2024-02-26T17:01:02-06:00 2023-06-30 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2022-07-01 160743047 THE HUMANE SOCIETY OF ROCHESTER & MONROE COUNTY FOR THE PREVENTION OF CRUELTY TO HUMA 5852231330 99 VICTOR ROAD FAIRPORT NY 14450 ALICE CALABRESE PRESIDENT/CEO 5852231330 2024-02-21 1 ALICE CALABRESE 999009999 0 RAYMOND J JACOBI P00160856 5854231860 2024-02-21 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ALICE CALABRESE 99 VICTOR ROAD FAIRPORT NY 14450 35153357 0 X WWW.LOLLYPOP.ORG X 1873 NY TOGETHER WITH OUR COMMUNITY, WE BETTER THE LIVES OF ANIMALS THROUGH JUSTICE, PREVENTION, AND LIFE-SAVING CARE. 18 18 166 900 0 0 9723294 20898928 1059129 1160356 -389438 137840 -107140 -97716 10285845 22099408 0 0 0 0 6251784 7141661 234592 298799 2792713 3235382 4676132 9721758 12116592 564087 9982816 33156867 45651721 3718310 4263869 29438557 41387852 X TOGETHER WITH OUR COMMUNITY, WE BETTER THE LIVES OF ANIMALS THROUGH JUSTICE, PREVENTION, AND LIFE-SAVING CARE. LOLLYPOP FARM, THE HUMANE SOCIETY OF GREATER ROCHESTER, ENVISIONS A JUST AND COMPASSIONATE WORLD FOR ALL ANIMALS. 0 0 5813507 411888 LOLLYPOP FARM, RECIPIENT OF THE BETTER BUSINESS BUREAU OF UPSTATE NEW YORK 2023 TORCH AWARD FOR ETHICS, LARGE NONPROFIT, OFFERS A SHELTER OF HOPE AND SECOND CHANCES FOR COMPANION AND FARM ANIMALS WHO ARE HOMELESS OR ABUSED. CATS, DOGS, RABBITS, SMALL PETS, BIRDS, HORSES, PIGS, SHEEP, GEESE, AND OTHER FARM ANIMALS ENJOY THE COMFORT OF A NURTURING ENVIRONMENT, VETERINARY TREATMENT, BEHAVIORAL INTERVENTION, AND EXPERT, LOVING CARE FROM STAFF AND VOLUNTEERS DURING THEIR TIME AT LOLLYPOP FARM. EVERY ANIMAL ENTRUSTED TO US FOR HELP REGARDLESS OF AGE, HEALTH ISSUES OR INJURIES, OR BEHAVIOR IS PROVIDED WITH INDIVIDUALIZED CARE SPECIFIC TO THEIR NEEDS, WITH NO TIME LIMIT OR SET LENGTH OF STAY. LOLLYPOP FARM FOCUSES ON PROVIDING PETS IN NEED THE BEST OPPORTUNITY FOR SECOND CHANCES WITH NEW LOVING FAMILIES. TO ACCOMPLISH THIS, WE PROVIDE COMPREHENSIVE, HIGH-QUALITY SERVICES FOR ALL OF THE ANIMALS IN OUR CARE.ANIMALS INSIDE THE SHELTER AND THOSE OUTSIDE ON THE FARM ALL RECEIVE EXCELLENT FOOD AND DAILY ENRICHMENT FROM DOTING STAFF AND VOLUNTEERS AT LOLLYPOP FARM. EVEN WITH HUNDREDS OF ANIMALS IN THE ORGANIZATION'S CARE, EACH ANIMAL GETS THE INDIVIDUAL CARE AND ATTENTION THEY NEED. A VARIETY OF RESOURCES ARE AVAILABLE TO MEET THAT PET'S NEEDS:-- A FULL-SERVICE IN-HOUSE VETERINARY TEAM OF FOUR VETERINARIANS, ALONG WITH A TEAM OF LICENSED VETERINARY TECHNICIANS AND ASSISTANTS, THAT TREAT ANIMALS FOR ALL MEDICAL AND SURGICAL NEEDS-- A BEHAVIORAL MODIFICATION TEAM THAT WORKS WITH PETS WHO MAY HAVE BEHAVIOR ISSUES-- AN EXTENSIVE FOSTER CARE VOLUNTEER PROGRAM THAT EXPANDS OUR CAPACITY TO CARE FOR YOUNG KITTENS AND PETS WHO NEED LONG-TERM REHABILITATION-- COLLABORATIONS WITH RESCUES GROUPS AND SHELTERS TO TRANSFER PETS FOR PLACEMENT-- FOCUSED EFFORTS TO REUNITE STRAY PETS WITH THEIR OWNERS.ONCE A PET OR FARM ANIMAL IS READY FOR ADOPTION, OUR FOCUS IS ON MAKING SUCCESSFUL LONG-TERM MATCHES BETWEEN PETS AND ADOPTERS. ADOPTIONS ARE AVAILABLE AT OUR MAIN CAMPUS IN FAIRPORT AND THREE SATELLITE ADOPTION CENTERS WITH OUR PARTNER PET SUPPLIES PLUS. LOLLYPOP FARM STRIVES TO PROVIDE AN ADOPTION EXPERIENCE THAT CONSIDERS IMPORTANT DETAILS FOR FINDING THE RIGHT FIT FOR EACH ADOPTER, SUCH AS A PERSON'S HOME, INTERESTS, AND LIFESTYLE. 692612 177 FOR 150 YEARS, OUR ORGANIZATION HAS FOUGHT TO END CRUELTY TO ANIMALS. LOLLYPOP FARM IS THE DESIGNATED SPCA FOR MONROE COUNTY. CHARGED WITH INVESTIGATING AND ENFORCING THE ANIMAL CRUELTY LAWS OF NY, THE FIVE ANIMAL CRUELTY INVESTIGATORS ON OUR HUMANE LAW ENFORCEMENT TEAM ARE CERTIFIED PEACE OFFICERS WITH THE AUTHORITY TO MAKE ARRESTS IN MONROE, ORLEANS, GENESEE, AND LIVINGSTON COUNTIES. OFFICERS ALSO ASSIST OTHER LAW ENFORCEMENT AGENCIES IN INVESTIGATING ANIMAL CRIMES. WE RESPOND TO CONCERNS ABOUT ANIMAL CRUELTY REPORTED THROUGH OUR ANIMAL CRUELTY HOTLINE (585-223-6500), AS WELL AS CASES REFERRED BY 9-1-1 AND OTHER AGENCIES. LOLLYPOP FARM AIMS TO ELEVATE THE IMPORTANCE OF INVESTIGATING AND PROSECUTING ANIMAL CRIMES BY SHARING INFORMATION, TOOLS, AND BEST PRACTICES. 2211173 748291 WHILE ANIMAL SHELTERING HAS LONG BEEN THE FOCUS OF ANIMAL WELFARE, THE FOCUS ON PREVENTION AND INTERVENTION HAS EVOLVED AS A CRITICAL STRATEGY IN SAVING LIVES. LOLLYPOP FARM'S OUTREACH PROGRAMS PROVIDE SOLUTIONS THAT HELP KEEP PETS IN THEIR LOVING HOMES. WE ENGAGE PEOPLE OF ALL AGES TO HELP MEET THEIR NEEDS, LEARN ABOUT KINDNESS TOWARD ANIMALS, AND ACCESS RESOURCES FOR OPTIMAL PET CARE. OUR COMPREHENSIVE OFFERINGS AND APPROACH HELPS PET OWNERS FIND SOLUTIONS FOR THEIR PET ISSUES. FROM HUMANE EDUCATION TO INSTILL THE VALUES OF COMPASSION AND KINDNESS TO ALL, TO DIRECT SERVICES THAT ADDRESS THE VARIED NEEDS OF PETS AND THEIR OWNERS, TO PARTNERSHIPS AND REFERRALS TO RESOURCES AVAILABLE WITH OTHER ORGANIZATIONS IN THE COMMUNITY, OUR EFFORTS TO KEEP PETS WITH THEIR FAMILIES PRESERVES THAT HUMAN-ANIMAL BOND. OUR OUTREACH PROGRAMS AND SERVICES INCLUDE:- SNIP (SPAY NEUTER INCENTIVE PROGRAM) IS A LOW-COST SPAY/NEUTER PROGRAM FOR QUALIFIED DOG AND CAT OWNERS AND FERAL CAT CARETAKERS. IT ENABLES AFFORDABLE ACCESS TO SURGERY TO PREVENT UNWANTED LITTERS AND PREVENT FUTURE HEALTH PROBLEMS FOR PETS. THE SERVICE ULTIMATELY REDUCES THE NUMBER OF HOMELESS PETS SURRENDERED TO THE SHELTER.- A PET PANTRY TO HELP THOSE EXPERIENCING HARDSHIP TO PROVIDE FOOD AND SUPPLIES FOR THEIR PETS. THROUGH CONNECTIONS WITH AREA FOOD PANTRIES, DESIGNATED DISTRIBUTION DAYS, AND PICK UP AT LOLLYPOP FARM, WE'VE ENABLED ACCESS FOR PET OWNERS TO GET TEMPORARY HELP FOR THEIR BELOVED FURRY FAMILY MEMBERS.- PET BEHAVIOR CONSULTATIONS TO HELP PET OWNERS PREVENT AND ADDRESS SERIOUS BEHAVIORAL CONCERNS, AND A PET BEHAVIOR HELPLINE (PET PEEVES) TO PROVIDE INTRODUCTORY TRAINING AND BEHAVIORAL ADVICE TO HELP OWNERS ADDRESS ISSUES AND LEARN TO COMMUNICATE WITH THEIR PETS.- ADVICE FOR PET-OWNING RENTERS AND REFERRALS TO PET-FRIENDLY RENTAL COMMUNITIES.- REFERRALS TO ASSISTANCE PROGRAMS IN THE COMMUNITY THAT MAY ADDRESS THE NEEDS OF PET OWNERS. INFORMATION ON LOW-COST VACCINATIONS AND VETERINARY CARE, FINANCIAL ASSISTANCE, AND PET TRAINERS ARE READILY AVAILABLE.- HUMANE EDUCATION PROMOTES KINDNESS, DEVELOPS EMPATHY, AND CULTIVATES COMPASSION TOWARD ANIMALS, PEOPLE, AND THE NATURAL WORLD. LOLLYPOP FARM EMPOWERS INDIVIDUALS TO GAIN THE KNOWLEDGE AND TOOLS TO MAKE INFORMED, SOCIALLY RESPONSIBLE CHOICES TO BETTER THE LIVES OF ANIMALS IN OUR COMMUNITY. WORKSHOPS, CLASSES, CAMPS, AND MORE OFFERINGS FOR ALL AGES ENGAGE PARTICIPANTS IN THE JOY OF SHARING OUR LIVES WITH OTHER ANIMALS. 8717292 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 26 0 166 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NC ND OH OK OR PA RI SC TN UT VA WA WV WI DC X ALICE CALABRESE 5852231330 99 VICTOR ROAD FAIRPORT NY 14450 JULIE BAZAN BOARD MEMBER 1.00 X 0 0 0 JOSEPH BURKART IV BOARD MEMBER THRU MARCH 2023 1.00 X 0 0 0 DON CHESWORTH BOARD MEMBER 1.00 X 0 0 0 DAVID FRIEDLANDER BOARD MEMBER 1.00 X 0 0 0 DONALD GRESS SECRETARY 1.00 X X 0 0 0 ABBY MASTRELLA BOARD MEMBER 1.00 X 0 0 0 RAY SHEA BOARD MEMBER 1.00 X 0 0 0 COREY MORTIMER TREASURER 1.00 X X 0 0 0 PATRICK O'FLYNN BOARD MEMBER THRU MARCH 2023 1.00 X 0 0 0 COURTNEY BROCK BOARD MEMBER 1.00 X 0 0 0 JAMES SPITZ JR CHAIRPERSON 1.00 X X 0 0 0 CRAIG STEVENS CPA BOARD MEMBER 1.00 X 0 0 0 DAVID SWINFORD VICE CHAIRPERSON 1.00 X X 0 0 0 JOSEPH VALENTINO HON BOARD MEMBER 1.00 X 0 0 0 CINDY YANCEY BOARD MEMBER 1.00 X 0 0 0 HENRY A SCHROEDER DVM BOARD MEMBER 1.00 X 0 0 0 HENRY BOBER SECRETARY 1.00 X X 0 0 0 DEJAN JOZIC BOARD MEMBER 1.00 X 0 0 0 DIANE MCCUE VICE CHAIRPERSON 1.00 X X 0 0 0 REV ALTON L BYRD SR BOARD MEMBER 1.00 X 0 0 0 ALICE CALABRESE PRESIDENT/CEO 40.00 X 153534 0 21233 CRISTINA CADAVIECO MEDICAL DIRECTOR 40.00 X 117727 0 5721 CATHERINE WRIGHT VP OF DONOR RELATIONS 40.00 X 117872 0 5336 TERRY KNAPP VP OF ORGANIZATIONAL DEV 40.00 X 108499 0 5351 ADRIENNE MCHARGUE VP AND COO 40.00 X 112630 0 12332 610262 0 49973 5 0 1 0 BORNS GROUP INC 1610 14TH AVE SE WATERTOWN SD 57201 DIRECT MARKETING ANNUAL CAMPAIGN 249648 QUATRO CONSULTING GROUP PO BOX 1436 FAIRPORT NY 14450 CAPITAL CAMPAIGN CONSTRUCTION MANAGEMENT 182526 EMPREINTE CONSULTING LLC 1 GROVE ST SUITE 217 PITTSFORD NY 14534 FUNDRAISING CONSULTING SERVICES 103650 3 176064 657359 20065505 156545 20898928 ANIMAL TREATMENT 541900 1160356 1160356 1160356 349871 349871 12744202 12956233 -212031 -212031 -212031 0 657359 97716 -97716 -97716 22099408 1160356 0 40124 189464 128835 45471 15158 5700255 3749864 1140326 810065 166302 109615 40363 16324 570404 354170 163345 52889 515236 334452 107484 73300 68266 62029 400 5837 44135 44135 298799 298799 170755 170755 378235 129480 66390 182365 779338 174815 604523 494424 8801 141739 343884 116367 54589 61591 187 179568 3144 176424 76925 76925 681333 548956 73115 59262 130696 11875 118821 SUPPLIES, ACCESSORIES & 623900 623900 MISCELLANEOUS 319632 174248 116297 29087 REPAIRS AND MAINTENANCE 292370 38758 251914 1698 DONATED GOODS 149944 137087 6484 6373 170244 2072674 -2195392 292962 12116592 8717292 606587 2792713 74338 304379 1312933 3962495 1203783 4442853 146254 712731 120357 126097 17903407 8047064 9895773 9856343 20403429 26246823 33156867 45651721 563103 713869 3155207 3550000 3718310 4263869 X 27198935 35138253 2239622 6249599 29438557 41387852 33156867 45651721 9982816 1966479 0 X X 0 1 X 1 0 X 7499269 5264585 7583038 9723294 20898928 50969114 1038657 841308 1000851 1059129 1160356 5100301 56205 56205 8594131 6105893 8583889 10782423 22059284 56125620 132534 150454 112842 254834 427324 1077988 1787444 420554 568000 6196592 8972590 1919978 150454 533396 822834 6623916 10050578 46075042 320888 362214 360676 279741 349871 1673390 320888 362214 360676 279741 349871 1673390 8915019 6468107 8944565 11062164 22409155 57799010 0.79720 0.88200 0.02900 0.03670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 121 121 12116471 12116592 755830 188958 0 0 580519 639985 755830 1976334 2964501 121 121 145130 159996 188958 494084 741126 SCHEDULE C, PART II-A, LINE 1C COSTS ASSOCIATED WITH ATTENDING ANIMAL ADVOCACY DAY EVENT IN ALBANY, NY ON MAY 23, 2023 20203429 3954040 2060109 170755 26046823 22744157 10000 -2342263 208465 20203429 14438094 3553534 5298662 546133 22744157 13620822 219586 1561683 963997 14438094 14935372 136004 1052827 2503381 13620822 0.97514 0.02486 0.00000 0 0 1044432 1044432 13174096 5653347 7520749 2297598 1509206 788392 1387281 884511 502770 9856343 X 24100288 1966479 107440 97716 2171635 21928653 170755 170755 22099408 12150993 107440 97716 205156 11945837 170755 170755 12116592 PART V, LINE 4: THE SOCIETY'S ENDWOMENT CONSISTS OF FUNDS ESTABLISHED FOR SPECIFIC PURPOSES AS STIPULATED BY THE DONORS OR AS IMPOSED BY DESIGNATIONS OF THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. THE PERMANENTLY RESTRICTED ENDOWMENT INCOME IS FOR EDUCATIONAL PROGRAMS, UNUSUAL EXPENSES RELATED TO THE MAINTENANCE AND CARE OF ANIMALS, STAFF AND VOLUNTEER TRAINING AS WELL AS OTHER GENERAL PURPOSES. PART X, LINE 2: LOLLYPOP FARM IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. LOLLYPOP FARM HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE VARIOUS JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. LOLLYPOP FARM FILES FORM 990 TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND FILES IN NEW YORK STATE AND CERTAIN OTHER STATES. WITH FEW EXCEPTIONS, AS OF JUNE 30, 2023, LOLLYPOP FARM IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS ENDED PRIOR TO JUNE 30, 2020. THE TAX RETURNS FOR YEARS ENDED JUNE 30, 2020 THROUGH JUNE 30, 2023 ARE STILL SUBJECT TO POTENTIAL AUDIT BY THE IRS AND TAXING AUTHORITIES IN NEW YORK STATE AND CERTAIN OTHER STATES. MANAGEMENT OF THE ORGANIZATION BELIEVES THEY HAVE NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, HAVE NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENTS EXPENSES 97,716. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENTS EXPENSES 97,716. X X X X X 1 BORNS GROUP INC 1610 14 AVE SE WATERTOWN SD 57201 DIRECT MAIL FOR ANNUAL CAMPAIGN 0 955804 254061 701743 GATEWAY COMMUNICATIONS INCORPORATED 16805 NE MASON COURT PORTLAND OR 97230 TELEPHONE FUNDRAISING 0 76241 44738 31503 1032045 298799 733246 AL AK AR CA CO CT 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 DC TELETHON 456880 456880 66586 PET WALK 193739 193739 9860 20225 1 6740 6740 1045 657359 657359 9860 87856 97716 -97716 X X 0 0 0 0 0 0 0 0 0 ALICE CALABRESE PRESIDENT/CEO 153534 0 0 0 0 0 6395 0 14838 0 174767 0 0 0 X 1827 5176231 FMV X 1 135790 FMV X 72946 FMV X SUPPLIES 0 76997 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY HAS DELEGATED REVIEW OF THE IRS FORM 990 JOINTLY TO THE AUDIT AND FINANCE COMMITTEES. THESE COMMITTEES WILL PROVIDE A COPY OF THE FINAL IRS FORM 990 TO EACH MEMBER OF THE ENTIRE GOVERNING BODY ALONG WITH THEIR RECOMMENDATION THAT THE IRS FORM 990 BE APPROVED AND FILED AS PRESENTED. THE FINANCE COMMITTEE AND AUDIT COMMITTEE REVIEW THE 990 PRIOR TO FILING AS WELL AS THE FULL BOARD DISTRIBUTION. FORM 990, PART VI, SECTION B, LINE 12C WE REQUIRE ANNUAL UPDATES TO OUR CONFLICT OF INTEREST FROM EACH PARTY CERTIFYING THAT THE INFORMATION PROVIDED IS ACCURATE AND UP TO DATE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR ALL POSITIONS WITHIN THE ORGANIZATION ARE BENCHMARKED AGAINST LOCAL, NATIONAL AND INDUSTRY STANDARDS TO ENSURE REASONABLENESS. ANNUAL AND SEMI-ANNUAL WRITTEN PERFORMANCE REVIEWS ARE COMPLETED FOR ALL POSITIONS AND PERFORMANCE IS DIRECLY TIED TO SALARY ADJUSTMENTS. SUPERVISORS PERFORM REVIEWS AND REQUEST COMPENSATION ADJUSTMENTS WHICH ARE APPROVED ONLY FOLLOWING A REVIEW BY OUR PRESIDENT, OR IN THE CASE OF THE PRESIDENT'S REVIEW, THE CHAIRPERSON OF THE BOARD. EXECUTIVE COMPENSATION IS DETERMINED BY COMPARATIVE RATIO TO INDUSTRY, LOCAL AND NATIONAL BENCHMARKS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE OR UPON REQUEST. FORM 990, PART XII, LINE 2C THE BOARD HAS NOT CHANGED ITS PROCESS FOR SELECTING THE INDEPENDENT AUDITOR NOR HAVE THEY CHANGED THE OVERSIGHT OF THE AUDIT FROM PRIOR YEARS.