Nonprofit · EIN 23-7375919
HEART OF THE VALLEY HUMANE SOCIETY INC
Tax-exempt · BOZEMAN, MT 59719
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $3,051,396 | $2,428,024 | $623,372 | $13,168,758 | $183,151 | $12,985,607 |
| December 31, 2024 | 990 | $2,165,850 | $2,342,885 | -$177,035 | $11,748,881 | $181,726 | $11,567,155 |
| December 31, 2023 | 990 | $2,431,838 | $2,184,591 | $247,247 | $11,496,463 | $163,869 | $11,332,594 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,153,525
- Program service revenue
- $535,514
- Investment income
- $360,940
- Net income from fundraising events
- -$20,282
- Net income from sales of inventory
- $21,699
- Other revenue
- $1,417
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $149,057
- Other salaries and wages
- $1,286,305
- Salaries, compensation and benefits (total)
- $1,663,896
- Professional fundraising fees
- $0
- Accounting fees
- $81,308
- Occupancy
- $115,818
- Travel
- $2,703
- Depreciation
- $188,494
- Program services (functional)
- $1,915,810
- Management and general (functional)
- $148,289
- Fundraising (functional)
- $363,925
Balance sheet and other
- Total assets, start of year
- $11,748,881
- Total assets, end of year
- $13,168,758
- Total liabilities, end of year
- $183,151
- Net assets, end of year
- $12,985,607
- Land, buildings and equipment
- $3,299,095
- Publicly traded securities
- $9,458,061
- Net assets without donor restrictions
- $7,673,712
- Net assets with donor restrictions
- $5,311,895
- Gross receipts
- $3,110,954
- Employees
- 47
- Volunteers
- 698
- Year formed
- 1973
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARLA CAULK | Executive Dir. Officer | 40 | $149,058 | $5,896 |
| CORY PULFREY | Director Trustee or director | 1 | $0 | $0 |
| MALLORY LOPEZ | Director Trustee or director | 1 | $0 | $0 |
| LISA GANN | Director Trustee or director | 1 | $0 | $0 |
| SHAUNA DECKERT | Director Trustee or director | 1 | $0 | $0 |
| GORDON HARDAWAY | Director Trustee or director | 1 | $0 | $0 |
| LAURA JERMYN | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| STEVE BLACKMORE | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| KEVIN PANCICH | Director Trustee or director | 1 | $0 | $0 |
| KRISTIN SHERWOOD | Director Trustee or director | 1 | $0 | $0 |
| BRAD LUDFORD | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| CAROLYN WILLIAMS | Director Trustee or director | 1 | $0 | $0 |
| ABBEY BEADLE | President Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARLA CAULK | Executive Dir. Officer | 40 | $140,722 | $5,487 |
| CORY PULFREY | President Trustee or director, Officer | 1 | $0 | $0 |
| MALLORY LOPEZ | Director Trustee or director | 1 | $0 | $0 |
| LISA GANN | Director Trustee or director | 1 | $0 | $0 |
| SHAUNA DECKERT | Director Trustee or director | 1 | $0 | $0 |
| GORDON HARDAWAY | Director Trustee or director | 1 | $0 | $0 |
| LAURA JERMYN | Director Trustee or director | 1 | $0 | $0 |
| STEVE BLACKMORE | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| KEVIN PANCICH | Director Trustee or director | 1 | $0 | $0 |
| SARAH MILLIGAN | Director Trustee or director | 1 | $0 | $0 |
| BRAD LUDFORD | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| CAROLYN WILLIAMS | Director Trustee or director | 1 | $0 | $0 |
| ABBEY BEADLE | Vice President Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARLA CAULK | Executive Dir. Officer | 40 | $138,471 | $5,242 |
| CORY PULFREY | President Trustee or director, Officer | 1 | $0 | $0 |
| TOM KLEIN | Past President Trustee or director | 1 | $0 | $0 |
| LISA GANN | Director Trustee or director | 1 | $0 | $0 |
| SHAUNA DECKERT | Director Trustee or director | 1 | $0 | $0 |
| GORDON HARDAWAY | Director Trustee or director | 1 | $0 | $0 |
| LAURA JERMYN | Director Trustee or director | 1 | $0 | $0 |
| STEVE BLACKMORE | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| KEVIN PANCICH | Director Trustee or director | 1 | $0 | $0 |
| SARAH MILLIGAN | Director Trustee or director | 1 | $0 | $0 |
| BRAD LUDFORD | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| CAROLYN WILLIAMS | Director Trustee or director | 1 | $0 | $0 |
| ABBEY WENGER | Vice President Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 11390, BOZEMAN, MT 59719-1390
- Principal officer (990 for 2025)
- ABBEY BEADLE, PO BOX 11390, BOZEMAN, MT 59719
- Signed the 990
- ABBEY BEADLE, President
- Phone
- (406) 388-9399
- Return prepared by
- Amatics CPA Group
Mission
TO COMPASSIONATELY SHELTER THE LOST AND SURRENDERED PETS OF GALLATIN AND MADISON VALLEYS, AND TO ENHANCE THE LIVES OF PEOPLE AND COMPANION ANIMALS THROUGH PET ADOPTION AND EDUCATION.
Program accomplishments
- TO CREATE A HUMANE COMMUNITY BY SHELTERING AND SECURING NEW HOMES FOR LOST AND SURRENDERED COMPANION ANIMALS; HELP CONTROL PET OVERPOPULATION; ENCOURAGING POSITIVE PET OWNERSHIP THROUGH HUMANE EDUCATION AND TRAINING; PROMOTING BEST PRACTICES IN SHELTER OPERATIONS AND MEDICINE; SERVING AS A COMMUNITY RESOURCE ON ANIMAL WELFARE ISSUES.Expenses $1,915,810 · revenue $535,514
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7375919
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1974
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Animal-related (D20)
- Assets (IRS master file)
- $13,168,758
- Income (IRS master file)
- $3,110,954
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $3,051,396 | $2,428,024 | $13,168,758 | IRS |
| 990 | December 2024 | $2,165,850 | $2,342,885 | $11,748,881 | XML |
| 990 | December 2023 | $2,431,838 | $2,184,591 | $11,496,463 | XML |
| 990 | December 2022 | $2,698,230 | $1,940,184 | $10,616,798 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7375919).
Questions about HEART OF THE VALLEY HUMANE SOCIETY INC
- What is the EIN of HEART OF THE VALLEY HUMANE SOCIETY INC?
- The employer identification number (EIN) of HEART OF THE VALLEY HUMANE SOCIETY INC is 23-7375919.
- Is HEART OF THE VALLEY HUMANE SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to HEART OF THE VALLEY HUMANE SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEART OF THE VALLEY HUMANE SOCIETY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HEART OF THE VALLEY HUMANE SOCIETY INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEART OF THE VALLEY HUMANE SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of HEART OF THE VALLEY HUMANE SOCIETY INC?
- The 990 for the year ended December 31, 2025 names ABBEY BEADLE.
- Who are the officers and directors of HEART OF THE VALLEY HUMANE SOCIETY INC?
- The 990 for the year ended December 31, 2025 lists 13 people; 1 received compensation from the organization, the highest $149,058 (MARLA CAULK, Executive Dir.).
- How much revenue does HEART OF THE VALLEY HUMANE SOCIETY INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $3,051,396, expenses of $2,428,024 and total assets of $13,168,758 at year end.
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