Totals
- Total revenue
- $26,821,587
- Total expenses
- $9,320,793
- Contributions and grants received
- $22,355,020
- Grants paid
- $0
- Program service revenue
- $3,031,737
- Investment income
- $445,802
- Other revenue
- $989,028
- Total assets, end of year
- $34,469,469
- Total liabilities, end of year
- $836,947
- Net assets or fund balances, end of year
- $33,632,522
- Program services expenses (Part IX)
- $7,401,826
- Management and general expenses
- $1,209,298
- Fundraising expenses
- $709,669
- Program service expenses (Part III)
- $7,401,826
Program services were 79.4% 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
$75,827
-
1f · All other contributions, gifts and grants
$22,279,193
-
1g · Noncash contributions included above
$3,684,289
-
2a · Program service revenue: FEES
total $2,607,128 · related or exempt $2,607,128
-
2b · Program service revenue: GOVT. AGENCY CONTRACTS
total $424,609 · related or exempt $424,609
-
3 · Investment income
total $363,264 · excluded $363,264
-
7a · Gross sales of assets other than inventory
securities $1,685,533
-
7b · Less cost or other basis and sales expenses
securities $1,556,665 · other assets $46,330
-
7c · Gain or loss
securities $128,868 · other assets -$46,330
-
7d · Net gain or loss
total $82,538 · excluded $82,538
-
8a · Fundraising events: gross income
$23,610
-
8a · Fundraising events: contributions included on line 1c
$75,827
-
8b · Fundraising events: direct expenses
$18,264
-
8c · Net income from fundraising events
total $5,346 · excluded $5,346
-
10a · Gross sales of inventory
$987,137
-
10b · Cost of goods sold
$3,599
-
10c · Net income from sales of inventory
total $983,538 · excluded $983,538
-
11a · Other revenue: OTHER INCOME
total $144 · related or exempt $144
-
11e · Other revenue, total
$144
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $418,441 · program services $14,810 · management and general $388,821 · fundraising $14,810
-
7 · Other salaries and wages
total $4,360,106 · program services $3,773,346 · management and general $216,760 · fundraising $370,000
-
8 · Pension plan contributions
total $74,364 · program services $48,585 · management and general $13,995 · fundraising $11,784
-
9 · Other employee benefits
total $623,857 · program services $584,960 · management and general $16,621 · fundraising $22,276
-
10 · Payroll taxes
total $350,714 · program services $281,127 · management and general $40,805 · fundraising $28,782
-
11b · Fees: legal
total $27,085 · management and general $27,085
-
11c · Fees: accounting
total $40,904 · management and general $40,904
-
11d · Fees: lobbying
total $37,713 · management and general $37,713
-
11f · Fees: investment management
total $36,682 · management and general $36,682
-
11g · Fees: other
total $339,480 · program services $125,296 · management and general $144,503 · fundraising $69,681
-
12 · Advertising and promotion
total $65,171 · management and general $53,729 · fundraising $11,442
-
13 · Office expenses
total $66,456 · program services $49,063 · management and general $5,135 · fundraising $12,258
-
14 · Information technology
total $151,306 · program services $36,663 · management and general $98,853 · fundraising $15,790
-
16 · Occupancy
total $363,206 · program services $334,133 · management and general $15,268 · fundraising $13,805
-
17 · Travel
total $4,386 · program services $4,161 · management and general $225
-
19 · Conferences, conventions and meetings
total $31,203 · program services $14,845 · management and general $13,629 · fundraising $2,729
-
22 · Depreciation, depletion and amortization
total $887,878 · program services $781,333 · management and general $44,394 · fundraising $62,151
-
23 · Insurance
total $89,627 · program services $74,967 · management and general $11,174 · fundraising $3,486
-
24a · Other expenses: VET & ANIMAL SUPPLIES
total $866,945 · program services $866,945
-
24b · Other expenses: MAINTENANCE AND REPAIRS
total $130,850 · program services $130,850
-
24c · Other expenses: ADOPTION EXPENSE
total $84,578 · program services $84,578
-
24d · Other expenses: BANK SERVICE & CC FEES
total $79,474 · program services $72,388 · management and general $1,948 · fundraising $5,138
-
24e · All other expenses
total $190,367 · program services $123,776 · management and general $1,054 · fundraising $65,537
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $257,218 · end of year $153,315
-
2 · Savings and temporary cash investments
beginning of year $1,041,224 · end of year $13,557,514
-
3 · Pledges and grants receivable
beginning of year $233,491 · end of year $4,968,722
-
8 · Inventories for sale or use
beginning of year $137,294 · end of year $124,056
-
9 · Prepaid expenses and deferred charges
beginning of year $62,305 · end of year $56,266
-
10a · Land, buildings and equipment: cost or other basis
$18,943,452
-
10b · Land, buildings and equipment: accumulated depreciation
$13,078,892
-
10c · Land, buildings and equipment, net
beginning of year $6,544,221 · end of year $5,864,560
-
11 · Investments: publicly traded securities
beginning of year $6,898,988 · end of year $8,784,779
-
15 · Other assets
beginning of year $934,165 · end of year $960,257
-
17 · Accounts payable and accrued expenses
beginning of year $545,516 · end of year $660,819
-
19 · Deferred revenue
beginning of year $24,776 · end of year $22,979
-
25 · Other liabilities
beginning of year $217,400 · end of year $153,149
-
27 · Net assets without donor restrictions
beginning of year $13,587,045 · end of year $27,176,687
-
28 · Net assets with donor restrictions
beginning of year $1,734,169 · end of year $6,455,835
Mission and programs · 2023
Mission
THE MISSION OF THE SANTA FE ANIMAL SHELTER & HUMANE SOCIETY, INC. IS TO SUPPORT ANIMALS, SAVE LIVES, AND SPREAD COMPASSION.
Activities or mission (Part I)
THE MISSION OF THE ORGANIZATION IS TO SUPPORT ANIMALS, SAVE LIVES, AND SPREAD COMPASSION.
-
SANTA FE ANIMAL SHELTER, SEE SCHEDULE O.
Expenses $4,940,406 · Revenue $739,573
-
THE CLARE EDDY THAW ANIMAL HOSPITAL, WHICH OPENED IN THE FALL OF 2013, OFFERS VETERINARY SERVICES TO THE GENERAL PUBLIC, INCLUDING A SLIDING SCALE FOR INCOME-QUALIFIED RESIDENTS. WE MAINTAIN A ST. FRANCIS VETERINARY EMERGENCY FUND TO HELP FAMILIES AFFORD NECESSARY VETERINARY CARE, EVEN DURING A TIME OF CRISIS. OUR SPAY/NEUTER & WELLNESS CLINIC OFFERS LOW-COST, HIGH QUALITY SPAY/NEUTER AND VACCINATION PROGRAMS AND PROVIDED 3,149 SPAY/NEUTER SURGERIES TO AREA ANIMALS IN 2023 IN AN EFFORT TO REDUCE ANIMAL OVERPOPULATION.
Expenses $2,212,711 · Revenue $2,292,308
-
CASA PROGRAM COMMUNITY ASSISTANCE, SEE SCHEDULE O.
Expenses $248,709
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Kurt HausafusKURT HAUSAFUS
BOARD CHAIR (THRU 5/23)
- Total calculated
- $0
- Hours/week
- 4
-
Gretchen WaltherGRETCHEN WALTHER
BOARD CHAIR (AS OF 6/23)
- Total calculated
- $0
- Hours/week
- 5
-
Holly KoehlerHOLLY KOEHLER
VICE CHAIR (THRU 5/23)
- Total calculated
- $0
- Hours/week
- 2
-
Sheila VaughnSHEILA VAUGHN
VICE CHAIR (AS OF 6/23)
- Total calculated
- $0
- Hours/week
- 18
-
Bruce JohnsonBRUCE JOHNSON
TREASURER (THRU 8/23)
- Total calculated
- $0
- Hours/week
- 4
-
Mike MelodyMIKE MELODY
TREASURER (THRU 6/23)
- Total calculated
- $0
- Hours/week
- 4
-
Elizabeth RiceELIZABETH RICE
TREASURER (AS OF 9/23)
- Total calculated
- $0
- Hours/week
- 21
-
Diana BrownDIANA BROWN
SECRETARY (AS OF 2/23)
- Total calculated
- $0
- Hours/week
- 10
-
Sarah SpearmanSARAH SPEARMAN
SECRETARY (THRU 1/23)
- Total calculated
- $0
- Hours/week
- 2
-
Bill FeinbergBILL FEINBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Kris MichaelisKRIS MICHAELIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 8
-
Mary MitchellMARY MITCHELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
John HagermanJOHN HAGERMAN
CEO (THRU 7/23)
- Total calculated
- $223,066
- From this org
- $213,500
- From related orgs
- $0
- Other
- $9,566
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $113,500
- Bonus
- $0
- Other
- $100,000
- Deferred
- $4,570
- Nontaxable benefits
- $4,996
- Filer's total
- $223,066
-
Linda MooreLINDA MOORE
DIRECTOR OF FINANCE
- Total calculated
- $122,249
- From this org
- $110,339
- From related orgs
- $0
- Other
- $11,910
- Hours/week
- 40
-
Caren ShiozakiCAREN SHIOZAKI
INTERIM CEO (AS OF 8/23)
- Total calculated
- $73,125
- From this org
- $73,125
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Kristen JensenKRISTEN JENSEN
MEDICAL DIRECTOR
- Total calculated
- $123,666
- From this org
- $111,756
- From related orgs
- $0
- Other
- $11,910
- Hours/week
- 40
-
Michelle L SalobMICHELLE L SALOB
VETERINARIAN
- Total calculated
- $123,212
- From this org
- $111,315
- From related orgs
- $0
- Other
- $11,897
- Hours/week
- 40
-
Rick SnookRICK SNOOK
VETERINARIAN
- Total calculated
- $125,700
- From this org
- $125,700
- From related orgs
- $0
- Other
- $0
- Hours/week
- 24
-
Pamela Weese PowellPAMELA WEESE POWELL
DIRECTOR OF PHILANTHROPY
- Total calculated
- $117,885
- From this org
- $108,900
- From related orgs
- $0
- Other
- $8,985
- Hours/week
- 40
-
Jillian DoughertyJILLIAN DOUGHERTY
VETERINARIAN
- Total calculated
- $105,105
- From this org
- $100,100
- From related orgs
- $0
- Other
- $5,005
- Hours/week
- 30
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 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
Answered no
- 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
The filer's explanations (Part III)
- PART I, LINE 4A
- JOHN HAGERMAN (CEO) RECEIVED A COMPENSATION PACKAGE OF $100,000 UPON LEAVING THE ORGANIZATION.
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
- 15 August 2024
- IRS schema version
- 2023v5.1
- Source object
- 202422339349300137
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