2024-05-08T15:38:05-05:00 2023-12-31 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2023-01-01 930386880 OREGON HUMANE SOCIETY OREG 5032857722 1067 NE COLUMBIA BOULEVARD PORTLAND OR 972110364 DIANE ROSENBAUM CHAIR 5032857722 2024-05-08 DIANE ROSENBAUM 999009999 0 GARY MCGEE P00743279 5032222515 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z SHARON HARMON 1067 NE COLUMBIA BOULEVARD PORTLAND OR 972110364 29720124 0 X WWW.OREGONHUMANE.ORG X 1868 OR THE OREGON HUMANE SOCIETY ("OHS") IS A PRIVATE ANIMAL WELFARE ORGANIZATION, FOUNDED IN 1868 AND INCORPORATED IN 1880, WHOSE MISSION IS TO CREATE A MORE HUMANE SOCIETY WITH THE VISION OF A WORLD WHERE ALL ANIMALS ARE TREATED WITH COMPASSION, KINDNESS AND RESPECT. OHS IS A STAND-ALONE, NONPROFIT ORGANIZATION, OPERATING WITH CAMPUSES IN PORTLAND AND SALEM, OREGON. OHS IS SUPPORTED PRIMARILY BY PRIVATE DONATIONS AND REVENUES GENERATED FROM SERVICES PROVIDED TO CARE AND FIND HOMES FOR HOMELESS ANIMALS, PROTECT ANIMALS FROM CRUELTY AND NEGLECT, PROVIDE ACCESSIBLE VETERINARY CARE AND TRAINING SERVICE, AND EDUCATE THE COMMUNITY ON THE HUMANE TREATMENT OF ANIMALS. NOTABLY, OHS IS NOT AN AFFILIATE OF NATIONAL ANIMAL WELFARE ORGANIZATIONS. 19 19 739 1583 0 0 22653926 22075204 3340669 6016362 664831 492238 255423 304023 26914849 28887827 0 0 0 0 17712590 22723511 419207 390429 3766689 8362218 10889504 26494015 34003444 420834 -5115617 110811037 107866330 7107092 5488625 103703945 102377705 X THE OREGON HUMANE SOCIETY ("OHS") IS A PRIVATE ANIMAL WELFARE ORGANIZATION, FOUNDED IN 1868 AND INCORPORATED IN 1880, WHOSE MISSION IS TO CREATE A MORE HUMANE SOCIETY WITH THE VISION OF A WORLD WHERE ALL ANIMALS ARE TREATED WITH COMPASSION, KINDNESS AND RESPECT. OHS IS A STAND-ALONE, NONPROFIT ORGANIZATION, OPERATING WITH CAMPUSES IN PORTLAND AND SALEM, OREGON. OHS IS SUPPORTED PRIMARILY BY PRIVATE DONATIONS AND REVENUES GENERATED FROM SERVICES PROVIDED TO CARE AND FIND HOMES FOR HOMELESS ANIMALS, PROTECT ANIMALS FROM CRUELTY AND NEGLECT, PROVIDE ACCESSIBLE VETERINARY CARE AND TRAINING SERVICE, AND EDUCATE THE COMMUNITY ON THE HUMANE TREATMENT OF ANIMALS. NOTABLY, OHS IS NOT AN AFFILIATE OF NATIONAL ANIMAL WELFARE ORGANIZATIONS. 0 0 15087623 3095922 SHELTERING AND ADOPTIONS - OHS MERGED WITH WILLAMETTE HUMANE SOCIETY ON JULY 1, 2022. THIS EXPANDED OHS'S ABILITY TO PROVIDE SERVICES TO MORE ANIMALS AND THEIR HUMANS IN OREGON, THE PACIFIC NORTHWEST AND OTHER AREAS OF THE COUNTRY. IN 2023, OHS PLACED 11,595 PETS INTO NEW FAMILIES. THE ANIMALS THAT FOUND NEW HOMES CONSTITUTE AN OVERALL 97% SAVE RATE. THROUGH THE SECOND CHANCE PROGRAM, OHS SAVES MORE LIVES BY ACCEPTING ANIMALS FROM SHELTERS AND ANIMAL CONTROL AGENCIES IN OREGON, CALIFORNIA, WASHINGTON, TEXAS, HAWAII, NEW MEXICO AND LOUISIANA. CONTINUED ON SCHEDULE O.MANY OF THESE SHELTERS ARE OFTEN OVERWHELMED BY TOO MANY ABANDONED ANIMALS AND TOO FEW ADOPTERS. IN 2023, 6,083 ANIMALS WERE ACCEPTED FROM 59 ORGANIZATIONS.LIVE RELEASE RATES FOR 2023OHS USES LIVE RELEASE RATE (LRR) TO TRACK THE OUTCOME OF ANIMALS THAT ARE BROUGHT INTO ITS SHELTERS. THE LRR ACCURATELY REFLECTS THE MANY OPTIONS FOR PETS THAT COME TO THE SHELTER IN ADDITION TO ADOPTIONS - FOR EXAMPLE, ANIMAL TRANSFERS TO OTHER RESCUE ORGANIZATIONS AND ANIMALS THAT ARE RETURNED TO THEIR OWNERS. THE LRR DOES NOT INCLUDE END-OF-LIFE SERVICES.* OHS SAVED A TOTAL OF 11,595 ANIMALS * OHS SAVED 3,223 DOGS * OHS SAVED 8,123 CATS * OHS SAVED 249 SMALL ANIMALS * OHS PORTLAND CAMPUS LIVE RELEASE RATE 98%* OHS SALEM CAMPUS LIVE RELEASE RATE 95%LENGTH OF STAY FOR 2023OHS CALCULATES THE AVERAGE LENGTH OF STAY ("LOS") BY INCLUDING THE DAY OF ARRIVAL THROUGH THE DAY OF DISPOSITION (ADOPTION, TRANSFER, EUTHANASIA OR RETURN TO OWNER). THE LOS REFLECTS THE ENTIRETY OF THE TIME THE ANIMAL WAS IN THE CARE OF THE ORGANIZATION, INCLUDING STRAY ANIMAL HOLDING PERIODS, TIME IN FOSTER CARE, BEHAVIORAL REHABILITATION, AND PROTECTIVE CUSTODY IN CRIMINAL CASES.* PORTLAND CAMPUS - DOG LOS AVERAGED 18.3 DAYS (PUPPIES AVERAGED 12.3 DAYS) AND CAT LOS AVERAGED 20.1 DAYS (KITTENS AVERAGED 18.3 DAYS)* SALEM CAMPUS - DOG LOS AVERAGED 11.8 DAYS (PUPPIES AVERAGED 9.3 DAYS) AND CAT LOS AVERAGED 14.5 DAYS (KITTENS AVERAGED 17.6 DAYS)ADOPTION OUTREACHBRINGING PETS OUT INTO THE COMMUNITY FOR ADOPTION IS ANOTHER WAY THAT OHS MAINTAINS A HIGH SAVE RATE. A TOTAL OF 451 ANIMALS FOUND HOMES DIRECTLY THROUGH OUR OUTREACH PROGRAMS.MEDICAL SERVICES (SHELTER-OWNED PETS AND PETS FROM OTHER RESCUE GROUPS)DURING THE YEAR ENDED DECEMBER 31, 2023, OHS PERFORMED 7,409 SURGERIES IN THE HOLMAN ANIMAL MEDICAL LEARNING CENTER (THE "AMLC") ON THE PORTLAND CAMPUS, INCLUDING 6,833 SPAY AND NEUTER SURGERIES AND 576 OTHER ESSENTIAL AND EMERGENCY SURGERIES. IN ADDITION, THE AMLC PROVIDED 10,575 MEDICAL EXAMS FOR PETS, AND HELPED TRAIN 91 OREGON STATE UNIVERSITY VETERINARY STUDENTS. ON THE SALEM CAMPUS, OHS PERFORMED 6,251 SURGERIES FOR SHELTER PETS, COMMUNITY PETS AND PETS FROM OTHER RESCUE GROUPS.BEST FRIENDS' CORNEROHS OPERATES A RETAIL STORE LOCATED IN THE LOBBY OF THE PORTLAND SHELTER. THE STORE STOCKS A VARIETY OF GOODS THAT A NEW ADOPTER MAY NEED TO MAKE THEIR NEW PET FEEL AT HOME. IT ALSO HAS NUMEROUS TRAINING BOOKS AND TOOLS TO IMPROVE PET AND OWNER BEHAVIOR AND TO KEEP THE ANIMAL IN THE HOME.IN 2023:* GROSS SALES: $373,385* NET LOSS: $75,338* PERCENTAGE OF OVERALL SALES ATTRIBUTED TO NEW ADOPTER SALES: 49%VOLUNTEERSOHS'S VOLUNTEER TEAM CHANGES THE WORLD FOR EACH DOG, CAT, RABBIT, RODENT, OR BIRD THEY HELPED ON A DAILY BASIS. OHS'S VOLUNTEERS MAKE OUR WORK POSSIBLE AND THE LIVES OF OUR ANIMALS AND TEAM BETTER THROUGH SO MANY KIND AND COMPASSIONATE ACTIONS, FROM OFFERING DAILY WALKS, ACCLIMATING ANIMALS TO HUMANS, GETTING ANIMALS SETTLED IN THE SHELTER TO PROVIDING A HELPING HAND TO OUR TEAM. FOSTER CARE HAS CONTRIBUTED SIGNIFICANT TIME TO OHS'S VOLUNTEER HOURS. DONATING 285,135 HOURS OF SERVICE TO ALL PROGRAMS OFFERED AT OHS IN 2023, VOLUNTEERS PROVIDED SERVICES EQUIVALENT TO 137 FULL-TIME EMPLOYEES.ADULT VOLUNTEERS* TOTAL VOLUNTEER HOURS - 278,857 (INCLUDING FOSTER VOLUNTEER HOURS)* TOTAL NUMBER OF INDIVIDUALS VOLUNTEERING THEIR TIME TO OHS WAS 3,244* VOLUNTEER HOURS FOR GENERAL CARE, BEHAVIOR, AND ENRICHMENT TOTALED 30,318* OHS HAD 44 TEAMS DEPLOY IN 2023 TO HELP OTHER AGENCIES FOR EMERGENCY ANIMAL SHELTERING YOUTH AND COMMUNITY GROUPS PROGRAM* INDIVIDUALS WHO PARTICIPATED IN THE YOUTH VOLUNTEER PROGRAM NUMBERED 127, PROVIDING 6,278 VOLUNTEER HOURSFOSTER CARE* THERE WERE 580 FOSTER CARE VOLUNTEER FAMILIES, VOLUNTEERING 199,178 HOURS* ANIMALS FOSTERED TOTALED 2,811PRIMARY REASONS FOR FOSTER CARE* THEY WERE TOO YOUNG FOR ADOPTION* THEY WERE NURSING BABY ANIMALS* THEY HAD A MEDICAL CONDITION 5690495 2632233 COMMUNITY VETERINARY SERVICES - DURING THE YEAR ENDED DECEMBER 31, 2023, OHS PERFORMED 16,807 SURGERIES IN THE COMMUNITY VETERINARY HOSPITAL ("CVH") INCLUDING 3,082 SPAY AND NEUTER SURGERIES AND 642 OTHER ESSENTIAL AND EMERGENCY SURGERIES. IN ADDITION, THE CVH PROVIDED 23,651 MEDICAL EXAMS FOR PETS AND HELPED TRAIN 6 OREGON STATE UNIVERSITY VETERINARY STUDENTS AND 28 PORTLAND COMMUNITY COLLEGE CERTIFIED VETERINARY TECHNICIAN STUDENTS. CONTINUED ON SCHEDULE O.SALEM CAMPUS - COMMUNITY VETERINARY SERVICESOHS PROVIDES MEDICAL SERVICES PRIMARILY FOR SHELTER ANIMALS AND SPAY AND NEUTER FOR PETS OF MEMBERS OF THE COMMUNITY AT ITS SALEM CAMPUS. IN 2023, OHS'S SALEM CAMPUS PROVIDED 6,251 SPAY/NEUTER SURGERIES.* 2,057 SHELTER PETS* 1,294 COMMUNITY CATS* 412 PETS FROM OTHER RESCUE GROUPS* 2,488 OWNED PETS 2608264 326696 BEHAVIOR CONSULTATION AND TRAINING - OHS'S EXPERIENCED BEHAVIOR CONSULTATION AND TRAINING TEAM OFFERS A VARIETY OF DOG, PUPPY, CAT AND KITTEN TRAININGS SERVICES AND ARE SUMMARIZED AS FOLLOWS:* PROVIDED 541 PRIVATE CONSULTATIONS IN PORTLAND AND 38 IN SALEM* PUBLIC TRAINING CLASSES OFFERED NUMBERED 330 IN PORTLAND AND 74 IN SALEM* PEOPLE NUMBERING 2,301 IN PORTLAND AND 250 IN SALEM ATTENDED OHS TRAINING CLASSES AND WORKSHOPSCONTINUED ON SCHEDULE O.* VOLUNTEER TRAININGS TOTALING 84 INCLUDED 254 VOLUNTEERS WHO ATTENDED THOSE TRAININGS* 71 DOGS AND 78 CATS WERE HELPED THROUGH THE BEHAVIOR MODIFICATION PROGRAM* 68 DOGS AND 69 CATS WERE ADOPTED THROUGH THE BEHAVIOR MODIFICATION PROGRAM* A VOLUME OF 1,675 PHONE CALLS AND EMAILS WERE HANDLED BY THE BEHAVIOR HELP LINE, A FREE SERVICE PROVIDED TO THE COMMUNITY BY OHS* TOP ISSUES FOR CAT OWNERS: RESIDENT PET INCOMPATIBILITY AND LITTER BOX ISSUES* TOP ISSUES FOR DOG OWNERS: LEASH REACTIVITY ISSUES, ANXIOUS/FEARFUL BEHAVIOR, AND ROUGH PLAY 2292445 160110 COMMUNITY AND EDUCATION SERVICES - EDUCATING THE COMMUNITY AND PROMOTING ANIMALS AND PROGRAMS ARE CRUCIAL TO HELPING OHS ACHIEVE ITS MISSION OF FINDING A HOME FOR EVERY ANIMAL. IN ADDITION TO A VIBRANT EDUCATION DEPARTMENT, OHS'S COMMUNICATIONS AND MARKETING DEPARTMENT STRIVES TO PROMOTE CRITICAL AND HELPFUL INFORMATION TO THE COMMUNITY THROUGH THE MEDIA, SPECIAL EVENTS, AND REAL-TIME PHOTOS OF ANIMALS AVAILABLE FOR ADOPTION ON OHS'S WEBSITE.IN 2023:* VISITORS TO THE PORTLAND CAMPUS TOTALED 70,185 (ON AVERAGE, 187 PEOPLE VISITED THE OHS PORTLAND CAMPUS EACH DAY - OPEN 357 DAYS)* VISITORS TO THE SALEM CAMPUS TOTALED 44,421 (ON AVERAGE, 124 PEOPLE VISITED OHS SALEM CAMPUS EACH DAY - OPEN 358 DAYS)* ADOPTIONS AT THE PORTLAND CAMPUS AVERAGED 24 PER DAY* ADOPTIONS AT THE SALEM CAMPUS AVERAGED 8.4 PER DAY* OHS ISSUED 50 PRESS RELEASES * OHS HAD 3,006 TELEVISION, RADIO AND WEB NEWS STORIES * OHS HOSTED OR PARTICIPATED IN 55 TOTAL EVENTS * OHS'S MAGAZINE REACHED 32,500 READERS EACH QUARTER* OHS'S WEBSITE AVERAGED 4,334 DAILY VISITORS AND TOTAL NEW VISITORS TO THE SITE WERE APPROXIMATELY 1,532,472 FOR THE YEAR* THE AVERAGE TIME SPENT ON OHS'S WEBSITE WAS FOUR MINUTESHUMANE EDUCATIONSOMETIMES THE MOST SIGNIFICANT LESSONS ARE LEARNED THROUGH COMPASSION, EMPATHY, AND FIRST HAND EXPERIENCE. OHS STRIVES TO REACH THE HEARTS AND MINDS OF CHILDREN, TEENS, AND ADULTS OHS HAS THE OPPORTUNITY TO MEET. * HUMANE EDUCATION REACHED 101,396 PEOPLE, INCLUDING 12,811 CHILDREN AND 88,585 ADULTS, OF WHICH 955 OF THOSE PEOPLE BEING REACHED THROUGH VIRTUAL EDUCATION * HUMANE EDUCATION MADE 38 NON-SCHOOL, OFF-SITE PRESENTATIONS REACHING 1,516 INDIVIDUALS * SCHOOL VISITS INCLUDED 75 SCHOOLS - 3 VIRTUAL VISITS AND 330 CLASSROOMS VISITED WITH 6,672 INDIVIDUALS REACHED * ELEVEN WEEKS OF SUMMER CAMP SESSIONS WERE ATTENDED BY 337 TOTAL CAMPERS* SIXTEEN AFTER-SCHOOL CLUBS HAD 274 POINTS OF IMPACT* 74 IN-SHELTER TOURS REACHED 2,094 INDIVIDUALS 1142498 8577 HUMANE LAW ENFORCEMENT AND RESCUE - OHS HAS TWO HUMANE SPECIAL AGENTS WHO ARE COMMISSIONED BY THE SUPERINTENDENT OF OREGON STATE POLICE TO ENFORCE OREGON'S TOUGH ANIMAL CRUELTY LAWS STATEWIDE. OHS HAS OFFICERS IN THE COMMUNITY HANDLING A VARIETY OF ANIMAL WELFARE COMPLAINTS. IN 2023, THERE WERE 3,886 CALLS AND E-MAIL MESSAGES TO OHS'S CRUELTY COMPLAINT LINE AND WEBSITE. HUMANE SPECIAL AGENTS TRAVELED ACROSS OREGON TO INVESTIGATE 542 NEW CASES OF ANIMAL CRUELTY LEADING TO 466 ANIMALS BEING SEIZED OR REMOVED FROM HARM'S WAY AND 12 CRIMINAL CASES. THE HUMANE LAW ENFORCEMENT DEPARTMENT ALSO ASSISTED CRIMINAL JUSTICE PARTNERS 191 TIMES AND PROVIDED 89 VETERINARY FORENSIC SERVICES FOR CASES INVESTIGATED BY OHS AND OTHER LAW ENFORCEMENT AGENCIES. IN TOTAL, 1,911 ANIMALS WERE HELPED BY OHS'S HUMANE LAW ENFORCEMENT DEPARTMENT IN 2023. OHS'S GOAL IS TO SAVE LIVES AND ENHANCE THE RELATIONSHIP BETWEEN PEOPLE AND THEIR PETS, WHILE ENSURING THAT THE ROUGHLY TWO MILLION PETS IN THE REGION ARE PROTECTED FROM ABUSE OR NEGLECT. RESCUEOHS TECHNICAL ANIMAL RESCUE ("OHSTAR") MEMBERS WITH ANIMAL FIRST-AID AND RESCUE TRAINING ARE AVAILABLE TO RESPOND TO ANIMAL RESCUE SITUATIONS THAT REQUIRE CRITICAL TECHNICAL SKILLS. OHS STAFF AND VOLUNTEERS DEPLOYED 44 TIMES TO AID IN EMERGENCY SITUATIONS. THE OHSTAR TEAM ENRICHES OHS'S MISSION THROUGH SAVING LIVES AND ENHANCING THE RELATIONSHIP BETWEEN PEOPLE AND THEIR PETS. 3434943 168687 26821325 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 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 1 383 0 739 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X THE ORGANIZATION 5032857722 1067 NE COLUMBIA BOULEVARD PORTLAND OR 97211 DIANE ROSENBAUM CHAIR 8.00 X X 0 0 0 DAVID H ANGELI VICE CHAIR 1.00 X X 0 0 0 DR JOHN E GUSTAVSSON SECRETARY 2.00 X X 0 0 0 STEVEN L GISH TREASURER 3.00 X X 0 0 0 MARVEITA REDDING IMMEDIATE PAST CHAIR 1.00 X 0 0 0 STEVE BLOOM DIRECTOR 1.00 X 0 0 0 TRACY CRANDALL DIRECTOR 1.00 X 0 0 0 DEV DION DIRECTOR 1.00 X 0 0 0 REGINALD R EKLUND DIRECTOR 1.00 X 0 0 0 LINDSAY FORD DIRECTOR 1.00 X 0 0 0 JOHN C GOMEZ DIRECTOR 1.00 X 0 0 0 MARC F GRIGNON DIRECTOR 1.00 X 0 0 0 DAVE S HANSEN DIRECTOR 1.00 X 0 0 0 PETER A JENSEN DIRECTOR 1.00 X 0 0 0 GORDON KEANE DIRECTOR 1.00 X 0 0 0 ADENA LONG DIRECTOR 1.00 X 0 0 0 ROBERT E MACK DVM DACVIM DIRECTOR 1.00 X 0 0 0 ELIZABETH J MEHREN DIRECTOR 1.00 X 0 0 0 PATTI M MILES DIRECTOR 1.00 X 0 0 0 BETTY B NORRIE DIRECTOR 1.00 X 0 0 0 SHAYNA ROGERS DIRECTOR 1.00 X 0 0 0 APRIL SANDERSON DIRECTOR 1.00 X 0 0 0 MARY SLAYTON DIRECTOR 1.00 X 0 0 0 NANCY TONKIN DIRECTOR 1.00 X 0 0 0 CAROLYN VOGT DIRECTOR 1.00 X 0 0 0 SHARON M HARMON PRESIDENT & CEO 40.00 X 355305 0 71953 BRIAN AUGUST CHIEF OPERATING OFFICER 40.00 X 136292 0 49207 JENNIFER BAUMANN VP, DEVELOPMENT & CAPITAL 40.00 X 194121 0 27768 GARY KISH VP, LEGACY GIFTS 40.00 X 185814 0 69150 JESSICA ANN CARL CHIEF PEOPLE & CULTURE OFFICER 40.00 X 186930 0 21490 DR STEPHEN KOCHIS CHIEF MEDICAL OFFICER 40.00 X 202028 0 47654 CHASE PATTERSON VP, SHELTER OPERATIONS 40.00 X 165201 0 27777 1425691 0 314999 27 0 1 0 LEASE CRUTCHER LEWIS LLC 550 SW 12TH AVENUE PORTLAND OR 97205 CONSTRUCTION SERVICES 3807244 AINSWORTH (DELTA CONNECTS) 17400 SW UPPER BOONES FERRY RD DURHAM OR 97224 TECHNICAL TRADE SERVICES 617120 DVCANVASS LLC 11710 PLAZA AMERICA DR STE 2000 RESTON VA 20190 FUNDRAISING SERVICES 335675 MOREL INK HOLDINGS 4824 NE 42ND AVENUE PORTLAND OR 97218 PROMOTIONAL PRODUCTS & PRINTING 314710 INNOVATIVE SECURITY SOLUTIONS 795 N MARINE DRIVE PORTLAND OR 97217 SECURITY SERVICES 232488 13 1600762 20474442 1901497 22075204 PROGRAM SERVICE FEES 900099 6016362 6016362 6016362 492238 492238 503962 0 503962 503962 503962 129468 1600762 652175 -522707 -522707 387298 180122 207176 207176 OTHER 900099 115592 115592 115592 28887827 6223538 0 589085 612756 307274 232117 73365 18177912 13063764 3136803 1977345 667866 453275 149018 65573 1733071 1141339 419172 172560 1531906 1006756 372459 152691 129797 7981 94285 27531 233146 233146 40870 40870 390429 390429 701435 40752 655683 5000 499359 353960 145399 661257 12521 327706 321030 647618 647618 873069 32928 837267 2874 278198 91716 172664 13818 2270578 2183050 48913 38615 414521 44292 370229 PROGRAM SUPPLIES 2150879 2148321 2558 REPAIRS & MAINTENANCE 888101 29491 858610 OTHER 494351 136638 349496 8217 BANK FEES 350729 223547 4889 122293 255596 5543720 -5535515 247391 34003444 26821325 3415430 3766689 3128074 4432538 1728041 177702 4838175 5926729 70876 218031 1494739 1426931 118882 147901 548399 694376 77535742 14375348 61400778 63160394 34232535 28280104 3250538 3401624 110811037 107866330 4553667 2754851 200000 2353425 2733774 7107092 5488625 X 89523140 83963184 14180805 18414521 103703945 102377705 110811037 107866330 X -5115617 3736359 53018 X 0 1 X 1 0 X 18795812 18941943 20939040 22653926 22075204 103405925 18795812 18941943 20939040 22653926 22075204 103405925 103405925 1400367 1186047 1245765 1157972 996200 5986351 125463 14633 15864 22409 115592 293961 109686237 18571451 0.94270 0.90020 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 125,463. 2020 AMOUNT: $ 14,633. 2021 AMOUNT: $ 15,864. 2022 AMOUNT: $ 22,409. 2023 AMOUNT: $ 115,592. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40870 40870 30195885 30236755 1000000 250000 0 0 896739 930633 1000000 1000000 3827372 5741058 40800 40800 40897 40870 163367 224185 232658 250000 250000 956843 1435265 17953644 70050 2935203 884195 20074702 20061379 1785051 -3082472 810314 17953644 20502628 1834854 2109144 4385247 20061379 18189307 607566 2898510 1192755 20502628 13976680 1924199 2916994 628566 18189307 0.57846 0.42154 1 0 10778205 10778205 58359076 10587563 47771513 5969667 2515171 3454496 2428794 1272614 1156180 63160394 CHARITABLE GIFT ANNUITIES 799182 DEFERRED COMPENSATION 1934592 2733774 32987466 3736359 310262 53018 4099639 28887827 0 28887827 34313706 310262 310262 34003444 0 34003444 PART V, LINE 4: DONOR RESTRICTED AND BOARD DESIGNATED FUNDS ARE HELD FOR LONG TERM INVESTMENT. THE ORGANIZATION'S GOAL IS TO CONTINUE TO GROW THE ENDOWMENT TO SUPPORT FUTURE OPERATIONS. THE ENDOWMENT IS MANAGED SIMILAR TO A FOUNDATION. ALTHOUGH MOST FOUNDATIONS DISTRIBUTE 5% ANNUALLY TO SUPPORT PROGRAMS, THE ORGANIZATION USES A RATE OF 4.5% TO PROMOTE THE GROWTH OF THE FUNDS AS WELL AS THE PRESERVATION OF PRINCIPAL WHILE CONTINUING DISTRIBUTIONS TO SUPPORT PROGRAMS. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET CHANGE IN VALUE OF LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS -48,920. NET CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUSTS 101,938. X X X X X X X 1 DONOR VOICE LLC 11710 PLAZA AMERICA DRIVE SUITE 20 RESTON VA 20190 FUNDRAISING STRATEGY 0 0 54754 0 DVCANVASS LLC 11710 PLAZA AMERICA DRIVE SUITE 20 RESTON VA 20190 FUNDRAISING 0 0 335675 0 390429 OR WA DOGGIE DASH 624328 564070 60258 311071 TAIL WAG 376070 338095 37975 164929 9 729832 698597 31235 176175 1730230 1600762 129468 652175 652175 -522707 X 1 1 X X X X 1 1 0 0 0 0 0 1 0 SHARON M HARMON PRESIDENT & CEO 293828 0 61477 0 0 0 61685 0 10268 0 427258 0 0 0 GARY KISH VP, LEGACY GIFTS 178164 0 7650 0 0 0 61271 0 7879 0 254964 0 0 0 DR STEPHEN KOCHIS CHIEF MEDICAL OFFICER 191878 0 10150 0 0 0 39754 0 7900 0 249682 0 0 0 JENNIFER BAUMANN VP, DEVELOPMENT & CAPITAL 154909 0 7500 0 31712 0 20689 0 7079 0 221889 0 0 0 JESSICA ANN CARL CHIEF PEOPLE & CULTURE OFFICER 179280 0 7650 0 0 0 19863 0 1627 0 208420 0 0 0 CHASE PATTERSON VP, SHELTER OPERATIONS 157551 0 7650 0 0 0 27007 0 770 0 192978 0 0 0 BRIAN AUGUST CHIEF OPERATING OFFICER 70381 0 15000 0 50911 0 42453 0 6754 0 185499 0 0 0 PART I, LINE 1A OREGON HUMANE SOCIETY (OHS) COVERS SHARON HARMON'S MEMBERSHIP AT THE ARLINGTON CLUB, WHICH IS USED EXCLUSIVELY FOR OHS BUSINESS. THE CLUB IS UTILIZED SEVERAL TIMES A MONTH FOR VARIOUS BOARD COMMITTEE MEETINGS (E.G., BOARD NOMINATING COMMITTEE). MS. HARMON ALSO CONDUCTS DONOR MEETINGS AND OTHER PROFESSIONAL MEETINGS AT THE CLUB, AS ITS CENTRAL DOWNTOWN LOCATION IS MORE CONVENIENT FOR MANY OF OUR WORKING BOARD MEMBERS. THE ARLINGTON CLUB MEMBERSHIP ALSO FACILITATES DONOR PROSPECTING FOR OHS. PART I, LINES 4A-B JENNIFER BAUMANN, VP, DEVELOPMENT & CAPITAL, RECEIVED A SEVERANCE PAYMENT OF $31,712 IN 2023. BRIAN AUGUST, CHIEF OPERATING OFFICER, RECEIVED A SEVERANCE PAYMENT OF $50,911 IN 2023. OHS SHALL PROVIDE CERTAIN EXECUTIVES WITH THE FOLLOWING EXECUTIVE-LEVEL BENEFITS: (I) EXECUTIVES ARE PERMITTED TO ALLOCATE A PORTION OF THEIR ELIGIBLE EARNINGS INTO OREGON HUMANE SOCIETY'S KEY EXECUTIVES' 457(B) DEFERRED COMPENSATION PLAN. PARTICIPATION AND ELIGIBILITY FOR THE PLAN ARE GOVERNED BY THE PLANS OPERATING DOCUMENTS AND MAY BE AMENDED FROM TIME TO TIME. (II) SHARON HARMON, PRESIDENT AND CEO, CONTINUES TO HAVE DEFERRED COMPENSATION BENEFITS IN THE FOLLOWING PLANS, INTO WHICH NO ADDITIONAL AMOUNT MAY BE DEFERRED: (A) DEFERRED COMPENSATION AGREEMENT, DATED, DECEMBER 22, 1993, AND (B) OREGON HUMANE SOCIETY DEFERRED COMPENSATION PLAN DATED OCTOBER 4, 2005. PART I, LINE 7 (A) PERFORMANCE BONUS. AN ANNUAL PERFORMANCE BONUS MAY BE AWARDED TO THE PRESIDENT AND CEO FOR PROVIDING EXEMPLARY SERVICE TO AND ON BEHALF OF OREGON HUMANE SOCIETY. THE PERFORMANCE BONUS MAY NOT EXCEED 10% OF THE CONTRACT YEAR'S BASE SALARY FOR WHICH THE PERFORMANCE BONUS RELATES. DETERMINING THE VALUE OF THE BONUS IS BASED ON PERFORMANCE IN THREE KEY AREAS, OPERATIONS, REVENUE AND NET OPERATING INCOME. (B) THE PRESIDENT AND CEO HAS THE ABILITY TO AWARD BONUSES TO KEY CONTRIBUTORS ANNUALLY. X 477 651824 SALES PRICE/COMPARABLE X 38 378876 FMV X SUPPLIES 7042 810045 FMV X SPECIAL EVENTS SUPPLIES 104 60752 FMV 0 1 1 PART I, COLUMN (B): COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: THE ORGANIZATION WORKS WITH A TOWING COMPANY TO SELL VEHICLES DONATED TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE DISCUSSES THE DRAFT FORM 990 PRIOR TO FILING. A COPY IS THEN SENT TO EACH MEMBER OF THE FULL BOARD FOR COMMENT AT THE NEXT REGULARLY SCHEDULED BOARD MEETING BEFORE FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C BOARD OFFICERS, EXECUTIVES, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST AT THE TIME THE CONFLICT OCCURS OR THROUGH THE ANNUAL DISCLOSURE PROCESS. SHOULD BOARD MEMBERS HAVE A CONFLICT OF INTEREST, THEY WOULD BE REMOVED FROM BOARD OR THE CONFLICT WOULD BE DISCLOSED TO THE BOARD FOR DISCUSSION AND RESOLUTION. A SIMILAR PROCESS OCCURS FOR EXECUTIVES, DIRECTORS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT & CEO'S COMPENSATION IS FIXED BY CONTRACT. THE ORGANIZATION BENCHMARKS COMPENSATION INFORMATION FROM A VARIETY OF SOURCES, INCLUDING ANIMAL SHELTERS THROUGHOUT THE UNITED STATES. THE COMPENSATION COMMITTEE IN PARTNERSHIP WITH THE VP - PEOPLE & CULTURE MAKES RECOMMENDATIONS FOR THE PRESIDENT & CEO'S COMPENSATION TO THE EXECUTIVE COMMITTEE. IMPORTANT FACTORS THAT ARE CONSIDERED INCLUDE PERFORMANCE METRICS SET BY THE COMMITTEE RELATED TO MISSION BASED ACCOMPLISHMENTS. AFTER APPROVAL BY THE EXECUTIVE COMMITTEE, THE BOARD CHAIR SIGNS THE CONTRACT WITH THE PRESIDENT & CEO, ON BEHALF OF THE BOARD OF DIRECTORS UPON APPROVAL BY THE BOARD. MS. SHARON HARMON, PRESIDENT & CEO, IS PRESENTLY UNDER CONTRACT UNTIL DECEMBER 31, 2026. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, IN COLLABORATION WITH LEGAL COUNSEL AND THE BOARD COMPENSATION COMMITTEE, NEGOTIATED AND AGREED UPON A FOUR-YEAR CONTRACT. THIS CONTRACT IS IN EFFECT FROM JANUARY 1, 2023, THROUGH DECEMBER 31, 2026. THE ORGANIZATION REVIEWS OVERALL COMPENSATION STRATEGY FOR ALL EMPLOYEES. BASED ON MARKET SALARY INFORMATION, THE ORGANIZATION ESTABLISHES COMPETITIVE SALARY RANGES FOR ALL EMPLOYEES, INCLUDING THE EXECUTIVE TEAM. ALL SALARIES ARE APPROVED BY THE VP, PEOPLE & CULTURE, WITHIN THE APPROVED RANGES. THE FINANCE COMMITTEE AND BOARD APPROVE COMPENSATION IN CONJUNCTION WITH THE ANNUAL BUDGET APPROVAL. ALL EMPLOYEES ARE GIVEN ANNUAL PERFORMANCE REVIEWS; DOCUMENTATION IS MAINTAINED IN EACH EMPLOYEE'S PERSONNEL FILE. IN 2022, CHIEF PEOPLE & CULTURE OFFICER ENLISTED AN OUTSIDE CONSULTANT TO CREATE NEW SALARY BANDS AND STRUCTURE FOR ALL POSITIONS WITHIN OHS. AS PART OF THE PROCESS, WE DEFINED OUR "MARKET FOR TALENT" AS NONPROFIT, FOR-PROFIT, HIGHER EDUCATION, VETERINARY MEDICINE, AND ANIMAL WELFARE. OHS USED COMPETITIVE MARKET SALARY DATA FROM COMPARABLE SECTORS AS AVAILABLE TO DETERMINE BASE SALARIES FOR SPECIFIC ROLES AND FUNCTIONS. THE PEOPLE & CULTURE TEAM WORKS WITH AN OUTSIDE CONSULTANT TO REVIEW BANDS AND ENSURE THEY REMAIN COMPETITIVE FOR ATTRACTING AND RETAINING TALENT. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. FINANCIAL INFORMATION IS ALSO PUBLISHED IN THE ANNUAL REPORT. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: NET CHANGE IN THE VALUE OF LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS -48,920. NET CHANGE IN THE VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUSTS 101,938.