2025-11-17T17:59:14-06:00 2024-12-31 952694444 CONSIDINE & CONSIDINE 8989 RIO SAN DIEGO DRIVE SUITE 250 SAN DIEGO CA 921081604 990 2024-01-01 237228287 HELEN WOODWARD ANIMAL CENTER HELE 8587564117 PO BOX 64 RANCHO SANTA FE CA 92067 MICHAEL M ARMS PRESIDENT 8587564117 2025-11-17 1 0 LUKAS DAVIS P00668234 6192311977 2025-11-17 2024 2025-03-06 01:10:19Z MICHAEL M ARMS PO BOX 64 RANCHO SANTA FE CA 92067 24717959 0 X WWW.ANIMALCENTER.ORG X 1972 CA CHARITABLE, EDUCATION AND/OR SCIENTIFIC WORK FOR THE CARE AND TREATMENT OF ANIMALS. 15 14 245 1319 4853324 0 14008052 13269980 7118920 7086966 1368343 2107982 1811300 1562691 24306615 24027619 147565 133568 0 0 11650591 12302583 0 0 3026495 6486015 6644997 18284171 19081148 6022444 4946471 76216144 84247363 1229362 2133696 74986782 82113667 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 14450634 133568 4787587 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. 14450634 1 1 0 0 0 0 0 0 0 1 1 0 0 1 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 47 0 1 245 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 MICHAEL M ARMS PRESIDENT/CEO 40.00 X X 543419 0 12000 STEVEN ANDERSON ESQ DIRECTOR 1.00 X 0 0 0 CHRIS BREINING DIRECTOR 1.00 X 0 0 0 TANER HALICIOGLU 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 MICHAEL MCKINNON DIRECTOR 1.00 X 0 0 0 RUTH PARNELL DIRECTOR 1.00 X 0 0 0 BRYCE W RHODES CHAIRMAN 1.00 X X 0 0 0 GORDON SCHENK 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 DAVID VIGIL DIRECTOR 1.00 X 0 0 0 ANDREW WASA DIRECTOR 1.00 X 0 0 0 RITA V TRUDERUNG VP OF OPERATIONS/CFO 40.00 X 249318 0 0 RENEE RESKO VP OF DEVELOPMENT 40.00 X 236337 0 0 RENEE SIMMONS VP OF FINANCE 40.00 X 196923 0 0 LAURA SMITH SECRETARY 40.00 X 99674 0 0 TONI NICKELL VICE CHAIRPERSON 1.00 X 0 0 0 DR ANGELA GAETO DARGITZ CHIEF OF STAFF ANIMAL HOSP 40.00 X 206817 0 0 LON JONES SYSTEMS PROGRAMMING MANAGE 40.00 X 168425 0 0 DR HYGAN BAGHOYAN VETERINARIAN 40.00 X 167119 0 0 DR ALEXIS SILER MEDICAL DIRECTOR ADOPTIONS 40.00 X 165416 0 0 DR OLIVIA GARVEY VETERINARIAN 40.00 X 154464 0 0 2187912 0 12000 18 0 1 0 PACIFIC BUILDING GROUP 9752 ASPEN CREEK COURT STE 150 SAN DIEGO CA 92126 GENERAL CONTRACTOR 6312192 LONG TERM IT PO BOX 720613 SAN DIEGO CA 92172 IT SUPPORT & SERVICES 242311 ANTECH DIAGNOSTICS PO BOX 842964 DALLAS TX 75284 LAB WORK 160281 UNIVERSAL ENGINEERING SERVICES PO BOX 735414 CHICAGO IL 60673 ENGINEERING SERVICES 146115 KUSI PO BOX 11155 LOS ANGELES CA 90074 TELEVISION PRODUCTION 112000 6 2065561 11204419 367086 13269980 HOSPITAL INCOME 900099 3569181 622280 2946901 ANIMAL BOARDING 721310 1743619 1743619 EDUCATION 611600 1028100 1008534 19566 ANIMAL ADOPTIONS 900099 596633 596633 RIDING 900099 145537 138405 7132 3896 3896 7086966 930387 930387 26727 0 26727 26727 26727 1177595 0 1177595 1177595 1177595 729313 2065561 533872 195441 195441 1244527 156468 1088059 959085 128974 OTHER 900099 145195 138063 7132 VALUE CHANGE OF SPLIT INTEREST AG 523000 107269 107269 252464 24027619 4644491 4853324 1259824 91500 91500 6068 6068 36000 36000 1337671 506043 333778 497850 9000453 7255704 408916 1335833 240007 180195 17242 42570 979175 735154 70344 173677 745277 559546 53541 132190 159054 159054 9872 8116 8 1748 1455157 1080454 254984 119719 OPERATING SUPPLIES 3188867 2620165 281039 287663 OUTSIDE SERVICES 661124 580794 80330 OTHER 515163 392723 122440 DONATED GOODS 260942 226762 22664 11516 394818 171410 2449 220959 19081148 14450634 1604019 3026495 X 57047 39623 2451 15153 1778114 850779 13635102 15779275 9802279 4687931 101721 84040 38481 36408 147252 115476 34633708 20256722 15178312 14376986 34025209 39356586 50896 54066 1458778 8905816 76216144 84247363 784370 1598866 444992 534830 1229362 2133696 X 59437387 70864859 15549395 11248808 74986782 82113667 76216144 84247363 4946471 2180414 0 X 0 1 X 1 0 X 16825843 17209020 17812393 14008052 13269980 79125288 16825843 17209020 17812393 14008052 13269980 79125288 25239902 53885386 132338 523854 440035 1368343 2108077 4572647 0 0 0 0 0 83697935 18245110 0.64380 0.60220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15788270 4001177 2240761 719124 128596 21182488 11542236 2733991 2133354 517162 104149 15788270 11471957 2612915 -1940817 506211 95608 11542236 7743576 2783742 1424925 396791 83495 11471957 5945300 1345269 787082 279561 54514 7743576 0.92300 0.07700 0.00000 1 0 385000 385000 28451890 15828583 12623307 3777433 2958163 819270 2019385 1469976 549409 14376986 CONSTRUCTION IN PROGRESS 8905816 8905816 ACCRUED PAYROLL 533030 SECURITY DEPOSITS 1800 534830 26558909 2180414 514998 2695412 23863497 159054 5068 164122 24027619 19432024 514998 514998 18917026 159054 5068 164122 19081148 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 510,652. CENTER VET SERVICES 4,346. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 5,068. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 510,652. CENTER VET SERVICES 4,346. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 5,068. 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES - EDUCATION CONFERENCES AND WORKSHOPS FOR ANIMAL WELFARE ORGANIZATIONS 56044 INDIA 0 0 PROGRAM SERVICES - EDUCATION CONFERENCES AND WORKSHOPS FOR ANIMAL WELFARE ORGANIZATIONS 17521 0 0 0 0 0 0 73565 0 73565 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, FOR ANIMAL SUPPORT 15000 WIRE TRANSFER 0 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, FOR ANIMAL SUPPORT 10000 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) FOR ANIMAL SUPPORT 10000 WIRE TRANSFER 0 3 0 0 0 0 0 0 PART I, LINE 3: ACCRUAL BASIS OF ACCOUNTING. SPRING FLING 685772 369059 316713 3389 441 37930 246070 TELETHON 1896782 1686029 210753 7278 760 131077 4 212320 10473 201847 19150 3060 2759 81958 2794874 2065561 729313 29817 4261 40689 459105 533872 195441 1 RESCUE RANCH 1424 TURNERSBURG HIGHWAY STATESVILLE NC 28625 454345179 501(C)(3) 50000 0 TO FURTHER THEIR EXEMPT PURPOSE. SNAKE RIVER ANIMAL SHELTER 3000 LINDSAY BLVD IDAHO FALLS ID 83402 205175430 501(C)(3) 25000 0 TO FURTHER THEIR EXEMPT PURPOSE. 2 0 EDUCATION SCHOLARSHIPS 8 2192 RIDING SCHOLARSHIPS 4 2876 MEDICAL ASSISTANCE 1 1000 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 459241 0 84178 0 0 0 0 0 12000 0 555419 0 0 0 RITA V TRUDERUNG VP OF OPERATIONS/CFO 224318 0 25000 0 0 0 0 0 0 0 249318 0 0 0 RENEE RESKO VP OF DEVELOPMENT 210005 0 26332 0 0 0 0 0 0 0 236337 0 0 0 DR ANGELA GAETO DARGITZ CHIEF OF STAFF ANIMAL HOSP 197817 0 9000 0 0 0 0 0 0 0 206817 0 0 0 RENEE SIMMONS VP OF FINANCE 171923 0 25000 0 0 0 0 0 0 0 196923 0 0 0 LON JONES SYSTEMS PROGRAMMING MANAGE 163655 0 4770 0 0 0 0 0 0 0 168425 0 0 0 DR HYGAN BAGHOYAN VETERINARIAN 162377 0 4742 0 0 0 0 0 0 0 167119 0 0 0 DR ALEXIS SILER MEDICAL DIRECTOR ADOPTIONS 156416 0 9000 0 0 0 0 0 0 0 165416 0 0 0 DR OLIVIA GARVEY VETERINARIAN 150005 0 4459 0 0 0 0 0 0 0 154464 0 0 0 PART I, LINE 1A MICHAEL ARMS (PRESIDENT & CEO), RENEE RESKO (VP OF DEVELOPMENT), JESSICA GERCKE (PR/COMMUNICATIONS DIRECTOR), AND ALEXA MUNOZ-CORTEZ (SOCIAL MEDIA MANAGER) 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 ARLO SORENSEN DIRECTOR OF WTC 0 BRYCE RHODES DIRECTOR AND BENFICIARY OF A TRUST THAT IS A SHAREHOLDER OF WTC'S PARENT CO 0 X 21491 165224 FAIR MARKET VALUE X FOOD ITEMS 628 106144 FAIR MARKET VALUE X ANIMAL SUPPLIES 3310 50078 FAIR MARKET VALUE X OTHER SERVICES 1307 39000 FAIR MARKET VALUE X FOOD & DRINK - SPECIAL EVENT 1520 4016 FAIR MARKET VALUE X ANIMAL MEDICAL SUPPLIES 334 2504 FAIR MARKET VALUE X OTHER 29 120 FAIR MARKET VALUE 4 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 $159,054 FOR THE YEAR ENDED DECEMBER 31, 2024. 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