2024-11-15T13:57:08-06:00 2023-12-31 952694444 CONSIDINE & CONSIDINE 8989 RIO SAN DIEGO DRIVE SUITE 250 SAN DIEGO CA 921081604 990 2023-01-01 237228287 HELEN WOODWARD ANIMAL CENTER HELE 8587564117 PO BOX 64 RANCHO SANTA FE CA 92067 MICHAEL M ARMS PRESIDENT 8587564117 2024-11-15 1 0 LUKAS DAVIS P00668234 6192311977 2024-11-15 2023 2024-10-15 13:58:12Z MICHAEL M ARMS PO BOX 64 RANCHO SANTA FE CA 92067 25020365 0 X WWW.ANIMALCENTER.ORG X 1972 CA CHARITABLE, EDUCATION AND/OR SCIENTIFIC WORK FOR THE CARE AND TREATMENT OF ANIMALS. 15 14 253 1458 4694134 0 17812393 14008052 6595992 7118920 440035 1368343 1738850 1811300 26587270 24306615 380874 147565 0 0 10707910 11650591 0 0 2906318 6580521 6486015 17669305 18284171 8917965 6022444 67465585 76216144 959263 1229362 66506322 74986782 OUR BELIEF THAT ANIMALS HELP PEOPLE & PEOPLE HELP ANIMALS THROUGH TRUST, UNCONDITIONAL LOVE, & RESPECT, CREATES A LEGACY OF CARING. SHARING THIS VIEW WITH OTHERS, WE INSPIRE AND TEACH, LOCALLY & GLOBALLY, THE IMPORTANCE OF THE ANIMAL-HUMAN BOND. 0 0 13942765 147565 3586331 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 A SMALL ANIMAL VETERINARY HOSPITAL AND A BOARDING FACILITY FOR THE CARE OF DOGS, CATS AND EXOTICS. THE CENTER OPERATES SEVERAL PROGRAMS FOR THE PHYSICALLY, EMOTIONALLY, AND DEVELOPMENTALLY HANDICAPPED. 13942765 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 1 1 0 0 1 0 0 1 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 55 0 253 1 1 1 0 0 0 1 1 1 1 1 1 0 0 1 0 0 0 X 15 14 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA AL AK AR CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X RENEE SIMMONS 8587564117 6523 HELEN WOODWARD WAY SUITE 100 RANCHO SANTA FE CA 92067 STEVEN ANDERSON ESQ DIRECTOR 1.00 X 0 0 0 MICHAEL M ARMS PRESIDENT/CEO 40.00 X X 470551 0 12000 ANDREW WASA DIRECTOR 1.00 X 0 0 0 JOE CAMP DIRECTOR 1.00 X 0 0 0 JAMES HOOKER DIRECTOR 1.00 X 0 0 0 DIANE KEATON DIRECTOR 1.00 X 0 0 0 RUTH PARNELL DIRECTOR 1.00 X 0 0 0 KATIE SHULL DIRECTOR 1.00 X 0 0 0 ARLO SORENSEN DIRECTOR 1.00 X 0 0 0 MICHAEL MCKINNON DIRECTOR 1.00 X 0 0 0 DAVID VIGIL DIRECTOR 1.00 X 0 0 0 TANER HALICIOGLU DIRECTOR 1.00 X 0 0 0 CHRIS BREINING DIRECTOR 1.00 X 0 0 0 BRYCE RHODES CHAIRMAN 1.00 X 0 0 0 TONI NICKELL VICE CHAIRMAN 1.00 X 0 0 0 RITA TRUDERUNG VP OF OPERATIONS/CFO 40.00 X 238763 0 0 RENEE RESKO VP OF DEVELOPMENT 40.00 X 225182 0 0 RENEE SIMMONS VP OF FINANCE 40.00 X 191219 0 0 LAURA SMITH SECRETARY 40.00 X 93841 0 0 LON JONES SYSTEMS PROGRAMMING MANAGE 40.00 X 160777 0 0 DR HYGAN BAGHOYAN VETERINARIAN 40.00 X 160693 0 0 DR OLIVIA GARVEY VETERINARIAN 40.00 X 148524 0 0 DR ANGELA GAETO DARGITZ CHIEF OF STAFF ANIMAL HOSP 40.00 X 197396 0 0 DR LAUREN OVIEDO VETERINARIAN 40.00 X 147703 0 0 2034649 0 12000 17 0 1 0 PACIFIC BUILDING GROUP 9752 ASPEN CREEK COURT STE 150 SAN DIEGO CA 92126 GENERAL CONTRACTOR 376420 BAKER ELECTRIC & RENEWABLE LLC 1298 PACIFIC OAKS PLACE ESCONDIDO CA 92029 SOLAR PANELS 330041 ANTECH DIAGNOSTICS PO BOX 842964 DALLAS TX 75284 LAB WORK 144434 TWD TRANSPORT 512 N W CHARLYNE DRIVE BURLESON TX 76028 ANIMAL TRANSPORTER 138025 BLUE DAWG 3810 5TH COURT NORTH BIRMINGHAM AL 35222 DIRECT MAIL & PRINT SERVICE 136315 7 798870 13209182 383057 14008052 HOSPITAL INCOME 900099 3237880 452008 2785872 ANIMAL BOARDING 721310 1716422 1716422 EDUCATION 611600 1077617 1041210 36407 ANIMAL ADOPTIONS 900099 987722 987722 RIDING 900099 95437 95437 3842 3842 7118920 756627 756627 26727 0 26727 26727 26727 611716 0 611716 611716 611716 839880 798870 491401 348479 348479 1231146 222349 1008797 854092 154705 VALUE CHANGE OF SPLIT INTEREST AG 523000 274549 274549 OTHER 900099 152748 152020 728 427297 24306615 3586331 4694134 2018098 48075 48075 6926 6926 92564 92564 1231556 452530 287726 491300 8507935 6918435 368962 1220538 221702 167787 14948 38967 976966 739380 65872 171714 712432 539177 48036 125219 132110 132110 14102 12160 1942 1439886 1089701 247203 102982 OPERATING SUPPLIES 3073411 2515611 267335 290465 OUTSIDE SERVICES 732700 675238 57462 OTHER 408656 296224 112432 PRINTING AND POSTAGE 267787 73455 2206 192126 417363 315502 690 101171 18284171 13942765 1435088 2906318 54033 34087 2216 17730 2043389 1778114 26433455 13635102 10133430 9802279 95474 101721 40289 38481 111994 147252 33979877 18801565 16235468 15178312 11674806 34025209 46881 50896 650399 1458778 67465585 76216144 547035 784370 412228 444992 959263 1229362 X 50429590 59437387 16076732 15549395 66506322 74986782 67465585 76216144 6022444 2458016 0 X 0 1 X 1 0 X 7933244 16825843 17209020 17812393 14008052 73788552 7933244 16825843 17209020 17812393 14008052 73788552 27573517 46215035 214067 132338 523854 440035 1368343 2678637 17451 10051 39819 -61581 275277 281017 76748206 16585612 0.60220 0.61930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11542236 2733991 2133354 517162 104149 15788270 11471957 2612915 -1940817 506211 95608 11542236 7743576 2783742 1424925 396791 83495 11471957 5945300 1345269 787082 279561 54514 7743576 6148152 131739 280977 53614 5945300 0.89700 0.10300 0.00000 1 0 385000 385000 28215937 14681998 13533939 3467307 2755695 711612 1911633 1363872 547761 15178312 ACCRUED PAYROLL 442772 SECURITY DEPOSITS 2220 444992 27106421 2458016 480826 2938842 24167579 132110 6926 139036 24306615 18625961 480826 480826 18145135 132110 6926 139036 18284171 PART V, LINE 4: TO ACHIEVE THE DESIRED OBJECTIVE, THE CENTER HAS ADOPTED AN INVESTMENT POLICY THAT ATTEMPTS TO MAXIMIZE TOTAL RETURN CONSISTENT WITH AN ACCEPTABLE LEVEL OF RISK. ENDOWMENT ASSETS ARE INVESTED IN A WELL-DIVERSIFIED ASSET MIX, WHICH INCLUDES EQUITY AND DEBT SECURITIES, THAT IS INTENDED TO RESULT IN A CONSISTENT INFLATION-PROTECTED RATE OF RETURN THAT HAS SUFFICIENT LIQUIDITY TO MEET THE ANNUAL DISTRIBUTION POLICY RULES WHILE GROWING THE FUND IF POSSIBLE. INVESTMENT RISK IS MEASURED IN TERMS OF THE TOTAL ENDOWMENT FUND, INVESTMENT ASSETS AND ALLOCATION BETWEEN ASSET CLASSES AND STRATEGIES ARE MANAGED TO NOT EXPOSE THE FUND TO UNACCEPTABLE LEVELS OF RISK. ENDOWMENT PAYOUT IS DEFINED AS A FIXED PERCENTAGE CURRENTLY SET AT 5% OF THE MARKET VALUE OF THE ENDOWMENT FUNDS. THIS AMOUNT WILL BE AVAILABLE FOR CENTER WIDE OPERATING PURPOSES, INCLUDING INVESTMENT MANAGEMENT FEES FOR THE ENDOWMENT FUND. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 468,181. CENTER VET SERVICES 12,645. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 6,926. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 468,181. CENTER VET SERVICES 12,645. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 6,926. 0 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES - EDUCATION CONFERENCES AND WORKSHOPS FOR ANIMAL WELFARE ORGANIZATIONS 37075 0 0 0 0 0 0 37075 0 37075 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM FOR ANIMAL SUPPORT 60000 WIRE TRANSFER 0 NORTH AMERICA FOR ANIMAL SUPPORT 8000 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) FOR ANIMAL SUPPORT 5300 WIRE TRANSFER 0 RUSSIA AND NEIGHBORING STATES FOR ANIMAL SUPPORT 19264 WIRE TRANSFER 0 4 0 0 0 0 0 0 PART I, LINE 3: ACCRUAL BASIS OF ACCOUNTING. SPRING FLING 530528 229608 300920 24899 788 3400 199640 TELETHON 863507 559367 304140 7445 135480 4 244715 9895 234820 20120 3122 4378 92129 1638750 798870 839880 52464 3910 7778 427249 491401 348479 1 HAWAII ANIMAL RESCUE FOUNDATION PO BOX 515 PUUNENE HI 96784 452081227 501(C)(3) 10000 0 TO FURTHER THEIR EXEMPT PURPOSE. STRAY LOVE FOUNDATION INC 14915 CEDAR STREET MAGNOLIA SPRINGS AL 36555 272447293 501(C)(3) 15000 0 TO FURTHER THEIR EXEMPT PURPOSE. 2 EDUCATION SCHOLARSHIPS 5 1211 RIDING SCHOLARSHIPS 3 5715 PART IV GRANTS AND DONATIONS ARE PROVIDED TO NON-PROFIT ORGANIZATIONS WITHIN THE UNITED STATES TO ASSIST IN FURTHERING THEIR EXEMPT PURPOSE. SCHOLARSHIPS ARE PROVIDED ON A GREATEST-NEED BASIS TO THERAPEUTIC RIDING AND EDUCATION STUDENTS ENROLLED AT PROGRAMS AT HELEN WOODWARD ANIMAL CENTER; WE TRACK ATTENDANCE AND USE OF THOSE SCHOLARSHIPS. X 0 1 X X 0 0 0 0 0 0 0 0 0 MICHAEL M ARMS PRESIDENT/CEO 393268 0 77283 0 0 0 12000 0 0 0 482551 0 0 0 RITA TRUDERUNG VP OF OPERATIONS/CFO 213763 0 25000 0 0 0 0 0 0 0 238763 0 0 0 RENEE RESKO VP OF DEVELOPMENT 200182 0 25000 0 0 0 0 0 0 0 225182 0 0 0 DR ANGELA GAETO DARGITZ CHIEF OF STAFF ANIMAL HOSP 188396 0 9000 0 0 0 0 0 0 0 197396 0 0 0 RENEE SIMMONS VP OF FINANCE 166219 0 25000 0 0 0 0 0 0 0 191219 0 0 0 LON JONES SYSTEMS PROGRAMMING MANAGE 156191 0 4586 0 0 0 0 0 0 0 160777 0 0 0 DR HYGAN BAGHOYAN VETERINARIAN 156133 0 4560 0 0 0 0 0 0 0 160693 0 0 0 PART I, LINE 1A MICHAEL ARMS AND RENEE RESKO INCURRED THIS EXPENSE. PART I, LINE 1B PAYMENT OF EXPENSES ARE APPROVED BY THE CEO ON A TRIP BY TRIP BASIS. STEVEN ANDERSON ESQ DIRECTOR, OFFICER, EMPLOYEE AND SHAREHOLDER OF WTC 0 SERVES ON THE BOARD OF HELEN WOODWARD ANIMAL CENTER. 0 ARLO SORENSEN DIRECTOR OF WTC 0 SERVES ON THE BOARD OF HELEN WOODWARD ANIMAL CENTER. 0 BRYCE RHODES DIRECTOR AND BENFICIARY OF A TRUST THAT IS A SHAREHOLDER OF WTC'S PARENT CO 0 SERVES ON THE BOARD OF HELEN WOODWARD ANIMAL CENTER. 0 X 1400 FAIR MARKET VALUE X 21491 197743 FAIR MARKET VALUE X FOOD & DRINK - SEPCIAL EVENT 1322 121252 FAIR MARKET VALUE X ANIMAL SUPPLIES 6073 52475 FAIR MARKET VALUE X OTHER 31 4674 FAIR MARKET VALUE X FOOD & DRINK - OTHER 2970 4657 FAIR MARKET VALUE X OTHER SERVICES 24 690 FAIR MARKET VALUE X ANIMAL MEDICAL SUPPLIES 11 165 FAIR MARKET VALUE 10 0 1 1 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. HWAC PAID TRUSTEE FEES OF $132,110 FOR THE YEAR ENDED DECEMBER 31, 2023. FORM 990, PART VI, SECTION B, LINE 11B RETURN IS REVIEWED BY THE PRESIDENT, VP OF OPERATIONS, AND VP OF FINANCE PRIOR TO FILING. THE REMAINING BOARD MEMBERS HAVE THE OPPORTUNITY TO REVIEW THE RETURN. 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