Skip to content
Nonprofiteer
← PATTY BAKER HUMANE SOCIETY NAPLES

Form 990 for tax year 2023

Filed by PATTY BAKER HUMANE SOCIETY NAPLES.

Totals

Total revenue
$5,741,222
Total expenses
$9,502,850
Contributions and grants received
$3,495,266
Grants paid
$0
Program service revenue
$1,854,444
Investment income
$508,758
Other revenue
-$117,246
Total assets, end of year
$14,953,063
Total liabilities, end of year
$2,917,100
Net assets or fund balances, end of year
$12,035,963
Program services expenses (Part IX)
$7,773,285
Management and general expenses
$1,029,039
Fundraising expenses
$700,526
Program service expenses (Part III)
$7,773,285

Program services were 81.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $395,570

  • 1f · All other contributions, gifts and grants

    $3,099,696

  • 1g · Noncash contributions included above

    $259,102

  • 2a · Program service revenue: ANIMAL CLINIC PROGRAM

    total $1,700,169 · related or exempt $1,700,169

  • 2b · Program service revenue: REHOME PROGRAM

    total $154,275 · related or exempt $154,275

  • 3 · Investment income

    total $57,594 · excluded $57,594

  • 7a · Gross sales of assets other than inventory

    securities $2,693,655 · other assets $120

  • 7b · Less cost or other basis and sales expenses

    securities $2,242,611 · other assets $0

  • 7c · Gain or loss

    securities $451,044 · other assets $120

  • 7d · Net gain or loss

    total $451,164 · excluded $451,164

  • 8a · Fundraising events: gross income

    $93,468

  • 8a · Fundraising events: contributions included on line 1c

    $395,570

  • 8b · Fundraising events: direct expenses

    $211,393

  • 8c · Net income from fundraising events

    total -$117,925 · excluded -$117,925

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $679 · excluded $679

  • 11e · Other revenue, total

    $679

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $567,398 · program services $369,823 · management and general $186,201 · fundraising $11,374

  • 7 · Other salaries and wages

    total $4,317,066 · program services $3,651,914 · management and general $369,871 · fundraising $295,281

  • 8 · Pension plan contributions

    total $60,853 · program services $57,478 · management and general $288 · fundraising $3,087

  • 9 · Other employee benefits

    total $494,642 · program services $437,966 · management and general $34,366 · fundraising $22,310

  • 10 · Payroll taxes

    total $368,394 · program services $298,945 · management and general $46,348 · fundraising $23,101

  • 11b · Fees: legal

    total $494 · program services $494

  • 11c · Fees: accounting

    total $19,613 · management and general $19,613

  • 11e · Fees: professional fundraising services

    total $143,345 · fundraising $143,345

  • 11f · Fees: investment management

    total $34,829 · management and general $34,829

  • 11g · Fees: other

    total $275,130 · program services $260,022 · management and general $13,383 · fundraising $1,725

  • 12 · Advertising and promotion

    total $55,155 · program services $43,377 · management and general $7,817 · fundraising $3,961

  • 13 · Office expenses

    total $618,505 · program services $531,549 · management and general $38,738 · fundraising $48,218

  • 16 · Occupancy

    total $481,747 · program services $429,251 · management and general $40,942 · fundraising $11,554

  • 17 · Travel

    total $30,878 · program services $30,115 · management and general $378 · fundraising $385

  • 19 · Conferences, conventions and meetings

    total $12,886 · program services $11,796 · management and general $1,030 · fundraising $60

  • 20 · Interest

    total $22,965 · management and general $22,965

  • 22 · Depreciation, depletion and amortization

    total $556,368 · program services $501,691 · management and general $51,843 · fundraising $2,834

  • 23 · Insurance

    total $81,076 · program services $59,545 · management and general $11,694 · fundraising $9,837

  • 24a · Other expenses: COGS

    total $992,474 · program services $906,676 · management and general $85,798

  • 24b · Other expenses: DONATED SUPPLIES

    total $159,760 · program services $27,762 · management and general $47,089 · fundraising $84,909

  • 24c · Other expenses: BANK CHARGES

    total $69,167 · program services $37,013 · management and general $6,755 · fundraising $25,399

  • 24d · Other expenses: PET FOOD

    total $66,935 · program services $66,935

  • 24e · All other expenses

    total $73,170 · program services $50,933 · management and general $9,091 · fundraising $13,146

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,008 · end of year $2,690

  • 2 · Savings and temporary cash investments

    beginning of year $842,948 · end of year $942,807

  • 3 · Pledges and grants receivable

    beginning of year $673,469 · end of year $402,251

  • 4 · Accounts receivable

    beginning of year $29,940 · end of year $85,427

  • 8 · Inventories for sale or use

    beginning of year $147,892 · end of year $129,349

  • 9 · Prepaid expenses and deferred charges

    beginning of year $89,413 · end of year $49,830

  • 10a · Land, buildings and equipment: cost or other basis

    $13,521,304

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,954,390

  • 10c · Land, buildings and equipment, net

    beginning of year $8,835,738 · end of year $8,566,914

  • 11 · Investments: publicly traded securities

    beginning of year $5,641,626 · end of year $4,148,116

  • 15 · Other assets

    beginning of year $248,879 · end of year $625,679

  • 17 · Accounts payable and accrued expenses

    beginning of year $588,949 · end of year $459,812

  • 25 · Other liabilities

    beginning of year $224,787 · end of year $2,457,288

  • 27 · Net assets without donor restrictions

    beginning of year $14,334,197 · end of year $10,813,840

  • 28 · Net assets with donor restrictions

    beginning of year $1,364,980 · end of year $1,222,123

Mission and programs · 2023

Mission

OUR MISSION IS TO SHELTER ANIMALS IN TIMES OF NEED, LOCATE LIFE-LONG HOMES AND PROMOTE RESPONSIBLE PET OWNERSHIP THROUGH EDUCATION, LEGISLATION, AND STERILIZATION.

Activities or mission (Part I)

TO PROVIDE SHELTER, MEDICAL, REHABILITATION AND ADOPTION SERVICES "CONTINUED ON SCHEDULE O"FOR PETS WHILE PROMOTING RESPONSIBLE PET OWNERSHIP.

  • 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.

    Expenses $2,484,275 · Revenue $1,700,169

  • 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.

    Expenses $4,125,483 · Revenue $154,275

  • 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.

    Expenses $448,971

  • 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.

    Expenses $714,556

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Brad Jamison

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Stacey Bulloch

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Alicia Taylor

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Courtney Lehmann

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Jared Mellein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Megan Cotanch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert Benedict

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sharon Zuccaro

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sarah Baeckler

    CEO

    Total calculated
    $218,242
    From this org
    $205,818
    From related orgs
    $0
    Other
    $12,424
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,818
    Bonus
    $0
    Other
    $0
    Deferred
    $5,200
    Nontaxable benefits
    $7,224
    Filer's total
    $218,242

  • Pam Cardec

    CFO

    Total calculated
    $128,609
    From this org
    $126,000
    From related orgs
    $0
    Other
    $2,609
    Hours/week
    40

  • Jeffrey Morton

    CHIEF MEDICAL OFFICER

    Total calculated
    $205,932
    From this org
    $193,579
    From related orgs
    $0
    Other
    $12,353
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,579
    Bonus
    $0
    Other
    $0
    Deferred
    $5,213
    Nontaxable benefits
    $7,140
    Filer's total
    $205,932

  • Gabriel Waters

    CHIEF OPERATING OFFICER

    Total calculated
    $147,428
    From this org
    $136,078
    From related orgs
    $0
    Other
    $11,350
    Hours/week
    40

  • Jennifer Feuerstein

    DIRECTOR OF HUMAN RESOURCES

    Total calculated
    $137,830
    From this org
    $132,732
    From related orgs
    $0
    Other
    $5,098
    Hours/week
    40

  • Kim Watson

    VETERINARIAN

    Total calculated
    $142,800
    From this org
    $131,643
    From related orgs
    $0
    Other
    $11,157
    Hours/week
    40

  • Natalie Brown

    VETERINARIAN

    Total calculated
    $132,573
    From this org
    $121,829
    From related orgs
    $0
    Other
    $10,744
    Hours/week
    40

  • Meredith McLean

    CHIEF OF COMMUNITY SERVICES

    Total calculated
    $122,182
    From this org
    $111,569
    From related orgs
    $0
    Other
    $10,613
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
9 May 2025
IRS schema version
2023v6.0
Source object
202541329349302279

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.