2025-03-05T12:30:32-06:00 2024-06-30 680456752 DILLWOOD BURKEL & MILLAR LLP 175 CONCOURSE BOULEVARD SUITE A SANTA ROSA CA 95403 990 2023-07-01 946001315 HUMANE SOCIETY OF SONOMA COUNTY HUMA 7075420882 PO BOX 1296 SANTA ROSA CA 95402 NEVILLE HORMUZ INTERIM EXECUTIVE DIRECTOR 7075420882 2025-03-04 1 0 LOTASHA THOMAS P01225273 7075778806 2025-03-02 2023 2025-03-06 01:10:19Z NEVILLE HORMUZ PO BOX 1296 SANTA ROSA CA 95402 6438855 0 X HUMANESOCIETYSOCO.ORG X 1931 CA THE SOCIETY IS A NONPROFIT ANIMAL WELFARE ORGANIZATION THAT RESCUES ANIMALS AND OFFERS COMMUNITY RESOURCES FOR PETS. 11 11 124 218 14544 525 4445019 3235458 1421119 1484028 43207 115742 96576 -86770 6005921 4748458 0 0 0 0 3594473 3802357 0 0 797937 1778481 1932408 5372954 5734765 632967 -986307 12274303 11355005 2716351 2572198 9557952 8782807 TO SAVE LIVES AND BENEFIT THE WELLBEING OF PETS AND THEIR PEOPLE WITH KINDNESS, INNOVATION, AND LEADERSHIP. 0 0 1899482 467941 THE SHELTER - THE SOCIETY'S SHELTER PROVIDES SAFE HAVEN AND CARE FOR ABANDONED, INJURED, ABUSED AND RESCUED ANIMALS. THROUGH ITS VETERINARY SERVICES, FOSTER NETWORK, SPAY AND NEUTER SERVICES, AND ENRICHMENT PROGRAMS, ANIMALS RECEIVE EXPERT MEDICAL CARE, SOCIALIZATION AND TRAINING AS THEY ARE READIED FOR ADOPTION. THE SOCIETY IS A MANAGED ADMISSION SHELTER WHICH EMPLOYS PET RETENTION STRATEGIES TO HELP PETS REMAIN IN THEIR HOMES. IN ACCORDANCE WITH THE ASILOMAR ACCORDS, WE ARE A "NO-KILL ORGANIZATION WITH A 98% LIVE-RELEASE RATE. 2234019 201045 THE HUMANE SOCIETY OF SONOMA COUNTY OPERATED THREE VETERINARY MEDICAL FACILITIES: SHELTER MEDICINE, THE SPAY & NEUTER CLINIC, AND THE COMMUNITY VETERINARY CLINIC, WHICH PROVIDES LOW COST VETERINARY SERVICES TO SONOMA COUNTY RESIDENTS WHO QUALIFY BASED ON INCOME. 313518 635474 OTHER SERVICES - THE SOCIETY PROVIDES A WIDE RANGE OF SERVICES AIMED AT ENHANCING THE BOND BETWEEN PEOPLE AND ANIMALS. THESE SERVICES INCLUDE DOG TRAINING CLASSES, SPAY/NEUTER SERVICES, AND HUMANE EDUCATION. THE SOCIETY ALSO OFFERED CREMATION SERVICES FOR DECEASED PETS UNTIL 6/30/24 WHEN THE SERVICE WAS DISCONTINUED. 4447019 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 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 5 0 1 124 1 1 1 0 0 0 0 1 1 1 3 1 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X ERICA MUNSEL 7075420882 PO BOX 1296 SANTA ROSA CA 95402 KATI AHO DIRECTOR 2.00 X 0 0 0 LISA BARNES VICE-PRESIDENT 2.00 X X 0 0 0 SANDY CHUTE DIRECTOR 1.00 X 0 0 0 JOHNNY DRAKE DIRECTOR 1.00 X 0 0 0 CHRIS KITTREDGE DIRECTOR 1.00 X 0 0 0 STEVE MAASS DIRECTOR 1.00 X 0 0 0 NEVILLE HORMUZ SECRETARY 2.00 X X 0 0 0 KELLY STROMGREN TREASURER 3.00 X X 0 0 0 KRISTEN TRISKO PRESIDENT 5.00 X X 0 0 0 ANA SUAREZ DIRECTOR 2.00 X 0 0 0 ROBERT QUAIL DIRECTOR 1.00 X 0 0 0 SOPHIA GROSSI FORMER VICE PRESIDENT 2.00 X 0 0 0 DWIGHT R PEARSON FORMER DIRECTOR OF FINANCE 40.00 X 118929 0 0 LINDSAY MCCALL EXECUTIVE DIRECTOR 40.00 X 175902 0 3762 ERICA MUNSEL CURRENT DIRECTOR OF FINANCE 40.00 X 14615 0 0 ADA NORRIS VETERINARIAN 40.00 X 131716 0 5096 PRISCILLA LOCKE DIRECTOR OF DEVELOPMENT 40.00 X 123405 0 8740 KATHERINE MENARD VETERINARIAN 40.00 X 117487 0 3742 682054 0 21340 5 0 1 0 0 130760 3104698 165551 3235458 COMMUNITY VET CLINIC 456199 338979 338979 SPAY/NEUTER 456199 334950 334950 HEALDSBURG CENTER 456199 296434 296434 AFTERCARE SERVICES 456199 185971 185971 ADOPTIONS 456199 184496 184496 143198 143198 1484028 127940 127940 61051 4056 56995 56995 14544 42451 1282720 6211 1291615 9514 -8895 -3303 -12198 -12198 241060 130760 205257 35803 35803 179955 -179955 -179955 MISCELLANEOUS 541900 387 387 387 4748458 1304460 14544 193996 291881 77958 187937 25986 3020707 2481692 111848 427167 229505 177339 20770 31396 260264 201107 23554 35603 15 15 29550 29550 16531 16531 40588 10050 1673 28865 16440 13886 2554 21323 11733 1293 8297 10762 9383 1021 358 241546 213461 20756 7329 76762 66089 7967 2706 359838 342307 5478 12053 116184 90354 22574 3256 PROGRAM EXPENSES 484375 484214 161 MAINTENANCE & REPAIR 171761 132633 12508 26620 PRINTING & POSTAGE 136526 5425 397 130704 BANK & CREDIT CARD CHAR 48050 22791 159 25100 162157 106597 25793 29767 5734765 4447019 489809 797937 3585756 658584 283499 828235 53697 39899 27717 131305 123857 11273783 5601862 5632014 5671921 1631429 3070855 953603 930937 3000 3000 12274303 11355005 331684 320919 155662 121532 2229005 2129747 2716351 2572198 X 6050358 5349510 3507594 3433297 9557952 8782807 12274303 11355005 -986307 211162 0 X 0 1 X 1 0 X 4011677 4118055 3092910 4445019 3235458 18903119 4011677 4118055 3092910 4445019 3235458 18903119 701956 18201163 43792 25335 28598 61095 127940 286760 85692 151080 173331 258302 92798 761203 19951082 6669619 0.91230 0.91340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1656893 203925 133690 16531 1710597 1574069 184654 86000 15740 1656893 1974384 -319929 66000 14386 1574069 1499969 526571 40000 12156 1974384 1469458 62490 19000 12979 1499969 1.00000 0 0 3337 3337 9069201 4482617 4586584 1620023 641147 978876 553362 477324 76038 27860 774 27086 5671921 X 5152402 211162 209313 420475 4731927 16531 16531 4748458 5927547 209313 209313 5718234 16531 16531 5734765 PART V, LINE 4: THE SOCIETY'S BOARD ALLOCATES A PORTION OF THE CUMULATIVE INVESTMENT RETURN FOR SUPPORT OF CURRENT SPAY/NEUTER OPERATIONS. THE REMAINDER IS RETAINED TO SUPPORT OPERATIONS OF FUTURE YEARS AND TO OFFSET POTENTIAL MARKET DECLINES. PART X, LINE 2: THE SOCIETY DETERMINES WHETHER ITS TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY BASED ON THE TECHNICAL MERITS OF THE POSITIONS. AS OF JUNE 30, 2024, THE SOCIETY HAS REVIEWED ITS TAX POSITIONS AND HAS CONCLUDED NO RESERVE FOR UNCERTAIN TAX POSITIONS IS REQUIRED. THE SOCIETY'S EXEMPT ORGANIZATION INFORMATION RETURNS ARE SUBJECT TO REVIEW THROUGH THREE YEARS AFTER THE DATE OF FILING FOR FEDERAL AND FOUR YEARS AFTER THE DATE OF FILING FOR STATE. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING DIRECT EXPENSES UNRELATED BUSINESS DIRECT EXPENSES PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT INCOME PART XII, LINE 2D - OTHER ADJUSTMENTS: UNRELATED BUSINESS DIRECT EXPENSES FUNDRAISING DIRECT EXPENSES PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT INCOME X X X 1 CAR DONATION SERVICES 4971 PACHECO BLVD MARTINEZ CA 94553 VEHICLE DONATION SALES 1 98257 50795 47462 98257 50795 47462 WAGS, WHISKERS, & WINE GALA 366945 130760 236185 68364 25974 109990 OTHER 4875 4875 929 371820 130760 241060 68364 25974 110919 205257 35803 SCHEDULE G, PART I, LINE 2B, COLUMN (V) HUMANE SOCIETY OF SONOMA COUNTY OPERATES A CAR DONATION PROGRAM THROUGH A COMMERCIAL FUNDRAISER FOR CHARITABLE PURPOSES. AMOUNTS REPORTED ON PART VIII STATEMENT OF REVENUE INCLUDE THE NET AMOUNTS RECEIVED BY THE ORGANIZATION. X 0 0 0 0 0 0 0 0 0 LINDSAY MCCALL EXECUTIVE DIRECTOR 175902 0 0 0 0 0 0 0 3762 0 179664 0 0 0 PART I, LINE 3 THE EXECUTIVE DIRECTOR RESEARCHES AND PROPOSES COMPENSATION PACKAGES FOR ALL EMPLOYEES. THE BOARD OF DIRECTORS REVIEWS AND APPROVES THESE PACKAGES AS PART OF THE ANNUAL BUDGET PROCESS. X 36 47462 FMV X 3 10074 FMV X 15 6902 FMV X AUCTION PACKAGES 196 82304 FMV X SUPPLIES 1 11934 FMV X MARKETING 1 6375 FMV X EVENT SPACE 1 500 FMV 3 0 0 1 PART I, LINE 32B: THE ORGANIZATION CONTRACTS WITH A CAR DONATION SERVICE TO ASSIST WITH FACILITATING CAR DONATIONS TO THE POINT OF SALE. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS REVIEWED BY THE FINANCE DIRECTOR AND EXECUTIVE DIRECTOR WITH FEEDBACK COMMUNICATED TO THE TAX PREPARER. THE BOARD OF DIRECTORS IS FURNISHED WITH AN ELECTRONIC COPY OF THE TAX RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY BOARD AND COMMITTEE MEMBERS ARE REQUIRED TO IDENTIFY ALL POTENTIAL SITUATIONS AND TRANSACTIONS THAT COULD RESULT IN A CONFLICT OF INTEREST. IN THE EVENT AN ACTIVITY OR TRANSACTION ARISES WHEREBY A CONFLICT OF INTEREST EXISTS, INVOLVED BOARD MEMBERS CANNOT PARTICIPATE IN THE DECISION-MAKING OR VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR RESEARCHES AND PROPOSES COMPENSATION PACKAGES FOR ALL EMPLOYEES. THE BOARD OF DIRECTORS REVIEWS AND APPROVES THESE PACKAGES AS PART OF THE ANNUAL BUDGET PROCESS. MOREOVER, THE BOARD SHALL REVIEW THE FAIRNESS OF COMPENSATION, INCLUDING BENEFITS , PAID TO THE EXECUTIVE DIRECTOR UPON THE OCCURRENCE OF THE FOLLOWING: (A) THE EXECUTIVE DIRECTOR IS HIRED; (B) THE EXECUTIVE DIRECTOR'S TERM OF EMPLOYMENT IS EXTENDED OR RENEWED, OR; (C) THE EXECUTIVE DIRECTOR'S COMPENSATION IS MODIFIED, UNLESS SUCH MODIFICATION OCCURS PURSUANT TO A GENERAL MODIFICATION OF COMPENSATION THAT EXTENDS TO SUBSTANTIALLY ALL EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE SOCIETY'S GOVERNING DOCUMENTS, TAX RETURNS AND FINANCIAL INFORMATION ARE KEPT IN THE MAIN OFFICE. COPIES OF THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. THE SOCIETY MAINTAINS A WEBSITE AND HAS PROVIDED CONTACT INFORMATION THEREIN. IN ADDITION, THE SOCIETY'S TAX RETURNS ARE AVAILABLE ON THE GUIDESTAR WEBSITE.