2021-07-22T09:44:33-05:00 2020-12-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2020-01-01 042103597 MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS MASS 6175227400 350 SOUTH HUNTINGTON AVENUE BOSTON MA 021304803 TODD M MCCANN CHIEF FINANCIAL OFFICER 6175227400 2021-07-22 1 TODD MCCANN 999009999 CARLA M MCCALL CPA P00535908 5083669100 2021-07-22 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z TODD M MCCANN 350 SOUTH HUNTINGTON AVENUE BOSTON MA 021304803 141637009 0 X WWW.MSPCA.ORG X 1868 MA PROTECT ANIMALS, RELIEVE THEIR SUFFERING, ADVANCE THEIR HEALTH & WELFARE AND PREVENT CRUELTY. 18 17 828 711 0 0 23146424 20344695 55048756 62507626 3612450 6078566 -51586 4939 81756044 88935826 419992 700848 0 0 49404144 51389907 519055 541703 3289627 23899495 24185530 74242686 76817988 7513358 12117838 168875985 191536249 46496380 49057435 122379605 142478814 X THE MISSION OF THE MSPCA IS TO PROTECT ANIMALS, RELIEVE THEIR SUFFERING, ADVANCE THEIR HEALTH AND WELFARE, PREVENT CRUELTY AND WORK FOR A JUST AND COMPASSIONATE SOCIETY. 0 0 58040103 641348 60997735 ANGELL ANIMAL MEDICAL CENTERS IN BOSTON AND THE NEW LOW-INCOME VETERINARY CLINIC AND VETERINARY TECHNICIAN TRAINING PROGRAMS LOCATED AT NASHOBA VALLEY TECHNICAL HIGH SCHOOL IN WESTFORD AND ESSEX NORTH SHORE AGRICULTURAL & TECHNICAL SCHOOL IN DANVERS, MASSACHUSETTS HAD 103,496 VISITS IN 2020. OF THOSE, 34,883 RECEIVED EMERGENCY CARE. ANGELL'S MORE THAN 100 DOCTORS, INCLUDING 46 BOARD-CERTIFIED SPECIALISTS, WORK AS A TEAM TO DELIVER HIGH QUALITY GENERAL WELLNESS, EMERGENCY AND SPECIALTY CARE. IN 2020, ORGANIZATION WIDE, MSPCA STERILIZED 7,077 DOGS, CATS AND SMALL ANIMALS. THE ANGELL-BOSTON AND ANGELL-WALTHAM LOCATIONS ARE OPEN FOR EMERGENCIES 24 HOURS OF EVERY DAY OF THE YEAR. PET OWNERS WHO CANNOT AFFORD ROUTINE OR EMERGENCY CARE FOR THEIR COMPANION ANIMALS MAY APPLY TO THE PET CARE ASSISTANCE FUND FOR FINANCIAL AID. 7927751 59500 1509891 EACH YEAR OUR THREE ANIMAL CARE AND ADOPTION CENTERS TAKE IN THOUSANDS OF HOMELESS ANIMALS INCLUDING CATS, DOGS, RABBITS, BIRDS, REPTILES, HORSES, GOATS, SHEEP, COWS, PIGS, VARIOUS FARM BIRDS, GUINEA PIGS, FERRETS, HAMSTERS, GERBILS, MICE AND RATS. IN 2020, A TOTAL OF 4,069 ANIMALS FOUND HOMES THROUGH ADOPTION, TRANSFERS TO OTHER ORGANIZATIONS, REUNITING PETS WITH THEIR OWNERS AND SURRENDER PREVENTION PROGRAMS. OUR NETWORK OF VOLUNTEERS HELPS US PROVIDE INDIVIDUAL ATTENTION TO EVERY ANIMAL IN OUR CARE. 734 ANIMALS WHO NEEDED EXTRA TIME TO HEAL WENT THROUGH OUR FOSTER CARE PROGRAM AND 616 VOLUNTEERS DONATED THEIR TIME TO HELP WITH ANIMAL CARE, SPECIAL EVENTS AND OFFICE WORK. OUR BEHAVIOR PROGRAM PROVIDED 2,552 PET OWNERS WITH TRAINING, 6,994 CHILDREN PARTICIPATED IN HUMANE EDUCATION PROGRAMS AT EACH OF OUR ADOPTION CENTERS, INCLUDING SUMMER CAMP, READING PROGRAMS AND JUNIOR VOLUNTEER PROGRAMS. A TOTAL 4,760 ANIMALS IN UNDERSERVED COMMUNITIES WERE STERILIZED THROUGH OUR LOW COST SPAY/NEUTER PROGRAM AND 830 ANIMALS RECEIVED FREE OR LOW COST VACCINATIONS AT OUR COMMUNITY WELLNESS CLINICS.IN ADDITION TO FINDING HOMES FOR HOMELESS ANIMALS, OUR ADOPTION CENTERS STRIVE TO PROVIDE THEIR SURROUNDING COMMUNITIES WITH ANIMAL-RELATED INFORMATION AND ASSISTANCE IN ORDER TO HELP CREATE A MORE COMPASSIONATE SOCIETY. DURING 2020: 1,433 ANIMALS RECEIVED END OF LIFE CARE THROUGH OUR PET LOSS SERVICES, INCLUDING 46 BURIALS AT HILLSIDE ACRE PET CEMETERY286 FARM ANIMALS MATCHED DIRECTLY WITH ADOPTERS THROUGH OUR ADOPTION OUTREACH INITIATIVES AT NEVINS FARM 1,210,294 PET MEALS PROVIDED TO NEEDY FAMILIES THROUGH OUR COMMUNITY OUTREACH SERVICES274 ANIMALS TRANSPORTED FROM ST. THOMAS, GEORGIA, FLORIDA AND NEW JERSEY AS PART OF A NEW RELOCATION PROGRAM906 CLIENTS OWNING 1,480 PETS ENGAGED BY OUR COMMUNITY OUTREACH TEAMS IN DIRECT DOOR-TO-DOOR SERVICES 1264950 OUR MSPCA LAW ENFORCEMENT OFFICERS, FULLY COMMISSIONED BY THE COMMONWEALTH OF MASSACHUSETTS, MEET A HOST OF CHALLENGES EVERY DAY IN THEIR QUEST TO MAKE THIS A BETTER WORLD FOR ANIMALS. DURING 2020, OUR LAW ENFORCEMENT OFFICERS INVESTIGATED 982 COMPLAINTS RESULTING IN 328 WARNINGS; PERFORMED 1,904 CASE RE-CHECKS TO ENSURE COMPLIANCE; ACCEPTED THE VOLUNTARY SURRENDER OF 377 ANIMALS; AND MADE 120 COURT APPEARANCES. MORE THAN 21,363 ANIMALS WERE INSPECTED BY OUR LAW ENFORCEMENT OFFICERS IN 2020. EDUCATION IS A LARGE PIECE OF THE WORK OF THESE OFFICERS, WHO SEEK TO PREVENT CRUELTY IN ADDITION TO STOPPING CRUELTY ALREADY IN PROGRESS. DURING 2020, LAW ENFORCEMENT OFFICERS PARTICIPATED IN 367 EDUCATIONAL OR ADVISORY SESSIONS WITH ANIMAL OWNERS. 67232804 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 70 0 1 828 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VI WA WV WI MN NV X X X TODD MCCANN VPCFO 6175227400 350 SOUTH HUNTINGTON AVENUE BOSTON MA 021304803 JUDITH MALONE DIRECTOR, CHAIR 4.00 X X 0 0 0 JOHN G CARBERRY DIRECTOR, TREASURER 4.00 X X 0 0 0 J ROBERT COLEMAN DIRECTOR 2.00 X 0 0 0 LINDSAY COOK DIRECTOR 4.00 X 0 0 0 LYNN DAYTON DIRECTOR 4.00 X 0 0 0 CHERYL FORTE DIRECTOR 4.00 X 0 0 0 ELISSA FLYNN-POPPEY DIRECTOR 2.00 X 0 0 0 PATRICK PLANETA DIRECTOR 2.00 X 0 0 0 SARAH MONACO DIRECTOR 2.00 X 0 0 0 KAREN ROSES DIRECTOR 2.00 X 0 0 0 JESSICA GIFFORD NIGRELLI DIRECTOR 2.00 X 0 0 0 CONSTANCE NOBLE DIRECTOR 4.00 X 0 0 0 FREDERICK H JAMIESON DIRECTOR, CLERK 4.00 X X 0 0 0 TRACI LOGAN DIRECTOR 2.00 X 0 0 0 BARBARA SCHAYE DIRECTOR 2.00 X 0 0 0 LORI SIDMAN DIRECTOR 2.00 X 0 0 0 MATTHEW JORDAN DIRECTOR 2.00 X 0 0 0 CARTER LUKE CHIEF EXECUTIVE OFFICER (THROUGH APRIL 2020) 40.00 X X 327920 0 150336 NEAL LITVACK CHIEF EXECUTIVE OFFICER (STARTING APRIL 2020) 40.00 X X 371689 0 17088 ALICE BRUCE VP OF DEVELOPMENT 40.00 X 222790 0 23239 KATHLEEN COLLINS SVP/CHIEF OPERATING OFFICE 40.00 X 381322 0 122472 TODD M MCCANN VP/CFO 40.00 X 213730 0 9500 JOSEPH SILVA VP, STRATEGIC PLANNING 40.00 X 215619 0 54183 DRANN MARIE GREENLEAF CHIEF OF STAFF 40.00 X 336269 0 82665 DR KATHERINE M HOGAN CARDIOLOGY VET 40.00 X 331186 0 16552 DR NAOMI R FORD RADIOLOGIST 40.00 X 314709 0 22382 DR RUTH A VAN HATTEN RADIOLOGIST 40.00 X 306377 0 23517 DR LYNDSAY KUBICEK-REGEV RADIATION ONCOLOGY VET 40.00 X 331322 0 13626 DR DOUGLAS E BRUM INTERNAL MEDICINE VET 40.00 X 280343 0 102814 3633276 0 638374 94 0 1 0 CONSIGLI CONSTRUCTION CO INC 72 SUMNER STREET MILFORD MA 01757 CONSTRUCTION 4509532 DAVINCI DIRECT 36 CORDAGE PARK CIRCLE SUITE 339 PLYMOUTH MA 02360 DIRECT MAIL PROFESSIONAL 1094073 BLUE SKY ANIMAL ARCHITECTURE 1119 ELIZABETH STREET DENVER CO 80206 ARCHITECTURE 947689 GREENER U 307 WAVERLY OAKS RD 202 WALTHAM MA 02452 ENERGY CONSULTANTS 568956 ORACLE CONSTRUCTION AND DEVELOPMENT 44 INDIAN ROCK ROAD SUITE 850 WINDHAM NH 03087 CONSTRUCTION 546196 13 656091 19688604 1547245 20344695 HEALTH & HOSPITAL SVCS. 541940 60997735 60997735 FARM, CEMETERY & OTHER 812910 1509891 1509891 62507626 662770 662770 58001978 52586182 5415796 5415796 5415796 119940 656091 115001 4939 4939 88935826 62507626 0 6083505 21500 21500 641348 641348 38000 38000 2528821 991012 1291781 246028 38658917 35273197 2244235 1141485 2066400 1799657 197899 68844 5232232 4556824 501090 174318 2903537 2528731 278071 96735 129938 39231 69880 20827 91900 91900 12000 12000 541703 541703 343904 343904 1904421 1544967 291975 67479 215036 166325 48711 1354023 1023844 68801 261378 384473 332434 45620 6419 2633174 2256790 340912 35472 67528 65468 768 1292 87532 81765 3796 1971 346884 296887 45360 4637 2702889 2401423 255638 45828 647326 514519 119237 13570 SUPPLIES 8561385 8560848 537 BANK FEES/CREDIT CARD P 1457622 1300568 44925 112129 PRINTING/PUBLICATIONS 453644 145694 307950 EQUIPMENT RENTALS 88229 29001 59228 2703622 2610771 92851 76817988 67232804 6295557 3289627 X 4310822 1163046 2606950 2525811 175928 326133 372699 379935 1619103 1643907 85868210 36149887 44110495 49718323 27093191 36688862 88353103 98933741 233694 156491 168875985 191536249 5796257 8590832 157481 182229 20525615 19768121 20017027 20516253 46496380 49057435 X 55900583 69373461 66479022 73105353 122379605 142478814 168875985 191536249 X 12117838 7097391 883980 X 0 1 X 1 0 X 18348320 17004241 19015422 23146424 20344695 97859102 18348320 17004241 19015422 23146424 20344695 97859102 1477171 96381931 715692 395750 574968 512987 662770 2862167 475985 620425 448691 457085 119940 2122126 102843395 262023855 0.93720 0.92690 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENT AND GAMING INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100537 93307 193844 76624144 76817988 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 213085 229568 239120 193844 875617 250000 250000 250000 250000 1000000 1500000 120204 135690 141639 100537 498070 55494052 172290 6738650 2157161 60247831 49049774 653594 7724305 -1933621 55494052 53474471 313499 -3317967 1420229 49049774 47462821 2872488 4111562 972400 53474471 45226100 1945651 1237936 946866 47462821 0.00000 0.81880 0.18120 1 1 1 259310 259310 43933296 19423556 24509740 14615192 1970970 12644222 18732946 13601880 5131066 8327466 1153481 7173985 49718323 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 15867423 F HEDGE FUNDS 19487196 F PRIVATE INVESTMENTS 6599022 F OTHER NON-PUBLICLY TRADED INVESTMENTS 47744935 F BOND FUNDS 9235165 F 98933741 LONG TERM LIABILITIES-ACCRUED PENSION COST 13677542 POST RETIREMENT BENEFITS 5586538 CHARITABLE GIFT ANNUITIES 758004 RETIREMENT AGREEMENTS 72192 DUE TO RELATED SOCIETY 421977 20516253 X 96046946 8504456 -408084 8096372 87950574 343904 641348 985252 88935826 75947737 115001 115001 75832736 343904 641348 985252 76817988 PART V, LINE 4: ENDOWMENT FUNDS ARE INTENDED TO PROVIDE A SOURCE OF INCOME TO SUPPORT VARIOUS PROGRAMS AT THE MSPCA. PART X, LINE 2: THE SOCIETY ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. THE SOCIETY HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AND ITS TREATMENT OF RELATED AND UNRELATED INCOME AS ITS ONLY SIGNIFICANT TAX POSITIONS AND HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE SOCIETY'S INFORMATION AND TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 115,001. CURRENT YEAR IMPACT OF CHANGE IN PENSION OBLIGATIONS -523,085. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE NETTED WITH REVENUES 641,348. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 115,001. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE NETTED WITH REVENUES 641,348. 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION ANIMAL WELFARE GRANTS 38000 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 35183253 0 0 0 0 0 0 35221253 0 35221253 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM ANIMAL WELFARE IN TURKEY 38000 WIRE TRANSFER 1 0 0 0 1 0 0 PART I, LINE 2: THE MSPCA RECEIVES ANNUAL FINANCIAL INFORMATION FROM GRANTEES AS WELL AS CORRESPONDENCE AS TO HOW THE GRANTED FUNDS WERE USED IN PREVIOUS YEARS. UPON REVIEW OF THE REPORTS, THE MSPCA CEO DETERMINES IF GRANT ASSISTANCE WILL BE PROVIDED. PART III ACCOUNTING METHOD: SCHEDULE F, PART IV, LINE 4: MSPCA IS NOT REQUIRED TO FILE FORM 8621 AS THE PRIVATE FOREIGN INVESTMENT COMPANY (PFIC) RULES DO NOT APPLY TO TAX EXEMPT ORGANIZATIONS. X X X X X X 1 DAVINCI DIRECT INC 36 CORDAGE PARK CIRCLE SUITE 339 PLYMOUTH MA 02360 PROFESSIONAL FUNDRAISING 0 2319057 123967 2195090 2319057 123967 2195090 AL AK AZ CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY AR RAISE THE WOOF GALA 481018 435722 45296 79882 FAST & FURRIEST 114667 114667 23016 8 180346 105702 74644 395 50 364 11294 776031 656091 119940 395 50 364 114192 115001 4939 SCHEDULE G, PART I, LINE 2B, COLUMN (V) DURING THE YEAR ENDED DECEMBER 31, 2020, MSPCA REIMBURSED DAVINCI DIRECT, INC. $843,360 FOR MAILING LIST RENTAL, PRINTING, MAILING, AND POSTAGE COSTS. THIS AMOUNT WAS INVOICED BY DAVINCI DIRECT, INC. AND WAS IN ADDITION TO THE PROFESSIONAL FUNDRAISING FEES THAT HAVE BEEN REPORTED ON PART I, COLUMN V. 1 NOWZAD DOGS NFP 3105 PROSPECT RD PEORIA IL 61603 460536511 501(C)(3) 11500 PROMOTE ANIMAL WELFARE AND EDUCATION IN AFGHANISTAN 1 0 FINANCIAL ASSISTANCE 387 641348 PART I, LINE 2: THE MSPCA REQUIRES THE GRANTEES TO PROVIDE A DETAILED LISTING OF EXPENSES IN A PROPOSAL WHICH THE GRANT IS TO SUPPORT. ONCE REVIEWED BY THE DIRECTOR OF APD (OR OTHER MEMBER OF SENIOR MANAGEMENT), FUNDS ARE ISSUED TO COVER EXPENSES. FUNDS ARE ISSUED ONCE INVOICES ARE RECEIVED BY THE MSPCA TO ENSURE THE GRANT IS BEING USED AS INDICATED. X X X X X X 0 0 0 1 0 0 0 1 0 KATHLEEN COLLINS SVP/CHIEF OPERATING OFFICE 332621 0 45000 0 3701 0 84549 0 37923 0 503794 0 0 0 CARTER LUKE CHIEF EXECUTIVE OFFICER (THROUGH APR 182806 0 145000 0 114 0 137860 0 12476 0 478256 0 0 0 DRANN MARIE GREENLEAF CHIEF OF STAFF 322860 0 11000 0 2409 0 46809 0 35856 0 418934 0 0 0 NEAL LITVACK CHIEF EXECUTIVE OFFICER (STARTING AP 367996 0 0 0 3693 0 8990 0 8098 0 388777 0 0 0 DR DOUGLAS E BRUM INTERNAL MEDICINE VET 159086 0 119004 0 2253 0 67231 0 35583 0 383157 0 0 0 DR KATHERINE M HOGAN CARDIOLOGY VET 175004 0 155900 0 282 0 5174 0 11378 0 347738 0 0 0 DR LYNDSAY KUBICEK-REGEV RADIATION ONCOLOGY VET 199254 0 131684 0 384 0 8626 0 5000 0 344948 0 0 0 DR NAOMI R FORD RADIOLOGIST 221758 0 92600 0 351 0 11081 0 11301 0 337091 0 0 0 DR RUTH A VAN HATTEN RADIOLOGIST 210401 0 95500 0 476 0 9923 0 13594 0 329894 0 0 0 JOSEPH SILVA VP, STRATEGIC PLANNING 192395 0 20000 0 3224 0 47260 0 6923 0 269802 0 0 0 ALICE BRUCE VP OF DEVELOPMENT 222790 0 0 0 0 0 7880 0 15359 0 246029 0 0 0 TODD M MCCANN VP/CFO 213056 0 0 0 674 0 7852 0 1648 0 223230 0 0 0 PART I, LINE 5 ANGELL ANIMAL MEDICAL CENTER HAS A VARIABLE COMPENSATION PROGRAM. THIS PROGRAM COMPENSATES CERTAIN VETERINARY STAFF WITH A BASE PAY AND A VARIABLE PORTION THAT IS BASED ON EACH EMPLOYEE'S REVENUE GENERATION AND COMPARISON TO SET GOALS. THE 5 HIGHEST COMPENSATED EMPLOYEES AS REPORTED ON FORM 990, PART VII, SECTION A ARE ALL VETERINARY STAFF AND WERE PART OF THIS COMPENSATION PLAN. PART I, LINE 7 BONUSES DETERMINED ON A DISCRETIONARY BASIS WERE GIVEN TO EMPLOYEES BASED ON PERFORMANCE AND TAKING ON ADDITIONAL RESPONSIBILITIES. A MA DEVELOPMENT FINANCE AGENCY 043431814 2017-09-28 5981424 REFUND 6/8/2016 ISSUE THAT WAS USED FOR MULTIPLE ENERGY EFFICIENCY PROJECTS. 0 0 0 B MA DEVELOPMENT FINANCE AGENCY 043431814 2019-11-15 7698672 REFUND MULTIPLE TAX EXEMPT/NOTE PAYABLE ISSUES. FINANCE CONSTRUCTION OF CCU 0 0 0 C MA DEVELOPMENT FINANCE AGENCY 043431814 2019-11-15 10718626 REFUND MULTIPLE TAX EXEMPT/NOTE PAYABLE ISSUES. FINANCE CONSTRUCTION OF CCU 0 0 0 A 4019816 5981424 5981424 2017 1 0 1 1 B 60100 7723828 54391 3518541 4150896 1 0 1 1 C 425493 10753650 75727 4898757 5779166 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 C 0 1 0 0 0 0 0 0 0 A 1 B 1 C 1 SCHEDULE K, PART II, LINE 3 (TOTAL PROCEEDS OF ISSUE) TOTAL PROCEEDS FOR BOND ISSUE (B) AND BOND ISSUE (C) INCLUDES INTEREST INCOME OF $25,156 AND $35,024, RESPECTIVELY. X 119 90140 FAIR MARKET VALUE X 45 724801 FAIR MARKET VALUE X 1 732304 FAIR MARKET VALUE 0 0 1 PART I, LINE 32B: MSPCA HAS ENTERED INTO AN AGREEMENT WITH CHARITABLE ADULT RIDES & SERVICES (CARS) TO OPERATE ITS VEHICLE DONATION PROGRAM AS PART OF A JOINT MARKETING VENTURE. CARS WILL ACT ON THE MSPCA'S BEHALF AND THAT CARS'S ACTIVITIES ARE COVERED BY THE AGREEMENT ARE SUBJECT TO THE MSPCA'S OVERSIGHT. ACCORDINGLY, MSPCA ACTIVELY MONITORS PROGRAM OPERATIONS AND HAS THE RIGHT TO REVIEW ALL CONTRACTS, ESTABLISH RULES OF CONDUCT,CHOOSE OR CHANGE PROGRAM OPERATORS, APPROVE OF OR CHANGE ALL ADVERTISING, AND EXAMINE THE PROGRAM'S BOOKS AND RECORDS. MSPCA WILL RECEIVE 80% OF NET PROCEEDS, AFTER TOWING, INTERNET ADVERTISING, ADMINISTRATION AND GENERAL SERVICES FEES ARE DEDUCTED. SCHEDULE M, PART I, COLUMN (B): LINE 6B IS THE NUMBER OF ITEMS CONTRIBUTED. LINE 9B IS THE NUMBER OF CONTRIBUTIONS. LINE 19B (FOOD INVENTORY) IS RECEIVED FROM ONE CONTRIBUTOR. FORM 990, PART VI, SECTION B, LINE 11B THE MSPCA FORM 990 IS PREPARED BY THE CFO AND REVIEWED BY THE PRESIDENT AND COO THEN SUBSEQUENTLY BY AN INDEPENDENT ACCOUNTING FIRM. THE FINAL DRAFT OF THE FORM 990 IS THEN PRESENTED TO THE AUDIT AND RISK MANAGEMENT COMMITTEE. THE BOARD OF DIRECTORS DELEGATED THE RESPONSIBILITY TO THE AUDIT AND RISK MANAGEMENT COMMITTEE TO REVIEW AND TAKE ACTION REGARDING THE FILING OF THE FORM 990. ONCE THE AUDIT AND RISK MANAGEMENT COMMITTEE APPROVES THE 990, IT IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES OF THE ORGANIZATION ARE SUBJECT TO AND MUST COMPLY WITH THE MSPCA CONFLICT OF INTEREST POLICY AND ACKNOWLEDGE THE SAME ON AN ANNUAL BASIS. PURSUANT TO THAT POLICY, DIRECTORS ARE REQUIRED TO DISCLOSE CONFLICTS TO THE CHAIRMAN OF THE BOARD OR THE APPROPRIATE BOARD COMMITTEE (E.G. A FINANCIAL CONFLICT WOULD BE ADDRESSED BY THE AUDIT AND RISK MANAGEMENT COMMITTEE) WHEN THEY BECOME AWARE OF A CONFLICT. IF THE CONFLICT INVOLVES AN OFFICER OR BOARD MEMBER, THAT INDIVIDUAL WOULD BE PROHIBITED FROM PARTICIPATING IN ANY VOTES OR DECISIONS REGARDING THE SITUATION. THE COMMITTEE WOULD THEN DETERMINE THE APPROPRIATE INVESTIGATION AND ACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS REVIEWED ANNUALLY BY THE BOARD'S HUMAN RESOURCE AND COMPENSATION COMMITTEE. AN INDEPENDENT CONSULTANT IS UTILIZED TO COMPARE MSPCA COMPENSATION WITH THE MARKET FOR SIMILAR POSITIONS. THOSE RESULTS AND ADDITIONAL EXECUTIVE COMPENSATION DATA ARE REVIEWED BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THIS COMMITTEE PRESENTS RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE FOR THEIR APPROVAL. THERE IS CONTEMPORANEOUS DOCUMENTED SUBSTANTIATION OF THE DELIBERATION AND DECISION. COMPENSATION IS DETERMINED BY INDEPENDENT PERSONS. FORM 990, PART VI, SECTION C, LINE 19 THE MSPCA WILL FURNISH POLICY AND GOVERNING DOCUMENTS TO THE PUBLIC UPON REQUEST. ADDITIONALLY, THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990 (EXCLUDING 990-T) AND THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE SOCIETY'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF OUTSIDE MANAGED TRUSTS 1,407,065. CURRENT YEAR IMPACT OF CHANGE IN PENSION OBLIGATIONS -523,085. ADDITIONAL DISCLOSURE AS A CHARITABLE ORGANIZATION, MSPCA-ANGELL PROVIDES MEDICAL CARE FOR ABUSED AND HOMELESS ANIMALS, AS WELL AS ANIMALS WHOSE OWNERS NEED FINANCIAL ASSISTANCE IN ORDER TO MEET THEIR ANIMALS' MEDICAL NEEDS. IN 2020, MSPCA-ANGELL SPENT APPROXIMATELY $3,055,000 ON THOSE ANIMALS NEEDING SPECIAL SUPPORT. TRUSTS (4) BENEFIT THE MSPCA MA MSPCA 1 CHARITABLE REMAINDER ANNUITY TRUST (1) BENEFIT THE MSPCA MA MSPCA 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0