2024-11-15T16:00:02-05:00 2023-12-31 814663521 Schallock & Davis CPAs 708 3RD AVE E Polson MT 59860 990 2023-01-01 810463465 HUMANE SOCIETY LAKE COUNTY AREA INC HUMA PO BOX 1644 POLSON MT 59860 SHARON HAWKE TREASURER 4068835312 2024-05-04 true true CHRISTA SCHALLOCK CPA P02448695 4068835269 2024-11-15 2023 2024-10-15 13:58:12Z MISSION VALLEY ANIMAL SHELTER SHARON HAWKE 2641527 false X WWW.MISSIONVALLEYANIMALSHELTER.ORG X 1989 MT SHELTER AND CARE FOR UNWANTED DOGS AND CATS; RETURN LOST ANIMALS TO OWNERS; PLACE ADOPTABLE DOGS AND CATS INTO HUMANE AND RESPONSIBLE ENVIRONMENTS; PROMOTE STERILIZATION OF DOGS AND CATS; END PET OVER-POPULATION; REDUCE EUTHANASIA RATES; PROMOTE RESPONSIBLE PET OWNERSHIP. 160 157 27 181 0 0 323877 2437849 19631 17125 11865 8990 148401 177563 503774 2641527 0 0 233097 289256 0 5749 239773 256105 472870 545361 30904 2096166 990278 3350522 0 990278 3350522 SHELTER AND CARE FOR UNWANTED DOGS AND CATS; RETURN LOST ANIMALS TO OWNERS; PLACE ADOPTABLE DOGS AND CATS INTO HUMANE AND RESPONSIBLE ENVIRONMENTS; PROMOTE STERILIZATION OF DOGS AND CATS; END PET OVER-POPULATION; REDUCE EUTHANASIA RATES; PROMOTE RESPONSIBLE PET OWNERSHIP. false false 385102 6350 2603877 OPERATES AS ANIMAL SHELTER FOR DOGS AND CATS 109057 3000 37650 SPAY/NEUTER ASSISTANCE FOR SHELTER ANIMALS PRIOR TO ADOPTION AND FOR DOGS AND CATS IN THE COMMUNITY 494159 true true false false false false false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false true 4 0 true 27 true false false false false false false false false false false false false false false false false false X 160 157 false false false false true true true true true false false true true true true true true true true false MT X SHARON HAWKE 4068835312 PO BOX 1644 POLSON MT 59860 X RAEVA CORKILL SHELTER MANAGER 55.00 0.00 X 40353 0 0 LAUREN MIX STORE MANAGER 50.00 0.00 X 23221 0 0 BRETT RIGLER VICE PRESIDENT 2.00 0.00 X 0 0 0 SHARON HAWKE SECRETARY & TREASURER 10.00 0.00 X 0 0 0 MARIA WILLIAMS PRESIDENT 2.00 0.00 X 0 0 0 63574 0 0 0 false false false 18860 2418989 2437849 ADOPTION FEES 900099 16030 16030 INTAKE FEES 900099 1045 1045 RECLAIM FEES 900099 50 50 17125 8990 8990 18860 176275 176275 176275 WORK COMP INSUR REFUND 900099 649 649 CAR INSUR REFUND 900099 639 639 1288 2641527 194688 0 8990 63573 63573 202166 202166 23517 23517 16610 16610 2192 2192 26903 26903 1483 1483 32039 32039 2037 2037 60 60 25864 25864 15360 15360 VETERINARIAN FEES 121277 121277 FUNDRAISING EXPENSES 5749 5749 CREDIT CARD FEES 6351 6351 PROMO AND MISC EXPENSES 180 180 545361 494159 45453 5749 97207 188472 68176 69698 1265 1685 622466 289739 328454 332727 159744 2408007 335432 349933 990278 3350522 0 0 X 109876 111297 454733 2757940 425669 481285 990278 3350522 990278 3350522 X 2096166 246086 17992 X true X false false false X 195898 280246 230892 323029 2436957 3467022 289420 177925 170744 168880 195580 1002549 6000 6000 6000 6000 6000 30000 491318 464171 407636 497909 2638537 4499571 1495 2109 255 1200 1125 6184 28712 32603 29500 66500 169105 326420 30207 34712 29755 67700 170230 332604 4166967 9301 30420 20946 943 7838 69448 9301 30420 20946 943 7838 69448 47280 51000 1152 99432 500619 541871 479582 498852 2647527 4668451 0.89260 0.85320 0.01000 0.03000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 294989 14501 309490 308232 -13243 294989 313726 -5494 308232 314523 -797 313726 317000 -2477 314523 0.16000 0.84000 false false 555136 271255 283881 67330 18484 48846 332727 ENDOWMENT 261628 F QUASI ENDOWMENT 47862 F ANNUITY SAVINGS 40443 F 349933 FACEBOOK 10386 10386 2 10386 10386 10386 Members or stockholder classes and rights Part VI line 6 THE ORGANIZATION, PURSUANT TO THE MONTANA NONPROFIT CORPORATION ACT, HAS MEMBERS (APPROXIMATELY 160). MEMBERS PAY NOMINAL ANNUAL DUES ($25-$55) AND RECEIVE NO GOODS OR SERVICES IN EXCHANGE THEREFOR. Member election for additional members Part VI line 7a 7A - THE MEMBERS OF THE ORGANIZATION ELECT THE BOARD OF DIRECTORS Governing body decisions Part VI line 7b 7B - MEMBERS MUST APPROVE ANY MERGER, CONSOLIDATION, ETC., DISPOSITION OF A SIGNIFICANT AMOUNT OF ASSETS AND AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS, PURSUANT TO THE MONTANA NONPROFIT CORPORATION ACT. Governing body meeting documentation Part VI line 8a THE ORGANIZATION KEEPS WRITTEN MINUTES OF MEMBERS AND THE BOARD OF DIRECTORS (AND COMMITTEES THEREOF). Committee meeting documentation Part VI line 8b THE ORGANIZATION KEEPS WRITTEN MINUTES OF MEMBERS AND THE BOARD OF DIRECTORS (AND COMMITTEES THEREOF). Form 990 governing body review Part VI line 11 11B - EACH MEMBER OF THE BOARD OF DIRECTORS RECEIVED COPIES OF THIS FORM 990 ON NOVEMBER 11, 2024 PRIOR TO FILING, ASKED TO REVIEW CAREFULLY AND TO ACKNOWLEDGE THAT THEY HAD DONE SO. Conflict of interest policy compliance Part VI line 12c 12 - THE ORGANIZATIONS CONFLICT OF INTEREST POLICY IS CONTAINED IN ITS BYLAWS. IN ADDITION, IN JANUARY OF EACH YEAR, EACH DIRECTOR, OFFICER AND KEY EMPLOYEE IS REQUIRED TO DELIVER A WRITTEN DISCLOSURE OF SUCH CONFLICTS, IF ANY, DURING THE MOST RECENT FISCAL YEAR. THE BYLAWS PROVIDE THAT SUCH PERSONS ARE REQUIRED TO DISCLOSE TO THE BOARD UPON THE OCCURRENCE OF ANY CONFLICT OF INTEREST. AS A PRACTICAL MATTER, THE BOARD OF DIRECTORS MONITORS TRANSACTIONS, IF ANY, AT MEETINGS AND ENFORCES THE CONFLICT OF INTEREST PROVISIONS AT SUCH TIME. CEO executive director top management comp Part VI line 15a 15A - TWO KEY EMPLOYEES OF THE ORGANIZATION, THE SHELTER MANAGER AND THE THRIFT STORE MANAGER, RECEIVE SALARIES CONSISTENT WITH OTHER PERSONS IN MONTANA PERFORMING SUBSTANTIALLY SIMILAR FUNCTIONS WITH COMPATIBLE EXPERIENCE. THE COMPENSATION OF ALL KEY EMPLOYEES IS REVIEWED AT LEAST ANUALLY. Other officer or key employee compensation Part VI line 15b 15B - TWO KEY EMPLOYEES OF THE ORGANIZATION, THE SHELTER MANAGER AND THE THRIFT STORE MANAGER, RECEIVE SALARIES CONSISTENT WITH OTHER PERSONS IN MONTANA PERFORMING SUBSTANTIALLY SIMILAR FUNCTIONS WITH COMPATIBLE EXPERIENCE. THE COMPENSATION OF ALL KEY EMPLOYEES IS REVIEWED AT LEAST ANUALLY. Governing documents etc available to public Part VI line 19 18 - THE ORGANIZATION FURNISHES TO ANY PERSON WHO MAKES WRITTEN REQUEST THEREFOR COPIES OF THE ORGANIZATIONS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990. Not undergone required audits or steps for audit part XII line 3b 2A & 2C: THE ORGANIZATION DOES NOT CURRENTLY HAVE A SEPARATE COMMITTEE OF THE BOARD OF DIRECTORS THAT IS RESPONSIBLE FOR OVERSIGHT OF THE REVIEW AND COMPILATION OF ITS FINANCIAL STATEMENTS. THE BOARD OF DIRECTORS REVIEWS THE FINANCIAL STATEMENTS MONTHLY AND THE TREASURER OF THE ORGANIZATION CONFERS REGULARLY WITH THE INDEPENDENT ACCOUNTANT IN THE PREPARATION OF THE FINANCIAL STATEMENTS. THE BOARD OF DIRECTORS WAS DIRECTLY INVOLVED AND RESPONSIBLE FOR THE HIRING, IN 2014, OF AN INDEPENDENT ACCOUNTANT. Explanation of other changes in net assets or fund balances Part XI line 9 PART XI - RECONCILIATION OF NET ASSETS (LINE 9): CHANGE IN NET ASSETS DUE PRIMARILY TO RECLASSING BUDGETED EXPENSE ITEMS IN PRIOR YEAR TO ASSETS, AS WELL AS CHANGES IN INVESTMENT AND ENDOWMENT FUNDS MARKET VALUES.