2025-06-16T09:27:58-05:00 2024-07-31 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2023-08-01 231352237 THE MORRIS ANIMAL REFUGE MORR 2157359570 1242 LOMBARD STREET PHILADELPHIA PA 19147 MARY ANN B WIRTS TREASURER 2157359570 2025-06-14 1 0 WILLIAM A LOUGHERY P01603932 2156433900 2025-06-14 2023 2025-03-06 01:10:19Z MARY ANN B WIRTS 1242 LOMBARD STREET PHILADELPHIA PA 19147 4892353 0 X WWW.MORRISANIMALREFUGE.ORG X 1874 PA THE MORRIS ANIMAL REFUGE IS AN ANIMAL SHELTER FOR ALL STRAY AND UNWANTED ANIMALS. 13 13 27 41 0 0 772327 1073053 155672 125822 173935 523988 797 -1825 1102731 1721038 0 0 0 0 984739 1120035 0 0 112319 435002 422889 1419741 1542924 -317010 178114 6727171 7001108 35451 112695 6691720 6888413 FOUNDED IN 1874, THE MORRIS ANIMAL REFUGE IS A PIONEER IN ANIMAL WELFARE. THE PHILADELPHIA-BASED LIFE SAVING ORGANIZATION IS COMMITTED TO ADOPTION, EDUCATION, AND HIGH-QUALITY CARE WITH THE GOAL OF FINDING POSITIVE AND HUMANE OUTCOMES FOR ANIMALS IN NEED. 0 0 1313650 0 17747 ANIMAL CARE AND ADOPTION PROGRAM: WE ACCEPT AND CARE FOR HOMELESS AND UNWANTED ANIMALS. EACH YEAR, WE ACTIVELY ADOPT OUT OVER 1,000 ANIMALS. AT THE MORRIS ANIMAL REFUGE, WE OFFER PROGRAMS TO SUPPORT PET OWNERS IN OUR COMMUNITY AND KEEP ANIMALS EVERYWHERE OUT OF SHELTERS AND WITH THEIR FAMILIES! IN MORE THAN 150 YEARS OF OPERATION, THE MORRIS ANIMAL REFUGE HAS CARED FOR HUNDREDS OF THOUSANDS OF ANIMALS AND SHAPED THE COURSE OF ANIMAL WELFARE IN THE UNITED STATES. 0 0 108075 COMMUNITY CAT PROGRAM: HELPING REDUCE THE FERREL CAT COMMUNITIES THROUGH SPAY/NEUTERING. THIS IS AN ACTIVE PROGRAM AND WE CURRENTLY SPAY/NEUTER APPROXIMATELY 6 TO 10 CATS A WEEK. 1313650 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 27 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X KARI GHEZARIAN 2157359570 1242 LOMBARD STREET PHILADELPHIA PA 19147 JOSHUA VIETH PRESIDENT 3.00 X X 0 0 0 DONIELLE POWELL VICE PRESIDENT 3.00 X X 0 0 0 MARY ANN B WIRTS TREASURER 3.00 X X 0 0 0 SARAH THEOBALD SECRETARY 3.00 X X 0 0 0 DANA COTTRELL MEMBER (ENDED 03/2024) 3.00 X 0 0 0 KAIT DOWLING MEMBER 3.00 X 0 0 0 ANNE EVANS MEMBER 3.00 X 0 0 0 KYLIE FLETT MEMBER 3.00 X 0 0 0 CHRIS HANSEN MEMBER 3.00 X 0 0 0 WAYNE HUMPHREY MEMBER 3.00 X 0 0 0 MATT MAZZA MEMBER 3.00 X 0 0 0 PATRICIA MUNDY MEMBER 3.00 X 0 0 0 RACHEL HEISER MEMBER 3.00 X 0 0 0 CAITLIN KUPP MEMBER 3.00 X 0 0 0 LEWIS CHECCHIA EXECUTIVE DIRECTOR 40.00 X 182456 0 11800 182456 0 11800 1 0 1 0 0 140825 82576 849652 1073053 SPAY/NEUTER CERTS 541900 108075 108075 ADOPTION & GATE 900099 17747 17747 125822 95647 95647 7500 0 7500 7500 7500 3547473 3119132 428341 428341 428341 42858 140825 52183 -9325 -9325 1721038 125822 0 522163 178580 107148 35716 35716 762915 729395 3000 30520 100470 93086 2030 5354 78070 69653 3053 5364 29576 29576 28124 28124 18000 18000 1130 1130 41723 31287 6349 4087 28383 28383 12718 11446 1272 6917 6917 50820 45738 5082 22144 19820 2103 221 NEWSLETTERS 65875 52818 13057 MEDICAL/VET SUPPLIES 46616 46616 CREDIT CARD FEES 22077 22077 ANIMAL FOOD AND SUPPLIE 21223 21223 27563 26913 650 1542924 1313650 116955 112319 12703 130462 78751 161327 3928 12073 1254853 800504 485335 454349 4045533 4006237 2100921 2236660 6727171 7001108 35451 12695 100000 35451 112695 X 4556077 4599641 2135643 2288772 6691720 6888413 6727171 7001108 X 178114 -117160 135739 X 0 1 X 1 0 X 617093 695878 637024 772327 1073053 3795375 617093 695878 637024 772327 1073053 3795375 422680 3372695 124892 91598 204197 108601 103147 632435 4427810 586552 0.76170 0.75250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4045533 406828 418000 28124 4006237 4317820 246636 490000 28923 4045533 5146373 -445360 350000 33193 4317820 4481698 1040989 345000 31314 5146373 4572412 235436 300000 26150 4481698 1.00000 0.00000 0.00000 0 0 134600 467631 416639 185592 528317 319855 208462 124305 64010 60295 454349 BENEFICIAL INTEREST IN A PERPETUAL TRUST 2236660 2236660 X 1711493 -117160 135739 18579 1692914 28124 28124 1721038 1514800 0 1514800 28124 28124 1542924 PART V, LINE 4: THE ENDOWMENT IS INTENDED TO SUPPORT PROGRAMMATIC AND OPERATING ACTIVITY. PART X, LINE 2: THE REFUGE IS A NON-PROFIT ENTITY AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. THE REFUGE IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS OR ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME TAXES. THE REFUGE FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE FURTHER PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAD NO IMPACT ON THE REFUGE'S FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF TRUST 135,739. FUR BALL 183683 140825 42858 4600 31262 1490 14831 183683 140825 42858 4600 31262 1490 14831 52183 -9325 X X X 0 0 0 0 0 0 0 1 0 LEWIS CHECCHIA EXECUTIVE DIRECTOR 167456 0 15000 0 0 0 0 0 11800 0 194256 0 0 0 PART I, LINE 7 LEWIS CHECCHIA, EXECUTIVE DIRECTOR, RECEIVED A NON-FIXED BONUS PAYMENT OF $15,000 DURING CALENDAR YEAR 2023. BONUS IS BASED ON AN ANNUAL REVIEW THAT IS PRESENTED TO AND VOTED BY THE BOARD, THE BOARD PRESIDENT AND BASED ON A VARIETY OF FACTORS INCLUDING - PERFORMANCE OF MISSION AND OTHER EXPECTATIONS AGREED BY BOTH THE BOARD AND THE EXECUTIVE DIRECTOR IN THE PAST YEAR. COMPARABILITY DATA WAS USED IN ESTABLISHING MAXIMUM BONUS POTENTIAL. THERE WAS TIMELY DOCUMENTATIONS OF DELIBERATION AND FINAL DETERMINATION. FORM 990, PART VI, SECTION A, LINE 2 WAYNE HUMPHREY, MEMBER, AND DONIELLE POWELL, VICE PRESIDENT, HAVE A FAMILY RELATIONSHIP. ANNE EVANS, MEMBER, AND LEWIS CHECCHIA, EXECUTIVE DIRECTOR, HAVE A FAMILY RELATIONSHIP. ANNE EVANS RECUSES HERSELF FROM ANY DISCUSSIONS INVOLVING LEWIS CHECCHIA. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY THE FINANCE COMMITTEE WHO WILL APPROVE FOR FILING. BEFORE FILING WITH THE INTERNAL REVENUE SERVICE, A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO ALL VOTING MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EACH BOARD MEMBER SUBMITS A CONFLICT OF INTEREST DISCLOSURE FORM DETAILING TRANSACTIONS, IF ANY, THAT HE OR SHE HAD WITH THE REFUGE. THE BOARD MEMBER MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD. THE PERSON WILL LEAVE THE BOARD MEETING AND THE REMAINING MEMBERS WILL DISCUSS AND VOTE ON THE CONFLICT OF INTEREST AND WHETHER IT IS IN THE ORGANIZATION'S BEST INTEREST. THE BOARD MINUTES SHALL CONTAIN THE NAMES OF THE PERSONS RELATED TO THE POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE CONFLICT, ANY ACTION TAKEN, AND THE BOARD'S FINAL DECISION. FORM 990, PART VI, SECTION B, LINE 15A THE REFUGE CONTRACTED WITH AN INDEPENDENT HIRING COMPANY AND WORKED TOGETHER WITH THEM TO SET THE SALARY RANGE. THIS STAFFING COMPANY USED COMPETITIVE BENCHMARK DATA, FROM BROAD TO SPECIFIC, LOOKING AT OTHER NON-PROFIT ORGANIZATIONS WITH SIMILAR SIZE, SIMILAR INDUSTRY AND SIMILAR LOCALITY TO ENSURE THAT THE ORGANIZATION COULD ATTRACT A CANDIDATE WHILE STILL KEEPING WITHIN THE ORGANIZATIONS BUDGET CRITERIA. COMPENSATION OF THE EXECUTIVE DIRECTOR IS GOALS BASED, AND IS REVIEWED, APPROVED, AND TIMELY DOCUMENTED BY THE BOARD OF DIRECTORS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15B: NO OTHER COMPENSATED INDIVIDUAL MEETS THE INTERNAL REVENUE SERVICE DEFINITION OF OFFICER OR KEY EMPLOYEE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC WHEN REQUESTED. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN A PERPETUAL TRUST 135,739.