2026-03-23T20:13:00-04:00 2025-12-31 812532632 TRACI TAUBERT CPA 813 DREAM CATCHER LEANDER TX 78641 990 2025-01-01 822155599 SAFE IN AUSTIN RESCUE RANCH SAFE 5126808985 14601 HONEYCOMB DRIVE LEANDER TX 78641 JAMIE WALLACE FOUNDER 7085742323 2026-03-18 true TRACI TAUBERT CPA P01965453 5129389069 2026-03-18 X 2025 2025-03-06 01:10:19Z JAMIE WALLACE 14601 HONEYCOMB DRIVE LEANDER TX 78641 580212 false X SAFEINAUSTIN.ORG X NON-PROFIT 2018 TX OUR HEALING HEARTS PROGRAM RESCUES ANIMALS FROM ABUSE, NEGLECT OR HAVE A SPECIAL NEED AND INTRODUCES THEM TO CHILDREN AND ADULTS THAT SUFFER FROM THE SAME BACKGROUNDS FOR SOME HEALING TIME AT NO COST. 0 0 5 0 759255 580212 0 0 0 759255 580212 0 0 79838 109558 0 0 641720 497282 721558 606840 37697 -26628 90083 73421 2353 7018 87730 66403 OUR HEALING HEARTS PROGRAM RESCUES ANIMALS FROM ABUSE, NEGLECT OR HAVE A SPECIAL NEED AND INTRODUCES THEM TO CHILDREN AND ADULTS THAT SUFFER FROM THE SAME BACKGROUNDS FOR SOME HEALING TIME AT NO COST. false false 606840 580212 WE RESCUE ANIMALS FROM SEVERE ABUSE OR NEGLECT, REHABILITATE, REHOME THE ONES THAT ARE ABLE, AND OFFER A SAFE AND LOVING FOREVER HOME FOR THE REST. ONCE THEY ARE HEALTHY ENOUGH AND WE HAVE EARNED THEIR TRUST; WE INTRODUCE OUR RESCUES TO CHILDREN THAT COME FROM A SIMILAR BACKGROUND OF ABUSE, NEGLECT AND/OR SPECIAL NEED. 606840 true false false false false false false false false false true false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false 0 0 false 5 false false false false false false false false false X 0 0 false false false false false false false true true false false true true true false true true false false false TX X LISA DEGANI 5126808985 14601 HONEYCOMB DRIVE LEANDER TX 78641 X ANGIE BARE BOARD MEMBER X 0 0 0 JAMIE ROSALES BOARD MEMBER X 0 0 0 KAREN SHIVES BOARD SECRET X 0 0 0 KATE SUSKEY BOARD MEMBER X 0 0 0 JAMIE WALLACE FOUNDER X 0 0 0 false false false 580212 580212 580212 101772 101772 7786 7786 51521 51521 24113 24113 12855 12855 1733 1733 6445 6445 13795 13795 HEALING HEARTS PROGRAM 171930 171930 ANIMAL SUPPLIES & COSTS 111810 111810 UTILITIES 42315 42315 AUTO REIMBURSEMENT 27770 27770 32995 32995 606840 606840 0 0 48327 18809 58645 36605 9184 22040 32572 32572 90083 73421 2353 7018 2353 7018 X 87730 66403 87730 66403 90083 73421 X -26628 5301 X false false X 1015003 571823 759255 580212 2926293 2 1 3 1015005 571824 759255 580212 2926296 2926296 1015005 571824 759255 580212 2926296 1.00000 1.00000 0.00000 0.00000 X 58645 36605 22040 22040 INVENTORY ASSET 32572 32572 SIA CREDIT CARDS 7018 7018 FORM 990, PART VI CONFLICT OF INTEREST POLICY SAFE IN AUSTIN RESCUE RANCH I. PURPOSE. THE PURPOSE OF THIS POLICY IS TO PROTECT THE INTERESTS OF SAFE IN AUSTIN. IN THE REGULAR COURSE OF BUSINESS, AGENTS AND EMPLOYEES OF SAFE IN AUSTIN MAY HAVE THE OPPORTUNITY TO ADVANCE THEIR OWN PERSONAL INTERESTS WITH OR AGAINST THE INTERESTS OF SAFE IN AUSTIN. ACTING IN SUCH A MANNER IS UNACCEPTABLE AND ANY PARTY WHO ACTS OUTSIDE OF SAFE IN AUSTINS BEST INTEREST MAY BE SUBJECT TO DISCIPLINARY ACTION. II. DEFINITIONS. A. EMPLOYEE ANY PERSON WHO IS EMPLOYED BY SAFE IN AUSTIN IN A PART OR FULL-TIME CAPACITY AND IN ACCORDANCE WITH THE LABOR LAWS OF TX. B. AGENT AN OWNER, DIRECTOR, STAKEHOLDER, CONTRACTOR, OR OTHER THIRD- PARTY THAT IS IN THE POSITION TO ACT ON BEHALF OF BUSINESS NAME. C. FINANCIAL INTEREST THE INTEREST THAT ANY INDIVIDUAL MAY HAVE IN THE MONETARY TRANSACTIONS OF SAFE IN AUSTIN. IN PARTICULAR, ANY INTEREST THAT COULD HAVE A DIRECT BEARING ON THE FINANCIAL GAIN/LOSS OF THE SAID INDIVIDUAL. III. PROCEDURE. A. DUTY TO DISCLOSE EVERY EMPLOYEE/AGENT OF SAFE IN AUSTIN IS OBLIGATED TO DISCLOSE ANY KNOWN OR POTENTIAL CONFLICTS OF INTEREST AS SOON AS THEY ARISE. FAILURE TO DO SO COULD RESULT IN TERMINATION OF EMPLOYMENT. B. INVESTIGATING POTENTIAL CONFLICTS WHEN A POSSIBLE CONFLICT OF INTEREST ARISES, THE BOARD OF DIRECTORS WILL COLLECT ALL OF THE PERTINENT INFORMATION AND MAY QUESTION ANY CONCERNED PARTIES. IF THE BOARD DETERMINES THAT A CONFLICT EXISTS, STEPS WILL BE TAKEN TO ADDRESS THE CONFLICT. IF NO CONFLICT EXISTS, THE INQUIRY MAY BE DOCUMENTED BUT NO FURTHER ACTION WILL BE TAKEN. C. ADDRESSING CONFLICTS OF INTEREST WHEN AN ACTUAL CONFLICT OF INTEREST IS FOUND, ANY TRANSACTIONS THAT MAY HAVE BEEN AFFECTED WILL BE REVIEWED RETROACTIVELY. AFFECTED PARTIES BOTH WITHIN AND OUTSIDE OF THE BUSINESS, INCLUDING SHAREHOLDERS, DIRECTORS, EMPLOYEES, AND CONTRACTORS WILL BE NOTIFIED. AN INVESTIGATION WILL ALSO BE CONDUCTED BY THE BOARD OF DIRECTORS TO DETERMINE THE EXTENT OF THE CONFLICT AND THE INTENTIONS OF THE PARTIES INVOLVED. IF THE CONFLICT IN QUESTION INVOLVES A MEMBER OR MEMBERS OF THE BOARD OF DIRECTORS, SUCH A MEMBER WILL BE EXCUSED FROM THE DELIBERATIONS. D. DISCIPLINARY ACTION AS ALL CONFLICTS OF INTEREST WILL BE REVIEWED ON A CASE-BY-CASE BASIS, A REVIEW MAY RESULT IN DISCIPLINARY ACTION. THE BOARD OF DIRECTORS HAS FULL DISCRETION TO DEEM WHAT DISCIPLINARY ACTION IS BOTH FITTING AND NECESSARY, INCLUDING SUSPENSION AND/OR TERMINATION OF EMPLOYMENT. IV. ACKNOWLEDGMENT. THE EMPLOYEE/AGENT NAMED BELOW UNDERSTANDS THE PROCEDURE FOR CONFLICTS OF INTEREST WITH SAFE IN AUSTIN, INCLUDING THEIR DUTY TO DISCLOSE ANY KNOWN OR POTENTIAL CONFLICTS. FURTHERMORE, THE EMPLOYEE/AGENT AGREES TO ABIDE BY THE PROCEDURES OUTLINED IN THIS POLICY FOR THE DURATION OF THEIR PROFESSIONAL RELATIONSHIP WITH SAFE IN AUSTIN. DOCUMENT RETENTION AND DESTRUCTION POLICY - RECORD RETENTION SAFE IN AUSTIN RESCUE WILL FOLLOW IRS GUIDELINES CONCERNING RECORD RETENTION AND DESTRUCTION. ELECTRONIC RECORDS WILL BE COPIED WITH ONE COPY KEPT OFF-SITE. THE FOLLOWING RECORDS WILL BE MAINTAINED EITHER ON PAPER OR ELECTRONICALLY FOR THE SPECIFIED TIME PERIOD. KEEP PERMANENTLY: RECORDS OF ENDURING VALUE, INCLUDING O ARTICLES OF INCORPORATION O BYLAWS O CHART OF ACCOUNTS O LEGAL CORRESPONDENCE O DEEDS, MORTGAGES, BILLS OF SALE, PROPERTY RECORDS O EMPLOYEE DISCRIMINATION REPORTS O YEAR END FINANCIAL STATEMENTS O BOARD MEETING MINUTES O GENERAL LEDGERS AND JOURNALS O INSURANCE RECORDS, ACCIDENT REPORTS AND CLAIMS O LOAN DOCUMENTS AND NOTES O MISSION STATEMENT/STRATEGIC PLANS O PROGRAM AND PROJECT FILES O RETIREMENT/PENSION RECORDS O 990 FORMS AND WORKSHEETS O TRAINING MANUALS O I-9S (OR THREE YEARS AFTER EMPLOYEE LEAVES EMPLOYMENT) KEEP 7 YEARS. RECORDS WITH LIMITED VALUE, INCLUDING O ACCIDENT REPORTS O ACCOUNTS RECEIVABLE O BANK STATEMENTS, DEPOSIT RECORDS, CANCELLED CHECKS, RECONCILIATIONS O CONTRACTS O DONATIONS O EXPENSE ANALYSES AND DISTRIBUTION SCHEDULES O GARNISHMENTS O GRANTS O INVOICES O INVENTORIES O PAYROLL RECORDS AND SUMMARIES O PERSONNEL FILES, TERMINATED EMPLOYEES O PURCHASE ORDERS O TIMESHEETS O WITHHOLDING TAX STATEMENTS KEEP 3 YEARS. RECORDS OF MINIMAL VALUE, INCLUDING: O ADMINISTRATIVE CORRESPONDENCE O EMPLOYEE DEMOGRAPHICS O SOLICITED EMPLOYMENT APPLICATIONS O INTERNAL AUDIT REPORTS O PETTY CASH VOUCHERS KEEP ONE YEAR. RECORDS OF MINIMAL VALUE, INCLUDING: O UNSOLICITED EMPLOYMENT APPLICATIONS DESTROYING RECORDS WHEN A RECORD IS NO LONGER REQUIRED TO BE KEPT, IT SHOULD BE PROPERLY DESTROYED AND THE DESTRUCTION SHOULD BE DOCUMENTED. DELETING DATA AND EMPTYING THE RECYCLE FOLDER FROM ELECTRONIC STORAGE MEDIA SUCH AS CDS, HARD DRIVES, TAPES, ETC. DOES NOT PERMANENTLY DESTROY THE INFORMATION. SOME PRINTERS AND PHOTOCOPIERS WITH DOCUMENT MEMORY CAPABILITY MAY REQUIRE DATA CLEANING BEFORE SALE OR DISPOSAL. ALL SENSITIVE DATA WILL BE SANITIZED FROM ALL SAFE IN AUSTIN RESCUE EQUIPMENT BEFORE SALE OR DISPOSAL. WHISTLEBLOWING PROTECTION POLICY PURPOSE THE PURPOSE OF THIS WHISTLEBLOWER PROTECTION POLICY IS TO ENCOURAGE AND PROTECT EMPLOYEES OF SAFE IN AUSTIN RESCUE (THE "COMPANY") WHO REPORT SUSPECTED MISCONDUCT, ILLEGAL ACTIVITIES, OR VIOLATIONS OF THE COMPANY'S POLICIES. THIS POLICY AIMS TO CREATE A CULTURE OF TRANSPARENCY, ACCOUNTABILITY, AND INTEGRITY WITHIN THE COMPANY, AND TO ENSURE THAT EMPLOYEES FEEL SAFE AND SUPPORTED WHEN REPORTING CONCERNS. THE COMPANY IS COMMITTED TO THE HIGHEST STANDARDS OF ETHICAL AND LEGAL CONDUCT AND BELIEVES THAT ENCOURAGING AND PROTECTING WHISTLEBLOWERS IS ESSENTIAL TO MAINTAINING THESE STANDARDS. SCOPE THIS POLICY APPLIES TO ALL EMPLOYEES, CONTRACTORS, AND VOLUNTEERS OF THE COMPANY, REGARDLESS OF THEIR LOCATION OR POSITION. IT COVERS ALL REPORTS OF SUSPECTED MISCONDUCT, ILLEGAL ACTIVITIES, OR VIOLATIONS OF THE COMPANY'S POLICIES, WHETHER MADE INTERNALLY OR EXTERNALLY. THE POLICY ALSO APPLIES TO ANY THIRD PARTIES WHO MAY BE INVOLVED IN THE REPORTING OR INVESTIGATION PROCESS, SUCH AS LEGAL COUNSEL, AUDITORS, OR REGULATORY AUTHORITIES. PROTECTED DISCLOSURES EMPLOYEES ARE ENCOURAGED TO REPORT ANY SUSPECTED MISCONDUCT, ILLEGAL ACTIVITIES, OR VIOLATIONS OF THE COMPANY'S POLICIES, INCLUDING BUT NOT LIMITED TO: - FINANCIAL IRREGULARITIES OR FRAUD, SUCH AS FALSE ACCOUNTING, EMBEZZLEMENT, OR MISAPPROPRIATION OF FUNDS - CORRUPTION OR BRIBERY, INCLUDING KICKBACKS, FAVORS, OR GIFTS INTENDED TO INFLUENCE BUSINESS DECISIONS - HARASSMENT OR DISCRIMINATION BASED ON RACE, GENDER, AGE, RELIGION, OR ANY OTHER PROTECTED CHARACTERISTIC - HEALTH AND SAFETY VIOLATIONS THAT POSE A RISK TO EMPLOYEES, CUSTOMERS, OR THE PUBLIC - ENVIRONMENTAL DAMAGE OR NON-COMPLIANCE WITH ENVIRONMENTAL REGULATIONS - INSIDER TRADING OR OTHER SECURITIES LAW VIOLATIONS - ANY OTHER ILLEGAL OR UNETHICAL CONDUCT THAT MAY HARM THE COMPANY, ITS EMPLOYEES, OR ITS STAKEHOLDERS REPORTING PROCEDURE EMPLOYEES SHOULD REPORT THEIR CONCERNS TO LISA DEGANI, WHICH MAY INCLUDE A SUPERVISOR, HUMANRESOURCES REPRESENTATIVE, LEGAL COUNSEL, OR A DEDICATED WHISTLEBLOWER HOTLINE. REPORTS CAN BE MADE IN PERSON, BY PHONE, OR IN WRITING, AND SHOULD INCLUDE AS MUCH DETAIL AS POSSIBLE ABOUT THE SUSPECTED MISCONDUCT OR VIOLATION. ANONYMOUS REPORTS WILL ALSO BE ACCEPTED AND INVESTIGATED TO THE EXTENT POSSIBLE, BUT EMPLOYEES ARE ENCOURAGED TO IDENTIFY THEMSELVES TO FACILITATE FOLLOW-UP AND INVESTIGATION. THE COMPANY WILL ACKNOWLEDGE RECEIPT OF ALL REPORTS AND KEEP THE WHISTLEBLOWER INFORMED OF THE PROGRESS AND OUTCOME OF THE INVESTIGATION, TO THE EXTENT POSSIBLE. INVESTIGATION ALL REPORTS WILL BE PROMPTLY AND THOROUGHLY INVESTIGATED BY O..ICE MANAGER, WHICH MAY INCLUDE INTERNAL OR EXTERNAL LEGAL COUNSEL, AUDITORS, OR OTHER EXPERTS AS NECESSARY. THE INVESTIGATION WILL BE CONDUCTED IN A FAIR, OBJECTIVE, AND UNBIASED MANNER, AND WILL SEEK TO GATHER ALL RELEVANT FACTS AND EVIDENCE. THE IDENTITY OF THE WHISTLEBLOWER WILL BE KEPT CONFIDENTIAL TO THE EXTENT POSSIBLE, AND WILL ONLY BE DISCLOSED ON A NEED-TO-KNOW BASIS TO THOSE INVOLVED IN THE INVESTIGATION. THE COMPANY WILL TAKE APPROPRIATE CORRECTIVE ACTION BASED ON THE FINDINGS OF THE INVESTIGATION, WHICH MAY INCLUDE DISCIPLINARY ACTION, TERMINATION OF EMPLOYMENT, OR REFERRAL TO LAW ENFORCEMENT OR REGULATORY AUTHORITIES. PROTECTION FROM RETALIATION THE COMPANY PROHIBITS ANY FORM OF RETALIATION AGAINST EMPLOYEES WHO MAKE A GOOD FAITH REPORT OF SUSPECTED MISCONDUCT OR PARTICIPATE IN AN INVESTIGATION. RETALIATION MAY INCLUDE, BUT IS NOT LIMITED TO, TERMINATION, DEMOTION, SUSPENSION, THREATS, HARASSMENT, OR ANY OTHER ADVERSE EMPLOYMENT ACTION. ANY EMPLOYEE WHO ENGAGES IN RETALIATION WILL BE SUBJECT TO DISCIPLINARY ACTION, UP TO AND INCLUDING TERMINATION OF EMPLOYMENT. EMPLOYEES WHO BELIEVE THEY HAVE BEEN SUBJECTED TO RETALIATION SHOULD REPORT IT IMMEDIATELY TO LISA DEGANI, AND THE COMPANY WILL PROMPTLY INVESTIGATE AND ADDRESS ANY SUCH REPORTS. THE COMPANY WILL ALSO PROVIDE APPROPRIATE SUPPORT AND PROTECTION TO WHISTLEBLOWERS, SUCH AS LEGAL REPRESENTATION OR COUNSELING SERVICES, AS NEEDED. CONFID FORM 990, PAGE 6, PART VI, LINE 11B NO REVIEW WAS OR WILL BE CONDUCTED. FORM 990, PAGE 6, PART VI, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC FORM 990, PART XI 11,909 PRIOR PERIOD BANK BALANCE ADJUSTMENT FORM 990, PART XI, LINE 9 BOOK / TAX DEPRECIATION DIFFERENCE 5,301