQUESTED EUTHANASIA FOR ELDERLY OR SICK PETS, BEHAVIOR MODIFICATION FOR SHELTER ANIMALS AND PET TRAINING TO THE PUBLIC, AND COORDINATION OF VOLUNTEERS. IN 2022, OUR SHELTER HAD 5,037 INCOMING COMPANION ANIMALS, INCLUDING 144 GUARDIAN REQUESTED EUTHANASIA. WE ADOPTED 3,390 PETS TO NEW HOMES, AND 751 PETS WERE RECLAIMED BY THEIR GUARDIAN. 238 SHELTER ANIMALS WERE EUTHANIZED DUE TO SEVERE INJURY, ILLNESS, OR BEHAVIOR ISSUES. OUR TRAINING AND BEHAVIOR DEPARTMENT SERVED CLIENTS TAKING A TRAINING CLASS, PRIVATE CONSULTATION, AND PUPPY DROP-OFF TRAINING. THE DEPARTMENT REHABILITATED 845 DOGS AND CATS THROUGH ITS BEHAVIOR MODIFICATION PROGRAM. VOLUNTEERS CONTRIBUTED 39,020 HOURS CARING FOR HOMELESS ANIMALS, THE EQUIVALENT OF 19 FULL-TIME EMPLOYEES. HSBV'S SAFETY NET SERVICES PROVIDE FREE PET BOARDING FOR VICTIMS OF DISASTER OR DOMESTIC VIOLENCE, OR WHEN HOSPITALIZED OR UNHOMED, AS WELL AS FREE PET FOOD AND DISCOUNTED VETERINARY CARE AND BEHAVIOR AND TRAINING SERVICES. FORM 990, PAGE 6, PART VI, LINE 11B DISTRIBUTED TO BOARD PRIOR TO FILING FOR THEIR REVIEW. COMMENTS/CONCERNS ARE ADDRESSED BEFORE FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION ENFORCES THE CONFLICT OF INTEREST POLICY AND ALL POTENTIAL CONFLICTS ARE REQUIRED TO BE DISCLOSED. FORM 990, PAGE 6, PART VI, LINE 15A THE ORGANIZATION'S TOP MANAGEMENT OFFICIALS' SALARIES ARE DETERMINED WITH THE HELP OF SALARY SURVEY INFORMATION. FORM 990, PAGE 6, PART VI, LINE 15B KEY EMPLOYEE SALARIES ARE DETERMINED WITH THE USE OF INFORMATION FROM SALARY SURVEYS. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT -5,881 CHANGE IN VALUE OF BENEFICIALS INTEREST IN TRUSTS -579,935 SPECIAL EVENT EXPENSES NETTED TO REVENUE 12,956 SPECIAL EVENT COSTS RECLASSED FROM EXPENSES -12,956 TOTAL -585,816 EXPLANATION OF FOUR YEAR AVERAGING - 2019, 2020, 2021 AND 2022 NO LOBBYING EXPENDITURES