2023-11-14T15:45:53-06:00 2023-06-30 591753337 Kerkering Barberio & Co PO Box 49348 Sarasota FL 342306348 990 2022-07-01 592252352 Southeastern Guide Dogs Inc SOUT 9417295665 4210 77th Street E Palmetto FL 34221 Titus Herman CEO 9417295665 2023-11-10 1 Titus Herman 999009999 0 Rebecca U Stoner P00585910 9413654617 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Titus Herman 4210 77th Street E Palmetto FL 34221 41210831 0 X www.guidedogs.org X 1982 FL See Schedule O 12 12 216 1000 29815 0 17331642 22821149 0 0 932294 504440 -207907 -136460 18056029 23189129 0 0 0 0 9288505 10869212 0 0 2193973 5404992 6932621 14693497 17801833 3362532 5387296 78748702 88518276 1123660 4011391 77625042 84506885 X Southeastern Guide Dogs mission is to transform lives by creating and nurturing extraordinary partnerships between people and dogs. 0 0 14202536 0 248775 When people lose vision, it's easy to lose hope. When veterans lose hope, it's easy to give up everything. It's easy to let darkness define life instead of living life to its fullest. Our dogs deliver hope to people who need it most.* We currently ensure the wellbeing of nearly 1,300 dogs, including puppies and dogs training on our campus, dogs growing in puppy raiser homes, and active guide and service dogs transforming lives throughout the country. Over the past 12 months, we placed 140 dogs into important, impactful careers.* We provide a personal, caring touch through follow-up services to almost 700 graduates throughout the United States. Our students-people with vision loss and veterans with post-traumatic stress disorder-report a 99.9% overall satisfaction rating in their exit surveys. And our graduates-about 700 people who have one of our dogs-report a 99.1% satisfaction rating in our annual graduate survey.* Southeastern Guide Dogs operates the most comprehensive alumni support of any service dog organization in North America. Thanks to partnerships with Fromm Family Pet Food, Elanco and private donors and veterinarians, the organization now ensures that every graduate can receive-completely free of charge-high quality dog food, monthly preventatives, vaccinations, and financial support for their veterinary needs. 14202536 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 19 1 1 216 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL AL AR CA CT GA IL KS MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI KY X X X Gloria ManzenbergerVP Finance 9417295665 4210 77th Street East Palmetto FL 34221 X Drew Asher Member 2.00 X 0 0 0 John Compton Member 2.00 X 0 0 0 Kenneth Folkman Member 2.00 X 0 0 0 Gary Johnson Member 2.00 X 0 0 0 Robert Meade Member 2.00 X 0 0 0 Bobby Newman Member 2.00 X 0 0 0 Carol Sanders Member 2.00 X 0 0 0 Dr Harris Silverman Member 2.00 X 0 0 0 Tim Griffy Chair 20.00 X X 0 0 0 Andy Taylor Treasurer 10.00 X X 0 0 0 Vice Admiral Joe McGuire USN Vice Chair 10.00 X X 0 0 0 Kathy Saunders Secretary 10.00 X X 0 0 0 Titus Herman Chief Executive Officer 55.00 X 420674 0 99300 Gloria Manzenberger VP, Finance & Risk Managem 55.00 X 121630 0 27774 Shannon Starline VP, Human Resources & Volu 50.00 X 102201 0 10541 Joel Clark VP, Information Management 55.00 X 144427 0 14543 Stacy Howe VP, Marketing & Communicat 50.00 X 156078 0 26255 Andrew Kramer VP, Philanthropy 55.00 X 190958 0 20129 Tammy Prouty VP, Operations 50.00 X 127762 0 25251 1263730 0 223793 7 0 1 0 0 46578 1402114 158906 21213551 1114458 22821149 1583252 1583252 16461622 25 17417765 122694 -956143 -122669 -1078812 -1078812 0 1402114 432150 -432150 -432150 66193 49093 17100 17100 Public adoption revenue 900099 174000 174000 Program revenue 900099 64315 64315 Marketing revenue 900099 40275 10460 29815 278590 23189129 248775 29815 89390 1581100 974433 393473 213194 7750446 6314451 180322 1255673 159656 133513 26143 736603 601382 15683 119538 641407 504619 35574 101214 25117 25117 42480 42480 10000 10000 172196 172196 182205 108867 47178 26160 1331688 1324552 7136 277812 195394 26413 56005 75890 75890 312373 257544 30977 23852 390506 363635 1173 25698 39617 39617 1302442 1041954 260488 293889 227012 19572 47305 Breeding/Vet/Kennel Exp 905533 905521 12 Maintenance and Equipme 835342 794898 16608 23836 Supplies 167009 144900 14041 8068 Dues & Fees 94985 62614 24602 7769 473537 171357 42662 259518 17801833 14202536 1405324 2193973 600 600 3654817 8446130 946289 1594129 90912 86714 40731 44107 107113 207269 38780247 9527653 26706659 29252594 46547363 47563035 654218 1323698 78748702 88518276 1096226 1475158 2510776 27434 25457 1123660 4011391 X 59993251 64918825 17631791 19588060 77625042 84506885 78748702 88518276 X 5387296 1561713 -67166 X X 0 1 X 1 0 X 20243518 20882896 22422646 17331642 22821149 103701851 20243518 20882896 22422646 17331642 22821149 103701851 4102178 99599673 650136 657089 867254 959716 1583252 4717447 43588 29815 73403 127426 142731 126872 128667 248775 774471 109267172 3917723 0.91150 0.89790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 10000 0 0 10000 0 3697421 3697421 30233614 5660165 24573449 683902 607385 76517 4165310 3260103 905207 29252594 Gift Annuity Liability 25457 25457 X 50344861 1561713 23743194 2023021 27327928 23016933 172196 172196 23189129 41372831 23743194 23743194 17629637 172196 172196 17801833 Part X, Line 2: Under the Income Taxes Topic of the FASB Accounting Standards Codification, the School and Trust have reviewed and evaluated the relevant technical merits of each of its tax positions in accordance with accounting principles generally accepted in the United States of America for accounting for uncertainty in income taxes, and determined that there are no uncertain tax positions that would have a material impact on the combined financial statements. Part XI, Line 2d - Other Adjustments: Change in Split interest agreements -67,166. Reported on Southeastern Guide Dogs Endowment Trust FEIN 65-0143994 2,090,187. Walkathon 980006 980006 14000 12080 364340 Havana Nights 419061 419061 2500 33949 1399067 1399067 14000 12080 2500 398289 426869 -426869 X X X X 0 0 0 0 0 0 0 1 0 Titus Herman Chief Executive Officer 345674 0 75000 0 0 0 83990 0 15310 0 519974 0 0 0 Andrew Kramer VP, Philanthropy 110958 0 80000 0 0 0 9790 0 10339 0 211087 0 0 0 Stacy Howe VP, Marketing & Communicat 116078 0 40000 0 0 0 8325 0 17930 0 182333 0 0 0 Joel Clark VP, Information Management 134427 0 10000 0 0 0 7314 0 7229 0 158970 0 0 0 Tammy Prouty VP, Operations 107762 0 20000 0 0 0 7024 0 18227 0 153013 0 0 0 Part I, Line 7 The Executive Review and Compensation Committee is composed of six independent board members. A written evaluation is prepared after input has been solicited from all board members. Performance is gauged on the evaluation and particularly against specific targets that were predefined by the board. The committee reviews compensation data supplied by an outside compensation consultant based on organizations of similar size. Additionally, the committee looks at 990 data from other similar organizations. Part II - Deferred Compensation Plan During 2015, the organization adopted a deferred compensation agreement for the CEO under Internal Revenue Code 457. The organization's reserve under the deferred compensation plan totaled $302,291 for the year ended June 30, 2023, and is included in accrued expenses together with an amount representing investment earnings on the unpaid balance. This amount represents five years' worth of contributions/disbursements. The employee will have no rights nor will be paid until five years following each contribution date provided the employee has been employed by the organization continuously until that time. X 26 752537 NYSE X Puppy Raisers In-Kind Goods 0 361921 FMV 0 1 1 Part I, Line 32b: Southeastern Guide Dogs, Inc. uses a third-party organization to accept donations of vehicles, sell them and send us the proceeds. Additionally, investment accounts are held at major financial institutions with money managers processing and selling stock contributions. Form 990, Part I, Line 6, Volunteers Southeastern Guide Dogs shines as a volunteer-based organization, with more than 1,000 volunteers, including campus volunteers, puppy raisers, breeder hosts, and board members. These wonderful people contribute approximately $13 million worth of service hours annually, enabling us to offer far more value and services than we could otherwise afford. * Campus volunteers: More than 260 dedicated volunteers support daily operations, including conducting early puppy education, operating our gift shop, serving at our reception desk, providing onsite tours, serving as ambassadors, assisting in administrative special projects, taking photos, speaking at events, and caring for our dogs in our Puppy Academy, our Canine Assessment Center, Canine Fitness Center, and our Canine University. * Puppy raisers: More than 300 puppy raisers throughout the United States foster our young puppies, providing early training for future working dogs from ages 8 weeks to 14-16 months. These volunteers teach our pups basic obedience and early house manners while providing socialization experiences in real-world environments. * Breeder hosts: About 75 local volunteers provide loving homes, healthy environments, and on-call transportation for reproductive services for dogs selected by our state-of-the-art genetics and reproduction department to serve as breeders. * Walkathon volunteers: Several hundred volunteers help us plan and execute multiple Walkathon events every spring. * Board members: Our governing board is comprised of 12 business and community leaders throughout the United States who provide important direction and oversight to the organization. Form 990, Part I, Line 1 Description of Most Significant Activities: Our extraordinary dogs transform the lives of people with vision loss, veterans, and children throughout the United States-at no cost to the recipients-thanks to the generosity of our donors and volunteers. Extraordinary dogs What makes our dogs so special? Top-notch pedigrees, perfected over four decades of selective breeding. And thousands of hours of training, care, and love. The heartwarming result? Highly skilled four-legged friends who shine as true examples of unwavering loyalty. Transforming lives Our dogs form unbreakable bonds with their human partners. They turn darkness into light for people with vision loss. They restore freedom for veterans who have sacrificed for ours. And they heal the broken hearts of children struggling with loss. At no cost to recipients And here's the best part. Our dogs offer an invaluable service and give their love unconditionally, never asking for anything in return-and we follow their lead. We offer our clients their loyal friends, expert instruction, and lifetime support completely free of charge. Form 990, Part VI, Section B, line 11b The form 990 and audited financial statements are reviewed by the Finance and Audit Committee and then reviewed by the full board of directors together with our independent auditors. Form 990, Part VI, Section B, line 12c Board members and members of the executive management team complete annual conflict-of-interest disclosure statements. If a board member, officer, or trustee has a conflict of interest or a perceived conflict of interest with Southeastern Guide Dogs, Inc., he or she is required to notify the board chair of such conflict in writing and cannot be present during board or committee discussions or decisions on the matter. Continuous monitoring of all board members and staff takes place as situations occur, with any possible or actual conflicts being addressed and resolved as needed. The conflict-of-interest policy precludes board members or firms that employ a board member themselves from entering into a vendor relationship with Southeastern Guide Dogs. Form 990, Part VI, Section B, line 15a A) CEO - The board's Executive Review and Compensation Committee conducts a comprehensive annual review of the CEO's performance. This committee: 1) Works collaboratively with the CEO to set agreed-upon annual and long-range performance goals. 2) Conducts objective performance assessments in the areas of mission fulfillment, resource development, financial performance, staff development, and progress with the implementation of the school's strategic plan. Based on the outcome of the annual assessment, and with input from an outside compensation consultant, the committee recommends the CEO's compensation to the full board of directors, which votes on and approves the compensation. B) Other officers or key employees of the organization. In concert with the Manager, Human Resources and the VP, Finance and Risk Management the CEO conducts annual performance assessments for each member of the executive team. In addition, the CEO annually collects and reviews comparable salaries (for like services, in like enterprises, in like circumstances) from surveys and databases of salary information. Form 990, Part VI, Section C, line 19 Governing documents, conflict of interest policy and audited financial statements are all available upon request. In addition, the audited financial statements and form 990 are posted on the organization's website. form 990, Part VII, Column B, Hours for related organization The average hours per week for Titus Herman and Gloria Manzenberger include 1 hour (per individual) attributable to Southeastern Guide Dogs Endowment Trust (a related organization). Form 990, Part XI, line 9: Change in Split Interest Agreement Value -67,166. Form 990, Part XII, Line 2c, Audit review process There were no current year changes to the audit oversight process. Southeastern Guide Dogs Endowment Trust 4210 77th Street East Palmetto FL 34221 650143994 To provide and hold funds for Southeastern Guide Dogs, Inc. FL 501(c)(3) Line 12b, II N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0