2025-11-10T14:50:06-06:00 2025-06-30 591753337 Kerkering Barberio & Co PO Box 49348 Sarasota FL 342306348 990 2024-07-01 650143994 Southeastern Guide Dogs Endowment Trust SOUT 9417295665 4210 77th Street East Palmetto FL 34221 Titus Herman CEO 9417295665 2025-11-07 1 1 Rebecca U Stoner P00585910 9413654617 2024 2025-03-06 01:10:19Z Dogs Inc Endowment Trust Titus Herman 4210 77th Street East Palmetto FL 34221 4911935 0 X www.dogsinc.org X 1989 FL To support the Operating Organization - Southeastern Guide Dogs, Inc. DBA Dogs Inc 3 3 0 3 0 0 4455 6980 0 0 347280 -40465 0 0 351735 -33485 226852 223870 0 0 0 0 0 0 0 32301 32689 259153 256559 92582 -290044 7303869 7764607 52258 48567 7251611 7716040 To support the Operating Organization - Southeastern Guide Dogs, Inc. DBA Dogs Inc 0 0 223870 223870 0 The Endowment Trust accepts permanently restricted gifts, the income of which is used to support the operating organization - Dogs Inc which provides training of guide dogs for people with vision loss, service dogs for veterans with disabilities, and skilled companion dogs for children and adults facing significant challenges. 223870 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL AL AR CA CT GA IL KS MN MD MA MI MS NH NJ NM NY NC OR PA RI SC TN UT VA WI WV KY X X X Gloria Manzenberger Chief Financial Officer Dogs Inc 9417295665 4210 77TH Street East Palmetto FL 34221 Alix Franzblau Trustee 2.00 X 0 0 0 Jared Kremer Trustee 2.00 X 0 0 0 Bobby Newman Chairman 2.00 X X 0 0 0 Titus Herman CEO OF SEGDI 2.00 X 0 445837 38251 Gloria Manzenberger Chief Financial Officer 2.00 X 0 148074 25622 0 593911 63873 0 0 1 0 0 6980 6980 277126 277126 4627829 4945420 -317591 -317591 -317591 -33485 0 0 -40465 223870 223870 32689 32689 256559 223870 32689 0 120916 302672 7151383 7406782 31570 55153 7303869 7764607 52258 48567 52258 48567 X 7251611 7716040 7251611 7716040 7303869 7764607 X -290044 746813 7660 X X 0 1 X 1 0 X X 1 Southeastern Guide Dogs Inc DBA Dogs Inc 592252352 7 1 223870 0 1 223870 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7251611 6980 681319 223870 7716040 6971285 4455 502723 226852 7251611 4881098 2007432 241661 158906 6971285 5569265 238366 -791851 134682 4881098 4973703 111523 576924 92885 5569265 0.00000 1.00000 0.00000 0 0 0 Gift Annuity Liability 9987 Due to Southeastern Guide Dogs, Inc. 38580 48567 X 53857079 746813 53176440 53923253 -66174 32689 32689 -33485 46646703 46646703 46646703 0 32689 223870 256559 256559 Part V, Line 4: The income, less the fees, is transferred from the Southeastern Guide Dogs dba Dogs Inc Endowment Trust to Dogs Inc as stipulated in the indenture. The funds are used for the benefit of the charitable, scientific, and educational purposes of Dogs Inc. Part X, Line 2: Under the Income Taxes Topic of the FASB Accounting Standards Codification, the School and Trust have reviewed and evaluated the relevant technical merits of each of its tax positions in accordance with accounting principles generally accepted in the United States of America for accounting for uncertainty in income taxes and determined that there are no uncertain tax positions that would have a material impact on the combined financial statements. Part XI, Line 2d - Other Adjustments: Reported on Southeastern Guide Dogs, Inc. DBA Dogs Inc FEIN 59-2252352 53,168,780. Change in Value of Split Interest Agreement 7,660. Part XII, Line 2d - Other Adjustments: Reported on Southeastern Guide Dogs, Inc. DBA Dogs Inc FEIN 59-2252352 46,646,703. Part XII, Line 4b - Other Adjustments: Transfer to Southeastern Guide Dogs Inc.DBA Dogs Inc FEIN 59-2252352 223,870. 1 Southeastern Guide Dogs Inc DBA Dogs Inc 4210 77th Street East Palmetto FL 34221 592252352 501(c)(3) 223870 0 Transfer of funds is to supported organization. 1 0 0 0 0 0 0 0 0 1 0 Titus Herman CEO OF SEGDI 0 370837 0 75000 0 0 0 24021 0 14230 0 484088 0 0 Gloria Manzenberger Chief Financial Officer 0 128074 0 20000 0 0 0 8039 0 17583 0 173696 0 0 Part II - Deferred Compensation Plan During 2015, the organization adopted a deferred compensation agreement for the Chief Executive Officer under Internal Revenue Code 457. The organization's reserve under the deferred compensation plan totaled $350,225 for the year ended June 30, 2025, and is included in accrued expenses together with an amount representing investment earnings on the unpaid balance. This amount represents five years' worth of contributions/disbursements. The employee will have no rights nor will be paid until five years following each contribution date provided the employee has been employed by the organization continuously until that time. Form 990, Part VI, Section B, line 11b The form 990 is reviewed by the endowment trustees with the independent auditors. Form 990, Part VI, Section B, line 12c Board members and members of management are required to complete annual conflict of interest disclosure statement. If a board member, officer, or trustee has a conflict of interest or a perceived conflict of interest with Dogs Inc, they are required to notify the board chair of such conflict in writing and cannot be present during board or committee discussions or decisions on the matter. Continuous monitoring of all board members and staff takes place as situations occur, with any possible or actual conflicts being addressed and resolved as needed. The conflict-of-interest policy precludes board members or firms that employ a board member themselves from entering into a vendor relationship with Dogs Inc. Form 990, Part VI, Section B, line 15a The trust has no paid employees, the process used to determine the compensation for SEGD's (the supported organization) Chief Executive Officer, other officers and key employees is as follows: The board's Executive Review and Compensation Committee conducts a comprehensive annual review of the Chief Executive Officer 's performance. This committee: 1) Works collaboratively with the Chief Executive Officer to set agreed-upon annual and long-range performance goals. 2) Conducts objective performance assessments in the areas of mission fulfillment, resource development, financial performance, staff development and progress with the implementation of the school's strategic plan. Based on the outcome of the annual assessment, and with periodic input from an outside compensation consultant, the committee recommends the Chief Executive Officer's compensation to the full board of directors, which votes on and approves the compensation. Other officers and key employees of the organization: In concert with the Director of Human Resources and Chief Financial Officer, and with periodic input from an outside compensation expert, the Chief Executive Officer conducts annual performance assessments for each member of the leadership team. In addition, the Chief Executive Officer annually collects and reviews comparable salaries (for like services, in like enterprises, in like circumstances) from surveys and databases of salary information. Form 990, Part VI, Section C, line 19 Governing documents, conflict of interest policy and audited financial statements are all available upon request. In addition, the audited financial statements and form 990 are available through our website. Form 990, Part XI, line 9: Change in Value of Split Interest 7,660. Form 990, Part XII, Line 2c, Audit review process There were no current year changes to the audit oversight process. Southeastern Guide Dogs Inc DBA Dogs Inc 4210 77th Street East Palmetto FL 34221 592252352 Providing guide dogs for the visually impaired FL 501(c)3 Line 7 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0