2025-05-12T10:46:30-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 4501 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 341033548 990 2023-07-01 591033966 THE HUMANE SOCIETY OF COLLIER COUNTYINC HUMA 2396431555 370 AIRPORT PULLING ROAD NORTH NAPLES FL 34104 SARAH BAECKLER-DAVIS CEO 2396431555 2025-05-09 1 0 AMELIA COOPER P00437898 2392628686 2025-05-09 2023 2025-03-06 01:10:19Z HUMANE SOCIETY NAPLES SARAH BAECKLER 370 AIRPORT PULLING ROAD NORTH NAPLES FL 34104 8195226 0 X WWW.HSNAPLES.ORG X 1960 FL TO PROVIDE SHELTER, MEDICAL, REHABILITATION AND ADOPTION SERVICES "CONTINUED ON SCHEDULE O"FOR PETS WHILE PROMOTING RESPONSIBLE PET OWNERSHIP. 8 8 131 1070 0 0 5729796 3495266 1327115 1854444 363173 508758 211909 -117246 7631993 5741222 0 0 0 0 5519806 5808353 50400 143345 700526 3308626 3551152 8878832 9502850 -1246839 -3761628 16512913 14953063 813736 2917100 15699177 12035963 X OUR MISSION IS TO SHELTER ANIMALS IN TIMES OF NEED, LOCATE LIFE-LONG HOMES AND PROMOTE RESPONSIBLE PET OWNERSHIP THROUGH EDUCATION, LEGISLATION, AND STERILIZATION. 0 0 2484275 1700169 ANIMAL CLINIC PROGRAM: THE HUMANE SOCIETY NAPLES VETERINARY CLINIC PROVIDES FOR THE MEDICAL CARE OF SHELTER ANIMALS AND OWNED ANIMALS IN THE COMMUNITY WITH A STAFF OF FIVE FULL-TIME VETERINARIANS AND APPROXIMATELY 20 VETERINARY SUPPORT STAFF. IN FY 23-24, THE VETERINARY CLINIC PERFORMED 2,207 SPAY/NEUTER SURGERIES (FOR SHELTER ANIMALS AND FOR THE PUBLIC) AND HELPED OVER 8,460 ANIMALS ENJOY HEALTHY LIVES. 4125483 154275 REHOME PROGRAM: HUMANE SOCIETY NAPLES OPERATES SOUTHWEST FLORIDA'S LARGEST INDEPENDENT ANIMAL SHELTER AND ADOPTION PROGRAM WITH TWO LOCATIONS, 370 AIRPORT PULLING ROAD AND 2400-7 IMMOKALEE ROAD. HUMANE SOCIETY NAPLES ADOPTED 2,134 FROM ITS FACILITIES AND FOSTERED 1,408 ANIMALS IN HOMES THROUGHOUT THE COMMUNITY. 448971 BEHAVIOR PROGRAM: THE BEHAVIOR PROGRAM PROVIDES BEHAVIORAL SUPPORT TO DOGS AND CATS FACING ADOPTION CHALLENGES, HELPING THEM OVERCOME OBSTACLES AND BUILD THE CONFIDENCE AND SKILLS NECESSARY FOR SUCCESSFUL, LIFELONG HOMES. WE PROVIDE THE TOOLS AND RESOURCES NECESSARY TO EMPOWER FAMILIES AND THEIR PETS TO THRIVE TOGETHER ENSURING EVERY ANIMAL HAS THE OPPORTUNITY TO FIND A LOVING AND LASTING HOME. 714556 OUTREACH PROGRAM:HUMANE SOCIETY NAPLES IS A STATE-OF-THE-ART NO-KILL SHELTER IN COLLIER COUNTY. EACH YEAR WE HELP ANIMALS AND THEIR FAMILIES THROUGH PROGRAMS SUCH AS EMERGENCY BOARDING AND CRISIS SUPPORT THROUGH OUR PET FOOD PANTRY. ADDITIONALLY, WE PROVIDE HUMANE EDUCATION PROGRAMS BOTH IN SCHOOLS AND AT COMMUNITY EVENTS, PET VISITS TO SENIOR AND MEMORY CARE FACILITIES, AND AT EVERY MOMENT, WE ADVOCATE FOR THE ANIMALS OF OUR COMMUNTIY BECAUSE AT HUMANE SOCIETY NAPLES, WE SAVE LIVES. 714556 7773285 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 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 22 0 1 131 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 FL X X SARAH BAECKLER 2396431555 370 AIRPORT PULLING ROAD N NAPLES FL 34104 BRAD JAMISON PRESIDENT 2.00 X X 0 0 0 STACEY BULLOCH VICE PRESIDENT 2.00 X X 0 0 0 ALICIA TAYLOR SECRETARY 2.00 X X 0 0 0 COURTNEY LEHMANN TREASURER 2.00 X X 0 0 0 JARED MELLEIN DIRECTOR 1.00 X 0 0 0 MEGAN COTANCH DIRECTOR 1.00 X 0 0 0 ROBERT BENEDICT DIRECTOR 1.00 X 0 0 0 SHARON ZUCCARO DIRECTOR 1.00 X 0 0 0 SARAH BAECKLER CEO 40.00 0.00 X 205818 0 12424 PAM CARDEC CFO 40.00 0.00 X 126000 0 2609 JEFFREY MORTON CHIEF MEDICAL OFFICER 40.00 0.00 X 193579 0 12353 GABRIEL WATERS CHIEF OPERATING OFFICER 40.00 0.00 X 136078 0 11350 JENNIFER FEUERSTEIN DIRECTOR OF HUMAN RESOURCES 40.00 0.00 X 132732 0 5098 KIM WATSON VETERINARIAN 40.00 0.00 X 131643 0 11157 NATALIE BROWN VETERINARIAN 40.00 0.00 X 121829 0 10744 MEREDITH MCLEAN CHIEF OF COMMUNITY SERVICES 40.00 0.00 X 111569 0 10613 1159248 0 76348 11 0 1 0 0 395570 3099696 259102 3495266 ANIMAL CLINIC PROGRAM 900099 1700169 1700169 REHOME PROGRAM 900099 154275 154275 1854444 57594 57594 2693655 120 2242611 0 451044 120 451164 451164 93468 395570 211393 -117925 -117925 MISCELLANEOUS INCOME 900099 679 679 679 5741222 1854444 0 391512 567398 369823 186201 11374 4317066 3651914 369871 295281 60853 57478 288 3087 494642 437966 34366 22310 368394 298945 46348 23101 494 494 19613 19613 143345 143345 34829 34829 275130 260022 13383 1725 55155 43377 7817 3961 618505 531549 38738 48218 481747 429251 40942 11554 30878 30115 378 385 12886 11796 1030 60 22965 22965 556368 501691 51843 2834 81076 59545 11694 9837 COGS 992474 906676 85798 DONATED SUPPLIES 159760 27762 47089 84909 BANK CHARGES 69167 37013 6755 25399 PET FOOD 66935 66935 73170 50933 9091 13146 9502850 7773285 1029039 700526 3008 2690 842948 942807 673469 402251 29940 85427 147892 129349 89413 49830 13521304 4954390 8835738 8566914 5641626 4148116 248879 625679 16512913 14953063 588949 459812 224787 2457288 813736 2917100 X 14334197 10813840 1364980 1222123 15699177 12035963 16512913 14953063 X -3761628 92173 6241 X 0 1 X 1 0 X 3120920 2232406 2473773 5729796 3495266 17052161 3120920 2232406 2473773 5729796 3495266 17052161 1460365 15591796 782468 254365 2346054 202613 150278 3735778 116843 20907 78590 421925 93468 731733 21519672 0.72450 0.71900 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 116,843. 2020 AMOUNT: $ 20,907. 2021 AMOUNT: $ 78,590. 2022 AMOUNT: $ 421,925. 2023 AMOUNT: $ 93,468. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 102500 102500 102500 102500 102500 102500 102500 102500 102500 102500 0 0 418684 418684 6967602 2398968 4568634 3976176 888273 3087903 1202873 923942 278931 955969 743207 212762 8566914 OPERATING LEASE LIABILITY 558106 LINE OF CREDIT 1820000 OTHER LIABILITIES 79182 2457288 X 5953891 92173 148124 7201 247498 5706393 34829 34829 5741222 9617105 148124 960 149084 9468021 34829 34829 9502850 PART X, LINE 2: THE INTERNAL REVENUE SERVICE (IRS) HAS DETERMINED THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(C)(3). IN ADDITION, THE ORGANIZATION HAS BEEN DETERMINED BY THE IRS TO BE OTHER THAN A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE IRC. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THESE FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. AS A RESULT, THE ORGANIZATION HAS EVALUATED ITS TAX POSITION AND DETERMINED IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: OTHER LOSSES 960. CHANGE IN BENEFICIAL INTEREST 6,241. X X X X X X 1 K2D STRATEGIES 4075 WILSON BLVD ARLINGTON VA 22203 CAMPAIGNS, COMMUNICATIONS AND MAILINGS 0 409826 50400 359426 409826 50400 359426 PET LOVERS DANCE 256666 199463 57203 22485 3621 64247 46650 24896 BOW WOW BRUNCH 121869 109869 12000 8733 219 2443 300 1448 2 110503 86238 24265 2619 22409 4595 6728 489038 395570 93468 31218 6459 89099 51545 33072 211393 -117925 X X 0 0 0 0 0 0 0 0 0 SARAH BAECKLER CEO 205818 0 0 0 0 0 5200 0 7224 0 218242 0 0 0 JEFFREY MORTON CHIEF MEDICAL OFFICER 193579 0 0 0 0 0 5213 0 7140 0 205932 0 0 0 X 6 146662 FMV X 1 21800 FMV X AUCTION ITEMS 38 90640 FMV 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE STANDING COMMITTEES DO NOT MAKE DECISIONS INDEPENDENTLY THEY WERE ESTABLISHED FOR THE PURPOSE OF MAKING RECOMMENDATIONS TO THE BOD FOR APPROVAL, NOT FOR ACTING ON ITS BEHALF . NOTES FOR THE FINANCE COMMITTEE ARE KEPT BY THE CEO. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL FIRST BE PRESENTED TO THE CEO, TREASURER AND FINANCE COMMITTEE. THEN THE 990 WILL BE SENT VIA EMAIL TO THE BOARD FOR REVIEW, DISCUSSION & VOTE OF ACCEPTANCE. FORM 990, PART VI, SECTION B, LINE 12C THE CEO AND BOD ANNUALLY REVISITS THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. IT IS EXPECTED THAT NO STAFF MEMBER, BOARD MEMBER, COMMITTEE MEMBER OR VOLUNTEER SHALL USE HIS OR HER POSITION, OR KNOWLEDGE GAINED THERE FROM IN SUCH A MANNER THAT A CONFLICT ARISES BETWEEN THE INTEREST OF THE HUMANE SOCIETY OF COLLIER COUNTY AND ANY OF ITS AFFILIATES AND HIS OR HER PERSONAL OR PROFESSIONAL INTERESTS. EACH STAFF MEMBER, BOARD MEMBER, COMMITTEE MEMBER AND VOLUNTEER HAS THE DUTY TO PLACE THE INTERESTS OF THE HUMANE SOCIETY OF COLLIER COUNTY FOREMOST IN ANY DEALINGS ON BEHALF OF THE ORGANIZATION, AND HAS A CONTINUING RESPONSIBILITY TO COMPLY WITH THIS POLICY.THE POLICY SHALL BE DISTRIBUTED ANNUALLY TO STAFF MEMBERS, BOARD MEMBERS, COMMITTEE MEMBERS AND VOLUNTEERS. A SIGNATURE IN THE DESIGNATED SPACE AT THE BOTTOM OF THIS POLICY WILL INDICATE THE INDIVIDUAL'S AGREEMENT TO ABIDE BY THIS POLICY TO THE BEST OF HIS OR HER ABILITY. FORM 990, PART VI, SECTION B, LINE 15 CEO PROVIDES A SELF ASSESSMENT, 990 COMPENSATION FOR SIMILAR LOCAL NONPROFITS, BOD REVIEWS ALL AND COMPLETES ASSESSMENT INDEPENDENTLY. ALL OTHER OFFICERS AND KEY EMPLOYEES ARE REVIEWED AND A MARKET ANALYSIS IS PERFORMED BY THE CEO. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON DEMAND. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST 6,241.