2020-02-07T09:03:43-06:00 2019-06-30 946214841 ARMANINO LLP 50 W SAN FERNANDO ST STE 500 SAN JOSE CA 95113 990 2018-07-01 941196215 HUMANE SOCIETY SILICON VALLEY HUMA 4082622133 901 AMES AVENUE MILPITAS CA 95035 KURT KRUKENBERG PRESIDENT 4082622133 2020-01-30 1 LAWRENCE S KUECHLER P00233621 4082006400 2020-01-30 38.111.205.16 2020-01-30 15:30:42 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2018 2020-09-23 17:36:50Z KURT KRUKENBERG 901 AMES AVENUE MILPITAS CA 95035 16662302 0 X WWW.HSSV.ORG X 1929 CA THE MISSION OF THE ORGANIZATION IS TO SAVE AND ENHANCE LIVES. 12 12 144 5950 0 0 9892908 9496869 2252897 2390147 426644 1580583 186497 248683 12758946 13716282 0 0 0 0 8042602 8288483 113015 177287 1715812 4332669 4532121 12488286 12997891 270660 718391 48844610 49129122 11840893 11590977 37003717 37538145 X THE MISSION OF THE ORGANIZATION IS TO SAVE AND ENHANCE LIVES.(SEE SCHEDULE O FOR CONTINUATION) 0 0 4987041 1381312 PROGRAMS TO SAVE LIVES - ADOPTION AND ANIMAL CARE:-ADOPTION - FACILITATES ADOPTIONS BY MATCHING PROSPECTIVE PET OWNERS WITH THE RIGHT PET FOR THEIR FAMILY, SUPPLIES INFORMATION ON PET CARE TO ENSURE A SUCCESSFUL ADOPTION PLACEMENT, AND PROVIDES POST ADOPTION SUPPORT TO ADOPTERS. ADOPTIONS TAKE PLACE AT THREE LOCATIONS: THE ANIMAL COMMUNITY CENTER IN MILPITAS AND THE PETCO NEIGHBORHOOD ADOPTION CENTERS IN SUNNYVALE AND WEST SAN JOSE. THE ORGANIZATION PROVIDES SEVERAL ONGOING DISCOUNTS TO MAKE ADOPTION MORE AFFORDABLE TO MEMBERS OF THE PUBLIC, INCLUDING: (SEE SCHEDULE O FOR CONTINUATION)--SENIORS FOR SENIORS PROGRAM OFFERS DISCOUNTED ADOPTION FEES TO ADOPTERS WHO ARE AGE 60 AND OLDER AND ADOPT A SENIOR PET.--MILITARY PROGRAM OFFERS 50% DISCOUNT OFF ADOPTION FEES FOR MILITARY PERSONNEL AND VETERANS.--ADOPTION SCHOLARSHIP PROGRAM WAIVES THE ADOPTION FEE FOR CERTAIN ANIMALS THAT HAVE BEEN AT THE SHELTER FOR A LONGER LENGTH OF STAY TO ENCOURAGE THEIR ADOPTION. -BEHAVIOR - PERFORMS BEHAVIOR ASSESSMENTS ON ALL SHELTER GUESTS TO ASSIST WITH MATCHING INDIVIDUAL ANIMALS' NEEDS WITH NEW FAMILIES AND DETERMINING WHEN BEHAVIOR MODIFICATIONS CAN HELP AN ANIMAL'S BEHAVIOR IMPROVE IN PREPARATION FOR ADOPTION. ASSISTS THE ADOPTIONS PROCESS BY PROVIDING PRE ADOPTION COUNSELING TO ADOPTERS CONSIDERING ADOPTING AN ANIMAL WITH CHALLENGING BEHAVIORS. THE BEHAVIOR DEPARTMENT ALSO OVERSEES THE ORGANIZATION'S KITTEN NURSERY, WHICH HOUSED AND SOCIALIZED NEARLY 400 UNDER SOCIALIZED KITTENS TO INCREASE THEIR ADOPTABILITY IN THE YEAR ENDING JUNE 30, 2019.-ANIMAL CARE - FURNISHES FOOD, EXERCISE, TRAINING, CARE, ENRICHMENT AND SUPPORT FOR ANIMALS AWAITING ADOPTION.-SHELTER SERVICES - PROVIDES SHELTER FOR ANIMALS, INCLUDING INCOMING STRAY ANIMALS BROUGHT IN UNDER CONTRACT WITH THE CITY OF SUNNYVALE. ASSISTS IN PROVIDING SHELTER SERVICES TO OTHER ORGANIZATIONS IMPACTED BY LOCAL DISASTERS. OFFERS PET SURRENDER SERVICES TO THE PUBLIC BY APPOINTMENT AS WELL AS PET RETENTION AND REHOMING COUNSELING. PROVIDES END OF LIFE SERVICES FOR PETS OWNED BY MEMBERS OF THE PUBLIC. 3280886 485250 PROGRAMS TO SAVE LIVES - MEDICAL SERVICES:-HOSPITAL AND TRIAGE - PERFORMS INITIAL HEALTH EXAMS, VACCINATIONS, MICROCHIPPING, AND IF NEEDED, LONG TERM MEDICAL CARE FOR ALL INCOMING ADOPTABLE SHELTER ANIMALS. APPROXIMATELY 3,400 ANIMALS REQUIRED MEDICAL TREATMENT AND REHABILITATION BY MEDICAL STAFF IN THE YEAR ENDING JUNE 30, 2019. -MEDICAL CENTER CLINIC - PROVIDES LOW-COST, AFFORDABLE MEDICAL SERVICES TO THE PUBLIC, INCLUDING SPAY AND NEUTER SURGERIES, VACCINATIONS, DISEASE TESTING, DEWORMING, MICROCHIPPING AND OTHER MEDICAL PROCEDURES. (SEE SCHEDULE O FOR CONTINUATION)APPROXIMATELY 20,700 MICROCHIP AND VACCINATION SERVICES WERE ADMINISTERED TO PUBLIC CLIENT ANIMALS. -FREE SPAY AND NEUTER SERVICES - PROVIDES FREE SPAY/NEUTER, VACCINATION AND MICROCHIP SERVICES TO PETS OF OWNERS LIVING IN FIVE TARGETED ZIP CODES IN ORDER TO DECREASE THE NUMBERS OF UNWANTED ANIMALS ENTERING SHELTERS IN SANTA CLARA COUNTY. -PREVENT UNWANTED PREGNANCIES (PUP) PROGRAM - PROVIDED FREE SPAY AND NEUTER AND SURRENDER OPTION TO PET OWNERS WITH UNINTENDED LITTERS OF PUPPIES AND KITTENS.-HOMELESS CLIENT SERVICES - PROVIDED MORE THAN 260 SPAY/NEUTER AND WELLNESS SERVICES TO THE PETS OF PEOPLE EXPERIENCING HOMELESSNESS IN THE COMMUNITY IN THE YEAR ENDING JUNE 30, 2019. 1344888 674988 COMMUNITY PROGRAMS FOR PEOPLE AND ANIMALS:-DOG CARE SERVICES - INCLUDES SERVICES FOR DOG OWNERS TO KEEP THEIR PETS HEALTHY AND HAPPY IN THEIR HOMES.--MEMBERS ONLY DOG PARK PROVIDES A FUN AND HEALTHY OFF-LEASH PLAY ENVIRONMENT FOR DOGS AND THEIR PEOPLE. --DOG TRAINING PROVIDES OBEDIENCE TRAINING FOCUSED ON DEVELOPING THE HUMAN-CANINE BOND WITH SPECIAL ATTENTION ON NEW ADOPTERS. PROGRAMS PROMOTE A POSITIVE, FORCE-FREE PHILOSOPHY TO DOG TRAINING. IN THE YEAR ENDING JUNE 30, 2019, OVER 1,000 PARTICIPANTS ATTENDED APPROXIMATELY 200 CLASSES. (SEE SCHEDULE O FOR CONTINUATION)--GROOMING PROVIDES GROOMING SERVICES AVAILABLE TO THE PUBLIC AS WELL AS NEARLY 50 SHELTER ANIMALS IN THE YEAR ENDING JUNE 30, 2019 TO HELP THEM PUT THEIR BEST PAW FORWARD WHILE LOOKING FOR A NEW HOME.-PET STORE - OFFERS PRODUCTS AND EDUCATION IN AREAS LIKE NUTRITION, BASIC BEHAVIOR AND TRAINING TOOLS, GROOMING, DEVELOPMENTAL TOYS, SUPPLEMENTS, AND OTHER PRODUCTS. -ANIMAL BEHAVIOR COUNSELING - COUNSELED 136 POST ADOPTION AND PRE SURRENDER PET OWNERS EXPERIENCING BEHAVIORAL CHALLENGES WITH THEIR PETS IN THE YEAR ENDING JUNE 30, 2019. SUPPORT IS PROVIDED VIA EMAIL, TELEPHONE AND IN PERSON. THE ORGANIZATION'S TEAM EDUCATES PET OWNERS ON BEHAVIOR MANAGEMENT AND TRAINING OPTIONS.-PET PANTRY - PROVIDED DOG FOOD, CAT FOOD AND OTHER SUPPLIES AT NO CHARGE TO COMMUNITY MEMBERS WHO CANNOT AFFORD TO FEED THEIR PETS OR HOMELESS CAT COLONIES. 53 HOUSEHOLDS, RESCUE GROUPS AND CAT COLONIES PARTICIPATED IN THIS PROGRAM IN THE YEAR ENDING JUNE 30, 2019. -LOST AND FOUND - PROVIDES PROACTIVE SERVICES FOR PEOPLE WHO HAVE EITHER LOST A BELOVED PET OR FOUND AN ANIMAL, INCLUDING LOST PET RECOVERY COUNSELING, LOST AND FOUND TOURS, AND OTHER RESOURCES. -GRIEF COUNSELING - OFFERS A SUPPORT GROUP FACILITATED BY A LICENSED MARRIAGE AND FAMILY PRACTITIONER FOR PEOPLE WHO HAVE SUFFERED THE LOSS OF A COMPANION ANIMAL. -VOLUNTEER PROGRAMS - ENGAGES COMMUNITY MEMBERS IN A PARTNERSHIP TO SAVE AND ENHANCE THE LIVES OF ANIMALS. THIS PARTNERSHIP IS ACHIEVED BY INCLUDING VOLUNTEERS IN NEARLY EVERY ASPECT OF THE ORGANIZATION THROUGH A VARIETY OF VOLUNTEER POSITIONS. VOLUNTEER BOARD MEMBERS SERVE AS LEADERS IN THE ORGANIZATION, AND VOLUNTEERS ALSO ASSIST AS ANIMAL SOCIALIZERS, ADOPTION ASSISTANTS, MEDICAL CENTER ASSISTANTS, PET STORE CLERKS, FOSTER PARENTS, ANIMAL TRANSPORTERS, AND SPECIAL EVENT COORDINATORS. HUMANE SOCIETY SILICON VALLEY'S CORPORATE VOLUNTEER EXPERIENCE PROVIDES SILICON VALLEY EMPLOYEES WITH TEAM-BUILDING VOLUNTEER EXPERIENCES IN WHICH THEY LEARN ABOUT THE ORGANIZATION'S MISSION AND HELP SAVE LIVES THROUGH HANDS-ON ANIMAL EXPERIENCES. -EDUCATION - OFFERS A VARIETY OF PROGRAMS FOR CHILDREN AND TEENS. THEY INCLUDE KIND KIDS FIELD TRIPS FOR ELEMENTARY SCHOOL STUDENTS IN TITLE I SCHOOLS, AND A COMPASSION IN ACTION AND ANIMAL STARZ PROGRAMS FOR PRE-TEENS AND TEENS, ANIMAL CARE WORKSHOPS EMPHASIZING COMMUNITY ACTIVISM, SHELTER TOURS FOR CHILDREN AND FAMILIES, SUMMER CAMP, GIRL SCOUTS WORKSHOPS, AND BIRTHDAY PARTIES. 464373 93305 PROGRAMS TO SAVE LIVES - MUTUAL RESCUE:-MUTUAL RESCUE IS A NATIONAL INITIATIVE CREATED BY HUMANE SOCIETY SILICON VALLEY TO CHANGE THE CONVERSATION AROUND ANIMAL WELFARE FROM "PEOPLE OR ANIMALS" TO "PEOPLE AND ANIMALS."-MUTUAL RESCUE BRINGS STORIES ABOUT HOW SHELTER ANIMALS HAVE CHANGED THE LIVES OF PEOPLE FOR THE BETTER TO THE WORLD STAGE. THE INITIATIVE RAISES AWARENESS THAT WHEN PEOPLE DONATE TO A LOCAL ANIMAL SHELTER, THEY ARE HELPING TO TRANSFORM THE LIVES OF PEOPLE IN THEIR COMMUNITY FOR THE BETTER THROUGH LIFE-CHANGING, HUMAN-ANIMAL RELATIONSHIPS. -MUTUAL RESCUE DRIVES ENGAGEMENT WITH LOCAL SHELTERS THROUGHOUT THE COUNTRY BY PROMOTING PROGRAMS LIKE DOGGY DAY OUT THAT BENEFIT BOTH ANIMALS AND HUMANS.-IN THE YEAR ENDED JUNE 30, 2019, $227,750 OF CONTRIBUTIONS AND PROGRAM FEES WERE RESTRICTED OR DESIGNATED TO THE MUTUAL RESCUE INITIATIVE 88538 PROGRAMS TO SAVE LIVES: APPRENTICESHIPS FOR KNOWLEDGE TRANSFER:-HUMANE SOCIETY SILICON VALLEY IS HOSTING TWO MADDIE'S EXECUTIVE LEADERSHIP FELLOWS FOR A YEAR-LONG INTENSIVE PROFESSIONAL OPPORTUNITY FOR INDIVIDUALS COMMITTED TO DEVELOPING AND STRENGTHENING THEIR KNOWLEDGE AND SKILL SETS IN NO-KILL ANIMAL SHELTERING MANAGEMENT AND LEADERSHIP. THIS PROGRAM IS PART OF THE ORGANIZATION'S MISSION TO EDUCATE AND INSPIRE FUTURE LEADERS IN ANIMAL WELFARE TO IMPROVE STANDARDS OF CARE FOR ANIMALS IN SHELTERS ACROSS THE COUNTRY. -THE ORGANIZATION HOSTS 12 PEOPLE PER YEAR AS PART OF MADDIE'S KITTEN LIFESAVING APPRENTICESHIP PROGRAM. APPRENTICES LEARN ABOUT SETTING UP AND MANAGING VITAL PROGRAMS TO MANAGE KITTENS, INCLUDING A KITTEN NURSERY, FELINE FOSTER PROGRAM, AND TREATMENTS FOR KITTENS WITH DISEASES. -THE ORGANIZATION PROVIDES EDUCATION AND MENTORSHIP TO VETERINARY INTERNS SEEKING TO INCREASE THEIR KNOWLEDGE IN SHELTER MEDICINE. 552911 93305 10165726 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 76 0 1 144 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA AK AL AR FL GA HI IL KS KY MA MD MI MN MS NH NJ NM NY NC OK OR PA RI SC TN UT VA WI WV X X X LAUREN GALLAGHER 4082622133 901 AMES AVENUE MILPITAS CA 95035 KURT KRUKENBERG BOARD CHAIR 6.00 X X 0 0 0 SALLY HAZARD BOURGOIN VICE CHAIR 4.00 X X 0 0 0 PETER DETKIN SECRETARY 4.00 X X 0 0 0 CHRISTY RICHARDSON TREASURER 4.00 X X 0 0 0 ALLISON BUCHANAN BOARD MEMBER 3.00 X 0 0 0 ANDREA BORCH BOARD MEMBER 3.00 X 0 0 0 BLYTHE JACK BOARD MEMBER 3.00 X 0 0 0 BRENDA SWINEY BOARD MEMBER 3.00 X 0 0 0 DEBBIE VANDERZWAAG BOARD MEMBER 3.00 X 0 0 0 SUE DIEKMAN BOARD MEMBER 3.00 X 0 0 0 LARS RABBE BOARD MEMBER 3.00 X 0 0 0 REBECCA RANNINGER OWEN BOARD MEMBER 3.00 X 0 0 0 CLINT SEVERSON TO 219 SECRETARY 3.00 X X 0 0 0 SUMITA DUTTA TO 219 BOARD MEMBER 3.00 X 0 0 0 CAROL NOVELLO PRESIDENT 40.00 X 256507 0 18696 CANDICE BALMACEDA VP OF FINANCE 40.00 X 164296 0 30547 CRISTIE KAMIYA CHIEF OF SHELTER MEDICINE 40.00 X 190264 0 22446 JOANNE JACOBS CHIEF OF OPERATIONS 40.00 X 177598 0 12674 STEPHANIE LADEIRA VICE PRESIDENT DEVELOPMENT 40.00 X 188820 0 23891 ANDREA MOORE STAFF VETERINARIAN 40.00 X 150164 0 2852 MARIA YVONNE SAUCEDO VP HR VOLUNTEER PROGRAMS & HUMANE EDUCATION 40.00 X 137858 0 25730 SANDRA MALLALIEU SENIOR DIRECTOR, MARKETING 40.00 X 110822 0 2210 1376329 0 139046 11 0 1 0 ONE & ALL INC FKA GRIZZARD 2 N LAKE AVE SUITE 600 PASADENA CA 911011868 DIRECT MAIL, CALENDAR AND NEWSLETTER 582645 MENLO CIRCUS CLUB 190 PARK LANE ATHERTON CA 94027 RENT/FACILITY 134390 BLACKBAUD 2435 GOODWIN LANE NEW BRAUNFELS TX 78135 SOFTWARE SERVICES 123142 3 596035 8900834 415773 9496869 SAVE LIVES & PLACEMENT 900099 989611 989611 COMMUNITY PROGRAMS 900099 467516 467516 MEDICAL SERVICES 900099 453010 453010 CONTRACTS WITH GOVERNM 900099 386705 386705 MUTUAL RESCUE 900099 93305 93305 2390147 847105 847105 2683290 1949812 733478 733478 733478 669840 596035 669840 0 3975 0 3975 3975 559262 326368 232894 232894 MISCELLANEOUS 900099 11814 11814 11814 13716282 2634855 0 1584558 698333 363870 215790 118673 6232215 4948275 497109 786831 92683 76703 7621 8359 727368 595512 60664 71192 537884 417175 51301 69408 68251 32173 32234 3844 50765 50765 177287 177287 85312 59369 23557 2386 740692 561009 14744 164939 187024 113856 9006 64162 310048 160282 29606 120160 311458 210917 31428 69113 390038 357836 18776 13426 43482 34362 8096 1024 33321 27385 3155 2781 179843 164035 9217 6591 598938 546290 30697 21951 77505 61516 8078 7911 OPERATING SUPPLIES 940207 938264 825 1118 COMM. & DIRECT MAIL 388206 381033 7173 OTHER BOND COSTS 127031 115864 6511 4656 12997891 10165726 1116353 1715812 3503637 2553754 2856026 746035 2036465 929191 67381 106284 77925 66639 167836 301825 26128552 6543535 19641260 19585017 20115321 24474001 378759 366376 48844610 49129122 893471 1028741 45923 96703 10901499 10465533 11840893 11590977 X 31408208 32238285 2614364 2018715 2981145 3281145 37003717 37538145 48844610 49129122 718391 -183963 0 X 0 1 X 1 0 X 10660153 9530904 9896595 9892908 9496869 49477429 10660153 9530904 9896595 9892908 9496869 49477429 3157553 46319876 497826 533958 480252 566091 847105 2925232 520618 726930 685629 1933177 54335838 14100179 0.85250 0.85860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 0 0 1 0 1 950 950 0 PART II-B, LINE 1: WHEN DIRECTLY RELATED TO ITS MISSION, HUMANE SOCIETY SILICON VALLEY HAS OCCASIONALLY PUBLICLY ENDORSED PROPOSED LOCAL , STATE AND FEDERAL ANIMAL-RELATED LEGISLATION. DURING THE YEAR ENDED JUNE 30, 2019, THE ORGANIZATION: PAID $550 TO STATE HUMANE ASSOCIATION OF CALIFORNIA AND $400 TO CALIFORNIA ANIMAL WELFARE ASSOCIATION, INCLUDING MEMBERSHIP DUES WHICH SUPPORT THE LOBBY OF HUMANE ANIMAL LAWS IN CALIFORNIA; WROTE LETTERS AND MET WITH THE STAFF OF STATE POLITICIANS URGING SUPPORT OF ANIMAL WELFARE RELATED ORDINANCES AND LAWS. SPECIFICALLY DURING THE YEAR ENDED JUNE 30, 2019, THE ORGANIZATION'S PRESIDENT WROTE A LETTER TO A TOWN MAYOR REGARDING THE FERAL CAT COLONY MANAGEMENT AND THE TNR PROGRAM. THE ORGANIZATION'S STAFF ALSO ATTENDED A TOWN COUNCIL MEETING WHERE RELATED LEGISLATION WAS DISCUSSED. THE ORGANIZATION ALSO WROTE LETTER TO GOVERNOR JERRY BROWN URGING HIM TO VETO AN ANIMAL TRANSPORTATION RELATED BILL. THE TIME AND EFFORT SPENT ON THIS LOBBYING ACTIVITY WAS VERY LIMITED COMPARED TO OTHER PROGRAM SERVICE ACTIVITIES. 3459064 300000 214651 208680 3765035 3416913 250838 208687 3459064 3210243 415350 208680 3416913 3277959 -67716 3210243 3458714 23170 203925 3277959 0.00000 0.87150 0.12850 0 0 5146351 5146351 16443089 3327645 13115444 0 1335157 1102972 232185 3203955 2112918 1091037 19585017 FIXED INCOME SECURITIES 11396602 F EQUITY MUTUAL FUNDS 7024556 F CERTIFICATES OF DEPOSIT 6052843 F 24474001 X 13550618 -183963 103611 -80352 13630970 85312 85312 13716282 13016190 103611 103611 12912579 85312 85312 12997891 PART V, LINE 4: THE APPROPRIATED EXPENDITURES FROM THE EARNINGS ON THE ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR ALL OF THE ORGANIZATION'S PROGRAMS WHICH FALL UNDER ITS EXEMPT PURPOSE. PART X, LINE 2: GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND STATE OF CALIFORNIA. THE ORGANIZATION'S FEDERAL RETURNS FOR THE YEARS ENDED JUNE 30, 2016 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S CALIFORNIA RETURNS OF THE TAX YEARS ENDED JUNE 30, 2015 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE FRANCHISE TAX BOARD. X X X X X X 1 ONE & ALL INC FKA GRIZZARD 2 N LAKE AVE SUITE 600 PASADENA CA 91101 DIRECT MAIL FUNDRAISING CAMPAIGNS 0 794903 135908 658995 ONE & ALL INC FKA GRIZZARD 2 N LAKE AVE SUITE 600 PASADENA CA 91101 NEWSLETTER AND CALENDAR 0 241647 13521 228126 HANSA TRADING INTERNATIONAL INC DBA AUCTION CITY 3536 HAVEN AVE REDWOOD CITY CA 94063 VEHICLE DONATION SERVICES 1 123888 27558 96330 CHARLES WILLIAM SIZEMORE 2718 GASPAR CT PALO ALTO CA 94306 FUNDRAISING COUNSEL 0 0 300 0 1160438 177287 983451 CA AK AL AR FL GA HI IL KS KY MA MD MI MN MS NH NJ NM NY NC OK OR PA RI SC TN UT VA WI WV FURBALL 1104344 510530 593814 593814 TAILS 'N' ALES 161531 85505 76026 76026 1265875 596035 669840 669840 669840 0 SCHEDULE G, PART I, LINE 2B, COLUMN (V) DURING THE YEAR, THE ORGANIZATION CONDUCTED FUNDRAISING CAMPAIGNS THAT INCLUDED REQUESTS FOR CONTRIBUTIONS AS WELL AS PROGRAM COMPONENTS. THE FEES REPORTED UNDER PART I LINE 2B COLUMN (V) FOR ONE & ALL, INC. FKA GRIZZARD COMMUNICATIONS GROUP, INC. REPRESENTED ONLY THE PORTION THAT IS ALLOCATED TO FUNDRAISING ACTIVITIES. FEES ALLOCATED TO PROGRAM SERVICES WERE NOT INCLUDED. X 1 1 X X X 0 0 0 0 0 0 0 0 0 CAROL NOVELLO PRESIDENT 256507 0 0 0 0 0 4583 0 14113 0 275203 0 0 0 CANDICE BALMACEDA VP OF FINANCE 164296 0 0 0 0 0 3197 0 27350 0 194843 0 0 0 CRISTIE KAMIYA CHIEF OF SHELTER MEDICINE 190264 0 0 0 0 0 3508 0 18938 0 212710 0 0 0 JOANNE JACOBS CHIEF OF OPERATIONS 177598 0 0 0 0 0 3122 0 9552 0 190272 0 0 0 STEPHANIE LADEIRA VICE PRESIDENT DEVELOPMENT 188820 0 0 0 0 0 3508 0 20383 0 212711 0 0 0 ANDREA MOORE STAFF VETERINARIAN 150164 0 0 0 0 0 2527 0 325 0 153016 0 0 0 MARIA YVONNE SAUCEDO VP HR VOLUNTEER PROGRAMS & HUMANE ED 137858 0 0 0 0 0 2662 0 23068 0 163588 0 0 0 PART I, LINE 1A THE ORGANIZATION OFFERS HEALTH CLUB/GYM/FITNESS PROGRAM REIMBURSEMENT AS A BENEFIT TO ALL ELIGIBLE EMPLOYEES. ELIGIBLE EMPLOYEES MAY RECEIVE A TAXABLE FRINGE BENEFIT OF UP TO $25 PER MONTH FOR HEALTH CLUB/GYM/FITNESS PROGRAM PARTICIPATION. ELIGIBLE EMPLOYEES MAY ALSO RECEIVE A TAXABLE FRINGE BENEFIT OF UP TO $25 ANNUALLY FOR HEALTH CLUB/GYM/FITNESS PROGRAM REGISTRATION/ENROLLMENT FEE. A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 13067RAE3 2008-04-30 16000000 FINANCE THE CONSTRUCTION, EQUIPPING AND FURNISHING OF THE ANIMAL COMM. CTR 0 0 0 A 5200000 16000000 320000 239151 15440849 2010 0 0 1 1 A 0 0 0 0 1 0 1 A 0 0 1 0 1 0 0 0 1 A 1 X 132 123888 PROC. NET OF REPAIRS X 19 107329 AVG HI & LOW AT GIFT X AUCTION ITEMS 189 101375 LOWER OF FMV/AUCTION X ANIMAL & MEDICAL SUPPLIES 828 63181 THRIFT STORE COST X PROPERTY AND EQUIPMENT 1 20000 FMV 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A THIRD PARTY, HANSA TRADING INTERNATIONAL, INC. (DBA AUCTION CITY) TO PROCESS AND SELL ALL AUTO DONATIONS. THE ORGANIZATION RECEIVES A NET CHECK FROM THE THIRD PARTY. AMOUNT % OF GROSS % OF AVAILABLE AUCTION CITY: GROSS RECEIPTS (BID PRICE) 147,038 COSTS OF REPAIR ETC. -23,150 16% NET AVAILABLE 123,888 FEE TO AUCTION CITY -27,558 19% 22% NET TO HSSV 96,330 66% 78% 100% 100% IN ADDITION, BUYERS ALSO PAY FEES NOT LISTED ABOVE. FORM 990, PART III, LINE 1 HUMANE SOCIETY SILICON VALLEY (THE ORGANIZATION") IS A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION THAT HAS OPERATED CONTINUOUSLY SINCE 1929. THE FOCUS OF THE ORGANIZATION IS COMPANION ANIMAL RESCUE AND HOMELESSNESS PREVENTION. THE ORGANIZATION SERVES AS A SAFETY NET FOR COMPANION ANIMALS IN SILICON VALLEY AND BEYOND, SETS A NATIONAL EXAMPLE FOR INNOVATION AND SEEKS TO TRANSFORM HUMAN LIVES THROUGH DEEPER CONNECTIONS TO ANIMALS. THE IMPACT ACHIEVED REFLECTS THE QUALITY OF THE ORGANIZATION AND ITS PEOPLE. IMPACT HUMANE SOCIETY SILICON VALLEY IS SAVING HOMELESS PETS AND TRANSFORMING HUMAN LIVES AT THE LOCAL, REGIONAL AND NATIONAL LEVELS. THE ORGANIZATION DELIVERS ITS MISSION IMPACT THROUGH ACCOUNTABILITY, ENGAGEMENT, INNOVATION AND TRANSPARENCY. SPECIFICALLY, THE ORGANIZATION: -SAVES 100% OF ALL HEALTHY ANIMALS IN THE ORGANIZATION'S CARE AND HAS DONE SO SINCE 2006. IN THE YEAR ENDING JUNE 30, 2019, THE ORGANIZATION SAVED 95% OF ALL ANIMALS THAT CAME THROUGH ITS DOORS, INCLUDING MANY NEEDING REHABILITATION OR EXTENDED TREATMENT. SAVE RATE IS CALCULATED USING THE TOTAL NUMBER OF ANIMALS THAT ENTERED THE SHELTER, ADOPTIONS, ANIMALS RETURNED TO OWNERS, ANIMALS TRANSFERRED TO OTHER AGENCIES OR COLONIES, ANIMALS EUTHANIZED, AND ANIMALS THAT DIED IN CARE. THIS SAVE RATE COMPARES TO THE NATIONAL AVERAGE OF 77% (AS REPORTED ON HTTPS://WWW.ASPCA.ORG/ANIMAL-HOMELESSNESS/SHELTER-INTAKE-AND-SURRENDER/P ET-STATISTICS). -TAKES IN MORE THAN 7,100 ANIMALS PER YEAR. OF THOSE ANIMALS, OVER 6,100 ARE ADOPTED THROUGH OUR ADOPTION PROGRAMS, APPROXIMATELY 150 ARE REUNITED WITH THEIR FAMILIES, AND 570 ARE TRANSFERRED OUT TO RESCUE GROUPS AND MANAGED CAT COLONIES. -PERFORMS MORE THAN 8,500 SPAY/NEUTER SURGERIES PER YEAR. -PROVIDES EDUCATION FOR OVER 7,600 CHILDREN, FROM PRE-KINDERGARTEN THROUGH 12TH GRADE. THESE EDUCATION PROGRAMS ENABLE SOCIAL AND EMOTIONAL LEARNING THROUGH INTERACTIONS WITH ANIMALS. THIS INCLUDES ECONOMICALLY DISADVANTAGED CHILDREN AND AT-RISK YOUTH MANY WITH LITTLE PRIOR EXPOSURE TO ANIMALS. THE ORGANIZATION ALSO WORKS WITH LOCAL SCHOOLS TO PROVIDE CAREFULLY DESIGNED PROGRAMS TAILORED TO THEIR STUDENTS' UNIQUE NEEDS, ESPECIALLY THOSE WHO NEED SUPPORT IN BUILDING EMPATHY, RESPONSIBLE DECISION-MAKING AND RELATIONSHIP SKILLS. -MAINTAINS A NET PROMOTER SCORE OF MORE THAN 85 OUT OF 100 FOR THOSE VISITORS IN OUR ADOPTION AND MEDICAL CENTER. NET PROMOTER MEASURES THE WILLINGNESS OF CUSTOMERS TO RECOMMEND HSSV'S SERVICES AND THEIR LOYALTY TO THE BRAND. -IS SUPPORTED BY MORE THAN 5,900 UNIQUE VOLUNTEERS WHO PROVIDED NEARLY 250,000 HOURS IN A VARIETY OF VOLUNTEER ROLES IN EVERY ASPECT OF THE ORGANIZATION. -IS FUNDED THROUGH THE GENEROSITY OF MORE THAN 17,000 INDIVIDUAL SUPPORTERS AND HOUSEHOLDS WHO PROVIDE DONATIONS TO FURTHER THE ORGANIZATION'S MISSION TO SAVE AND ENHANCE LIVES. THE ORGANIZATION IS COMMITTED TO MAINTAINING A ROBUST LIFE-SAVING ECOSYSTEM IN SILICON VALLEY. SPECIFICALLY, THE ORGANIZATION: -CREATED AND LEADS AN INTER-AGENCY COALITION (WECARE) TO SAVE THE LIVES OF COMPANION ANIMALS IN SILICON VALLEY. THE ORGANIZATION FOUNDED THIS COALITION TO PROVIDE A PLATFORM FOR PUBLIC ANIMAL CARE AGENCIES TO WORK TOGETHER AS A COMMUNITY TO SAVE LIVES. VISIONARY LEADERSHIP IS IGNITING THESE ORGANIZATIONS TO COLLABORATE IN ACHIEVING GOALS PREVIOUSLY THOUGHT UNATTAINABLE. IN 2004, THE COMMUNITY-WIDE SAVE RATE WAS 30%; AS OF THE END OF CALENDAR YEAR 2018, THE SAVE RATE WAS 92%. -PREVENTS UNINTENDED BIRTHS THROUGH TARGETED SPAY/NEUTER PROGRAMS. --HUMANE SOCIETY ADMINISTERS A TARGETED SPAY/NEUTER PROGRAM TO ADDRESS LARGE NUMBERS OF HOMELESS ANIMALS COMING FROM FIVE SPECIFIC ZIP CODES IN SANTA CLARA COUNTY. THESE FUNDS ENABLE THE ORGANIZATION TO OFFER FREE SPAY/NEUTER SURGERIES, MICROCHIPS, AND VACCINES TO ALL DOGS IN THE ZIP CODES. THIS PROGRAM IS FULFILLED AT HUMANE SOCIETY SILICON VALLEY'S MEDICAL CENTER, SAN JOSE ANIMAL CARE AND SERVICES, AND THROUGH MOBILE CLINICS. OVER 1,300 OF THE ORGANIZATION'S TOTAL SURGERIES IN THE YEAR ENDING JUNE 30, 2019 WERE COMPLETED AS PART OF THIS TARGETED PROGRAM. --HUMANE SOCIETY SILICON VALLEY'S PUP PROGRAM ALLOWS MEMBERS OF THE PUBLIC TO SURRENDER HEALTHY, UNINTENDED LITTERS OF PUPPIES AND KITTENS WITH NO SURRENDER FEE, AND THE ORGANIZATION ALSO SPAYS OR NEUTERS THE MOTHER AND FATHER AT NO CHARGE AND RETURNS THEM TO THE OWNERS. HSSV FINDS HOMES FOR THE SURRENDERED PUPPIES AND KITTENS AFTER PROVIDING VET CARE AND SPAY/NEUTER SURGERIES. MORE THAN 19 SPAY/NEUTER SURGERIES HAVE BEEN COMPLETED THROUGH THIS PROGRAM IN THE YEAR ENDING JUNE 30, 2019. --HUMANE SOCIETY SILICON VALLEY PROVIDES FREE TRAP NEUTER AND RELEASE (TNR) SERVICES FOR SANTA CLARA COUNTY RESIDENTS TO LOWER THE NUMBER OF HOMELESS CATS IN THE COUNTY. MORE THAN 1,700 SPAY/NEUTER SURGERIES WERE PROVIDED TO HOMELESS COMMUNITY CATS THROUGH THIS PROGRAM IN THE YEAR ENDING JUNE 30, 2019. -FINDS HOMES FOR OVER 6,100 ANIMALS ACROSS THREE ADOPTION LOCATIONS: THE ANIMAL COMMUNITY CENTER IN MILPITAS, AND THE PETCO NEIGHBORHOOD ADOPTION CENTERS IN SUNNYVALE AND WEST SAN JOSE. -KEEPS ANIMALS IN HOMES BY: --PROVIDING POST ADOPTION SUPPORT, INCLUDING PROVIDING 136 ANIMALS WITH BEHAVIOR SUPPORT, 28 ANIMALS WITH SCHOLARSHIPS FOR PRIVATE DOG TRAINING WITH A CONSULTANT, AND 9 SCHOLARSHIPS FOR DOG TRAINING AT HUMANE SOCIETY SILICON VALLEY. --PROVIDING FREE PET FOOD TO COMMUNITY MEMBERS WHO CANNOT AFFORD TO FEED THEIR PETS THROUGH THE PET PANTRY. THE ORGANIZATION GAVE NEARLY 7,000 POUNDS OF DRY FOOD, 10,500 CANS OF WET FOOD, AND CLOSE TO 350 POUNDS OF LITTER TO COMMUNITY MEMBERS THROUGH THIS PROGRAM IN THE YEAR ENDING JUNE 30, 2019. --REUNITING MORE THAN 150 PETS WITH THEIR FAMILIES. --PROVIDING MORE THAN 17,700 LOW-COST VACCINATIONS AND MORE THAN 2,900 MICROCHIPS TO THE PETS OF COMMUNITY MEMBERS IN THE YEAR ENDING JUNE 30, 2019. -EDUCATES MORE THAN 7,600 STUDENTS IN OVER 400 EDUCATION PROGRAMS THAT TEACH ANIMAL CARE, HUMANE ADVOCACY, AND COMPASSION FOR ALL LIVING BEINGS. -MAINTAINS A DOGGY DAY OUT PROGRAM TO PROVIDE EXERCISE AND LOWER THE STRESS LEVELS FOR LARGE, HIGH ENERGY DOGS. 300 DOGGY DAY OUT VOLUNTEERS GAVE 3,390 HOURS TO TAKE DOGS ON WALKS, HIKES AND FIELD TRIPS AWAY FROM THE SHELTER. -SERVES THE NEEDS OF THE COMMUNITY AT ITS ANIMAL COMMUNITY CENTER THROUGH PET CARE SERVICES. IN THE YEAR ENDING JUNE 30, 2019, OVER 1,900 SHELTER AND PRIVATELY-OWNED ANIMALS WERE GROOMED THROUGH THE GROOMING CENTER, OVER 200 TRAINING CLASSES SERVED MORE THAN 1,000 DOGS AND PUPPIES, AND 54 NEW DOGS JOINED THE MEMBERS ONLY DOG PARK. -TRANSFERS OUT MORE THAN 570 ANIMALS TO RESCUE GROUPS AND MANAGED CAT COLONIES TO INCREASE LIFESAVING CAPACITY. THE ORGANIZATION IS EXPANDING COLLABORATIVE PARTNERSHIPS THROUGHOUT CALIFORNIA TO BROADEN ITS MISSION IMPACT. SPECIFICALLY, THE ORGANIZATION: -IS EXPANDING ITS REGIONAL RESCUE PROGRAM. THIS PROGRAM IS AIMED AT REDUCING EUTHANASIA BY IDENTIFYING ANIMALS AT SHELTERS WITHIN OUR COMMUNITY AND BEYOND THAT NEED MORE CARE OR THAT ARE HOUSED IN OVERCROWDED SHELTERS. BY WORKING WITH PARTNER SHELTERS THROUGHOUT CALIFORNIA, THE ORGANIZATION IS WORKING TO SAVE VULNERABLE ANIMALS AND INCREASE CALIFORNIA'S SAVE RATE. THE ORGANIZATION'S FOSTER PROGRAM SUPPORTS RESCUE EFFORTS BY INCREASING THE SPACE AND CAPACITY AVAILABLE TO TAKE IN AND CARE FOR ANIMALS IN NEED. IN THE YEAR ENDING JUNE 30, 2019, MORE THAN 3,800 ANIMALS WERE PLACED IN FOSTER CARE. AS SILICON VALLEY HAS BECOME MORE SELF-SUSTAINING, THE ORGANIZATION HAS EXPANDED ITS GEOGRAPHIC REACH TO HELP ANIMALS THROUGHOUT CALIFORNIA. THROUGH THE REGIONAL RESCUE PROGRAM, THE ORGANIZATION BROUGHT IN MORE THAN 570 ANIMALS FROM WITHIN SILICON VALLEY AND OVER 3,300 ANIMALS FROM OUTSIDE OF SILICON VALLEY IN THE YEAR ENDING JUNE 30, 2019. THE LATTER IS A SIGNIFICANT INCREASE FROM THE PRIOR YEAR, IN WHICH THE ORGANIZATION BROUGHT IN OVER 2,100 ANIMALS FROM OUTSIDE OF SILICON VALLEY. -IS A CORE MEMBER OF A SIX ORGANIZATION COALITION CALLED THE CALIFORNIA HUMANE ANIMAL TRANSITION TEAM (CHATT), WHICH CONSISTS OF ANIMAL CONTROL AGENCIES, AND RESCUE GROUPS WHOSE GOAL IS TO INCREASE LIFESAVING AND IMPROVE ANIMAL WELFARE IN CALIFORNIA'S CENTRAL VALLEY. CHATT IS COMMITTED TO IMPROVING THE FLOW OF ANIMALS FROM CENTRAL VALLEY SHELTERS LIKE KINGS COUNTY ANIMAL SERVICES, TULARE COUNTY ANIMAL CARE & ADOPTIONS AND FRESNO HUMANE ANIMAL SERVICES, TO DESTINATION SHELTERS INCLUDING HUMANE SOCIETY SILICON VALLEY, SAN FRANCISCO SPCA AND MARIN HUMANE, USING STANDARDIZED PROCESSES, BUILDING SUSTAINABLE IMPROVEMENT IN THE CENTRAL VALLEY THROUGH RESOURCE SHARING, AND WIDENING LIFESAVING CAPACITY THROUGH DATA COLLECTION, INFORMATION SHARING, PROTOCOL DEVELOPMENT, AND SAFETY NETS. -PROVIDES CONSULTATIONS TO UNDER-RESOURCED SHELTERS TO SHARE BEST PRACTICES AND IMPROVE THEIR STANDARDS OF CARE AND CAPACITY TO SAVE LIVES. 44 OFFSITE AND ONSITE SHELTER CONSULTATIONS HAVE BEEN COMPLETED AS OF JUNE 30, 2019. FORM 990, PART III, LINE 1 THE ORGANIZATION IS LEADING THE PRACTICE OF SHELTER MEDICINE TO ENSURE QUALITY OF CARE FOR SHELTER ANIMALS ACROSS THE SECTOR. -PROVIDES EDUCATION TO FUTURE AND CURRENT SHELTER VETERINARIANS, VETERINARY TECHNICIANS, AND ANIMAL SHELTER EMPLOYEES. EDUCATED 24 VETERINARY AND VETERINARY TECHNICIAN STUDENT INTERNS AND EXTERNS AND MENTORED 2 PRE-VETERINARY SUMMER INTERNS. HOSTED 12 SHELTER/RESCUE STAFF FROM ACROSS THE COUNTRY THROUGH MADDIE'S APPRENTICESHIPS TO TEACH THEM ABOUT SETTING UP AND MANAGING VITAL PROGRAMS TO SAVE THE LIVES OF MORE ANIMALS. HOSTED 2 MADDIE'S EXECUTIVE FELLOWS FOR A YEAR-LONG FELLOWSHIP AIMED AT TEACHING LEADERSHIP SKILLS IN THE ANIMAL WELFARE SECTOR. -THE ORGANIZATION'S CHIEF OF SHELTER MEDICINE MADE 14 PRESENTATION ON SHELTER MEDICINE AND MANAGING PROGRAMS AT NATIONAL AND REGIONAL CONFERENCES AND WEBINARS. THE ORGANIZATION PROVIDES INTEGRATED SERVICES THAT IMPACT BOTH HUMAN AND ANIMAL LIVES TO PROVIDE VALUE TO OUR COMMUNITY WELL INTO THE FUTURE. -BY ADDRESSING THE KEY ISSUES FACING UNDER-SERVED INDIVIDUALS WHO CONSIDER PETS PART OF THEIR FAMILY AND BY ENHANCING THE TRANSITIONAL GROWTH AND DEVELOPMENT OF MARGINALIZED GROUPS, HSSV AIMS TO IMPROVE PEOPLES' LIVES AND INCREASE ITS MISSION RESULTS. --WORKED WITH HARVARD BUSINESS SCHOOL COMMUNITY PARTNERS TO IDENTIFY POTENTIAL FUTURE STRATEGIC PARTNERS AND UNCOVER UNMET NEEDS WITHIN OUR COMMUNITY FOR PEOPLE EXPERIENCING HOMELESSNESS, ELDERS, YOUTH AT RISK, AND OTHER COMMUNITY SEGMENTS IN NEED. --HOLDS MONTHLY WELLNESS CLINICS TO PROVIDE SPAY/NEUTER AND OTHER WELLNESS SERVICES TO ANIMALS BELONGING TO PEOPLE EXPERIENCING HOMELESSNESS IN THE COMMUNITY. --COLLABORATES WITH DOWNTOWN STREETS TEAM, AN ORGANIZATION AIMED AT PROVIDING PEOPLE EXPERIENCING HOMELESSNESS WITH EMPLOYMENT SKILLS-BUILDING AND OPPORTUNITIES. THROUGH THIS NEW PILOT COLLABORATION, THE ORGANIZATION HAS HIRED 2 DOWNTOWN STREETS TEAM MEMBERS TO WORK IN ITS ANIMAL CARE DEPARTMENT. -PROVIDES TEMPORARY EMERGENCY PET BOARDING FOR PEOPLE LOOKING TO REMOVE THEMSELVES FROM DOMESTIC VIOLENCE SITUATIONS OR PEOPLE EXPERIENCING HOMELESS WHO ARE HOSPITALIZED FOR MEDICAL TREATMENT OR REHABILITATION. -ELEVATES THE CAUSE OF ANIMAL WELFARE THROUGH MUTUAL RESCUE, A NATIONAL INITIATIVE CREATED TO BRING THE CAUSES OF PEOPLE AND ANIMALS TOGETHER THROUGH AUTHENTIC STORYTELLING, DRIVE ENGAGEMENT WITH LOCAL SHELTERS NATIONALLY THROUGH PROGRAMS LIKE DOGGY DAY OUT, AND DRIVE MORE FUNDS INTO THE ANIMAL WELFARE SECTOR THROUGH CORPORATE SPONSORSHIPS. --TO DATE, THE DOGGY DAY OUT MANUAL, CREATED TO HELP SHELTERS START AND MANAGE THEIR OWN DOGGY DAY OUT PROGRAMS, HAS BEEN DOWNLOADED OVER 400 TIMES. --THE BOOK "MUTUAL RESCUE: HOW ADOPTING A HOMELESS ANIMAL CAN SAVE YOU, TOO" WAS WRITTEN BY HUMANE SOCIETY SILICON VALLEY PRESIDENT AND MUTUAL RESCUE FOUNDER CAROL NOVELLO. THE BOOK, PUBLISHED IN 2019, PROFILES THE TRANSFORMATIONAL IMPACT THAT SHELTER PETS HAVE ON HUMANS, EXPLORING THE EMOTIONAL, PHYSICAL, AND SPIRITUAL GIFTS THAT RESCUED ANIMALS PROVIDE. --MUTUAL RESCUE FILMS, WHICH ARE AIMED AT DEMONSTRATING THE INCREDIBLE IMPACT THAT AN ANIMAL AND A PERSON HAVE ON EACH OTHER, HAVE OVER 150 MILLION VIEWS. * STATISTICS UNAUDITED CHARITY RATINGS CHARITY NAVIGATOR AND GUIDESTAR ARE KEY ORGANIZATIONS THAT PROVIDE, ON THEIR WEBSITES, INFORMATION ON NONPROFIT ORGANIZATIONS. THE FOLLOWING INFORMATION PERTAINS TO RATINGS AND COMPARABILITY TO OTHER NONPROFITS. AS PART OF THE ORGANIZATION'S LONG-TERM SUSTAINABILITY PLAN, THE ORGANIZATION CARRIES LOW INTEREST TAX EXEMPT BOND DEBT WHICH WAS USED TO FINANCE THE CONSTRUCTION, EQUIPPING AND FURNISHING OF THE ANIMAL COMMUNITY CENTER. TAX EXEMPT BOND FINANCING IS COMMON FOR NOT FOR PROFIT ENTITIES. HOWEVER, UNDER CHARITY NAVIGATOR'S FINANCIAL RATING SYSTEM, CARRYING DEBT IS PENALIZED, EVEN FOR ORGANIZATIONS LIKE HUMANE SOCIETY SILICON VALLEY WITH A STRONG FINANCIAL POSITION. THE ORGANIZATION'S CURRENT RATIO WAS 3.0 TO 1 AND 5.9 TO 1 AT JUNE 30, 2019 AND 2018 RESPECTIVELY. THE ORGANIZATION HAS SUFFICIENT LIQUID ASSETS TO PAY OFF THE BOND PAYABLE DEBT. HOWEVER, THESE ASSETS HAVE BEEN INVESTED FOR LONG TERM GROWTH TO CREATE AN EVEN STRONGER FINANCIAL FOUNDATION FOR THE FUTURE. SEE NOTE 9 FOR MORE INFORMATION ON THE BONDS PAYABLE. THE ABOVE FACTOR NEGATIVELY AFFECTS THE FINANCIAL PORTION OF HUMANE SOCIETY SILICON VALLEY'S RATING ON CHARITY NAVIGATOR, A KEY NONPROFIT CHARITY RATING ORGANIZATION. HOWEVER, THE ORGANIZATION'S STRENGTHS ARE ITS PROGRAM EFFICIENCY RATIO AND ITS ACCOUNTABILITY AND TRANSPARENCY RATINGS. THE ORGANIZATION'S PROGRAM EXPENSES ARE 78% OF TOTAL EXPENSES, WHICH IS CONSIDERED EXCELLENT BY CHARITY NAVIGATOR'S RATINGS METHODOLOGY. FUTHERMORE, THE ORGANIZATION SCORED MAXIMUM POINTS ON THE ACCOUNTABILITY AND TRANSPARENCY FACTORS OF THE RATING. ADDITIONALLY, FROM THE OTHER THIRD-PARTY WATCHDOG, GUIDESTAR, THE ORGANIZATION HAS EARNED THE HIGHEST RATING OF A PLATINUM SEAL OF TRANSPARENCY FOR VOLUNTARILY AND PUBLICLY SHARING INFORMATION ABOUT ITS MISSION IMPACT. IN THE FUTURE, CHARITY NAVIGATOR IS PLANNING TO INCORPORATE MISSION IMPACT IN ITS RATING SYSTEMS, MOST LIKELY BASED ON GUIDESTAR'S RATING SYSTEMS, SINCE IT ALREADY PUBLISHES MISSION IMPACT INFORMATION FROM GUIDESTAR. SINCE THE ORGANIZATION HAS THE HIGHEST RATING OF PLATINUM ON GUIDESTAR, MOST LIKELY THE ORGANIZATION WILL RECEIVE FULL POINTS FOR THE NEW MISSION IMPACT SECTION. THIS WOULD LIKELY DRIVE UP THE OVERALL CHARITY NAVIGATOR RATING TO 4 STARS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FINANCIAL TEAM PERFORMS A DETAIL REVIEW OF FORM 990 AND THEN A COPY IS PROVIDED TO BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES ARE ASKED TO COMPLETE AND SIGN A "CONFLICT OF INTEREST POLICY & REASONABLE EFFORTS" QUESTIONNAIRE. THERE IS A CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY AND CODE OF ETHICS AND CONDUCT POLICY INCLUDED IN THE EMPLOYEE HANDBOOK. HUMAN RESOURCES POINTS THEM OUT AS KEY POLICIES IN THE EMPLOYEE HANDBOOK DURING ORIENTATION WITH ALL NEW EMPLOYEES. IN THE EVENT OF A CONFLICT, PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST ARE SPECIFIED IN THE ORGANIZATION'S POLICY. THEY INCLUDE DISCUSSION AMONG THE EXECUTIVE TEAM AND IF NEEDED, PRESENTATION TO THE BOARD OF DIRECTORS, DISCUSSION BY THE BOARD, INVESTIGATION OF ALTERNATIVES, OTHER DUE DILIGENCE, AND SPECIFIC RULES FOR MAKING A DECISION ON A COURSE OF ACTION. FORM 990, PART VI, SECTION B, LINE 15 WHEN COMPENSATION IS MODIFIED, USUALLY ANNUALLY, THE BOARD OF DIRECTORS CONDUCTS A STUDY OF CHIEF EXECUTIVE/PRESIDENT AND CHIEF FINANCIAL EMPLOYEE COMPENSATION OF OTHER SIMILAR ORGANIZATIONS MEETING THE FOLLOWING CRITERIA: 1. EACH OF THE ORGANIZATIONS LISTED IS IN THE ANIMAL WELFARE INDUSTRY AND OF SIMILAR SIZE AND RESPONSIBILITY FOR THE PRESIDENT AND CHIEF FINANCIAL EMPLOYEE OF THE ORGANIZATION; 2. EACH OF THE ORGANIZATIONS IS OF LONG STANDING WITHIN THEIR COMMUNITIES; 3. EACH IS IN CALIFORNIA IN LARGE METROPOLITAN COMMUNITIES WHERE THE COST OF LIVING IS SIMILAR TO HSSV'S COMMUNITY; AND 4. ALL OF THE ORGANIZATIONS IN CALIFORNIA THAT MEET CRITERIAS 1,2 AND 3 ARE INCLUDED. TO HELP ASSURE QUALITY AND INDEPENDENCE, THE STUDY IS PREPARED BY STAFF AND REVIEWED AND APPROVED BY THE TREASURER AND BOARD CHAIR, PRIOR TO PRESENTATION TO THE ENTIRE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 AUDIT REPORTS, ANNUAL REPORTS, AND 990'S ARE POSTED DIRECTLY ON ITS WEBSITE. HSSV PROVIDES A CONTACT EMAIL ON ITS WEBSITE FOR ANYONE WHO WANTS TO REQUEST A COPY OF OTHER DOCUMENTS, SUCH AS THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY.